TGA Share Price Performance
R0
-125.83 (-100.00%)
Price R0
Fair ValueR76.75
Share Pricen/a
Thungela Resources Limited Stock Price
- 3 Narratives written by author
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- 37 Fair Values set on narratives written by author
TGA Community Narratives
AN
Fair Value R76.75 3.9% overvalued intrinsic discount
Analysts Maintain Thungela Resources Price Target as Earnings Forecast Drops and Leadership Change Nears
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AN
Fair Value R92 13.3% undervalued intrinsic discount
ESG Pressures And Decarbonization Will Choke Thermal Coal Exports
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Fair Value R135 40.9% undervalued intrinsic discount
Asia And Africa Demand Will Secure Premium Coal Amid Headwinds
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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
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AN
R76.75
3.9% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-4.95% p.a.
Profit Margin
1.33%
Future PE
36.13x
Share price in 2028
R121.37
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
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AN
R135
40.9% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
0.016% p.a.
Profit Margin
3.66%
Future PE
19.92x
Share price in 2028
R213.54
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
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AN
R92
13.3% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-4.31% p.a.
Profit Margin
4.2%
Future PE
13.49x
Share price in 2028
R145.49
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 Goedehoop colliery, Greenside colliery, Isibonelo colliery, Khwezela colliery, Zibulo colliery, and Mafube colliery. It also holds 85% of the Ensham Mine located in Queensland, Australia. The company also exports its products to Indian, Asian, Southeast Asian, the Middle East, and North African markets. Thungela Resources Limited was founded in 1945 and is based in Johannesburg, South Africa.
