Thungela Resources (LSE:TGA) Total Inventories: £137 Mil (As of Dec. 2025)


LSE:TGA Thungela Resources Ltd LSE:TGA
65 GF Score
Price £4.57
GF Value £5.22
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Thungela Resources Total Inventories?

Thungela Resources LSE:TGA -6.26% 65 Total Inventories is £137 Mil as of Dec. 2025. GuruFocus rates LSE:TGA with a GF Score™ of 65/100 and a GF Value™ of £5.22 (Modestly Undervalued). The stock has 7 warning signs investors should review.

Thungela Resources's total inventories for the quarter that ended in Dec. 2025 was £137 Mil. Thungela Resources's average total inventories from the quarter that ended in Jun. 2025 to the quarter that ended in Dec. 2025 was £138 Mil.

In Ben Graham's calculation of Net-Net Working Capital, inventory is only considered worth half of its book value. Thungela Resources's Net-Net Working Capital per share for the quarter that ended in Dec. 2025 was £-4.22.

Days Inventory indicates the number of days of goods in sales that a company has in the inventory. Thungela Resources's Days Inventory for the six months ended in Dec. 2025 was 88.31.

Inventory Turnover measures how fast the company turns over its inventory within a year. Thungela Resources's Inventory Turnover for the quarter that ended in Dec. 2025 was 2.07.

Inventory-to-Revenue determines the ability of a company to manage their inventory levels. It measures the percentage of Inventories the company currently has on hand to support the current amount of Revenue. Thungela Resources's Inventory-to-Revenue for the quarter that ended in Dec. 2025 was 0.21.


Thungela Resources  (LSE:TGA) Total Inventories Explanation

Inventory control is an important part of business operation. If a company does not have enough inventory, it may not be able to meet customers' required delivery time. If it has too much inventory, the cost of holding the inventory can be high.

1. In Ben Graham's calculation of Net-Net Working Capital (NNWC), inventory is only considered worth half of its book value.

Thungela Resources's Net-Net Working Capital Per Share for the quarter that ended in Dec. 2025 is

Net-Net Working Capital Per Share (Q: Dec. 2025 )
=(Cash And Cash Equivalents+0.75 * Accounts Receivable+0.5 * Total Inventories-Total Liabilities
-Preferred Stock-Minority Interest)/Shares Outstanding (EOP)
=(227.215+0.75 * 181.417+0.5 * 136.64-958.873
-0-7.367)/126.784
=-4.22

2. Days Inventory indicates the number of days of goods in sales that a company has in the inventory.

Thungela Resources's Days Inventory for the six months ended in Dec. 2025 is calculated as:

Days Inventory=Average Total Inventories (Q: Dec. 2025 )/Cost of Goods Sold (Q: Dec. 2025 )*Days in Period
=137.885/284.951*365 / 2
=88.31

3. Inventory Turnover measures how fast the company turns over its inventory within a year.

Thungela Resources's Inventory Turnover for the quarter that ended in Dec. 2025 is calculated as

Inventory Turnover=Cost of Goods Sold (Q: Dec. 2025 ) / Average Total Inventories (Q: Dec. 2025 )
=284.951 / 137.885
=2.07

4. Inventory-to-Revenue determines the ability of a company to manage their inventory levels. It measures the percentage of Inventories the company currently has on hand to support the current amount of Revenue.

Thungela Resources's Inventory to Revenue for the quarter that ended in Dec. 2025 is calculated as

Inventory-to-Revenue=Average Total Inventories (Q: Dec. 2025 ) / Revenue (Q: Dec. 2025 )
=137.885 / 656.172
=0.21

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Manufacturers with durable competitive advantages have the advantage that the products they sell do not change, and therefore will never become obsolete. Buffett likes this advantage.

When identifying manufacturers with durable competitive advantage, look for inventory and net earnings that rise correspondingly. This indicates that the company is finding profitable ways to increase sales which called for an increase in inventory.

Manufacturers with inventories that spike up and down are indicative of competitive industries subject to boom and bust.


Thungela Resources Total Inventories Related Terms


Thungela Resources Total Inventories Historical Data

* Premium members only.

The historical data trend for Thungela Resources's Total Inventories can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Thungela Resources Total Inventories Chart

Thungela Resources Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Total Inventories
Get a 7-Day Free Trial 120.48 151.13 170.06 149.53 136.64

Thungela Resources Semi-Annual Data
Dec18 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Total Inventories Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 170.06 130.77 149.53 139.13 136.64
LSE:TGA
65GF Score
Thungela Resources Ltd LSE:TGA
Total Inventories is just one metric. See GF Score™, valuation, warning signs, and more.
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Thungela Resources Total Inventories Calculation

Total Inventories includes the raw materials, work-in-process goods and completely finished goods of a company. It is a portion of a company's current assets.

Frequently Asked Questions Learn more about Total Inventories →
What does a Total Inventories of £137 Mil mean?
Thungela Resources (LSE:TGA) has a Total Inventories of £137 Mil as of Dec. 2025. The total amount of inventory as recorded on a company's balance sheet. View historical data for Thungela Resources and its competitors.
Is Thungela Resources' Total Inventories too high?
Thungela Resources' current Total Inventories is £137 Mil. Overall, Thungela Resources has a GF Score™ of 65/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Thungela Resources' Total Inventories compare to CNR?
Thungela Resources' Total Inventories of £137 Mil can be compared against companies in the Other Energy Sources industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Inventories for an Other Energy Sources company?
A good Total Inventories depends on the Other Energy Sources industry context. However, Total Inventories should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Inventories mean?
A high Total Inventories can signal that a stock is expensive relative to its fundamentals. The total amount of inventory as recorded on a company's balance sheet. View historical data for Thungela Resources and its competitors. Thungela Resources's current Total Inventories is £137 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Thungela Resources stock overvalued right now?
Based on GuruFocus' analysis, Thungela Resources (LSE:TGA) is currently considered Modestly Undervalued. The stock's GF Value™ is £5.22, compared to a current price of £4.57 — trading 12.5% below its estimated fair value. The current Total Inventories is £137 Mil. Thungela Resources' overall GF Score™ is 65/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Inventories calculated?
Total Inventories is calculated from a company's financial statements. For Thungela Resources (LSE:TGA), the current Total Inventories is £137 Mil as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Thungela Resources (LSE:TGA) Overvalued in 2026?

Based on GuruFocus' analysis, Thungela Resources stock appears to be undervalued. The current stock price of £4.57 is trading 12.5% below its estimated GF Value™ of £5.22. GuruFocus considers Thungela Resources to be Modestly Undervalued.

Key valuation signals for LSE:TGA:

  • Total Inventories: £137 Mil
  • GF Value™: £5.22 vs. price of £4.57 (12.5% below fair value)
  • GF Score™: 65/100 with 7 warning signs

No single metric tells the full story. See the LSE:TGA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Thungela Resources Business Description

Address 25 Bath Avenue, Rosebank, Johannesburg, GT, ZAF, 2196
Thungela Resources Ltd is a pure-play producer and exporter of thermal coal with operations in South Africa and Australia. The group focuses on high-quality coal reserves and marketable production, positioning as a key player in the energy market by delivering coal through world-class ports, and powering nations. It owns interests in various mining operations, namely Goedehoop, Greenside, Isibonelo, Khwezela, AAIC, Mafube Coal Mining, and Butsanani Energy which consist of both underground and open cast mines located in the Mpumalanga province of South Africa. Its operational segments are Opencast, Underground, and Services.
65GF Score

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Total Inventories is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£4.57
Price
£5.22
GF Value