MRF Operational Update Neutral
MERAFE RESOURCES LIMITED - Further update regarding a proposed electricity tariff solution and consultation in terms of Section 189 of the LRA
Merafe Resources Limited
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What this filing means
Merafe's Section 189 consultation has been extended to 7 April 2026 as the Glencore-Merafe Venture awaits Eskom's review of its electricity tariff counter-proposal.
Bull case
- The Venture proactively submitted a counter-proposal to Eskom to secure a financially sustainable electricity tariff.
- Management is explicitly encouraged by the progress and remains confident in reaching a workable, balanced solution.
Bear case
- The repeated extension of the Section 189 consultation prolongs operational uncertainty for the smelter assets.
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