ASX - By Stock. Charts. 04 to $1. Note that the current bonds have had their maturity extended until 8th October, and funnily enough TER in their extension request to the ASX, recommended a date of close of trading on the 11th to provide documents to ASIC and the ASX. 1074606. Low cost to run the I mines. 5¢. Energy. 25B ! Add to my watchlist. TER will still make a small profit if they sold at US$100 / t (assuming no major FX changes). Created with Sketch. MP1 up 40% TER flat. You are exactly accurate and your date is the best on this platform. No Corporate Spotlight currently available. 56% As of Nov 9, 2023. 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. 025 special dividends fits TER’s current cash flow from operations. HotCopper is Australia's largest free and independent stock market trading forum for ASX share prices & stock market discussions. Powered by Jira Service Management. We would like to show you a description here but the site won’t allow us. Get our iPhone app 📱About this app. What is the true worth of TER that is the question. $1. $1. Join Australia’s largest community of ASX investors and share market enthusiasts in our free and independent stock market forum. the financiers are letting time pass by so TER can pay some creditors and reduce some debt before they get involved. Expand. HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. 3. Created with Sketch. AX) stock quote, history, news and other vital information to help you with your stock trading and investing. 60. 75% BA revenue. fob means "Free on board". Created with Sketch. 7m. 0 au cents per fully paid ordinary share for quarterShare Australia’s boom in coal, gas exports ‘headed for $120b collapse ’By Nick Toscano and Mike Foley April 3, 2023 — 12. 22/t: for the South African Export business currently around ~750kt/yr or 62. ASX - By Stock. com. 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. Forums. 5¢. Its a bit hyperbolical to claim that the royalty cap increase could "make a great business that was making money, go broke overnight". Created with Sketch. Share. . 31 - 1. 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. Jul 18, 2019. 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. , page-11. 59pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on ARAFURA RARE EARTHS LTD. ASX - By Stock. The increases came in from $175 (and. About this app. 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. ASX - Day Trading 20. 1177689. All the latest TerraCom Limited (ASX:TER) share price movements, news, expert commentary and investing advice from The Motley Fool Australia. 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. Let it rain dividends for as long as the coal price is sky high. Good to see an increase in valuation from $1. ASX - By Stock. Created with Sketch. $1. 20 since 23rd February 2023 by Morningstar Quantitative . but it can also be a negative, they haven't made any sales. The export division of UNV will be earning decent profits even in this climate. That's a lot better then I personally estimated before about 100 million. Market Cap $44. Created with Sketch. ASX - Day Trading. ASX - By Stock. having a low trade debtors can be a positive, as they are converting their sales to cash quickly. ASX - By Stock. 00 a short time ago in Jan-23. I have received (including this one) $0. Market . I havent lookec into it yet but need to soon given 31 oct deadline but id imagine the market value at date of allotment would dictate what it rolled over as. $1. All the doubters and management bashers should finally be happy. 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. SA mines are cash flow positive. Last updated 15. TER ASX Chart Advanced Adv. Created with Sketch. Region. Last updated 10. 47. 3¢. Join the HotCopper ASX share market forum today for free. 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. 97 from $1. 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. $0. The coal price didn't drop dramatically until late Jan-23, so lets assume they will get another $36m cash flow in Jan-23. They said it was $0. Report Created with Sketch. 6. 00% 31. @bigpelican this will have legs one for the watch the daily is consolidating and the the weekly - well no need for words, page-3. If your super fund is in retirement phase, yes you don't pay tax on the dividends (or other income). Read this that was released publicly today TER EVO Research Report 20221006. You would think that they would want to the share price to start moving up. Last updated 13. 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. 3¢. Created with Sketch. 00 at the $1. HotCopper Terms' uses up to 3 different email patterns. The probe was initiated after a former commercial manager of the mining company, Justin Williams, alleged in a 2019 court case that TerraCom, together. 1. *significant capital gains. I am really surprised, with all this cash. 48. ASX - Day Trading. Just and odd. 59pm 16/11/2023 ? HotCopper has news, discussion, prices and market data on STRIKE ENERGY LIMITED. TER. The current price is US$160/t. ForumsBlair Athol Recommissioning Update, page-2. 10c TER Price at posting: 40. ASX - General. . 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. Ansarada (AND), which specialises in virtual deal rooms and data rooms for significant commercial transactions, is poised to gain from an unexpected sector. Change in substantial holding for TER. The drop in the share price is fair over the last 3 months, IMO. 03. 04. ASX - By Stock. 3. all positives for me. ASX - By Stock. But futures prices are a bad guide because the Ukraine war won't last forever. 0. I know this may sound naive, but I have a good feeling for 2020. Join the HotCopper ASX share market forum today for free. . , page-2. 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. as always mate thank you. ”Created with Sketch. So 49% of that - $104. may 31 (reuters) - terracom ltd (ter) : announce fully franked dividend of 3. 2,876 Posts. A merge would clear TER debt and release a money making machine with massive upside. 5M EBITDA achieved at Blair Athol in Jan 2022Shortly TER at $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. 025 special dividends fits TER’s current cash flow from operations. ASX - By Stock. 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. 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. Join the HotCopper ASX share market forum today for free. 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 - Short Term Trading. Join the HotCopper ASX share market forum today for free. TER Price at posting: 49. In Sep22 Qtr, they made a $150m EBITDA which can be used as an estimate of operating cash flow. . *significant capital gains. 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. 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. Read a lot of reports, I think Ter had sales contracts under AP14. Latest Posts. TER (Market cap $515m) just confirmed $88m EBITDA for the previous quarter. Join the HotCopper ASX share market forum today for free. 5¢ TERRACOM LIMITED - Discussion. . Not sure if this or how effect us but they out to get coal not really happyGet powerful stock screeners & detailed portfolio analysis. 76% Data last updated:. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. 32pm. Of course the US$60m (approx AU$82m) 'prepayment' which, in my opinion, is similar to a debt as it has an interest charge and TER need to pay it off should be taken into account. ASX - By Stock. ASX - Day TradingCreated with Sketch. 0¢. 33 AUD 0. EBITDA for this qtr is probably going. ASX - By Stock. 59pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. 04 to $1. 2) fob Richards Bay 6,000 kcal 428. Click for more information. 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. Location. 200869. ASX - Short Term Trading. 25 of admin costs. If TER are taken acceptances to midnight tonight, then the buying UNV now is cheap. 38. TER management hardly want their accounts to be released without sign off as a going concern. John. Target our investor community with our suite of Hotcopper Advertising. HIGH-GRADE GOLD. 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. 0. You also understand and agree that the Service may include advertisements and that these advertisements are. 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. Australia's largest stock trading and investment forum Australia's #1 stock forumQuarterly Report - July to September 2021. The $21 million of cash sits in an associate in RSA that TER have 49% ownership of. Its a bit hyperbolical to claim that the royalty cap increase could "make a great business that was making money, go broke overnight". TER Price at posting: 33. 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. 56% As of Nov 9, 2023. , page-6. TER Price at posting: 46. It contains 2 bedrooms and 2 bathrooms. It seems a logical focus, and by offshooting into another company, it can then redirect TER management into obtaining more Australian based assets, maybe purchasing some from one of the majors etc to diversify the revenue base. TER is very different clean simple operation with lower overheads and ongoing book of customers. 5¢ Sentiment: Hold Disclosure: Held Created with. Last updated 15. Sentiment for TerraCom Limited is 16. ASX - Day Trading. Report. It isn't rocket science. TER do not have control over it. ASX - Day TradingTER need to be clear on their long term position but for now happy to keep and collect. Join the HotCopper ASX share market forum today for free. 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. The premise is as the title suggests: three women are placed on an island. ASX - By Stock. Actual was A$197M (BA $174M and 50% of SA of $50M) 2. Considering that TER's has assets in SA, and if there is a coup or similar leading to increased taxes or nationalisation of foreign assets, this may have a devastating impact on TER's share price. Enter your email to log in or sign up. Share. 9¢. Bondholders Support Confirmed, page-3. 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. . Created with Sketch. It certainly is an enigma to me. 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. Advertising & Fundraising on JKB plus other useful info By redm, October 11, 2017 2 replies; 84. Having said that, if prices settle at say USD 200, the $1. On two occasions to $50. Now that the bond has been repaid, the company now needs to look to the future and outline its strategy to shareholders. I thought I would do some research into what the queensland. Last updated 15. , page-5. Get our iPhone app 📱 About this app. 73. 48. Join Australia’s largest community of ASX investors and share market enthusiasts in our free and independent stock market forum. ASX - By Stock. ASX - Day TradingAppointment of Sub-Advisors. At the very least the close date will need to be extended. The price even dropped to be aroundUS$50/t around Aug-20. I use FCF Yield to primarilyidentify under-valued stocks. Created with Sketch. 2m in FY21, then average revenue per tonne was $70. ASX - By Stock. Took a position today, coal is not my thing but after doing some research value seems too good to let go. 9¢. Created with Sketch. For now, TER are paying very good dividends to us shareholders. Market . Last post leigh1948. 5c received. well fellow holders, what a year it's been! talk about eventful. Dividend/Distribution - TER. 2) The claims against ALS say that up to 50% of tests were falsified, since 2007. The Global X Copper Miners ETF provides investors with access to a range of copper mining companies. Listed on @ASX as $HOT. This quarter to date is average of $370 per tonne total sales price. 8394629. 55. Company UpdateTER debt is not the problem - its the interest rate on it which needs to be refinanced. Join the HotCopper ASX share market forum today for free. Last updated 15. 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. com. Join the HotCopper ASX share market forum today for free. 0¢. HotCopper is an Australian stock market online chat forum that allows its users to discuss financial topics. TER $ 0. 34. ASX - Day Trading. ASX - Short Term Trading. HotCopper is Australia’s largest stock market discussion forum, with 250,000+ members and 700,000 visitors a month. Join the HotCopper ASX share market forum today for free. Created with Sketch. 10 years from now there may be no need for coal so BA reserves is a mute point. MarketCorporate Connect have published new research on TER and have upgraded their valuation again. Mate, ALS is the biggest lab handling much, much bigger multinational customers operating in the basin, doing tens of millions tonnes. MELBOURNE, March 29 (Reuters) - Australia's securities regulator searched the offices of coal miner TerraCom Ltd (TER) on Monday with assistance from. Created with Sketch. 0¢. 9¢. WHC has dropped from $11 to $5. 32 - 0. That Bauxite project in Guinea could well. Just wondering if anyone has a feel for how low TER will go from here. Market Cap $252. 2. Share Now Craig has the board sorted and the bond holders under control. Created with. 01 +1. Created with Sketch. 1¢. 3M ! Created with Sketch. 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. To get the ball rolling, I saw the below article this morning. 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. 4 Upvote. TER. This is not an assumption, this is my. 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. TER has average quality coal and will be sold for less than the better quality coal. Dividend Declaration, page-8. 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. 5c received. . Target our investor community with our suite of Hotcopper Advertising. 20 since 23rd February 2023 by Morningstar Quantitative . Great isn't it! Wilkie arguably (ab)uses Parliamentary Privilege to raise something he cannot (imo) know for certain is true. TER could be the first mining company to think like a day 1 organisation. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. even if the government coes collapses, the residents. This is often seen with larger blocks of shares and. The Australian brings you the latest Australian news as well as latest politics, sports, entertainment, technology, lifestyle and breaking world news. 33 52 Week Range 0. 0. Ground Breakers: Some late, breaking dividends for FY23 and a week from hell for Andrew ForrestRefinance Program, page-2. Join the HotCopper ASX share market forum today for free. 4m in Cash and A$202m in estimated debtand our valuation and price target was A$0. pdfand smile. AXThe pieces are coming together nicely. As you mentioned, it even went over $1. ASX - By Stock. Forums. Forums. 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. 17. 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. Last updated 15. Profile; Follow; Jonathan111. pdfand smile. Values delayed up to 15 minutes Today's Range 0. TER have only pre sold one at US$300 / tonne. Here. 5c received. . 1 Upvote. Created with Sketch. Last quarter the aic of sales was $228 per tonne on $497 average sales price so a margin of $269 per tonne sold. 3. Double Bottom from where I can see. 00 TER SP is a certainty and we can discuss $2. The probe was initiated after a former commercial manager of the mining company, Justin Williams, alleged in a 2019 court case that TerraCom, together. Read this that was released publicly today TER EVO Research Report 20221006. ASX - By Stock. You may not realise that TER sell their coal to South Korea and Japan in the main, but keep spouting whatever you want. Email address. When will TER stop dropping? Honestly this is getting so frustrating. Click for more information. What a joke. TerraCom Limited is an Australia. Created with Sketch. ASX - Day TradingCreated with Sketch. Data last updated: Nov 14, 2023 – 3. Latest Posts. 00%. Nov 17 (Reuters) - Terracom Ltd (TER) : ANNOUNCE A FULLY FRANKED DIVIDEND OF 10 AU CENTS PER FULLY PAID ORDINARY SHARE DEMAND FOR. Created with Sketch. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. 00 light. 87 and A$1. Created with Sketch. How many years of high price coal do we have ahead probably many. I do find the Ransley in MRL thing interesting. 310 - $0. HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. 0. 5¢ Sentiment: Hold Disclosure: Held. The current price is US$160/t. Answer = TER 1 minute readMarch 9, 20236:25 PM GMT+10Last Updated 2 days ago S. 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. 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. 2k views; davemclaren June 14, 2019July 2021 Coal Sales Update, page-2. 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. 2663916. 61380. 56% 32. Latest Posts. Last updated 15. Last updated 12. 075 is the minimum standard dividend to be paid on a quarterly basis. 1mt for the 6 months (back to around 0. Last updated 15. 9¢. Stephen Todd. 54.