Company Thungela Resources Limited

Equities

TGA

ZAE000296554

Coal

End-of-day quote Johannesburg S.E. 07:00:00 2024-03-17 pm EDT 5-day change 1st Jan Change
112.5 ZAR +4.20% Intraday chart for Thungela Resources Limited +2.08% -26.86%

Business Summary

Thungela Resources Limited is a South Africa-based thermal coal exporter. The Company owns interests in, and produces, its thermal coal from its mining operations. The Company operates through three segments: Opencast, Underground, and Services. Opencast Mining operations undertaken in an opencast mine where coal is extracted include the mining operations: Isibonelo, Khwezela, Mafube, Rietvlei. Its Underground Mining operations undertaken in an underground mine where coal is extracted include the mining operations: Zibulo, Greenside, Goedehoop. Services segment provides services to support the ongoing operations of the Company. The Company holds a 50% interest in Phola, which owns and operates the Phola Coal Processing Plant, and a 23% indirect interest in Richards Bay Coal Terminal (RBCT). It also holds an interest in the Ensham Coal Mine in Australia. The Company exports its thermal coal portfolio mainly to the Indian, Asian, SEA, Middle East and North African markets.

Sales per Business

ZAR in Million2021Weight2022Weight Delta
Underground
63.8 %
16,502 62.8 % 32,387 63.8 % +96.26%
Opencast
36.2 %
9,780 37.2 % 18,366 36.2 % +87.79%

Sales per region

ZAR in Million2021Weight2022Weight Delta
United Kingdom
90.2 %
22,813 86.8 % 45,756 90.2 % +100.57%
South Africa
9.8 %
3,469 13.2 % 4,997 9.8 % +44.05%

Managers

Managers TitleAgeSince
Chief Executive Officer 58 16-08-31
Director of Finance/CFO 46 17-06-30
Chief Tech/Sci/R&D Officer 51 20-03-31
Chief Operating Officer 49 17-12-31
Investor Relations Contact - -
Corporate Secretary 59 -
Sales & Marketing - -
Corporate Officer/Principal 45 19-01-31
Human Resources Officer 51 18-11-30
Corporate Officer/Principal 46 20-03-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 53 21-03-15
Director/Board Member 64 21-03-06
Director/Board Member 61 21-04-05
Chairman 64 20-12-31
Director/Board Member 55 21-02-11
Chief Executive Officer 58 16-08-31
Director/Board Member 48 22-08-11
Director of Finance/CFO 46 17-06-30

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 140,492,585 130,205,671 ( 92.68 %) 2,576,848 ( 1.834 %) 92.68 %

Shareholders

NameEquities%Valuation
Public Investment Corporation (SOC) Ltd.
15.21 %
21,373,902 15.21 % 117 M R
Allan Gray Prorietary Ltd.
5.005 %
7,032,326 5.005 % 38 M R
Quantex AG
3.502 %
4,919,999 3.502 % 27 M R
PSG Asset Management (Pty) Ltd.
2.028 %
2,849,198 2.028 % 16 M R
Sanlam Investment Management (Pty) Ltd.
0.8152 %
1,145,277 0.8152 % 6 M R
Satrix Managers (RF) Pty Ltd.
0.4891 %
687,109 0.4891 % 4 M R
M&G Investment Managers (Pty) Ltd.
0.3755 %
527,614 0.3755 % 3 M R
Momentum Outcome-based Solutions (Pty) Ltd.
0.3297 %
463,266 0.3297 % 3 M R
Sasfin Asset Managers Pty Ltd.
0.2845 %
399,662 0.2845 % 2 M R
Camissa Asset Management Pty Ltd.
0.1722 %
241,924 0.1722 % 1 M R

Company contact information

Thungela Resources Ltd.

25 Bath Avenue Rosebank

2196, Johannesburg

+27 11 638 9000

http://www.thungela.com
address Thungela Resources Limited(TGA)

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
-
More Ratings
Sell
Consensus
Buy
Mean consensus
UNDERPERFORM
Number of Analysts
4
Last Close Price
112.5 ZAR
Average target price
124.7 ZAR
Spread / Average Target
+10.82%
Consensus

Quarterly revenue - Rate of surprise