The investment case for Tharisa PLC has several powerful strands to it both on an absolute and relative basis. Pricing for PGMs remain relatively strong as does the chrome price which has risen 95% since the start of the year (the Tharisa share price has meanwhile fallen 13%). Optimisation and innovation at its large-scale flagship asset, Tharisa Mine, is delivering production growth and cost savings to offset inflation. Growth is also soon to accelerate with delivery of Karo, due in 2024, a tec ....
12 Jul 2022
Tharisa PLC - Initiating Coverage
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Tharisa PLC - Initiating Coverage
- Published:
12 Jul 2022 -
Author:
David Butler -
Pages:
42
The investment case for Tharisa PLC has several powerful strands to it both on an absolute and relative basis. Pricing for PGMs remain relatively strong as does the chrome price which has risen 95% since the start of the year (the Tharisa share price has meanwhile fallen 13%). Optimisation and innovation at its large-scale flagship asset, Tharisa Mine, is delivering production growth and cost savings to offset inflation. Growth is also soon to accelerate with delivery of Karo, due in 2024, a tec ....