com. Blair Athol Sales Locked in for Next QuarterTBH, TER needs to do a steady climb to 55-60c over the next 3 to 4 months for me to really have any faith in the long term future of this company, and management in particular. 99. 59pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on DELTA LITHIUM LIMITED. TerraCom Limited develops and operates coal mines in Australia and South Africa. Last updated 12. Then, when the commodity cycle turns, use the cash being. 5c received. The debt and the lack of corporate governance (which has dived since Wal King left) is exactly the reason why TER is not valued higher than it is. ASX - Day TradingCreated with Sketch. Blair Athol nameplate capacity is only 2,200-2,300kt from memory. Forums. I can feel some big stuff is just on the horizon perhaps it’s just my glass half full attitude. . ”Created with Sketch. TER Price at posting: 49. 0¢. Last updated 15. 59pm 24/11/2023 ? HotCopper has news, discussion, prices and market data on DELTA LITHIUM LIMITED. 2663916. Services Utilities Poullas has shifted some of his focus away from delivering Magnis’ New York lithium battery plant and onto hounding HotCopper users such as Claire69, Robbo24, Pickmeamonkey and Rat1973. march 1 (reuters) - terracom ltd (ter) : asic filed proceedings in federal court of australia against co and current and former directors and officers of. Last updated 15. Yes cashflow is great for TER at the moment thanks to high coal prices. Double Bottom from where I can see. 31M Industry Group:. It contains 2 bedrooms and 2 bathrooms. HotCopper is Australia's largest free and independent stock market trading forum for ASX share prices & stock market discussions. 9¢. fob means "Free on board". ASX - By Stock. Sadly this was short lived, and we saw TER pull back to sit around the $0. Forums. Sure if the mines close, there would be an impact but not a TER closes down impact. The most accurate and popular HotCopper Terms' email format is first (ex. The holdouts clearly think UNV is worth more than the TER offer yet based on the current UNV price, the 50% which TER owns already accounts for about a third of the TER market cap at today’s price and about two thirds if UNV were to suddenly shoot up to 30c tomorrow yet they keep poo pooing TER. Created with Sketch. Click for more information. TER is seriously underpriced if futures prices are any guide. VUL Vulcan boosts Europe's Largest Lithium Resource: Zero Carbon Lithium™ Project sees enhanced efficiency and sustainabilityIf TER get the same revenue per tonne in Q2 in USD that would equate to closer to $535. This quarter to date is average of $370 per tonne total sales price. 59pm 20/11/2023 ? HotCopper has news, discussion, prices and market data on TORO ENERGY LIMITED. ASX - Day Trading. Latest Posts. TER has infact looked after its shareholders quite well. . Great isn't it! Wilkie arguably (ab)uses Parliamentary Privilege to raise something he cannot (imo) know for certain is true. TER Price at posting: 61. Either that company was overleveraged (like TER was a few years ago and why paying down that debt was focus number 1) or has a very high cost of operation. 00. 2k views; davemclaren June 14, 2019July 2021 Coal Sales Update, page-2. they are an Aussie success story genius running the company when they buy backs stock will go ballistic even more very very good short term money maker, page-2. Smaller, regular 2 to 3c dividends p/qtr will do a lot more for management and company integrity, instead of the eye popping, look-at-me, holy mackerel! 23. Join the HotCopper ASX share market forum today for free. It contains 3 bedrooms and 1. . But at this point if we stay this low for the rest of the year then we will be back to the old TER. 9¢. 3278452. Last updated 15. TBH, TER needs to do a steady climb to 55-60c over the next 3 to 4 months for me to really have any faith in the long term future of this company, and management in particular. but it can also be a negative, they haven't made any sales. Dividend Declaration, page-8. 25 of admin costs. 4 Upvote. Join the HotCopper ASX share market forum today for free. 5¢ Sentiment: Hold Disclosure: Held. Join the HotCopper ASX share market forum today for free. Latest Posts. 0. Profile; Follow; Jonathan111. I also believe TER should have paid on 31 July 2023 franking credit deficit tax - my calculations for this would be around $20-30 million. Created with Sketch. Good to see an increase in valuation from $1. 1¢. Enter your email to log in or sign up. 8¢. The value of Australia’s coal and gas exports could be halved in just five years as new forecasts warn booming commodity prices have likely passed their peaks and key trading partners across Asia are increasing efforts to. Absent any positive development I think TER is headed back to $0. 32. . ASX - By Stock. 9¢. 566216. I would say my waters are about to break…. 1. IMO TER should accumulate cash and reduce debt ready for the next coal cycle downturn. . Powered by Jira Service Management. 6¢. pdfand smile. 31 - 1. Sure we lose 40% of that to the royalty but thats an extra $24 / tonne of EBITDA after royalties, purely related to the FX rate. Shop today!The current bull market around coal prices has saved TER. HotCopper is Australia’s largest stock market discussion forum, with 250,000+ members and 700,000 visitors a month. 0¢. You may not realise that TER sell their coal to South Korea and Japan in the main, but keep spouting whatever you want. Ground Breakers: Some late, breaking dividends for FY23 and a week from hell for Andrew ForrestRefinance Program, page-2. 59pm 17/11/2023 ? HotCopper has news, discussion, prices and market data on SYRAH RESOURCES LIMITED. 47. Created with Sketch. 5c received. 0¢. Target our. 0. Bondholders Support Confirmed, page-3. 300 -0. I don't think he ever 'retired' from TER, he was pushed out by the board and major shareholders. 04. Its a bit hyperbolical to claim that the royalty cap increase could "make a great business that was making money, go broke overnight". 4m in Cash and A$202m in estimated debtand our valuation and price target was A$0. Quarterly Report - January to March 2022, page-3. 3. The seller of the coal is not responsible for shipping costs ie the buyer pays for the cost of shipping from the location to the destination. Energy. Follow your favourite stocks, view charts, track gainers. ASX - Day Trading. ASX - General. 310 - $0. 22pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on GTI ENERGY LTD. Created with Sketch. Created with Sketch. Join the HotCopper ASX share market forum today for free. 50. Australia's largest stock trading and investment forum Australia's #1 stock forumTER had 3 goes to break through the 20c level--twice in 2020 and then again in late 2021 before finally pushing through that resistance in early 2022. Recommendation:· We maintain our Buy rating, cutting our 12-month price. TER management hardly want their accounts to be released without sign off as a going concern. 0¢. Join the HotCopper ASX share market forum today for free. Last updated 15. 237180. Market Cap $252. 0 items. , page-2. Market . 32pm. ASX - By Stock. The holdouts clearly think UNV is worth more than the TER offer yet based on the current UNV price, the 50% which TER owns already accounts for about a third of the TER market cap at today’s price and about two thirds if UNV were to suddenly shoot up to 30c tomorrow yet they keep poo pooing TER. 33 52 Week Range 0. Following is a summary based on TER selling 2,300 kt a year (note TER only sold 952 kt for the HY), first column is based on the reported half year numbers averages and annual sales of 2,300 kt, second column is based on selling at US$150/t. , page-14. 3x EBITDA, or 25x NPAT. Yeah nice try guys. $1. TER made $201m from operating cash flow for the half year. I don't think he ever 'retired' from TER, he was pushed out by the board and major shareholders. 56% As of Nov 9, 2023. Read this that was released publicly today TER EVO Research Report 20221006. Market . Email address. 0MT. as always mate thank you. 87 which according to the Business Qld website, royalties would be 7% or around $5 / tonne leaving underlying production costs around $55 / tonne plus $7. Share Now Craig has the board sorted and the bond holders under control. Combined resources and income would have it valued at least $1B imho. On a rearward basis TER is valued at 1. 3. 0¢. When he left TER in Jul22, he was retiring , only to show up as another executive a few months later on MRL (Oct 22). $1. HIGH-GRADE GOLD. 00 a short time ago in Jan-23. This is TER moment in the sun. 0¢. Share. Volume. 20 for possible support. @bigpelican this will have legs one for the watch the daily is consolidating and the the weekly - well no need for words, page-3. Last post leigh1948. Report Created with Sketch. 8985. It just got so much better from one month to the next. Forums. Coal futures rose to above $63 per metric tonne in November, the highest level since April 3rd amid supply concerns. fob means "Free on board". Africa's Thungela expects FY profit to double on hot coal prices +++March 9 (Reuters) - South African thermal coal exporter Thungela Resources said on Thursday it expected to report a 100% increase in 2022 earnings, driven by record high coal prices. Excess cash obviously warrants special dividends to be paid. Last updated 13. ASX - By Stock. 9¢. 0 Great analysis Created with Sketch. Royalties were $125 and cost of production was $103. Created with. TER share price movement is correlated with the Coal price movement. We would like to show you a description here but the site won’t allow us. ASX - Day TradingBond Interest Paid. Either that company was overleveraged (like TER was a few years ago and why paying down that debt was focus number 1) or has a very high cost of operation. 30pm 17/11/2023 ? HotCopper has news, discussion, prices and market data on TEMPEST MINERALS LIMITED. , page-2. 8¢. 5606382. 57pm 13/11/2023 ? HotCopper has news, discussion, prices and market data on LOTUS RESOURCES LIMITED. I await my next juicy dividend on approx 9 March and if between 10 to 15 cps fully franked then happy days become even happier. 025 special dividends fits TER’s current cash flow from operations. Share. Read a lot of reports, I think Ter had sales contracts under AP14. Listed on @ASX as $HOT. 1074606. Last updated 10. 1 mt for the 2023 FY was unrealistic, as announced in April 2023. I have received (including this one) $0. And yet from the quarterly: Blair Athol, which sells 5500nar typical thermal coal product, achieved an average coal price of A$340 per sold tonne in the March Quarter, compared to A$408 per sold tonne in the December Quarter. . Remember Amazon. TerraCom Limited sentiment based on opinions from HotCopper and others. Join the HotCopper ASX share market forum today for free. Values delayed up to 15 minutes Today's Range 0. 5kt/month (TER share). ASX - Short Term Trading. . HotCopper Terms - Business Information. 0¢ Sentiment: Hold Disclosure: Held. WHC has dropped from $11 to $5. TBH, TER needs to do a steady climb to 55-60c over the next 3 to 4 months for me to really have any faith in the long term future of this company, and management in particular. 5c received. After you receive 10 cents, your TER shares are a bargain. September 2019 Quarterly ReportTBH, TER needs to do a steady climb to 55-60c over the next 3 to 4 months for me to really have any faith in the long term future of this company, and management in particular. View Valuation. Created with Sketch. 24. DYOR. The balance will be repaid by end-April with some healthy cash remaining for dividends in June. 20 since 23rd February 2023 by Morningstar Quantitative . Created with Sketch. TER is 100% in a better position than 18 months ago, it's just the next 18 months not looking so bright. ASX - By Stock. $1. How many years of high price coal do we have ahead probably many. 43. want to hear what you would sell you. 5¢. ASX - By Stock. 70c per year in div if you do the back of the envelope calculations. ASX - By Stock. Using the futures curve would be more conservative and better represent the facts we know now, June 2023 Futures for gC NEWC is US$341/t, TER BA at a 24% discount so say US$260/t (A$370/t. Just wondering if anyone has a feel for how low TER will go from here. 0¢. 46. TER: Voting rights over 66%-CDI Acceptances due today1. In saying that I'm sure I'll get called all sorts of nasties for the below chart but prefer to share now rather than later as people will say why didn't you post your voodoo technical analysis crap with foresight rather than in hindsight. Join Australia’s largest community of ASX investors and share market enthusiasts in our free and independent stock market forum. Thought I would get in early and see what everybody’s thoughts were for this weekThis site has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 and is directed and available to and for the benefit of Australian residents only. Reply. want to hear what you would sell you for? The Australian brings you the latest Australian news as well as latest politics, sports, entertainment, technology, lifestyle and breaking world news. au). 5c received. Morning, Thought i'd start a general discussion thread for TER updates and market news. Smaller, regular 2 to 3c dividends p/qtr will do a lot more for management and company integrity, instead of the eye popping, look-at-me, holy mackerel! 23. Forums. 5 per cent, or 3. 6026 TER shares for every 1 UNV share. 56% As of Nov 9, 2023. Find the latest TerraCom Limited (TER. 25B ! Add to my watchlist. Latest Posts. ASX - By Stock. International Markets. Energy. Business sell/buy at the Fair Value. 62. Forums. Everyone should respond that wishes to attend the W1 party. Smaller, regular 2 to 3c dividends p/qtr will do a lot more for management and company integrity, instead of the eye popping, look-at-me, holy mackerel! 23. 0. Created with Sketch. TER only started using ALS in 2018. Advertise on HotCopper. Zestimate® Home Value: $524,000. Created with Sketch. The coal price didn't drop dramatically until late Jan-23, so lets assume they will get another $36m cash flow in Jan-23. ASX - By Stock. Waiting for the Quarterly to drop (maybe 25th of Oct according to Market index) what is your estimate of revenue/expenses/dividend ?We should have a. Read this that was released publicly today TER EVO Research Report 20221006. Liam Walsh Reporter. RELATED STOCKHEAD STORIES. ASX - By Stock. Hotcopper currently provides users with access to a rich collection of resources, including, forums, shopping services, search services, personalized content and branded programming through its network of properties (the "Service"). 4 Upvote. I'm not calling people stupid, i'm just saying people should be natural skeptics. When he left TER in Jul22, he was retiring , only to show up as another executive a few months later on MRL (Oct 22). Better then most companies in comparison. 0¢. 59pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on ARAFURA RARE EARTHS LTD. Smaller, regular 2 to 3c dividends p/qtr will do a lot more for management and company integrity, instead of the eye popping, look-at-me, holy mackerel! 23. So 49% of that - $104. Created with Sketch. 5¢ Sentiment: Hold Disclosure: Held. Australia's largest stock trading and investment forum Australia's #1 stock forumQuarterly Report - July to September 2021. Volume. Expand. I can see you like to stir the volatile extremists on hotcopper You know the median price 2010 to 2020 was $80 and on three occasions dipped to $60. Find the latest TerraCom Limited (TER. The $21 million of cash sits in an associate in RSA that TER have 49% ownership of. It looks very serious unfortunately. TER have only pre sold one at US$300 / tonne. $0. 17. Stay ahead with the top trending stocks on the ASX and follow investor conversations on HotCopper forums to make sense of what’s happened and navigate what’s to come. 46% more bullish than other Utilities sector stocks. But futures prices are a bad guide because the Ukraine war won't last forever. . 6mt for the 2nd quarter), then they could be. ASX - Day TradingTrain Loadout Facility UpdateThere have been a large number of news sources (WSJ the most credible) one I read recently stating that the US and Kremlin have recently had some secret meeting to set out turns for a peace deal in Ukraine. You would think that they would want to the share price to start moving up. e. 315 0. Canadian Dollar. Happy for TER to get its due recognition & SP reflect the same with coming Q revenue/dividends set to make LTH happy. 5¢ higher than the 20¢ offer price. HotCopper has news, discussion, prices and market. What happens to the cash? Is it retained, can we expect a dividend, would TER sell if they got the opportunity. ASX - Day TradingFormer holder of TER (BA is a good asset). Created with Sketch. ASX - Day Trading. 5¢. a). Created with Sketch. , page-2. . Created with Sketch. The current price is US$160/t. Not too shabby for TER's average quality coal. The current price is US$160/t. SA mines are cash flow positive. having a low trade debtors can be a positive, as they are converting their sales to cash quickly. The price even dropped to be aroundUS$50/t around Aug-20. ASX - By Stock. 8mtpa, divi will head back up to around 4 or 5c per Qtr. Answer = TER 1 minute readMarch 9, 20236:25 PM GMT+10Last Updated 2 days ago S. TER: Offer for Universal Coal Plc, page-2. Day - 1 companies avoids proxies, is customer obsessed, makes high velocity decisions, and embraces external trends. 7m. TER Price at posting: 44. No Corporate Spotlight currently available. ASX - By Stock. TELSTRA GROUP LIMITED - Discussion. TER don't identify royalties in their Annual reports (they should) but based on revenue of $159. If TER were to make EBTIDA of $150-200m (Jun 22 Qtr result was $200m) each quarter, they could easily be looking at $600-800m operating cash flow for the year. Add to my watchlist. , page-2. 00 at the $1. 5¢. Select a Terminal before entering container IDs. Latest Posts. [email protected] trades as yet today?. 5c received. TER ASX Chart Advanced Snapshot TerraCom Limited (TER, formerly Guildford Coal Limited) is resource company that is involved in the development and operation of coal. I have been quietly. Company Update TerraCom Limited is an Australia-based emerging company. Smaller, regular 2 to 3c dividends p/qtr will do a lot more for management and company integrity, instead of the eye popping, look-at-me, holy mackerel! 23. 1284 Park Ter, Esquimalt, BC is a multi family home that contains 1,318 sq ft and was built in 1992. ASX - Day Trading. Smaller, regular 2 to 3c dividends p/qtr will do a lot more for management and company integrity, instead of the eye popping, look-at-me, holy mackerel! 23. 4M !TER: TerraCom Reaches 77% Voting Rights25. Target our investor community with our suite of Hotcopper Advertising. Latest Posts. 8¢. All the doubters and management bashers should finally be happy. 5c received. ASX - Day TradingGood to see an increase in valuation from $1. 59pm 20/11/2023 ? HotCopper has news, discussion, prices and market data on TORO ENERGY LIMITED. Created with Sketch. AX) stock quote, history, news and other vital information to help you with your stock trading and investing. Latest Posts TER have producing Coal from Blair Athol since 2018 when Thermal Coal was under US$100/t. 5,300,000. 0¢ Sentiment: Buy Disclosure: Held. ASX - Day TradingCreated with Sketch. 5c received. Coal prices holding very strong. Can anyone explain the overall strategy with the non-controlling share in the South African mines? The SP and dividend seem to be totally hardwired to Blair Athol.