tga sitting at R92.02 and coal demand is still there, especially with eskom's mess. problem is rand strengt…by @jozi_janet on $TGA

tga sitting at R92.02 and coal demand is still there, especially with eskom's mess. problem is rand strength kills export margins when it spikes. if you're holding for the dividend and long term play on local supply tightness it makes sense, but short term it's choppy depending on what happens with power stations.