Values delayed up to 15 minutes Today's Range 0. Combined resources and income would have it valued at least $1B imho. 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. ASX - Day Trading To put it into perspective, at the peak coal prices, TER (just Blair Athol) made $173 million EBTIDA in Q4 2022 and $122 million Q1 2023. 2m. 5¢ Sentiment: Hold Disclosure: HeldQuarterly Report - July to September 2022, page-5. com. 3. When TER acquired their share in UNV back in Mar20, 3+ years ago, they estimated the Fair Value of the net assets was $212. ASX - Day Trading. Last updated 13. 1. 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. We will need to wait it out. 0¢ Sentiment: Sell Disclosure: Not Held. View Valuation. Good to see an increase in valuation from $1. 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. $1. For now, TER are paying very good dividends to us shareholders. . Follow your favourite stocks, view charts, track gainers. the size of their creditors would be a major concern. 000%) Volume 0 Bid / Offer Range $0. 1121477. Created with Sketch. TER. HotCopper Terms also uses first. TER capital gains* probably wont happen unless management actually do something beyond the current status quo or, outside their influence, the coal price sky rockets. Remember Amazon. Australia's largest stock trading and investment forum Australia's #1 stock forumGood to see an increase in valuation from $1. 7m. ASX - Day TradingTER need to be clear on their long term position but for now happy to keep and collect. It isn't rocket science. - $0. 5M EBITDA achieved at Blair Athol in Jan 2022Shortly TER at $0. 606142. 33 AUD 0. As you mentioned, it even went over $1. Not too shabby for TER's average quality coal. 92. ASX - General. ,certainly on as widespread a basis as he claims. Created with Sketch. Here. . UNV are paying 12% divvy and have some very good resources and are valued lower than TER with better financials and what appears a cracking management. Ground Breakers: Some late, breaking dividends for FY23 and a week from hell for Andrew ForrestRefinance Program, page-2. Charts. Look at it this way: TER has repaid half of its US$162m debt over the last 6 months at coal prices averaging somewhere between $150-250/t, NOT +$300/t. ASX - By Stock. Created with Sketch. 2) The claims against ALS say that up to 50% of tests were falsified, since 2007. TerraCom Limited. Hopefully they use the money to secure the Moorlands lease which is only 14km to the west of BA. Views. Morning, Thought i'd start a general discussion thread for TER updates and market news. Also ticked a box. The coal price didn't drop dramatically until late Jan-23, so lets assume they will get another $36m cash flow in Jan-23. TER management hardly want their accounts to be released without sign off as a going concern. This would give them another 30yrs of supply with use of all the BA infrastructure. $0. $1. As of 2015, HotCopper was in the top 170 websites in Australia and was. TER would have been making tax losses in Australia upto Jun21 (read the 2021 FS) so they would not have been paying PAYG tax instalments. TER Share Price and Trading History. just need some more time as they are making decent cash now and the coal price looks strong for 22 months. 61380. Volume. Its a bit hyperbolical to claim that the royalty cap increase could "make a great business that was making money, go broke overnight". ASX - By Stock. 0¢. 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. 20 since 23rd February 2023 by Morningstar Quantitative . ASX - Day TradingFurther increase in acceptances, offer closing soonRetail Entitlement Offer Information Booklet. march 5 (reuters) - universal coal plc (unv) : response to terracom announcement unsolicited bid cannot proceed until interim stop order is removed by. Join the HotCopper ASX share market forum today for free. Last updated 15. Actual was A$197M (BA $174M and 50% of SA of $50M) 2. That is impressive and. 3080938. Expand. We would like to show you a description here but the site won’t allow us. Last updated 15. 55. 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. 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. Add to my watchlist. 0 items. 0¢. TER Price at posting: 49. Type or paste your IDs here. 32 - 0. Market Cap $256. Liam Walsh Reporter. It would be near on impossible, without new infrastructure such as CHPP, to do do 2,800kt a year. 76. As some other posts mentioned I feel 50c is. 3. TerraCom Limited Follow Development and operation of coal mines in Queensland, Australia and South Africa. DISCOVER MORE. last (ex. Join the HotCopper ASX share market forum today for free. A$224M EBITDA was not the TER equity share, that included 100% of SA of operations. ASX - By Stock. Click for more information. Last updated 15. TER have producing Coal from Blair Athol since 2018 when Thermal Coal was under US$100/t. 15am. Last updated 15. 31 - 1. 9¢. Morning, Thought i'd start a general discussion thread for TER updates and market news. If you remove the dividend and tax payment, they made around $217m from the business of selling coal - or around $36m per month. 0. I don't think he ever 'retired' from TER, he was pushed out by the board and major shareholders. 6. 04 to $1. Created with Sketch. No Corporate Spotlight currently available. ASX - By Stock. Ansarada (AND), which specialises in virtual deal rooms and data rooms for significant commercial transactions, is poised to gain from an unexpected sector. I know this may sound naive, but I have a good feeling for 2020. HotCopper is Australia's largest free and independent stock market trading forum for ASX investors to discuss share prices, the stock market and more. Join the HotCopper ASX share market forum today for free. 8¢. 59pm 16/11/2023 ? HotCopper has news, discussion, prices and market data on STRIKE ENERGY LIMITED. Last updated 15. Last updated 15. It's also good that they have plenty of cash in the bank about 260 million if i understood correctly. Coal futures rose to above $63 per metric tonne in November, the highest level since April 3rd amid supply concerns. 9¢. Target our. $0. We would like to show you a description here but the site won’t allow us. You are exactly accurate and your date is the best on this platform. I agree after reading that ABC article the coal price cap BS should not affect TER. Quarterly Report - July to September 2022, page-6. 5¢. The other 9 are at linked to the index price, which at the moment is better than the fixed price of US$300 that TER have contracted, but who knows what the actual index price will be at sale - sure it is currently over US$300 / tonne which is great for TER and shareholders. TER: Non Binding Indicative Intention, page-2. Divs would be massive unless the board want something different. The South African operations contributions around 20-25 the bottom line of TER. 00 TER SP is a certainty and we can discuss $2. 5c on 2 Oct 2018. TerraCom Limited develops and operates coal mines in Australia and South Africa. Nov 17 (Reuters) - Terracom Ltd (TER) : ANNOUNCE A FULLY FRANKED DIVIDEND OF 10 AU CENTS PER FULLY PAID ORDINARY SHARE DEMAND FOR. I thought I would do some research into what the queensland. 01. HotCopper is Australia’s largest stock market discussion forum, with 250,000+ members and 700,000 visitors a month. Last updated 15. 1 Upvote. ASX - Day TradingFY2020 Annual Financial Report. 310 - $0. as always mate thank you. TER remains super profitable at $250/t and profitable at $150/t. The terminals four ZPMC ship-to-shore super post-panamax cranes are capable of handling the largest container vessels on the water today, up to 23 containers wide on. Low cost to run the I mines. 0. Well done to all. Lifting standards of connectivity. 43. 0 Great analysis Created with Sketch. 47. TER will still make a small profit if they sold at US$100 / t (assuming no major FX changes). 00% 31. Join the HotCopper ASX share market. A trader who pumped up and then sold penny stocks in sectors from mining to electronic goods has pleaded guilty to share manipulation, in a. Join the HotCopper ASX share market forum today for free. Rev coming in around $700m PA. Expand. Created with Sketch. Volume. 315 0. 01. 5¢. Last updated 15. Recommendation:· We maintain our Buy rating, cutting our 12-month price. Dividend DeclarationTBH, 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. TER now control a strong core portfolio of cash generating assets. 8¢. If coal price trades lower than US$250/t there likely won’t be any special dividends paid out to shareholders. 0¢. Market . Happy for TER to get its due recognition & SP reflect the same with coming Q revenue/dividends set to make LTH happy. Australia's largest stock trading and investment forum Australia's #1 stock forum2. 597265. $1. How many years of high price coal do we have ahead probably many. Join the HotCopper ASX share market forum today for free. Royalties were $125 and cost of production was $103. 59pm 17/11/2023 ? HotCopper has news, discussion, prices and market data on SYRAH RESOURCES LIMITED. Created with Sketch. $1. 31 - 1. 1767736. Comments. . ASX - By Stock. 3278452. 1177689. 59pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on DELTA LITHIUM LIMITED. . ASX - Day Trading. Expand. Data last updated: Nov 14, 2023 – 3. 300 -0. ASX - General. I was looking at last years annual report to get an idea of production costs and it look's to me that it is around $64 USD per ton (before the merger of TER, UNV and not allowing for any repayment of borrowings or net cash used in investing activities) and if we averaged say $60USD per. 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. By the time they dig anything bauxite related (if ever) the issue of the bond would have either been resolved or ter has gone over the ledge. Share. ASX - Day Trading20. 3. Created with Sketch. ASX - By Stock. 5% should be great. TerraCom Limited sentiment based on opinions from HotCopper and others. , page-2. To get the ball rolling, I saw the below article this morning. ASX - By Stock. 5¢. Created with Sketch. 20 since 23rd February 2023 by Morningstar Quantitative . HotCopper is Australia's largest free and independent stock market trading forum for ASX share prices & stock market discussions. TER Price at posting: 48. 2 Upvote. 04. Forums. 5kt/month (TER share). 9¢. 48. 1. Commodities. TER is insignificant player in this. The Australian brings you the latest Australian news as well as latest politics, sports, entertainment, technology, lifestyle and breaking world news. 8394629. Forums. Report. AXThe pieces are coming together nicely. Latest Posts. When he left TER in Jul22, he was retiring , only to show up as another executive a few months later on MRL (Oct 22). Share I doubt the value TER abscribed is correct. Created with Sketch. 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. Forums. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. 32pm. 0¢ Sentiment:. 5c received. ASX - General. 46% more bullish than other Utilities sector stocks. TER did bounce back up between $0. MarketCorporate Connect have published new research on TER and have upgraded their valuation again. 48. A trader who pumped up and then sold penny stocks in sectors from mining to electronic goods has pleaded guilty to share manipulation, in a. 3M ! Created with Sketch. 59pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on ARAFURA RARE EARTHS LTD. Yes cashflow is great for TER at the moment thanks to high coal prices. 32. The export division of UNV will be earning decent profits even in this climate. 20 since 23rd February 2023 by Morningstar Quantitative . Enabling a maiden and special dividend of $0. Crazy, that my original, small, parcel of shares in TER cost me 0. 56% As of Nov 9, 2023. 1112316. Get our iPhone app 📱About this app. 0¢. TER: Offer for Universal Coal Plc, page-2. 5c received. ASX - Day TradingTo put it into perspective, at the peak coal prices, TER (just Blair Athol) made $173 million EBTIDA in Q4 2022 and $122 million Q1 2023. You also understand and agree that the Service may include advertisements and that these advertisements are. Latest Posts. Last edited by w1londongroup: 23/08/23. As of 2015, HotCopper was in the top 170 websites in Australia and was the 5th most popular financial services site in Australia, according to Alexa rankings. Last updated 10. ASX - Day TradingTER: Offer for Universal Coal Plc35. If TER get the 2. Advertising & Fundraising on JKB plus other useful info By redm, October 11, 2017 2 replies; 84. 33 cents per share back in Feb 22. 5c received. RELATED STOCKHEAD STORIES. 3. ASX - Day TradingGood to see an increase in valuation from $1. Forums. HotCopper has news, discussion, prices and market. Enter your email to log in or sign up. 08% 31. 5¢ Sentiment: Hold Disclosure: Held. but look at the news (which has now shown up on hotcopper also) Employee terminated, police alerted in coal conspiracy Australian laboratory services giant ALS has found almost half of its coal analysis certificates were manually amended without cause at multiple facilities since 2007, and the matter is being referred to New South. ASX - By Stock. 66%. fob means "Free on board". . Former holder of TER (BA is a good asset). Just and odd. ASX - Day Trading. 6. 59pm 22/11/2023 ? HotCopper has news, discussion, prices and market data on TABCORP HOLDINGS LIMITED. . "This is an ALS problem and there is no evidence of any TER failures and no evidence of TER management telling Mr Williams to get the labs to 'juice up" the results. Last updated 12. 0. Created with Sketch. 18. I do however think we are getting to a very low coal price point and hope we rise from here to a more balanced $200 usd target. Join the HotCopper ASX share market forum today for free. . 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. 5c received. Created with Sketch. 49pm 22/11/2023 ? HotCopper has news, discussion, prices and market data on ANTEOTECH LTD. Join the HotCopper ASX share market forum today for free. . The current price is US$160/t. Dividend Declaration, page-8. I think it’s a combination of coal price action and the fact TER is going to be giving back approx $0. 0¢. Liam Walsh Reporter. Blair Athol nameplate capacity is only 2,200-2,300kt from memory. Last updated 15. Mate, ALS is the biggest lab handling much, much bigger multinational customers operating in the basin, doing tens of millions tonnes. ASX - General. For them to sell 768 in a quarter would be impossible i thought - considering as this update states all miners in the area are dealing with the same logistic issues along with trying to catch-up. Latest Posts. Last updated 15. . 0 Great analysis. Market Cap $332. Everyone should respond that wishes to attend the W1 party. 5c received. TER Price at posting: 63. Then, when the commodity cycle turns, use the cash being. More Overview Discussion Corporate Spotlight More 0 seconds of 5 minutes, 17. $0. . Join the HotCopper ASX share market forum today for free. . Only companies with FCF yield over 15% will makethe first cut. i just shake my head. But at this point if we stay this low for the rest of the year then we will be back to the old TER. TER currently has a great dividend yield. Day - 1 companies avoids proxies, is customer obsessed, makes high velocity decisions, and embraces external trends. What is the true worth of TER that is the question. So yes a "just in case fund is prudent" according to the board and most of us in your opinion ignorant shareholders for the most part hold the same view. Created with. . I don't think he ever 'retired' from TER, he was pushed out by the board and major shareholders. 200869. 5¢. Yeah!!!!! Onwards and upwards TER. Volumes on the increase. 87 and A$1. Particularly when management have not release any additional good (or bad) news over the last 3 months to increase (or decrease) the share price outside the movement in the coal price. TER Price at posting: 51. Join the HotCopper ASX share market forum today for free. ASX - Day TradingCreated with Sketch. The current price is US$160/t. Dividend PolicyTER is only 69%. to strategically dispose assets and return cash to shareholders. 26. Target our investor community with our suite of Hotcopper Advertising. . 5c received. 025 special dividends fits TER’s current cash flow from operations. Expand. Charts. TER capital gains* probably wont happen unless management actually do something beyond the current status quo or, outside their influence, the coal price sky rockets. Remember this is a geographically diverse operation now so systemic risk is far lower. Charts. 20 since 23rd February 2023 by Morningstar Quantitative . All the doubters and management bashers should finally be happy. That Bauxite project in Guinea could well. Investor PresentationHotCopper has news, discussion, prices and market data on TERRACOM LIMITED. But futures prices are a bad guide because the Ukraine war won't last forever. 99. AX) stock quote, history, news and other vital information to help you with your stock trading and investing. 22/t: for the South African Export business currently around ~750kt/yr or 62. 25B ! Add to my watchlist. 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. 63. For those playing along at home, after opening 33 per cent higher on debut, shares in the $26 million HotCopper Holdings are now trading 17. ASX - Day TradingCreated with Sketch. ASX - By Stock. Double Bottom from where I can see. @bigpelican this will have legs one for the watch the daily is consolidating and the the weekly - well no need for words, page-2. as always mate thank you. 0¢. You would think that they would want to the share price to start moving up. Join the HotCopper ASX share market forum today for free. MP1 up 40% TER flat. The price even dropped to be aroundUS$50/t around Aug-20. Not as easy as it seems, but doable - for the half year to Dec22, TER did receive a $29m dividend from associates (UNV). . Join the HotCopper ASX share market forum today for free. Created with Sketch.