Thungela Resources Limited

LSE:TGA Stock Report

Market Cap: UK£774.8m

Thungela Resources Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

July Ndlovu

Chief executive officer

R77.1m

Total compensation

CEO salary percentage10.5%
CEO tenure8.3yrs
CEO ownership0.9%
Management average tenure3.8yrs
Board average tenure3.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has July Ndlovu's remuneration changed compared to Thungela Resources's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024n/an/a

R3b

Mar 31 2024n/an/a

R4b

Dec 31 2023R77mR8m

R5b

Sep 30 2023n/an/a

R8b

Jun 30 2023n/an/a

R11b

Mar 31 2023n/an/a

R14b

Dec 31 2022R129mR8m

R17b

Sep 30 2022n/an/a

R16b

Jun 30 2022n/an/a

R15b

Mar 31 2022n/an/a

R11b

Dec 31 2021R75mR7m

R6b

Sep 30 2021n/an/a

R3b

Jun 30 2021n/an/a

R23m

Mar 31 2021n/an/a

-R153m

Dec 31 2020R26mR7m

-R330m

Compensation vs Market: July's total compensation ($USD4.21M) is above average for companies of similar size in the UK market ($USD1.48M).

Compensation vs Earnings: July's compensation has been consistent with company performance over the past year.


CEO

July Ndlovu (58 yo)

8.3yrs

Tenure

R77,109,000

Compensation

Mr. July Ndlovu, BSc (Hons), MBL, CSEP, BLP, serves as Chief Executive Officer of Thungela Resources Limited and has been its Executive Director since September 1, 2016. Mr. Ndlovu served as Chief Executiv...


Leadership Team

NamePositionTenureCompensationOwnership
July Ndlovu
CEO & Executive Directorno dataR77.11m0.88%
£ 6.8m
Gideon Smith
CFO & Executive Director7.4yrsR40.32m0.38%
£ 2.9m
Johan Van Schalkwyk
Chief Operations Officerno dataR9.34mno data
Leslie Martin
Executive Head of Technicalno dataR7.45mno data
Bernard Dalton
Executive Head of Marketing3.7yrsR6.37mno data
Lesego Mataboge
Executive Head of Human Resourcesno dataR5.35mno data
Mpumi Sithole
Executive Head of Corporate Affairsno dataR5.18mno data
Carina Venter
Executive Head of Safety4.7yrsR5.27mno data
Hugo Nunes
Head of Investor Relationsno datano datano data
Daniel Klem
Company Secretary3.8yrsno datano data
Altovise Ellis
Company Secretaryless than a yearno datano data
Ryan Africa
Investor Relations Contactno datano datano data

3.8yrs

Average Tenure

51yo

Average Age

Experienced Management: TGA's management team is considered experienced (3.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
July Ndlovu
CEO & Executive Director8.3yrsR77.11m0.88%
£ 6.8m
Gideon Smith
CFO & Executive Director7.4yrsR40.32m0.38%
£ 2.9m
Seamus French
Independent Non-Executive Director3.5yrsR1.09m0.020%
£ 153.4k
Thomas McKeith
Independent Non-Executive Directorless than a yearno datano data
Sango Ntsaluba
Independent Non-Executive Chairman3.9yrsR1.62m0.0028%
£ 21.5k
Benjamin Kodisang
Independent Non-Executive Director3.8yrsR1.13mno data
Kholeka Mzondeki
Independent Non-Executive Director3.8yrsR1.21m0.00059%
£ 4.6k
Yoza Jekwa
Independent Non-Executive Director2.3yrsR921.31kno data

3.8yrs

Average Tenure

57.5yo

Average Age

Experienced Board: TGA's board of directors are considered experienced (3.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:48
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Thungela Resources Limited is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ephrem RaviCitigroup Inc
Nkateko MathonsiInvestec Bank Limited (SA)
Brian MorganMorgan Stanley