JA
Janet M.@jozi_janet·Bearish
TGA's been getting smashed lately but the coal story isn't dead yet, especially with load-shedding keeping demand up locally. At R117.28 though, the valuation looks more reasonable than it did at the peaks. I reckon if they can keep their export volumes steady and rand weakness helps margins, there's meat on the bone for patient holders. Just don't expect fireworks while coal sentiment stays this cold globally lol.