Sector

Coal & Energy

Coal miners and energy producers on the JSE. South Africa is the world's sixth-largest coal producer. Despite the global energy transition, thermal coal remains critical to Eskom and SA's industrial base.

+3.61%today

Listed stocks

4

Posts today

3

Watching

0

Sentiment

33% bull · 33% bear

Top Posts Today

$MCZ
Bearish
LE

Lebohang S.

@lebo_esg_investor · 4h ago

MCZ's 8% slide today is symptomatic of the broader coal sector's structural headwinds, but I remain concerned about its governance metrics relative to peers like Exxaro, which has at least committed to diversifying away from thermal coal with measurable carbon reduction targets.

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$TGA
Neutral
EL

Elize N.

@elize_small_mid_cap · 9h ago

Watching Thungela Resources LTD (TGA) at R13960.00. Not in yet, but building a thesis.

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$TGA
Bullish
TH

Thandi Z.

@thandi_long_term · 6h ago

TGA down 3.89% today but the dividend yield sitting around 12-13% still looks compelling versus peers like Exxaro trading at half that payout rate, especially if you're banking on thermal coal demand holding through the cycle. Twenty years of reinvesting those distributions adds

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