Member Info for Gubby

https://www.youtube.com/watch?v=eHWHwt3kt3Y

Ideal watch for a tea break.

I only read the short version of the Boatman note.....

It was full of holes. They made out some of the declared TGA information may be incorrect, but then they seemed to contradict themselves and admit that their own stuff could be wrong. So pretty pointless really.

"Coal is expected to trade at 177.04 USD/MT by the end of this quarter, according to Trading Economics global macro models and analysts expectations."
I said you'd need a time machine to make the graph work....computer says "No"....it's out of date and can't keep up.....plus some snow on the way in the Northern Hemisphere....yum, yum, yum....

...and why even doubt the other darling of the hour....

Newcastle....$218.00....

Hard to offer much information, other than this share, with the constant trajectory, keeps astonishing me.

Thanks RVO,

I haven't sold any yet. My last buy was about £3.52. I have been very happy to sit and watch it become my largest share.
If anybody has traded it, good on you-I hope you got positive results.
The price still has a long way to go and not all in one day, but with crazy-high prices, TFR possibly lurching towards some form of action and Asia's literally insatiable appetite for coal at the moment it makes the smoke chugging out of Secunda a little less bitter....
The World will not get "fixed" overnight and some of it is still addicted to coal.

GL

They say don't get emotionally attached to a share,....

but today is one of those days when I LOVE TGA (if it flops later don't quote me)

TGA. All The Way!!

Good Luck all, buyers, sellers, holders.....it's a share, it'll get traded...

Newcastle $204

In the $180's....

From Ryan Africa, a few weeks ago....

"Good day XXX,

It is currently not our plan to issue quarterly updates, thus the next set of results to be released will be the full year 2021 results.

We have not yet announced a date for the release of the full-year results, but this date will be published on the website once it is announced."

"Feb", ffs, my spelling's also incorrect.....

Maybe mid Geb for results-guesstimate.

My guesstimates have previously been incorrect.

"With continued strong prices as well as improved performance by TFR through the remainder
of the year, the Group is likely to achieve positive Adjusted operating free cash flow1 for the
remainder of 2021. Our strong balance sheet coupled with the above paves the way for Thungela
to consider the declaration of a maiden dividend at the annual results for 2021, in line with
Thungela’s stated dividend policy of a minimum pay-out of 30% of Adjusted operating free cash
flow."

From Page 15. Consolidated Interims.

Oops,

https://www.miningweekly.com/article/china-to-stop-building-new-coal-fired-power-projects-abroad-2021-09-22

before Cop26....

It also states, "China’s coal consumption is poised to hit a record this year."

So....yin/yan....

Anyway, I'm off out to snog a llama, apparently it's good for you.......

https://www.miningmx.com/the-mining-yearbook-2021/

I haven't actually finished reading the whole thing yet, but the article with Portia Derby, Transnet CEO is very interesting especially because TGA are the largest share holders of RBCT....
Recently a possible "levy" was mentioned by TFR to help pay for improvements....
Mr July Ndlovu gets a mention on page 8.
Only on page 34, but flicked forwards and July is there again on 36....Dude.... :-)

https://www.miningweekly.com/article/weekly-sa-coal-report-2021-09-20

https://www.miningweekly.com/article/coal-still-a-lifeline-for-s-africa-as-transition-begins-2021-09-02

Crawshaw,

Are you really surprised?

All the nonsense it spouts....I discovered the filter button a few days ago...it's got like the rest of the boards where unfortunately the ones that post the most, actually have the least to say and any regular name I scroll straight through mostly...shame really, only one on the list, maybe more will follow....

If TGA could get out of the Eskom contract, which won't happen (ends Feb 24), it would be great, loss making anyway...