Member Info for RedbullRJ

Some RBCT volume on here:
https://www.barchart.com/futures/quotes/LVZ22/overview

Thungela reported as part of the results when they disclosed losses from having hedged at earlier lower prices last year, that there was not much futures volume traded in RBCT coal, which limited their ability to secure meaningful volumes of revenue at higher prices for the years to come when prices were sky high. However, there is always a lot more volume in Rotterdam coal, and to me it seems to move in close step to RBCT, so they could use that?, except they don't, for reasons beyond my knowledge.

https://www.barchart.com/futures/quotes/LUF23/futures-prices

Up the equivalent of over 1.5% using the movement from the already open SA exchange atm.

Yesterday's coal price continuing the upward trend and now approx. 25% above recent lows, if the share price did the same we would be over 1400.

Just a shame the port has been quiet, need those locos repaired and running now the tracks are back open.

https://www.barchart.com/futures/quotes/LVZ22/overview

Latest flow rate:
21/11/2022 00:00:00 21/11/2022 System Entry Volume, Saltfleetby, D+1 0.1738 22/11/2022 12:01:00 L

Taverham, as you say very quiet?! :
IMNO, the share price will be at least £10 by this afternoon if the meteor strike misses the well site and the sidetrack hits the gold deposit
GLA
DYOR

https://twitter.com/ReliableTFR/status/1593644146908184576?t=5Zy-FUQeLt0Gg5TN9EPkOA&s=19

Last Year H2 divi paid on 23rd May

https://www.thungela.com/uploads/attachments/cl11061i14ldjpruf90iyut8y-dividend-declaration-sens-22-march-2022.pdf

https://twitter.com/angusenergyplc/status/1593176121125654528?s=20&t=DJFdeer3IXcwHTNnAtNflQ

Certainly a stiffer sentence than they would have got in the UK:

https://twitter.com/follow_transnet/status/1593121984715849728?s=20&t=PzU57k54AKMsMj2nfLMvJg

Nice and high

14/11/2022 00:00:00 14/11/2022 System Entry Calorific Value, Saltfleetby, D+1 40.9800 15/11/2022 12:01:00 L
14/11/2022 00:00:00 14/11/2022 System Entry Energy, Saltfleetby, D+1 2022222.0000 15/11/2022 12:01:00 L
14/11/2022 00:00:00 14/11/2022 System Entry Volume, Saltfleetby, D+1 0.1764 15/11/2022 12:01:00 L

Not sure exactly when next update is due.
Last year there was a pre-close trading update on 6/12/21 and Trading statement on 11/2/22 .
I would be interested in knowing when to expect the next one

Rotterdam and Newcastle Tuesday prices, that have been released so far, up again nicely, with RTM Jan back to $200 and NTL Dec $330. As always, expect RBCT will follow when available later.

https://www.barchart.com/futures/quotes/LQZ22/overview

https://www.barchart.com/futures/quotes/LUF23/overview

Dutch Gas up today too, making coal imports more attractive

https://www.barchart.com/futures/quotes/TGZ22/futures-prices

With prices going up, the rail line fixed and more locos coming on line, I would have expected a stronger recovery in the share price.

Futures prices going up nicely today for all those extra therms above the hedge:

https://www.barchart.com/futures/quotes/NF*0/futures-prices

+20% atm

Some good news about the derailment and coal prices:

https://www.miningweekly.com/article/tfr-clears-derailment-on-north-corridor-2022-11-14

My spreadsheet shows last week was busy at RBCT, previous week quieter, so balanced out. No obvious sign of reduced throughput due to previous strike or derailment, though if they keep 3 weeks of stock normally, the impact will be there, just spaced out over weeks and with less signs of improvement from the supposed increase in loco availability now the spares situation is being resolved.

Today's coal prices at Newcastle and Rotterdam heading in the right direct, RBCT price will hopefully be following them up when available later:

https://www.barchart.com/futures/quotes/LQZ22/overview
https://www.barchart.com/futures/quotes/LUZ22/overview

UK Nat Gas also up 20% atm:

https://www.barchart.com/futures/quotes/NF*0/futures-prices

Not great news:

https://www.miningweekly.com/article/transnet-declares-sixth-force-majeure-in-18-months-2022-11-11-1

Today's price on Newcastle is doing well, share price thinks otherwise, hopefully it's a bit slow and RBCT price will be up too, when available later.

https://www.barchart.com/futures/quotes/LQZ22/overview

New Tweet:

https://twitter.com/angusenergyplc/status/1590657601238626305?s=20&t=cQQ5Ynz4rRsW-z6Tg-Do1A

Let's hope the line is cleared quickly, after the strike, the railings need all the help they can get.

https://www.miningweekly.com/article/export-coal-train-derails-en-route-to-richards-bay-2022-11-08

Latest Pink Sheet;

https://thedocs.worldbank.org/en/doc/5d903e848db1d1b83e0ec8f744e55570-0350012021/related/CMO-Pink-Sheet-November-2022.pdf

Shows SA coal @ $326.6 for October? I have the average closer to $245 over the month, anyone have anything similar?

Not a great start on the SA exchange, Thungela over 5% down atm.

"Malcolm Le May, Chief Executive Officer, commented:

"I am pleased to announce that the Group's application to the PRA for a large exposure waiver has been approved. This will allow us to leverage our existing access to retail deposit funding, through Vanquis Bank, to fund all our lending products going forwards, including vehicle finance. This is an important part of our stated strategy of becoming a fully-fledged banking group and highlights the inherent competitive advantage we have of holding a banking licence. As we said with our H1'22 results, we will transition towards having a funding model which is predominantly retail deposit funded whilst maintaining the appropriate diversity of liquidity sources.""