Dividend compounder review

TGA

Thungela Resources Limited · LSE · GB

Energy · Thermal Coal

Score42.20/100
Confidence88.00/100
DecisionReject
RatingAvoid
Scoring

Quality breakdown

Dividend Reliability 6.7 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 6.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 9.5 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 8.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 12.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years4
Dividend Yield3.04%
Payout Ratio71.1%
Dividend Cut 5YYes
Net Income£-7.1B
Free Cash Flow£-755.0M
FCF Covers DividendNo
Debt / Equity0.53
P/E-
Revenue Growth 5Y-16.5%
Net Margin-23.9%
ROE-33.6%
Price vs Trend9.5%
3Y Return6.6%
5Y Return216.8%
CurrencyGBP
Warnings

Review flags

Price currency GBP differs from financial currency ZAR.
Dividend history is short: 4 completed years.
Dividend cut or material annual decrease detected in the last five completed years.
Free cash flow is negative.
Free cash flow does not cover dividends paid.
Dividend diary

Activity record

TGA dividend review warning Warning · Warning

Free cash flow does not cover dividends paid.

Dividend increased 6.4% Dividend Increase · Positive

Payment changed from 8.4 to 8.94.

TGA dividend payment 8.94 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.

Dividend cut -81.9% Dividend Cut · Negative

Payment changed from 46.48 to 8.4.

TGA dividend payment 8.4 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.

Dividend increased 440.6% Dividend Increase · Positive

Payment changed from 8.598 to 46.48.

TGA dividend payment 46.48 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.

Dividend cut -79.4% Dividend Cut · Negative

Payment changed from 41.82 to 8.598.

TGA dividend payment 8.598 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.

TGA dividend payment 41.82 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.

Dividend cut -76.9% Dividend Cut · Negative

Payment changed from 178.3 to 41.22.

TGA dividend payment 41.22 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.

Dividend decreased -40.6% Dividend Decrease · Negative

Payment changed from 300 to 178.3.

TGA dividend payment 178.3 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.

TGA dividend payment 300 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.

TGA dividend payment 91.53 GBP Dividend Payment · Info

Recorded dividend payment for Thungela Resources Limited.