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7 Pages

Exxaro Resources buys Total Coal South Africa


Exxaro Resources buys Total Coal South Africa

Report summary

Exxaro Resources has bought Total Coal South Africa (TCSA) for US$457 million. This deal is a game changer for Exxaro as it increases its export potential at the RBCT to over 8 Mtpa and the flexibility to export higher-value products ahead of TCSA's coal to increase it's overall value.The purchase price is a 234% premium above our base case value of US$136 million, based on a conservative long-term thermal coal export price assumption of US$90/tonne but considerable upside potential exists.


What's included?

This report includes 2 file(s)

  • Exxaro Resources buys Total Coal South Africa PDF - 386.41 KB 7 Pages, 5 Tables, 3 Figures
  • Exxaro Resources buys Total Coal SA.xls XLS - 192.00 KB

Description

This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

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  • Executive summary
    • Key facts
    • Key assets
    • Reserves
    • Production

In this report there are 8 tables or charts, including:

  • Executive summary
    • Exxaro Resources buys Total Coal South Africa: Table 1
    • Total Coal South Africa operating mines
    • Exxaro Resources buys Total Coal South Africa: Table 2
    • Exxaro Resources buys Total Coal South Africa: Table 3
    • Exxaro Resources buys Total Coal South Africa: Image 2
    • South African total cash cost curve (2014)
    • Summary valuation
    • Exxaro Resources buys Total Coal South Africa: Table 5
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