Insight
Exxaro Resources buys Total Coal South Africa
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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.
Table of contents
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Executive summary
- Key facts
- Key assets
- Reserves
- Production
Tables and charts
This report includes 8 images and tables including:
- 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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