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coal is dead long term, eskom keeps choking on load shedding so domestic demand is weak and nobody wants th…by @tsquared_jse on $TGA

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tsquared@tsquared_jse·Neutral

coal is dead long term, eskom keeps choking on load shedding so domestic demand is weak and nobody wants thermal coal exports anymore. tga's got decent cash but the runway isn't infinite if prices stay where they are. better plays in the sector but this isn't a bankruptcy watch yet.

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