TGA Share Price Performance
R0
-103.00 (-100.00%)
Price R0
Fair ValueR115.00
Share Pricen/a
Thungela Resources Limited Stock Price
- 3 Narratives written by author
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- 43 Fair Values set on narratives written by author
TGA Community Narratives
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Fair Value R115 17.7% overvalued intrinsic discount
Asia And Africa Demand Will Secure Premium Coal Amid Headwinds
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Fair Value R75.5 79.2% overvalued intrinsic discount
Analysts Maintain Thungela Resources Price Target as Earnings Forecast Drops and Leadership Change Nears
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Fair Value R55 146.0% overvalued intrinsic discount
ESG Pressures And Decarbonization Will Choke Thermal Coal Exports
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ESG Pressures And Decarbonization Will Choke Thermal Coal Exports
Key Takeaways Accelerating decarbonization and renewable energy adoption threaten to shrink Thungela's export markets and compress future revenue and margins. Heightened ESG scrutiny and stricter environmental regulations increase costs, restrict financing, and jeopardize long-term profitability for thermal coal producers.Read more
29
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AN
R55
146.0% overvalued intrinsic discount
Fair Value
Profit Margin
5.89%
Future PE
6.25x
Price in 2029
R86.1
Asia And Africa Demand Will Secure Premium Coal Amid Headwinds
Key Takeaways Operational improvements, resilient logistics, and strong balance sheet position Thungela for rapid margin expansion, high shareholder returns, and strategic growth in a fragmented coal market. Persistent global coal underinvestment and sustained demand for premium products allow Thungela to achieve superior pricing, secure long-term cash flows, and weather commodity market cycles.Read more
73
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AN
R115
17.7% overvalued intrinsic discount
Fair Value
Profit Margin
11.93%
Future PE
5.04x
Price in 2029
R180.03
Analysts Maintain Thungela Resources Price Target as Earnings Forecast Drops and Leadership Change Nears
Key Takeaways Global supply constraints and strong demand from developing markets enhance Thungela's pricing power and support stable, long-term revenue growth. Operational excellence, disciplined capital allocation, and strategic expansions underpin margin improvements and sustainable shareholder returns.Read more
255
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R75.5
79.2% overvalued intrinsic discount
Fair Value
Revenue
-5.4% p.a.
Profit Margin
1.68%
Future PE
31.7x
Price in 2029
R118.22
Trending Discussion
Recently Updated Narratives
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TGA: Expected 2025 Loss And Dividend Constraints Will Pressure Equity Returns
Fair Value: R55 146.0% overvalued intrinsic discount
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TGA: Guided 2025 Loss Will Keep Shares Under Pressure
Fair Value: R115 17.7% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
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TGA: Higher 2025 Export Target Will Expose Overstretched Earnings Multiple
Fair Value: R75.5 79.2% overvalued intrinsic discount
21 fair values setusers have set this as their fair value
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Snowflake Analysis
Thungela Resources Limited Key Details
About TGA
- Founded
- 1945
- Employees
- n/a
- CEO
- WebsiteView website
Thungela Resources Limited engages in the mining and production of thermal coal in South Africa and Australia. It owns interests in and produces its thermal coal from mining operations, consisting of underground and open cast mines in the Mpumalanga province of South Africa, including Greenside colliery, Khwezela colliery, Zibulo colliery, Mafube colliery, and Annea colliery. The company also holds 100% of the Ensham Mine located in Queensland, Australia. It also exports its products to Southeast Asian, the Middle East, and African markets. Thungela Resources Limited was founded in 1945 and is based in Johannesburg, South Africa.
