{
 "as_of": "2026-11-06",
 "cmr": "uk-cm-kg/LSE/TGA",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# THUNGELA RESOURCES LIMITED (LSE Main Market: TGA) — research page\n\nAs of 2026-11-06 · uk-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is THUNGELA RESOURCES LIMITED, listed on the LSE Main Market under ticker TGA, with ISIN ZAE000296554 and LEI 213800EGYK3BN3SRIF27. Its security type is Corporate, its segment is SET3, and its sector is Oil, Gas and Coal [601010]. Jurisdiction is not on the record; Companies House number 13153080 is held, and GLEIF legal jurisdiction is ZA (South Africa). Listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 60 filings in the twelve months to 2026-11-06, across 46 filing days. The median gap between filing days is 4 days, against an exchange median of 4 days and a sector median of 6 days. Days from the latest filing to the record date are 0, against an exchange median of 3 days and a sector median of 3 days. The latest filing is dated 2026-11-06 and is of type regulatory announcement. By type, the record holds 44 regulatory announcements, 7 financial statements, 5 early warnings, 2 corporate actions and 2 AGM record dates. The issuer's filing count is above the exchange median of 29.0 and above the sector median of 38.\n\n## Auditor\n\nThe auditor of record is not on the record; none was found, and no location is on the record. Auditor changes are not on the record, because this register has no lifecycle type map yet.\n\n## Events and halts\n\nListing, delisting, name change, domicile change and segment move are not on the record, because this register has no lifecycle type map yet. The halt flag is listed, not halted.\n\n## Orderability\n\nFor the elective professional client category, the outcome is signal ACM-200 and is determinable. For the eligible counterparty category, the outcome is signal ACM-200 and is determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe issuer's investor-relations page names 8 research houses: ABSA, Citi, Investec, Nedbank, Panmure Liberum, RMB Morgan Stanley, SBG Securities and UBS.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe vintage is not sealed. No issuer years are sealed, and no market earliest sealed date is held. The live record began on 2026-09-11. Years 2021 through 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.\n\n## Sources\n\n9 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (identity.exchange)\n- https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/TGA (identity.isin)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://www.londonstockexchange.com/stock/TGA/thungela-resources-limited/company-page (identity.sector)\n- https://mcp.uk-cm-kg.ai/events/LSE/TGA (the disclosure lines)\n- https://marketsecurities.fca.org.uk/officiallist (the halt flag)\n- https://mcp.uk-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.thungela.com/investors/stock-information/ (coverage)\n- https://mcp.uk-cm-kg.ai/record/LSE/TGA (the record)\n",
 "market": "UK",
 "node": "uk-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-11",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the UK store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "market": "UK",
    "reason": "none found",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "UK",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "UK",
    "state": "not_on_record"
   },
   "changes": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "uk-cm-kg/LSE/TGA",
  "coverage": {
   "count": 8,
   "houses": [
    {
     "analyst": "Herbert Kharivhe",
     "house": "ABSA",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.thungela.com/investors/stock-information/",
     "state": "sourced"
    },
    {
     "analyst": "Ephrem Ravi",
     "house": "Citi",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.thungela.com/investors/stock-information/",
     "state": "sourced"
    },
    {
     "analyst": "Nkateko Mathonsi",
     "house": "Investec",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.thungela.com/investors/stock-information/",
     "state": "sourced"
    },
    {
     "analyst": "Thobela Bixa",
     "house": "Nedbank",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.thungela.com/investors/stock-information/",
     "state": "sourced"
    },
    {
     "analyst": "Duncan Hay",
     "house": "Panmure Liberum",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.thungela.com/investors/stock-information/",
     "state": "sourced"
    },
    {
     "analyst": "Brian Morgan",
     "house": "RMB Morgan Stanley",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.thungela.com/investors/stock-information/",
     "state": "sourced"
    },
    {
     "analyst": "Tim Clark",
     "house": "SBG Securities",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.thungela.com/investors/stock-information/",
     "state": "sourced"
    },
    {
     "analyst": "Steve Friedman",
     "house": "UBS",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.thungela.com/investors/stock-information/",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.thungela.com/investors/stock-information/",
     "result": "read: 8 of 16 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 892,
     "median_cadence_gap_days": 4,
     "median_filings": 29,
     "median_latency_days": 3,
     "name": "LSE Main Market"
    },
    "sector": {
     "issuers": 97,
     "median_cadence_gap_days": 6,
     "median_filings": 38,
     "median_latency_days": 3,
     "name": "Oil, Gas and Coal [601010]"
    }
   },
   "by_type": {
    "agm_record_date": 2,
    "corporate_action": 2,
    "early_warning": 5,
    "financial_statement": 7,
    "regulatory_announcement": 44
   },
   "cadence_median_gap_days": 4,
   "filing_days": 46,
   "filings": 60,
   "latency_days": 0,
   "latest": [
    {
     "category": null,
     "date": "2026-11-06",
     "source": "https://www.investegate.co.uk/announcement/rns/thungela-resources-limited-npv-di---tga/dealings-in-securities-by-the-company-secretary/9863228",
     "title": "DEALINGS IN SECURITIES BY THE COMPANY SECRETARY",
     "type": "regulatory_announcement"
    },
    {
     "category": null,
     "date": "2026-11-06",
     "source": "https://www.investegate.co.uk/announcement/rns/thungela-resources-limited-npv-di---tga/dealings-in-securities-by-the-company-s-2021-plan-/9863230",
     "title": "DEALINGS IN SECURITIES BY THE COMPANY'S 2021 PLAN",
     "type": "regulatory_announcement"
    },
    {
     "category": null,
     "date": "2026-11-05",
     "source": "https://www.investegate.co.uk/announcement/rns/thungela-resources-limited-npv-di---tga/confirmation-of-treasury-shares-held/9860235",
     "title": "CONFIRMATION OF TREASURY SHARES HELD",
     "type": "regulatory_announcement"
    },
    {
     "category": null,
     "date": "2026-10-05",
     "source": "https://www.investegate.co.uk/announcement/rns/thungela-resources-limited-npv-di---tga/dealings-in-securities-/9806416",
     "title": "DEALINGS IN SECURITIES",
     "type": "regulatory_announcement"
    },
    {
     "category": null,
     "date": "2026-10-05",
     "source": "https://www.investegate.co.uk/announcement/rns/thungela-resources-limited-npv-di---tga/confirmation-of-treasury-shares-held/9806417",
     "title": "CONFIRMATION OF TREASURY SHARES HELD",
     "type": "regulatory_announcement"
    }
   ],
   "latest_filing_date": "2026-11-06",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/TGA",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "LSE Main Market"
   },
   "isin": {
    "read_by": "LSE instrument reference record (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/TGA",
    "state": "confirmed",
    "value": "ZAE000296554"
   },
   "jurisdiction": {
    "market": "UK",
    "reason": "Companies House number 13153080 but GLEIF legal jurisdiction ZA (South Africa)",
    "state": "not_on_record"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-09",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN ZAE000296554)",
    "state": "sourced",
    "value": "213800EGYK3BN3SRIF27"
   },
   "name": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "THUNGELA RESOURCES LIMITED"
   },
   "sector": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/TGA/thungela-resources-limited/company-page",
    "state": "sourced",
    "value": "Oil, Gas and Coal [601010]"
   },
   "security_type": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "SET3"
   },
   "ticker": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "TGA"
   },
   "website": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/TGA/thungela-resources-limited/company-page",
    "state": "sourced",
    "value": "www.thungela.com"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "UK",
  "node": "uk-cm-kg",
  "numbers_hash": "sha256:184d1d5247cc12a07b90d2f0381151a0f96ac5590cae1f38ff686297af0eea12",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "elective professional client",
    "eligible counterparty"
   ],
   "outcomes": {
    "elective professional client": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "eligible counterparty": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.uk-cm-kg.ai/book/aio.json",
    "door": "https://mcp.uk-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/uk/product-governance-fca-prod-sourcebook/r1",
   "section": "uk.aio.v16"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.uk-cm-kg.ai/record/LSE/TGA",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-09",
   "source": "https://marketsecurities.fca.org.uk/officiallist",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:184d1d5247cc12a07b90d2f0381151a0f96ac5590cae1f38ff686297af0eea12",
 "path": "/uk/LSE/TGA",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is THUNGELA RESOURCES LIMITED, listed on the LSE Main Market under ticker TGA, with ISIN ZAE000296554 and LEI 213800EGYK3BN3SRIF27. Its security type is Corporate, its segment is SET3, and its sector is Oil, Gas and Coal [601010]. Jurisdiction is not on the record; Companies House number 13153080 is held, and GLEIF legal jurisdiction is ZA (South Africa). Listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 60 filings in the twelve months to 2026-11-06, across 46 filing days. The median gap between filing days is 4 days, against an exchange median of 4 days and a sector median of 6 days. Days from the latest filing to the record date are 0, against an exchange median of 3 days and a sector median of 3 days. The latest filing is dated 2026-11-06 and is of type regulatory announcement. By type, the record holds 44 regulatory announcements, 7 financial statements, 5 early warnings, 2 corporate actions and 2 AGM record dates. The issuer's filing count is above the exchange median of 29.0 and above the sector median of 38.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is not on the record; none was found, and no location is on the record. Auditor changes are not on the record, because this register has no lifecycle type map yet.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "Listing, delisting, name change, domicile change and segment move are not on the record, because this register has no lifecycle type map yet. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "For the elective professional client category, the outcome is signal ACM-200 and is determinable. For the eligible counterparty category, the outcome is signal ACM-200 and is determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's investor-relations page names 8 research houses: ABSA, Citi, Investec, Nedbank, Panmure Liberum, RMB Morgan Stanley, SBG Securities and UBS.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The vintage is not sealed. No issuer years are sealed, and no market earliest sealed date is held. The live record began on 2026-09-11. Years 2021 through 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "9 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer"
  },
  {
   "for": "identity.isin",
   "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/TGA"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "identity.sector",
   "source": "https://www.londonstockexchange.com/stock/TGA/thungela-resources-limited/company-page"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/TGA"
  },
  {
   "for": "the halt flag",
   "source": "https://marketsecurities.fca.org.uk/officiallist"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.uk-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.thungela.com/investors/stock-information/"
  },
  {
   "for": "the record",
   "source": "https://mcp.uk-cm-kg.ai/record/LSE/TGA"
  }
 ],
 "title": "THUNGELA RESOURCES LIMITED (TGA) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}