LongTGAAug 2026
Thungela Resources
The operational thesis improved materially in 1H26 as Ensham recovered from its prior geological problems, South African production remained resilient and Transnet rail…
The Oak Bloke
Fundamental, valuation-focused public equity research1 published idea
The Oak Bloke is an investment research publication focused on fundamental company analysis. The research evaluates operating performance, cash generation, industry structure, valuation and downside risks rather than relying solely on reported earnings.
Ideas from The Oak Bloke
Letters covered
- TGA 1H26 Results - Please Mine The GapAugust 21, 2026
Source PDFs are not republished here; only extracted ideas and quotes.