MattJoh00602737's profile picture. Private investor,  dividend yields & value stocks, over  growth, but always looking for that home run, fan of contrarian investing as I love an underdog

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@MattJoh00602737

Private investor, dividend yields & value stocks, over growth, but always looking for that home run, fan of contrarian investing as I love an underdog

Should Glencore succeed with It's bid for Teck Resources and spin off of the coal part, Thungela looks tasty as a neat add on into the package. Even at double today's price


No nasty surprises today from Thungela please. Those of us who have stayed invested in Thungela for the past 5 month shareprice freefall deserve to be rewarded


Thungela to the moon

MattJoh00602737's tweet image. Thungela  to the moon

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1/ Forecast: There will be another fat dividend from #Thungela #TGA. Preliminary figures (converted): - Market capitalization: 1.8 billion GBP - Net cash: 1 billion GBP (!) - After deduction of safety buffer free cash available: approx. 700 million GBP My estimate ...


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SA’s thermal coal exporter #ThungelaResources expects its full-year profit to double, it said on Thursday, as demand and higher prices for the fossil fuel offset the negative impact of poor rail performance on its export shipments. #Moneyweb #Mining moneyweb.co.za/mineweb/thunge…


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South Africa's Thungela expects coal prices to double annual profit reuters.com/business/energ…

ReutersAfrica's tweet image. South Africa's Thungela expects coal prices to double annual profit reuters.com/business/energ…

Can you please stop emailing these silly 😜 clown email emojis, it does not constitute trust and makes your business look like a poor version of what you are ... The silly ding dong bell in my in box, is childish and unprofessional

MattJoh00602737's tweet image. Can you please stop emailing these silly 😜 clown email emojis, it does not constitute trust and makes your business  look like a poor version of what you are ... The silly ding dong bell in my in box,  is childish and unprofessional

Thungela dividend R60... I may just take the rest of the year off


Morgan Stanley suggest Thungela could distribute as much as £1.5 billion over the next 18 months due its' 30% distribution policy. The maiden dividend saw it distribute £124 million $tga #tga WOW ! miningmx.com/top-story/5026…


Thungela $tga seems to be constantly throttled by Transnet. Good article by the FT Would be good to get regular updates from Thungela on the situation ft.com/content/2c97f4…


Thungela's price differential spread between London and Johannesburg is about 7% today; arbitrageurs might step in and exploit the price differences. anyone have any ideas on why the spread ? $tga #tga

MattJoh00602737's tweet image. Thungela's price differential spread between London and Johannesburg is about 7% today;  arbitrageurs might step in and exploit the price differences.

anyone have any ideas on why the spread ? 
$tga
#tga

Now that the Cop26 has agreed to phase down, not phase out coal, let's see Thungela back above 400p #TGA

MattJoh00602737's tweet image. Now that the Cop26 has agreed to phase down, not phase out coal, let's see Thungela back above 400p   #TGA

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