TGA Share Price Performance
R0
-131.50 (-100.00%)
Price R0
Fair ValueR135.00
Share Pricen/a
Thungela Resources' (JSE:TGA) Returns Have Hit A Wall
Dec 29
Thungela Resources Limited Stock Price
- 3 Narratives written by author
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- 38 Fair Values set on narratives written by author
TGA Community Narratives
AN
Fair Value R135 25.9% undervalued intrinsic discount
Asia And Africa Demand Will Secure Premium Coal Amid Headwinds
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Fair Value R79.28 26.3% overvalued intrinsic discount
Analysts Maintain Thungela Resources Price Target as Earnings Forecast Drops and Leadership Change Nears
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AN
Fair Value R50 100.2% 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
14
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AN
R50
100.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-5.27% p.a.
Profit Margin
2.43%
Future PE
13.03x
Price in 2029
R70.51
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
214
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AN
R79.28
26.3% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-4.95% p.a.
Profit Margin
1.33%
Future PE
37.32x
Price in 2028
R125.33
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
22
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AN
R135
25.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
0.016% p.a.
Profit Margin
3.66%
Future PE
19.92x
Price in 2028
R213.54
Trending Discussion
Recently Updated Narratives
AN
TGA: Lower Margins And Weaker Revenue Will Pressure Future Returns
Fair Value: R50 100.2% overvalued intrinsic discount
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AN
TGA: Leadership Transition Will Drive Weak Earnings Expectations And Share Price Down
Fair Value: R79.28 26.3% overvalued intrinsic discount
21 followersusers have followed this narrative
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AN
Asia And Africa Demand Will Secure Premium Coal Amid Headwinds
Fair Value: R135 25.9% undervalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
Thungela Resources Limited Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Mar 23, 2026
- 19.85
- 51.64%
- 7.61%
- 0%
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.
