You would think that they would want to the share price to start moving up. 55am 21/11/2023 ? HotCopper has news, discussion, prices and market data on THOR ENERGY PLC. Join the HotCopper ASX share market forum today for free. 1¢. TER is seriously underpriced if futures prices are any guide. Created with Sketch. I get the feeling. That's a lot better then I personally estimated before about 100 million. 3¢. All the latest TerraCom Limited (ASX:TER) share price movements, news, expert commentary and investing advice from The Motley Fool Australia. Energy. 46% more bullish than other Utilities sector stocks. 20 since 23rd February 2023 by Morningstar Quantitative . Join Australia’s largest community of ASX investors and share market enthusiasts in our free and independent stock market forum. ASX - Short Term Trading. ASX - General. The bonus is you get 100% of the franking credits. 6mt for the 2nd quarter), then they could be. Report Created with Sketch. 310 - $0. ASX - Day TradingTER need to be clear on their long term position but for now happy to keep and collect. ASX - General. Last updated 15. Join the HotCopper ASX share market forum today for free. 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. $1. , page-2. Half Year Results Summary and OutlookI must say that TER really do not promote communication. The probe was initiated after a former commercial manager of the mining company, Justin Williams, alleged in a 2019 court case that TerraCom, together. Share I doubt the value TER abscribed is correct. ASX - Short Term Trading. Forums. ASX - General. Last updated 13. At the end of October, Glencore Plc,. Quarterly Report - July to September 2022, page-6. Binge ’s new reality series FBoy Island Australia premiered on Monday and the show flips the script on dating programs. Good to see an increase in valuation from $1. 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"). 31 - 1. AXThe pieces are coming together nicely. Last updated 15. Created with Sketch. Last updated 15. 8¢. . 04 to $1. Nov 17 (Reuters) - Terracom Ltd (TER) : ANNOUNCE A FULLY FRANKED DIVIDEND OF 10 AU CENTS PER FULLY PAID ORDINARY SHARE DEMAND FOR. . Volume. Add to my watchlist. 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. 0. All the doubters and management bashers should finally be happy. 1 mt for the 2023 FY was unrealistic, as announced in April 2023. 5% should be great. EBITDA for this qtr is probably going. the terror com train is just loading up and about to leave, all aboard !, page-4. ASX - Day TradingTBH, 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. Follow your favourite stocks, view charts, track gainers and losers and discuss topics including politics, commodities, cryptocurrency and managed funds. 0¢ Sentiment: Sell Disclosure: Not Held. The official Ralph Lauren retail store locator. 0 Great analysis. Everyone should respond that wishes to attend the W1 party. 24/7 news coverage. 1074606. Share Now Craig has the board sorted and the bond holders under control. 20 since 23rd February 2023 by Morningstar Quantitative . ASX - General. - TER have advised themselves that they are keeping capital for future investments and/or divvies should coal prices fluctuate. Coal futures rose to above $63 per metric tonne in November, the highest level since April 3rd amid supply concerns. Created with Sketch. if you are chasing dividends, sure go for it. , page-2. Created with Sketch. Australia's largest stock trading and investment forum Australia's #1 stock forumGood to see an increase in valuation from $1. We would like to show you a description here but the site won’t allow us. 57pm 13/11/2023 ? HotCopper has news, discussion, prices and market data on LOTUS RESOURCES LIMITED. Great isn't it! Wilkie arguably (ab)uses Parliamentary Privilege to raise something he cannot (imo) know for certain is true. Expand. Click for more information. . "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. 5c received. TER Price at posting: 12. TER Price at posting: 48. . While the NPAT multiple is bad, in the current environment, the business needs to simply ensure BA is cash flow breakeven during the period of subdued pricing, supply and demand will do the rest, and pricing will normalise. Join the HotCopper ASX share market forum today for free. Jun 7, 2022 – 3. 01 +1. . 47. Forums. 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. 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. 17K. 3278452. 5 bathrooms. Inthe meantime, TER should generate as much operating FCF on quarterly basis andpay out surplus cash to holders. . 90 a short time after the 23-Nov-22 ex dividend, the coal price also increased 25% from Mid Nov22 to early Dec-22. 50. I won't be giving a fiddlers about TER in 10 years. ASX - By Stock. 1767736. The increases came in from $175 (and. a). Stephen Todd. Placebo measure at best. TER:Interim Stop Order Lifted, No Restrictions to Accept OffTBH, 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. Advertise on HotCopper. ASX - Short Term Trading. very disappointing… have changed my sentiment to hold, page-6. TerraCom Limited is an Australia. Advertising & Fundraising on JKB plus other useful info By redm, October 11, 2017 2 replies; 84. 04 to $1. Having said that, if prices settle at say USD 200, the $1. I agree after reading that ABC article the coal price cap BS should not affect TER. ASX - Day Trading. ASX - By Stock. If your super fund is in retirement phase, yes you don't pay tax on the dividends (or other income). 2MT BLAIR ATHOL REMAINS ON TRACK TO DELIVER. Last post leigh1948. I don't think he ever 'retired' from TER, he was pushed out by the board and major shareholders. 5% interest plus the . ASX - By Stock. Target our investor community with our suite of Hotcopper Advertising. TerraCom Limited Follow Development and operation of coal mines in Queensland, Australia and South Africa. as always mate thank you. 35. Only companies with FCF yield over 15% will makethe first cut. 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. 0. 5¢ Sentiment: Hold Disclosure: Held. Join the HotCopper ASX share market forum today for free. As you mentioned, it even went over $1. I thought I would do some research into what the queensland. 73. This quarter to date is average of $370 per tonne total sales price. TER: Offer Document - Universal Coal plcI would expect TER will be required to pay the value of 15mths worth of 12. Forums. The ETF held 39 copper stocks as of early 2023, led by the following five: Zijin Mining ( ZIJMF. currently this slow. as always mate thank you. 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. Created with Sketch. Forums. Jan 23 (Reuters) - Terracom Ltd (TER) : BLAIR ATHOL DELIVERED COAL SALES OF 500KT IN Q2 QUARTERLY OPERATING EBITDA OF A$150 MILLION QTRLY TOTAL COAL. ASX - By Stock. If you remove the dividend and tax payment, they made around $217m from the business of selling coal - or around $36m per month. Because prices of securities rise and fall essentially continuously during trading, the term "bull market" is typically reserved for extended periods in which a large portion of security prices. Business sell/buy at the Fair Value. 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. ASX - Day Trading. Find everything from its Valuation, Future Growth, Past Performance and more. 566216. The drop in the share price is fair over the last 3 months, IMO. Created with Sketch. . 075 is the minimum standard dividend to be paid on a quarterly basis. The balance will be repaid by end-April with some healthy cash remaining for dividends in June. Latest Posts. ASX - By Stock. , page-14. 04 to $1. 5¢ Sentiment: None Disclosure: Held. ASX - By Stock. If TER get the 2. Created with Sketch. 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. HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. ASX - Short Term Trading. The price even dropped to be aroundUS$50/t around Aug-20. 9¢. ASX - Day TradingLU7 Lithium Universe’s strong debut quarter: Exploring with AI, engineering studies, and strategic appointmentsCreated with Sketch. HotCopper Terms also uses first. 0. Read a lot of reports, I think Ter had sales contracts under AP14. He ended only lasting 6 months in the new role at MRL. . Last updated 10. Last updated 13. I do find the Ransley in MRL thing interesting. TER will still make a small profit if they sold at US$100 / t (assuming no major FX changes). . That they have not been proactively looking for another investment. 04 to $1. Last updated 15. nov 17 (reuters) - terracom ltd (ter) : announce a fully franked dividend of 10 au cents per fully paid ordinary share demand for thermal coal continues. 35. Forums. Created with Sketch. Latest Posts. 04 to $1. TER Price at posting: 63. The export division of UNV will be earning decent profits even in this climate. Ground Breakers: Some late, breaking dividends for FY23 and a week from hell for Andrew ForrestRefinance Program, page-2. 0¢ Sentiment:. 53pm 17/11/2023 ? HotCopper has news, discussion, prices and market data on TODD RIVER RESOURCES LIMITED. AX Latest Trade 0. Join the HotCopper ASX share market forum today for free. 1804230. Divs would be massive unless the board want something different. Smith@hotcopper. Australia's largest stock trading and investment forum Australia's #1 stock forumQuarterly Report - July to September 2021. If they can do as they say and sell 1. 5¢. Another director Matthew Hunter was buying on market (and hasnt sold yet afaik) and Wal King has a signficant chunk of his salary paid in TER shares. Volume. Created with Sketch. Well done to all. 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. Investor PresentationHotCopper has news, discussion, prices and market data on TERRACOM LIMITED. It just got so much better from one month to the next. About this app. Created with Sketch. 5¢. I expect to see either a suspension of the offer relatively quickly. 1121477. 99. Bondholders Support Confirmed, page-3. Last updated 15. Be on the latest news, as it happens from Australia and around the world. Region. TER management hardly want their accounts to be released without sign off as a going concern. 5c received. 39. TER: Voting rights over 66%-CDI Acceptances due today1. ASX - By Stock. 9¢. 9¢. i just shake my head. Again the hard landing in coal pricing is just super frustrating. Excess cash obviously warrants special dividends to be paid. 0 Great analysis. @bigpelican this will have legs one for the watch the daily is consolidating and the the weekly - well no need for words, page-6. So TER really only have $44m in the bank (as at 31 March they had $46m - good TER isn't bleeding cash) - still good healthy amount of cash in the bank. I can feel some big stuff is just on the horizon perhaps it’s just my glass half full attitude. Join the HotCopper ASX share market forum today for free. 5¢. Add to my watchlist. 8mtpa, divi will head back up to around 4 or 5c per Qtr. , page-2. Select a Terminal before entering container IDs. 20 since 23rd February 2023 by Morningstar Quantitative . Created with Sketch. 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. At the time the share price wasA$0. 32pm. 76. ASX - By Stock. HotCopper's trolls on borrowed time. More Overview Discussion Corporate Spotlight More 0 seconds of 5 minutes, 17. Anyone who bought into TER thinking it's a long term deal has rocks in their heads. Join the HotCopper ASX share market forum today for free. Charts. Enter your email to log in or sign up. 55pm 23/11/2023 ? HotCopper has news, discussion, prices and market data on THOR ENERGY PLC. 17. TER has average quality coal and will be sold for less than the better quality coal. Excess cash obviously warrants special dividends to be paid. Created with Sketch. 2m. 05am 20/11/2023 ? HotCopper has news, discussion, prices and market data on RETAIL FOOD GROUP LIMITED. HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. 5c received. pdfand smile. During November we saw a resistance level form at approximately $0. TER. . 3M ! Created with Sketch. I know this may sound naive, but I have a good feeling for 2020. ASX - Day Trading20. But futures prices are a bad guide because the Ukraine war won't last forever. 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"). Since that time the UNV assets performance has been; - 2020/21 FY: Loss of $1. 33 52 Week Range 0. 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. 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. 4 Upvote. Country. 0¢. ASX - By Stock. A merge would clear TER debt and release a money making machine with massive upside. Upon lodgment of the 2022 ITR in Jan23 they would now be in the PAYG Tax Instalment regime from Feb23 as they would have had a taxable income of around $150m. 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. Some goods news would be really appreciated. Advertise on HotCopper. This is TER moment in the sun. all aboard !!! terracom train loading up now ,please have all your passports ready. ASX - By Stock. 04. . Market Cap $252. 2k views; davemclaren June 14, 2019July 2021 Coal Sales Update, page-2. Join the HotCopper ASX share market forum today for free. 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. I always thought that TER achieving 2. Market . 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. ,certainly on as widespread a basis as he claims. Latest Posts. 15am. ASX - Day TradingCreated with Sketch. Shop today!The current bull market around coal prices has saved TER. TER Share Price and Trading History. Created with Sketch. 00 TER SP is a certainty and we can discuss $2. Such industry uncertainty poses immense difficulty for corporate planners. The most accurate and popular HotCopper Terms' email format is first (ex. 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. the size of their creditors would be a major concern. Here. 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. 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. 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. Powered by Jira Service Management. We are breaking even right now in a terrible operating environment, and COULD in the next 1-6yrs generate some real measurable shareholder returns now. $0. 2) fob Richards Bay 6,000 kcal 428. Last updated 15. 4M !TER: TerraCom Reaches 77% Voting Rights25. I wouldn't call that bad culture or us being "diddle diddled". Took a position today, coal is not my thing but after doing some research value seems too good to let go. 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. com. 2¢. 99. Forums. 5% coupon on the full facility amount until. They have 8+ years at BA so as long as coal stays above $200 usd we should be really good regular divs and potentially more. 3278452. But at this point if we stay this low for the rest of the year then we will be back to the old TER. 5¢ TERRACOM LIMITED - Discussion. Created with Sketch. 58pm. TER (Market cap $515m) just confirmed $88m EBITDA for the previous quarter. " From the ASIC web site itself: TerraCom made two ASX announcements on 14 February 2020 and 3 April 2020, and published an open letter to shareholders in the Australian. Sentiment for TerraCom Limited is 16. TER Price at posting: 44. 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. 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. 5¢ higher than the 20¢ offer price. 32 - 0. I would think TER are around DESPITE Ransley not because of him. Type or paste your IDs here. but it can also be a negative, they haven't made any sales. Sure if the mines close, there would be an impact but not a TER closes down impact. It would be near on impossible, without new infrastructure such as CHPP, to do do 2,800kt a year. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. Report Created with Sketch. 1 Upvote. ASX - Day TradingCreated with Sketch. last (ex. All the doubters and management bashers should finally be happy. 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. 1177689. ASX - By Stock. Buy online, free in-store pickup. 335 cents in dividends. ASX - Day TradingCreated with Sketch. The share price is about $3.