Thungela Resources (Ex-Anglo, therm. Export-Kohle) -- Drowning in Liabilities? (Seite 5)

[faultcode]

3.2.
Anglo Coal Spinoff to Buy Controlling Stake in Australian Mine
https://www.bloomberg.com/news/articles/2023-02-03/anglo-coa…
...
Thungela Resources Ltd., South Africa’s largest exporter of coal burned in power-stations, has agreed to buy a mine in Australia as it seeks to diversify its operations.

The Johannesburg-based coal producer, spun off from Anglo American Plc in 2021, has been searching for assets outside South Africa, where shipments are being curbed by rail bottlenecks. Thungela and its co-investors will buy 85% of the Ensham mine from Idemitsu Australia Ltd. for A$340 million ($240 million).
...

[GreenLantern1]

Wieso fällt Thungela (Südafrika) heute 4% (Stand 18:52) während New Hope Corp. (Australien) mehr als 4% steigt??

[GreenLantern1]

Überall wird Kohle verheizt, seht ihr in den nächsten Jahren eine Einschränkung der Kohleproduktion und Investitionen oder weiterhin gute Chancen für Investoren?


Wanted to turn to green solution => now back to coal: Beispiel Frankreich

[mitterland]

dividende

ist heute eingegangen. wie holt ihr euch die quellensteuer zurück?
es grüßt
mitterland

[ste_wil]

Vielen Dank.
Dass es zwei verschiedene Auszahlungstermine für Südafrika und London gibt, war mir nicht bewusst.

[bbauskv]

Es gibt zwei verschiedene Zahltage für Aktien aus Südafrika und London. Für Südafrika war Zahltag im September, für London war heute Zahltag, sollte also im Laufe der Woche kommen.

[ste_wil]

Hallo,
mal ne blöde Frage: Sollte es nicht im Spetember ne Dividende geben? Wenn ja, hat die schon wer bekommen? Bei der consorsbank ist bisher noch nichts eingegangen.
Danke und Gruß.

[Oginvest]

S.Africa's Transnet declares force majeure at ports over strike

South Africa's logistics utility Transnet declared force majeure at its ports on Thursday, according to a document seen by Reuters, as workers began an open-ended strike over wages.

Transnet operates South Africa's freight rail network and all the country's ports. It said the strike action would have a profound impact on economic activity across all sectors, and it urged workers to consider the long-term consequences of the strike on themselves and the economy as a whole.

"This serves as a formal declaration by Transnet Port Terminals... of the occurrence of an event of force majeure to all our customers following the strike action declared by the two recognized unions within Transnet," read a letter dated Oct.6 and signed by the port subsidiary's chief executive, Jabu Mdaki.

Speaking at a mining conference in Johannesburg Transnet's group chief executive Portia Derby said "what we are hoping is that we will be able to reach an agreement sooner rather than later, without us having to buckle."

Thermal coal producer Thungela Resources on Thursday said an extended strike at Transnet would impact its production and exports.

...

https://www.msn.com/en-us/news/other/safricas-rail-and-port-…

[Hitman2]

Thungela Resources

Hier gibt's 17% Dividendenrendite
https://www.wallstreet-online.de/nachricht/15942369-thungela…

[Oginvest]

Thungela agrees to amend rail contract with Transnet

South African coal exporter Thungela Resources on Thursday said it had agreed to amend a long-term haulage contract with Transnet after the state-owned rail operator declared force majeure in April.

Transnet declared force majeure and sought to terminate long-term coal transportation agreements in April, saying large-scale theft of copper cables, insufficient maintenance and a shortage of locomotives impacted its capacity to haul minerals to port.

Thungela and other coal exporters initially rejected Transnet’s bid to cancel the long-term haulage agreements, but subsequently entered into discussions with the rail utility for amended contracts.

In July, Transnet announced it had lifted force majeure on nine coal exporters that had agreed to amend transportation contracts, but threatened unspecified action against bigger miners who were yet to sign new agreements.

In a statement, Thungela said it had now agreed to an amended contract that would see Transnet committing to haul at least 60 million tonnes of coal for all coal exporters during its current financial year, which ends in March 2023.

Transnet’s deteriorating rail performance resulted in a 12% decline in export coal it hauled to port to 58.1 million tonnes during its last financial year, from 66.3 million tonnes previously.

Transnet’s logistical problems have limited South African coal miners’ ability to take advantage of high prices and surging demand for thermal coal, especially in Europe where customers are switching from expensive natural gas to coal due to Russia’s conflict with Ukraine.

Europe has banned coal imports from Russia, which used to supply 45% of its coal.

On Monday, Thungela said the huge demand had boosted its half-year profit more than 20 times compared to the previous year, as South African coal exports to Europe rose eight-fold during the first six months of 2022.
https://www.mining.com/web/thungela-agrees-to-amend-rail-con…