Member Info for Gubby

January average $168.50

https://www.worldbank.org/en/research/commodity-markets

Average.

https://m.miningweekly.com/article/weekly-commodities-market-wrap-2022-01-31/rep_id:3861/searchString:Weekly%20commodities%20market%20wrap

Apologies, "Bulk" terminal, but I think they're contiguous. Positive morale and better direction may spill over and become endemic...one can dream...

https://m.miningweekly.com/article/transnet-highlights-turnaround-at-richards-bay-bulk-terminal-2022-01-17

https://www.worldbank.org/en/research/commodity-markets
January average $142.50....from the info available TGA seem to have achieved a few dollars above the World Bank figures recently...so maybe $145 average looking on the bright side?

https://www.iea.org/news/coal-power-s-sharp-rebound-is-taking-it-to-a-new-record-in-2021-threatening-net-zero-goals

"Rapid economic recovery is driving global coal power generation to a record this year and overall coal demand to a potential all-time high as soon as 2022, underlining urgent need for policy action"

Why?...

...and who on earth are THG?

https://www.miningweekly.com/article/weekly-sa-coal-report-2021-12-13

Still can't find any related deaths....

....but nothing new.

https://www.miningweekly.com/article/life-extension-on-the-cards-for-ageing-coal-mine-2021-12-10

https://www.miningweekly.com/article/wescoal-expects-485-rise-in-interim-heps-2021-12-08

Thungela Combined Pre Listing Statement And Prospectus. Page 135.

Taxation Of Dividends.
The Company will not....etc

When you said previously...."whether via buyback or dividend (I would prefer the former for tax reasons)".

Would you prefer a buyback because your TGA are not in an ISA? Or is there a withholding tax...and if there is does it apply to UK, SA or UK & SA shares? I looked in to taxation a few months ago, but mustn't have found an end conclusion and gave up-I could have found what I thought was conflicting information and gave up.

...sorry-tonnage for 2022 if all the stops continue to be pulled out.

p.s.

I can' say that I'd ever heard of an E19 or E21 until yesterday...

....apart from a postcode or a crappy boy band whose lead singer actually ran "himself" over...what a dummy.. :-)

Hi tedmak,

Deon Smith refers to it in the webcast. A conditional declaration of 70mt...which is about 20% more tonnage than at present...looks like they want to push to get the Japanese E19's fixed first or buy more. The security teams and drones may help to lessen theft and vandalism. Very important to us.....

Anybody got any views on the TFR conditional declaration of tonnage?

https://www.miningweekly.com/article/weekly-sa-coal-report-2021-12-06

https://www.miningmx.com/top-story/48311-thungela-to-exceed-dividend-expectations-after-strong-coal-prices-in-second-half-of-year/

What a stonking RNS and how prudent it was to release the voluntary RNS about TFR so that we haven't gone "Splat!", today.
Why isn't everybody harping on about the Nasonti partnership at Goedehoop South that will be producing another stream of coal by the time we get the full year results? ...another 1m/t/y...very low cost and quick payback. The H2 % from benchmark was actually down to 14%, but the first half at 23% has pulled the average back up to 17%. The unit cost will be less than the R830 guidance. Elders....Zibulo...blimey, cheer up-we've got drones now too.

https://thedocs.worldbank.org/en/doc/5d903e848db1d1b83e0ec8f744e55570-0350012021/related/CMO-Pink-Sheet-December-2021.pdf

Coal has recently boosted Glencore's profits. Coal prices predicted to remain high in 2022.

Don't know if this will work on the day. I've tried to register for the webcast. This link was at the bottom of the registration email-the previous links were just orange buttons.

https://services.choruscall.com/mediaframe/webcast.html?webcastid=dwOzBIR5&securityString=lQNoTQmizB4SdO0Z6jelzCEP