so June 2022, TER may have (depending on how their auditors want to disclose the prepayment) debt or borrowings of approx AU$160m. TerraCom Limited is an Australia. 2 Upvote. 015 -4. HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. . Created with. Market Cap $256. . Join the HotCopper ASX share market forum today for free. Happy for TER to get its due recognition & SP reflect the same with coming Q revenue/dividends set to make LTH happy. Market . . Created with Sketch. Volume. Last updated 12. How many years of high price coal do we have ahead probably many. 9¢. Better then most companies in comparison. TER. 59pm 14/11/2023 ? HotCopper has news, discussion, prices and market data on TYRO PAYMENTS LIMITED. 1078845. 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. Last updated 11. somewhat relieved i got my cash back considering the fall in coal price and subsequently the share price over the last 6 or so months. As for cash flow for TER relating to RSA - for the half year to 31 Dec, TER received $28. Join the HotCopper ASX share market forum today for free. They foolishly alienated Tony and co and just don't have the local knowhow. In Sep22 Qtr, they made a $150m EBITDA which can be used as an estimate of operating cash flow. Our risked NPV10 share valuation of TER has decreased to $0. Join the HotCopper ASX share market forum today for free. 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. Join the HotCopper ASX share market forum today for free. 0. 5c received. View the full Corporate Spotlight. 43. Again the hard landing in coal pricing is just super frustrating. . If it had not occurred, then TER would likely not still be here, having been either wound up, or taken over by the BH's. Join the HotCopper ASX share market forum today for free. 25 of admin costs. 54. the terror com train is just loading up and about to leave, all aboard !, page-4. 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. Last updated 15. Country. Created with Sketch. 5¢. 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. Combined resources and income would have it valued at least $1B imho. Actual was A$197M (BA $174M and 50% of SA of $50M) 2. 5¢ Sentiment: Hold Disclosure: Held 39. ASX - By Stock. Created with Sketch. TER Price at posting: 51. Last updated 10. . ASX - Day TradingHotCopper is Australia's largest free and independent stock market trading forum for ASX share prices & stock market discussions. 542501. Last quarter the aic of sales was $228 per tonne on $497 average sales price so a margin of $269 per tonne sold. (20min delay) Last. 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. 0MT. 0¢. . TER. , page-2. 10 years from now there may be no need for coal so BA reserves is a mute point. Thank you Alex for your summary. If TER get the 2. TER (ASX) Ann: Company Update - HotCopper. I wonder if TER may consider selling out SA and paying a special Div then using the reserve funds to pitch for Minerva coal pty Ltd and buy out the remaining. 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. What is the true worth of TER that is the question. 5¢ Sentiment: Hold Disclosure: HeldQuarterly Report - July to September 2022, page-5. 4m in Cash and A$202m in estimated debtand our valuation and price target was A$0. I use FCF Yield to primarilyidentify under-valued stocks. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. Took a position today, coal is not my thing but after doing some research value seems too good to let go. Join the HotCopper ASX share market forum today for free. Siren Gold (ASX:SNG) is a gold exploration company that is focused on the high grade Reefton Goldfield in New Zealand. 1284 Park Ter, Esquimalt, BC is a multi family home that contains 1,318 sq ft and was built in 1992. Created with Sketch. Find the latest TerraCom Limited (TER. Forums. e. as always mate thank you. 2m. 566216. Good to see an increase in valuation from $1. 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. ASX - Day TradingFormer holder of TER (BA is a good asset). 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. 9¢. At the end of October, Glencore Plc,. Former holder of TER (BA is a good asset). Jun 7, 2022 – 3. Business sell/buy at the Fair Value. 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. Last updated 15. It certainly is an enigma to me. if you are chasing dividends, sure go for it. But futures prices are a bad guide because the Ukraine war won't last forever. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. TER. The premise is as the title suggests: three women are placed on an island. Myriam Robin. If your super fund is in retirement phase, yes you don't pay tax on the dividends (or other income). 63. 18. Energy. 0. etc etc. $75m-$100m will make the debt largely disappear. 90 a short time after the 23-Nov-22 ex dividend, the coal price also increased 25% from Mid Nov22 to early Dec-22. Dividend Declaration, page-8. 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. ASX - General. ASX - General. TER will seek to acquire mines outside of Australia and diversify that way to keep the money coming in, and slowly work on the Australian assets its has. a). Created with Sketch. Created with Sketch. 59pm 14/11/2023 ? HotCopper has news, discussion, prices and market data on TYRO PAYMENTS LIMITED. ASX - By Stock. Latest Posts | Join the HotCopper forum today for free, page-1. 04 to $1. Let it rain dividends for as long as the coal price is sky high. 00. 33 AUD 0. TER will still make a small profit if they sold at US$100 / t (assuming no major FX changes). 01, with the dilutive impact of shares issued to Noble and increase in A$ value of mostly US$ denominated debt offsetting the positive impact of higher coal prices and shipments. 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. TER only started using ALS in 2018. . 5c received. ASX - Day Trading. Be on the latest news, as it happens from Australia and around the world. Join the HotCopper ASX share market forum today for free. 0. 20 since 23rd February 2023 by Morningstar Quantitative . 1. I have been quietly. 25 of admin costs. 50pm 10/11/2023 ? HotCopper has news, discussion, prices and market data on S2 RESOURCES LTD. 0¢. Bondholders Support Confirmed, page-3. RELATED STOCKHEAD STORIES. 0. 3 Upvote. Excess cash obviously warrants special dividends to be paid. On a rearward basis TER is valued at 1. 17. Last updated 15. Add to my watchlist. Placebo measure at best. 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. Shop today!The current bull market around coal prices has saved TER. Forums. Follow. 43. Mining. Buy online, free in-store pickup. Expand. TER: Voting rights over 66%-CDI Acceptances due today1. 57pm 13/11/2023 ? HotCopper has news, discussion, prices and market data on LOTUS RESOURCES LIMITED. About the company Rewards Trading at 80. Just wondering if anyone has a feel for how low TER will go from here. 5¢ TERRACOM LIMITED - Discussion. 498124. Not sure if this or how effect us but they out to get coal not really happyGet powerful stock screeners & detailed portfolio analysis. Quarterly Report - January to March 2022, page-3. 1¢. A current example is new Director Glen Lewis buying on market. The coal price didn't drop dramatically until late Jan-23, so lets assume they will get another $36m cash flow in Jan-23. HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. . 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. ASX - Day TradingCreated with Sketch. 99. 5% coupon on the full facility amount until. 0¢ Sentiment: Sell Disclosure: Not Held. 0¢ Sentiment:. 6¢. Latest Posts. ASX - By Stock. Yes cashflow is great for TER at the moment thanks to high coal prices. 00% 31. 0 items. , page-2. TER has infact looked after its shareholders quite well. 59pm 01/11/2023 ? HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. My guess is next dividend might be 2c, and they might announce moving forward 2 dividends a year instead of 4. Join the HotCopper ASX share market forum today for free. 075 is the minimum standard dividend to be paid on a quarterly basis. Anyone who bought into TER thinking it's a long term deal has rocks in their heads. Find the latest TerraCom Limited (TER. Yes cashflow is great for TER at the moment thanks to high coal prices. Created with Sketch. 20 since 23rd February 2023 by Morningstar Quantitative . Tom Richardson May Media & marketing ‘I still sleep very well!’: shareholder brawl rages at HotCopper The Takeovers Panel on Friday concluded the company. 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. Join Australia’s largest community of ASX investors and share market enthusiasts in our free and independent stock market forum. 5¢ TERRACOM LIMITED - Discussion. 5 per cent, or 3. 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. New valuation at $1. Join the HotCopper ASX share market forum today for free. Absent any positive development I think TER is headed back to $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. Stephen Todd. Data last updated: Nov 14, 2023 – 3. Search domestically and internationally by country, city and zip code. 59pm 17/11/2023 ? HotCopper has news, discussion, prices and market data on CHALICE MINING LIMITED. 5c received. Market . 24/7 news coverage. AX) stock quote, history, news and other vital information to help you with your stock trading and investing. Report Created with Sketch. All the doubters and management bashers should finally be happy. 7m. 54. 5c received. 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. all positives for me. 85-$0. 03. Smith@hotcopper. Its a bit hyperbolical to claim that the royalty cap increase could "make a great business that was making money, go broke overnight". Last updated 15. If coal price trades lower than US$250/t there likely won’t be any special dividends paid out to shareholders. Created with Sketch. *significant capital gains. In mid December we saw TER have a good crack at breaking through this resistance and we did have a few strong weeks above this resistance rising to around $1. Created with Sketch. The probe was initiated after a former commercial manager of the mining company, Justin Williams, alleged in a 2019 court case that TerraCom, together. TER Share Price and Trading History. ASX - By Stock. Port Elizabeth is APM Terminals' largest terminal on the east coast of North America, and offers the largest reefer capacity in the port of New York and New Jersey. Get our iPhone app 📱About this app. TER made $201m from operating cash flow for the half year. Share. Change in substantial holding for TER. Latest Posts. ASX - By Stock. com. What rubbish. 8¢. Created with Sketch. Good to see an increase in valuation from $1. That is impressive and. 0¢. 5c received. HotCopper is Australia’s largest stock market discussion forum, with 250,000+ members and 700,000 visitors a month. Forums. 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. 1. Dividend/Distribution - TER. It isn't rocket science. . Not too shabby for TER's average quality coal. 59pm 20/11/2023 ? HotCopper has news, discussion, prices and market data on TORO ENERGY LIMITED. 0¢. 5c received. ASX - By Stock. The poster I replied to was commenting that TER didn't know what they were talking about due to Kangala having the higher equity position but they only mentioned 49% and I commented that this was likely due to the valuation of the asset being predominantly Eloff now as Kangala itself has less than a 1 year remaining life, but Eloff will be. 00%. 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. I get the feeling. pdfand smile. ASX - Short Term Trading. TER. Created with Sketch. 0¢ Sentiment: Hold Disclosure: Held. Based on the TER price of 39c at the time it was equivalent to A$175M, the takeover was launched in Feb 2020. 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. 97 from $1. We would like to show you a description here but the site won’t allow us. The current price is US$160/t. Ansarada (AND), which specialises in virtual deal rooms and data rooms for significant commercial transactions, is poised to gain from an unexpected sector. HotCopper Terms' uses up to 3 different email patterns. - $0. The official Ralph Lauren retail store locator. Latest Posts. 05 Profile. TER did bounce back up between $0. Zestimate® Home Value: $799,000. 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. 5,300,000. Lifting standards of connectivity. $1. Target our. ASX - By Stock. ASX - By Stock. Only companies with FCF yield over 15% will makethe first cut. The increases came in from $175 (and. 5c received. Sadly this was short lived, and we saw TER pull back to sit around the $0. Join the HotCopper ASX share market forum today for free. 59pm 20/11/2023 ? HotCopper has news, discussion, prices and market data on STRIKE ENERGY LIMITED. Low cost to run the I mines. AX Latest Trade 0. , page-2. Banking · Australia · <25 Employees. Great isn't it! Wilkie arguably (ab)uses Parliamentary Privilege to raise something he cannot (imo) know for certain is true. au) and first [1 letter] + last (ex. com. last (ex. 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. Join the HotCopper ASX share market forum today for free. Created with Sketch. Oct 31 (Reuters) - Terracom Ltd (TER) : QTRLY TOTAL COAL SALES OF 2. TER have only pre sold one at US$300 / tonne. Comments. Sure if the mines close, there would be an impact but not a TER closes down impact. Quarterly Report - April to June 2022Yes, Campbell didn't have much personal investment in TER, but he was there as a nominee director of one of the biggest shareholders Expand From AFR article - Why Rich Listers are learning to love coal, 5 January 2023:The Federal Government released its 2021 Australian Infrastructure Plan, advocating for a new wave of infrastructure reform to be driven by an unprecedented $110 billion investment. ASX - Day Trading 20. $1. . Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. Report Created with Sketch. Mining. Day - 1 companies avoids proxies, is customer obsessed, makes high velocity decisions, and embraces external trends. Created with Sketch. 0¢. 5kt/month (TER share). Australia's largest stock trading and investment forum Australia's #1 stock forumQuarterly Report - July to September 2021. Its a bit hyperbolical to claim that the royalty cap increase could "make a great business that was making money, go broke overnight". the financiers are letting time pass by so TER can pay some creditors and reduce some debt before they get involved. Last updated 15. 00 a short time ago in Jan-23. Click for more information. HotCopper has news, discussion, prices and market data on TEMPEST MINERALS LIMITED. Morning, Thought i'd start a general discussion thread for TER updates and market news. The $21 million of cash sits in an associate in RSA that TER have 49% ownership of. Volume. ASX - Short Term Trading. 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. DIAMOND CARD CORPORATION is a Canada Non-Distributing Corporation With 50 Or Fewer Shareholders filed on November 6, 2014. 05 Profile Charts Financials Key Metrics Events All. ASX - Day TradingCreated with Sketch. 0. 3. Great isn't it! Wilkie arguably (ab)uses Parliamentary Privilege to raise something he cannot (imo) know for certain is true. MP1 (Megaport - $630m market cap) just announced they expect EBITDA in FY2024 to be 41-46m. Excess cash obviously warrants special dividends to be paid. Listed on @ASX as $HOT. $1. 50pm 16/11/2023 ? HotCopper has news, discussion, prices and market data on TRIANGLE ENERGY (GLOBAL) LIMITED. ASX - Short Term Trading. I wouldn't call that bad culture or us being "diddle diddled". It looks very serious unfortunately. Advertise on HotCopper. 2560 Wilcox Ter #39, Victoria, BC is a condo home that contains 1,494 sq ft and was built in 1990. MELBOURNE, March 29 (Reuters) - Australia's securities regulator searched the offices of coal miner TerraCom Ltd (TER) on Monday with assistance from. 48. TER have essentially $0 debt, but they're profitability is getting smaller and smaller. 0¢. 1 Upvote. Ground Breakers: Some late, breaking dividends for FY23 and a week from hell for Andrew ForrestRefinance Program, page-2. Created with Sketch. ASX - Day TradingTER need to be clear on their long term position but for now happy to keep and collect. Created with Sketch. The most accurate and popular HotCopper Terms' email format is first (ex. How many years of high price coal do we have ahead probably many. I thought I would do some research into what the queensland. 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