SENS-AI
MRF Operational Update Bullish

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 has provisionally accepted Eskom's 62c/kWh electricity tariff terms and extended its Section 189 consultation to May, advancing operational sustainability despite ongoing regulatory dependencies.

Bull case

  • The Venture has provisionally accepted Eskom's revised terms for the proposed 62c per kWh electricity tariff, marking a critical step in energy negotiations.
  • Eskom's formal submission of the proposed tariff and revised terms to NERSA brings the ferrochrome industry closer to a sustainable cost environment.

Bear case

  • The ongoing Section 189 labour consultation process has been extended to 11 May 2026, meaning the threat of retrenchments remains active.
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Category
Operational Update
Event posture
Constructive
Published
Apr 10, 2026

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