Thungela Resources (TGA) Aktienübersicht
Thungela Resources Limited ist im Bereich des Abbaus und der Förderung von Kraftwerkskohle in Südafrika und Australien tätig. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 0/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 1/6 |
TGA Community Fair Values
Create NarrativeSee what 37 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Thungela Resources Limited Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | R96.47 |
| 52-Wochen-Hoch | R180.61 |
| 52-Wochen-Tief | R73.10 |
| Beta | -1.1 |
| 1 Monat Veränderung | -3.05% |
| 3 Monate Veränderung | -33.58% |
| 1 Jahr Veränderung | 3.08% |
| 3 Jahre Veränderung | -25.37% |
| 5 Jahre Veränderung | 118.31% |
| Veränderung seit IPO | 340.50% |
Aktuelle Nachrichten und Updates
Narrative-Update • Jul 15
TGA: Higher Future P/E Assumptions Will Pressure Forward Equity Returns
Analysts have raised their price target for Thungela Resources from ZAR 55.00 to ZAR 60.00, citing updated fair value assumptions, a slightly lower discount rate, and revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News No recent Thungela Resources specific news or key developments were identified in the provided sources.
Narrative-Update • Jul 01
TGA: Improved Margin Outlook Will Support Repriced Earnings Multiple
Analysts have increased their price target for Thungela Resources from ZAR75.50 to ZAR135.75, citing updated assumptions around revenue growth, profit margins and a lower forward P/E multiple in their models. What's in the News for Thungela Resources No recent Thungela Resources specific news items were provided in the primary news feed.
Narrative-Update • Jun 16
TGA: Higher Future P/E And Dividend Policy Will Support Undervalued Shares
The analyst price target for Thungela Resources has been revised from ZAR180.00 to ZAR250.00. Analysts attribute the change to updated fair value assumptions and a higher future P/E estimate as key drivers.Recent updates
Narrative-Update • Jul 15
TGA: Higher Future P/E Assumptions Will Pressure Forward Equity Returns
Analysts have raised their price target for Thungela Resources from ZAR 55.00 to ZAR 60.00, citing updated fair value assumptions, a slightly lower discount rate, and revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News No recent Thungela Resources specific news or key developments were identified in the provided sources.Narrative-Update • Jul 01
TGA: Improved Margin Outlook Will Support Repriced Earnings Multiple
Analysts have increased their price target for Thungela Resources from ZAR75.50 to ZAR135.75, citing updated assumptions around revenue growth, profit margins and a lower forward P/E multiple in their models. What's in the News for Thungela Resources No recent Thungela Resources specific news items were provided in the primary news feed.Narrative-Update • Jun 16
TGA: Higher Future P/E And Dividend Policy Will Support Undervalued Shares
The analyst price target for Thungela Resources has been revised from ZAR180.00 to ZAR250.00. Analysts attribute the change to updated fair value assumptions and a higher future P/E estimate as key drivers.Narrative-Update • Jun 02
TGA: Large Cash Dividend Will Support Undervalued Shares In 2026
Analysts maintained their ZAR 180.00 price target for Thungela Resources, noting that only minor changes to the discount rate, revenue growth, profit margin and future P/E assumptions were made, which did not materially change their valuation view. What's in the News A board meeting is scheduled for 20 March 2026 to consider approval of Thungela Resources' annual financial statements for the year ended 31 December 2025, for presentation at the next AGM.Narrative-Update • May 18
TGA: Higher Fair Value And Dividend Will Offset 2025 Loss
Analysts have lifted their price target for Thungela Resources from ZAR115.00 to ZAR180.00, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margins and a higher future P/E multiple. What's in the News Board meeting scheduled for 20 March 2026 to consider approval of the annual financial statements for the year ended 31 December 2025 for presentation at the next AGM (Key Developments).Narrative-Update • Apr 20
TGA: Expected 2025 Loss And Dividend Constraints Will Pressure Equity Returns
Analysts have lifted their price target for Thungela Resources from ZAR50 to ZAR55, citing updated assumptions that now reflect milder expected revenue declines, a higher projected profit margin, and a lower future P/E multiple in their valuation work. What's in the News A board meeting is scheduled for 20 March 2026 to consider approval of Thungela Resources' annual financial statements for the year ended 31 December 2025.Narrative-Update • Apr 06
TGA: Guided 2025 Loss Will Keep Shares Under Pressure
Analysts have kept the ZAR115.00 price target for Thungela Resources unchanged, highlighting adjusted expectations for revenue growth at about 7% and a higher profit margin near 12%, which together support a lower forward P/E assumption of roughly 5x. What's in the News A board meeting is scheduled for 20 March 2026 to consider approval of the annual financial statements for the year ended 31 December 2025 for presentation at the next AGM (Key Developments).Narrative-Update • Mar 23
TGA: Guided 2025 Loss And Lower P/E Multiple Will Pressure Shares
Analysts have trimmed their price target on Thungela Resources from ZAR120 to ZAR115, citing updated assumptions that include a slightly higher long term discount rate, modestly softer revenue growth, improved profit margin expectations and a lower future P/E multiple. What's in the News Thungela Resources issued earnings guidance for the year ending 31 December 2025, indicating an expected loss per share between ZAR 53.50 and ZAR 56.00 (company guidance).Narrative-Update • Mar 08
TGA: Expected 2025 Loss Will Outweigh Higher Export Production Guidance
Analysts have kept their ZAR fair value estimate for Thungela Resources steady while adjusting their assumptions for slightly softer revenue growth, improved profit margins, and a lower future P/E. Together, these factors inform the latest price target narrative.Narrative-Update • Feb 22
TGA: Higher 2025 Export Target Will Expose Overstretched Earnings Multiple
Analysts have trimmed their ZAR79.28 fair value estimate for Thungela Resources to ZAR75.50, citing updated assumptions around revenue trends, profitability and a lower forward P/E of about 31.70x. What's in the News Thungela Resources issued production guidance for full year 2025, targeting approximately 13.7 Mt of export saleable production (Key Developments).Narrative-Update • Feb 08
TGA: Softer Revenue And Margins Will Offset Higher Production Guidance
Analysts have kept their fair value estimate for Thungela Resources steady at A$50.00, with only small tweaks to inputs such as a slightly lower discount rate, a modestly softer revenue growth outlook, a marginally narrower profit margin, and a mildly higher future P/E, guiding this unchanged target. What's in the News Thungela Resources issued production guidance for full year 2025, indicating it will achieve approximately 13.7 Mt of export saleable production, compared with a guidance range of 12.8 Mt to 13.6 Mt (Key Developments).Narrative-Update • Jan 25
TGA: Higher Export Guidance Will Support Elevated Future P/E Expectations
Analysts have trimmed their price target on Thungela Resources from R135.00 to R120.00, citing updated assumptions for revenue growth, profit margins and a higher future P/E of about 32x as key drivers of the change. What's in the News Thungela Resources issued full year 2025 production guidance of approximately 13.7 Mt of export saleable production, which is above its guidance range of 12.8 Mt to 13.6 Mt (Key Developments).Narrative-Update • Jan 10
TGA: Lower Margins And Weaker Revenue Will Pressure Future Returns
Analysts have cut their fair value estimate for Thungela Resources from R92.00 to R50.00, citing updated assumptions that include a slightly lower revenue growth outlook, a narrower profit margin and a modestly reduced forward P/E multiple. What's in the News Thungela Resources issued full year 2025 production guidance of approximately 13.7 Mt of export saleable production, compared with a prior guidance range of 12.8 Mt to 13.6 Mt (company guidance).Analyseartikel • Dec 29
Thungela Resources' (JSE:TGA) Returns Have Hit A Wall
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Narrative-Update • Dec 22
TGA: Leadership Transition Will Drive Weak Earnings Expectations And Share Price Down
Analysts have nudged their price target for Thungela Resources higher to approximately R79.28 from R76.75, citing marginally stronger long term earnings potential reflected in a slightly richer future P E assumption. What's in the News Thungela Resources issued full year 2025 production guidance, targeting approximately 13.7 Mt of export saleable production, above the prior guidance range of 12.8 Mt to 13.6 Mt (Key Developments).Narrative-Update • Dec 08
TGA: Leadership Change And Weak Earnings Outlook Will Pressure Share Price
Analysts have slightly adjusted their price target on Thungela Resources to align with an updated fair value estimate of R76.75 per share, reflecting stable assumptions on revenue growth, discount rate, and margins. What's in the News CEO designate Moses Madondo will formally assume the role of CEO with full executive responsibilities from 1 November 2025, marking the conclusion of the leadership transition process at Thungela Resources (company announcement).Analyseartikel • Dec 02
There's No Escaping Thungela Resources Limited's (JSE:TGA) Muted Earnings
With a price-to-earnings (or "P/E") ratio of 4.2x Thungela Resources Limited ( JSE:TGA ) may be sending very bullish...Narrative-Update • Nov 24
TGA: Leadership Transition And Stable Outlook Will Guide Market Sentiment Ahead
Analysts have maintained their fair value estimate for Thungela Resources at R76.75. They have made minimal adjustments to underlying assumptions, reflecting stable expectations for the company’s financial outlook.Narrative-Update • Nov 06
TGA: Future Leadership Transition And Lower Earnings Will Influence Market Stability
Thungela Resources: Analyst Price Target Update Analysts have lowered their fair value estimate for Thungela Resources from R94.95 to R76.75. They cite revised expectations for revenue growth and profit margins as key factors in the adjustment.Narrative-Update • Oct 22
Analysts Maintain Thungela Resources Price Target as Earnings Forecast Drops and Leadership Change Nears
Analysts have maintained their price target for Thungela Resources at R94.95, citing unchanged forecasts and a consistent outlook for the company's key performance indicators. What's in the News Mr. Moses Madondo, currently CEO Designate, will formally assume the role of CEO with full executive responsibilities from 1 November 2025.Narrative-Update • Oct 08
Southeast Asia Demand Will Support Coal Exports Though Challenges Remain
Analysts have revised their price target for Thungela Resources down by approximately R10. They now estimate a fair value of R94.95, citing updated outlooks for revenue growth and profit margins.Narrative-Update • Sep 12
Southeast Asia Demand Will Support Coal Exports Though Challenges Remain
Amid a decline in the consensus Future P/E multiple, Thungela Resources' analyst price target has been revised downward from ZAR111.70 to ZAR104.95. What's in the News Thungela Resources expects H1 2025 EPS and HEPS between ZAR 1.40 and ZAR 2.10, sharply down from ZAR 9.52 the previous year.Analyseartikel • Aug 20
Thungela Resources (JSE:TGA) Hasn't Managed To Accelerate Its Returns
JSE:TGA 1 Year Share Price vs Fair Value Explore Thungela Resources's Fair Values from the Community and select yours...
Neues Narrative • Feb 09
Ensham Production Upgrades Will Increase Output, But Future Margins May Face Pressure From Rising Costs
Production upgrades and life extension projects are set to boost revenue and enhance long-term competitiveness through increased availability and stable future earnings.Aktionärsrenditen
| TGA | ZA Oil and Gas | ZA Markt | |
|---|---|---|---|
| 7D | -8.1% | -1.6% | 0.1% |
| 1Y | 3.1% | 48.9% | 8.9% |
Rendite im Vergleich zur Industrie: TGA unter dem Niveau der Branche ZA Oil and Gas , die im vergangenen Jahr eine Rendite von 48.9% erzielte.
Rendite vs. Markt: TGA entspricht dem ZA Markt, der im vergangenen Jahr eine Rendite von 8.9 erzielte.
Preisvolatilität
| TGA volatility | |
|---|---|
| TGA Average Weekly Movement | 8.0% |
| Oil and Gas Industry Average Movement | 4.8% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in ZA Market | 10.3% |
| 10% least volatile stocks in ZA Market | 2.7% |
Stabiler Aktienkurs: Der Aktienkurs von TGA war in den letzten 3 Monaten im Vergleich zum ZA -Markt volatil.
Volatilität im Zeitverlauf: TGADie wöchentliche Volatilität (8%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der ZA Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1945 | n/a | T. Madondo | www.thungela.com |
Thungela Resources Limited ist im Bereich des Abbaus und der Förderung von Kraftwerkskohle in Südafrika und Australien tätig. Das Unternehmen besitzt Beteiligungen an Bergbaubetrieben in der südafrikanischen Provinz Mpumalanga, darunter die Bergwerke Goedehoop, Greenside, Isibonelo, Khwezela, Zibulo und Mafube, und fördert dort Kraftwerkskohle im Untertage- und Tagebau. Das Unternehmen besitzt außerdem 85 % der Ensham-Mine in Queensland, Australien.
Thungela Resources Limited's Grundlagenzusammenfassung
| TGA grundlegende Statistiken | |
|---|---|
| Marktanteil | R12.25b |
| Gewinn(TTM) | -R7.08b |
| Umsatz(TTM) | R29.60b |
0.4x
Kurs-Umsatz-Verhältnis-1.7x
Kurs-Gewinn-Verhältnis Ist TGA zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| TGA Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | R29.60b |
| Kosten der Einnahmen | R14.60b |
| Bruttogewinn | R15.00b |
| Sonstige Ausgaben | R22.09b |
| Gewinn | -R7.08b |
Zuletzt gemeldete Gewinne
Dec 31, 2025
Datum des nächsten Gewinnberichts
Aug 17, 2026
| Gewinn per Aktie (EPS) | -55.79 |
| Bruttomarge | 50.69% |
| Nettogewinnspanne | -23.94% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich TGA auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
4.1%
Aktuelle Dividendenrendite-7%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/29 14:21 |
| Aktienkurs zum Tagesende | 2026/07/28 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Thungela Resources Limited wird von 7 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Herbert Kharivhe | Absa Bank Limited |
| Ephrem Ravi | Citigroup Inc |
| Brian Morgan | Morgan Stanley |