International Opportunities #1: Thungela Resources - Coal isn't dead

This article presents a long investment thesis for Thungela Resources. The author argues that the company is undervalued due to the unpopularity of coal among ESG investors. With rising coal prices driven by the global energy crunch, the company is expected to generate significant profits and offer a high dividend yield. The author believes that despite the long-term decline of coal, the current supply/demand imbalance presents a compelling investment opportunity.