TNGRF News and Press, Thungela Resources From 10/03/22

Summary Thungela Resources is South Africa’s premier coal miner listed on London & Johannesburg exchanges. Coal has posted mammoth returns amidst widespread geopolitical volatility. Despite investor disenchantment with thermal coal, it remains a cheap, viable energy...

Thungela Resources Limited (TNGRF) Q2 2022 Results Conference Call August 15, 2022 06:00 AM ET Company Participants July Ndlovu - CEO Deon Smith - CFO Conference Call Participants Presentation Operator Good morning, everyone and welcome to...

Thungela Resources Limited press release ( OTCPK:TNGRF ): 1H GAAP EPS of R62.10. Revenue of R26.17B (+160.7% Y/Y) beats by R24.55B . For further details see: Thungela Resources Limited GAAP EPS of R62.10, revenue of R26.17B beats by R24.55B

Since the invasion, my funds in Russia have been frozen. I don’t believe central banks really have the will to have very high levels of bankruptcy/unemployment/social conflict. The main concern with oil/gas companies is that the managements insist on reinvestment/growth and...

Anglo American (OTCQX:AAUKF, OTCQX:NGLOY) says it sold its remaining shareholding in Thungela Resources (OTCPK:TNGRF) for $1.6B South African rand ($115M), completing its exit from the South African coal business. Anglo spun off its entire stake in its South African coal mines into Thungela a...

Thungela Resources Limited (TNGRF) Q4 2021 Results Conference Call March 22, 2022 06:00 AM ET Company Participants Ryan Africa - Head, IR July Ndlovu - CEO Deon Smith - CFO Conference Call Participants Brian Morgan - RMB Morgan Stanley Ben Davis - Liberum Jacques Conradie - Peregrine Capital ...

Thungela Resources Limited press release (OTCPK:TNGRF): FY GAAP EPS of R60.87. Revenue of R26.28B (+600.8% Y/Y). For further details see: Thungela Resources Limited GAAP EPS of R60.87, revenue of R26.28B

This is a third installment on ideas of how am I protecting my portfolio against the Russia War against Ukraine. I bought last two weeks oil positions in Aker BP (DETNF) and Africa Oil (AOIFF). I am very bullish on QFUEL. For QFUEL, war is not positive, so it does not fully fit in...

I bought more exposure to oil by increasing my position in AkerBP. I bought coal companies JSW and Thungela, which are both cheap. I also bought South African palladium producer Sibanye, as palladium would skyrocket in the event of sanctions on Russian palladium exports. For...