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JSE Direct with Simon Brown

Weekly podcast hosted by Simon Brown covering the JSE and listed companies.
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Now displaying: Page 1
Aug 17, 2022

Simon Shares


Thungela resources (JSE code: TGA) still a buy?

R60 dividend, 40% forward DY

HEPS 6723c, forward PE 2.5x

Mis-priced at listing, unbundling often cause this to happen.

Ukraine's war gave it new legs.

Risks

  • Coal price
  • Rand strength
  • Ukraine war
  • Transnet

* I hold ungeared positions.

 

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