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Thungela Resources Limited (TNGRF) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Thungela Resources named Moses Madondo as CEO in Q4 2025, bringing deep mining expertise to lead the South African thermal coal producer amid global energy market volatility. The company addressed Middle East geopolitical tensions during its March 2026 earnings call, citing concerns for Dubai-based staff and potential economic impacts on coal demand and logistics. Q4 2025 results highlighted operational execution and strategic priorities, with CFO Deon Smith detailing financial performance—though specific metrics were not disclosed in the transcript excerpt. Analysts from SBG Securities and Morgan Stanley participated in the Q&A, signaling institutional interest in Thungela’s market positioning as thermal coal faces transition pressures. The call emphasized human impact alongside business updates, reflecting broader ESG considerations in the mining sector’s investor communications.

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SA Transcripts159.09K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Thungela Resources Limited (TNGRF) Q4 2025 Earnings Call March 23, 2026 6:00 AM EDT Company Participants Hugo Nunes - Head of Investor RelationsMoses Madondo - CEO & Executive DirectorDeon Smith - CFO & Executive DirectorBernard Dalton - Executive Head of Marketing Conference Call Participants J. Clark - SBG Securities (Proprietary) Limited, Research DivisionBrian Morgan - Morgan Stanley, Research Division Presentation Hugo NunesHead of Investor Relations Good day, everyone, and welcome to Thungela's 2025 Annual Results Presentation. I'm Hugo Nunes, Head of Investor Relations. And I'd like to take a couple of minutes to introduce today's agenda and to explain how the day will run. But first, allow me to draw your attention to a couple of disclaimers ahead of today's presentation. While you take a moment to read through the cautionary statement, we will start with the CEO, Moses Madondo, who will provide an update on the execution of our strategic priorities, Thungela's 2025 highlights and a market update. Thereafter, the CFO, Deon Smith, will take us through the financial and operational results for 2025, and Moses will then conclude the presentation. This will be followed by a Q&A session, following which today's call will end. Turning to Q&A. [Operator Instructions] Today, I'm pleased to introduce our new Chief Executive Officer, Moses Madondo, who brings deep operational experience and a strong track record in mining. Now please allow me to hand over to Moses. Moses MadondoCEO & Executive Director Thank you, Hugo, and good day to everyone on the call. Let me start with a matter that is affecting us all at Thungela, our concern for colleagues in Dubai. The events that have unfolded in the Middle East have understandably caused concern, not only because of the implications for the world economy, but primarily for the human impact. We are actively supporting our colleagues in

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