Member Info for RedbullRJ

12/12/2022 00:00:00 12/12/2022 System Entry Calorific Value, Saltfleetby, D+1 41.1900 13/12/2022 12:01:00 L
12/12/2022 00:00:00 12/12/2022 System Entry Energy, Saltfleetby, D+1 1727778.0000 13/12/2022 12:01:00 L
12/12/2022 00:00:00 12/12/2022 System Entry Volume, Saltfleetby, D+1 0.1511 13/12/2022 12:01:00 L

Yesterday's flow figure:

07/12/2022 00:00:00 07/12/2022 System Entry Energy, Saltfleetby, D+1 1878889.0000 08/12/2022 12:01:01 L
07/12/2022 00:00:00 07/12/2022 System Entry Volume, Saltfleetby, D+1 0.1642 08/12/2022 12:01:01 L

Hopefully a typo that will soon be corrected.
The last warrants RNS on 21/11/22 had:
"Following the issue of the New Ordinary Shares, the Company will have 2,938,770,014 Ordinary Shares in issue, each share carrying the right to one vote (the "Enlarged Issued Share Capital"), each share carrying the right to one vote. The Company does not hold any Ordinary Shares in treasury."
so unless I'm missing something today's "Following the issue of the New Ordinary Shares, the Company will have 3,939,270,014 Ordinary Shares in issue" is about a billion out?

SA market seems to like it. Up 3% atm, and accounting for different closing time yesterday and the exchange rate this time ;-) translates to approx +4% on LSE, let's hope it's more.

I'm under no illusion that this will solve the problem, but it's another step in the right direction.

https://twitter.com/ReliableTFR/status/1598622474677075968?s=20&t=xzbqjbUuLY4HchEw5sy2ig

Tiger looks like you have fallen for the same trap I did first thing this morning. I never thought the exchange rate would be moving so much, so quickly, as I was unaware of the SA political bombshell.

SA exchange closed at 14.50 GMT when; ZAR/GBP 21.735, TGA SA @ 323.96 = to £14.90, LSE price for TGA at 14:50 approx. £14.93, so bang on accounting for roundings.

Fresh Tweet:
S.African president's spokesman says announcement imminent after misconduct report

https://twitter.com/Reuters/status/1598306036552802309?s=20&t=HETzwjNTzPS2bwNcdQrJ_w

ZAR/GBP now moved around 6% since yesterday afternoon!
TGA SA up 2% TGA LSE down 3% today

Looks like I got that one a bit wrong, just checked and looks like GBP/ZAR has moved 3% ish since yesterday and would account for most of the opening inconstancy.

Should be a good start. Up just under 2% on the SA exchange atm this morning, which according to my calcs should give an approx. 2.5% rise at LSE open, due to the different closing times yesterday.

Yesterday's RBCT rise looks good
https://www.barchart.com/futures/quotes/LVF23/futures-prices
Rotterdam's even better
https://www.barchart.com/futures/quotes/LUF23/futures-prices

Subject to confirmation it looks like Home REIT and Petrofac took the drop out of the FTSE250 and 888 may remain by the skin of its teeth. I have mcaps as 888 £448.5m, HOME £400m and PTC as £437.25m. Is anyone with access to the full FTSE Russell UK Index Series Quarterly Review able to confirm?

https://uk.sports.yahoo.com/news/harbour-energy-knocked-off-ftse-180111451.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAG1m_oMwDFYWIUsdF4PFGHTM0upWUtIcPEriAIgBzvLsiE77rmdCe2JZtY_2vJihRvkjTtlpZ21027KP2x_aNN0kSnSSWIm0arx4CooQ_OaZP9vXuo6Bw6xPyMBN5lv-G448dD_ziKubCXk3JDoG9mBwKkRmZ8v4WiryP2OQbyvE

That is true and my shipping figures show that there has been no stoppage in exports/loadings. Unfortunately though, with production and port capacity both well in excess of current rail capacity, all further reductions in railings will ultimately lead to future increased production curtailments, reducing the amount that will be sold and therefore revenue and profits will be lower than they could have been, fortunately the derailment happened when prices were around their recent lows

As said though, with less derivative losses likely, the coal prices performing strongly today and the hope that railings will increase, with extra loco availability promised following the resolution of the spares issue, the future should be bright.

Today's RBCT coal price available nice and early, continuing its upward trend. Now approx. 40% up on the lows from earlier this month, with $200+ out to 2027
https://www.barchart.com/futures/quotes/LVF23/overview

My current divi prediction for H2 is £3.76 with higher average coal prices and reduced derivative losses making up for reduced exports due to the strike and derailment.

Not much wind or solar in the UK at the moment so the coal fired power we have left has been running constantly for over 48 hours, Europe will be the same, and where coal power exists still, it's a lot cheap to fuel than NG with current prices.

https://www.energydashboard.co.uk/fourtyeight

I someone else can confirm, I think, at 2033333, that's the joint 3rd highest daily "energy" figure so far

28/11/2022 00:00:00 28/11/2022 System Entry Calorific Value, Saltfleetby, D+1 41.2400 29/11/2022 12:01:00 L
28/11/2022 00:00:00 28/11/2022 System Entry Energy, Saltfleetby, D+1 2033333.0000 29/11/2022 12:01:00 L
28/11/2022 00:00:00 28/11/2022 System Entry Volume, Saltfleetby, D+1 0.1775 29/11/2022 12:01:00 L

Not the flows but here is the latest tweet :-)

https://twitter.com/angusenergyplc/status/1597552951157223424?s=20&t=1U-EELBHo1nxtLxn_EQ8Fg

The drop is finely balanced at the moment, hopefully today's RNS and associated CMD can lift the price enough to stay in and get passed HFG and PFC. If it drops out, it would have to climb 43+% to get back in again on recent figures.

http://www.stockchallenge.co.uk/ftse.php

Thungela IR

Update from IR:

Thungela Resources Limited will release a Pre-Close Statement on 8 December 2022

Following the release of the Pre-Close Statement on SENS and RNS at 09:00 SAST, Thungela's Chief Financial Officer, Deon Smith will host an investor call at 12:00 SAST (10:00 GMT) on Thursday, 8 December.

Analysts and investors are invited to register for the call using the links below.

Audio Webcast: https://services.themediaframe.com/links/thungela-10043528.html

Conference call: Thungela CFO Pre-close Statement Conference Call

andyyy, afaik, you would only be liable for capital gains tax when you sell the shares and make a profit that is in excess of your capital gains tax free allowance. This can be off set against capital losses, if you have any, and crystallise them in the same tax year. As others have said, getting the shares into and ISA would protect from future tax liabilities and if you are think of keeping long term, you can feed £20k across each tax year, if you can sell and rebuy that amount without being liable for CGT. If you have a trusted spouse you may be able to transfer money into their name too. If your tax liabilities are large and you have read the previously recommended articles and others and are still struggling, it may be best to seek professional help, as if it goes wrong, you could end up with a big unecesary tax bill and/or lots of form filling.