Created with Sketch. Forums. Report Created with Sketch. . 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. TER. Jul 18, 2019. About the company Rewards Trading at 80. 2m in FY21, then average revenue per tonne was $70. 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. etc etc. Values delayed up to 15 minutes Today's Range 0. 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. Some goods news would be really appreciated. Bulk commodities seem to be entering a bull cycle that could become a super cycle. Forums. Crazy, that my original, small, parcel of shares in TER cost me 0. 0¢ Sentiment: Sell Disclosure: Not Held. He ended only lasting 6 months in the new role at MRL. TER ASX Chart Advanced Adv. Share. Join the HotCopper ASX share market forum today for free. all positives for me. 0¢. Advertise on HotCopper. Shop for Coop Heaters at Tractor Supply Co. 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. TER has infact looked after its shareholders quite well. 85-$0. 3278452. Share. com. ASX - By Stock. Data is 20 mins delayed. [1] [2] [3] In June 2022, the site ranked third in it category, as the 193rd. Search domestically and internationally by country, city and zip code. To get the ball rolling, I saw the below article this morning. Listed on @ASX as $HOT. 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. TER: Offer Document - Universal Coal plcI would expect TER will be required to pay the value of 15mths worth of 12. He ended only lasting 6 months in the new role at MRL. 19/01/20. 56% As of Nov 9, 2023. 22/t: for the South African Export business currently around ~750kt/yr or 62. if you are chasing dividends, sure go for it. Created with Sketch. 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 - By Stock. @bigpelican this will have legs one for the watch the daily is consolidating and the the weekly - well no need for words, page-5. Energy. 04 to $1. ASX - By Stock. 61. 59pm 16/11/2023 ? HotCopper has news, discussion, prices and market data on STRIKE ENERGY LIMITED. 18. Click for more information. Created with Sketch. 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. 49pm 22/11/2023 ? HotCopper has news, discussion, prices and market data on ANTEOTECH LTD. TER don't have access to do whatever they want with it. . ASX - By Stock. well fellow holders, what a year it's been! talk about eventful. . Bondholders Support Confirmed, page-3. ASX - By Stock. 8m in cash dividends from RSA. Having said that, if prices settle at say USD 200, the $1. We initiated coverage of TerraCom Limited (ASX: TER) on 7 March 2022 witha Buy rating and positive outlook for the future. . 0. The ETF held 39 copper stocks as of early 2023, led by the following five: Zijin Mining ( ZIJMF. Last updated 15. 0. 0. 5¢. 0¢. 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. 075 is the minimum standard dividend to be paid on a quarterly basis. 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. No Corporate Spotlight currently available. TER have essentially $0 debt, but they're profitability is getting smaller and smaller. 075 is the minimum standard dividend to be paid on a quarterly basis. . If TER get the 2. ”Created with Sketch. 04 to $1. 3M ! Created with Sketch. ASX - By Stock. Click for more information. It contains 2 bedrooms and 2 bathrooms. Advertise on HotCopper. Created with Sketch. The balance will be repaid by end-April with some healthy cash remaining for dividends in June. Add to my watchlist. Created with Sketch. 3m for coal sales of 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. Market . HotCopper is Australia's largest free and independent stock market trading forum for ASX share prices & stock market discussions. 61380. A current example is new Director Glen Lewis buying on market. Created with Sketch. I wouldn't call that bad culture or us being "diddle diddled". Join the HotCopper ASX share market forum today for free. 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. 39. ASX - Day TradingCreated with Sketch. HotCopper is an Australian stock market online chat forum that allows its users to discuss financial topics. 59pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on ARAFURA RARE EARTHS LTD. 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. But at this point if we stay this low for the rest of the year then we will be back to the old TER. EBITDA for this qtr is probably going. 5c received. 5¢. 3M ! Created with Sketch. . 32pm. Join the HotCopper ASX share market forum today for free. $1. 5% should be great. 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. ASX - By Stock. Just and odd. e. 5¢ Sentiment: Hold Disclosure: Held. You are exactly accurate and your date is the best on this platform. At the very least the close date will need to be extended. Low cost to run the I mines. Zestimate® Home Value: $799,000. 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. Created with Sketch. The $21 million of cash sits in an associate in RSA that TER have 49% ownership of. 0. ASX - Day TradingTER will still make a healthy margin, but you should know that TER do not sell their coal at the ICE Newcastle Coal prices, it is sold at a discount. I do find the Ransley in MRL thing interesting. 0¢ Sentiment:. 9¢. This is what CorporateFinance. 32 worth. Former holder of TER (BA is a good asset). 1% below our estimate of its fair value. Created with Sketch. 20 since 23rd February 2023 by Morningstar Quantitative . 200869. 15am. 2663916. 20 since 23rd February 2023 by Morningstar Quantitative . May 19, 2023 – 11. TER Price at posting: 51. Last quarter the aic of sales was $228 per tonne on $497 average sales price so a margin of $269 per tonne sold. . The price even dropped to be aroundUS$50/t around Aug-20. Share. And, if anyone truly believes 100% of what is said on Hotcopper, they will believe anything in life. 50. Latest Posts. Telstra Group Ltd is an Australia-based company that provides telecommunications and. Report. Wilke alleging that TER caught up in. 20 for possible support. 2) The claims against ALS say that up to 50% of tests were falsified, since 2007. It has. Last updated 15. Last updated 10. HotCopper's trolls on borrowed time. 3080938. 2,876 Posts. the size of their creditors would be a major concern. Zestimate® Home Value: $524,000. 0. 20 since 23rd February 2023 by Morningstar Quantitative . Based on the TER price of 39c at the time it was equivalent to A$175M, the takeover was launched in Feb 2020. Add to my watchlist. Also ticked a box. Created with Sketch. Created with Sketch. $1. 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. . Not too shabby for TER's average quality coal. 5c received. Last updated 15. 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. 35. 5c received. ASX - By Stock. Created with Sketch. 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. 32 - 0. Mining. 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. , page-3. Binge ’s new reality series FBoy Island Australia premiered on Monday and the show flips the script on dating programs. 32 - 0. Created with Sketch. 1767736. 2 Upvote. 000 (0. Join the HotCopper ASX share market forum today for free. 5 per cent, or 3. to strategically dispose assets and return cash to shareholders. Last updated 10. Market . Created with Sketch. Join the HotCopper ASX share market forum today for free. 04 to $1. TER made $201m from operating cash flow for the half year. 9¢. Dividend PolicyTER is only 69%. John. . Get our iPhone app 📱 About this app. 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. ASX - Day Trading20. 9M on revenue of $389M,. 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. Forums. Created with Sketch. ,certainly on as widespread a basis as he claims. Created with Sketch. As some other posts mentioned I feel 50c is. TerraCom Limited develops and operates coal mines in Australia and South Africa. Latest Posts. 5c received. last (ex. ASX - Day TradingFY2020 Annual Financial Report. 5¢. 0¢. ASX - General. Company UpdateTER debt is not the problem - its the interest rate on it which needs to be refinanced. 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. International Markets. If we take on a new loan we will effectively pay double interest, old Euroclear Interest + New Loan interest (20% p. 55pm 23/11/2023 ? HotCopper has news, discussion, prices and market data on THOR ENERGY PLC. As you mentioned, it even went over $1. 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. 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. TerraCom Limited sentiment based on opinions from HotCopper and others. Forex. 32. ASX - By Stock. 0¢. Join the HotCopper ASX share market forum today for free. 47. Volume. TER Price at posting: 33. ASX - By Stock. au) and first [1 letter] + last (ex. 59pm 01/11/2023 ? HotCopper has news, discussion, prices and market data on TERRACOM LIMITED. 22/t: for the South African Export business currently around ~750kt/yr or 62. AXThe pieces are coming together nicely. AX) stock quote, history, news and other vital information to help you with your stock trading and investing. 0¢. 5¢. Created with Sketch. . 025 special dividends fits TER’s current cash flow from operations. ASX - By Stock. [1] [2] [3] In June 2022, the site ranked third in it category, as the 193rd. Use the proceeds to pay down debt. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. 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. The most logical way of getting that cash out of RSA to Australia as a dividend paid by UNV to TER. Even if you discount it for whatever reason at 50% that is still $300m market cap. Follow. TER. TER Price at posting: 49. Created with Sketch. . Created with Sketch. *significant capital gains. 0¢. Coal prices holding very strong. What happens to the cash? Is it retained, can we expect a dividend, would TER sell if they got the opportunity. 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. The drop in the share price is fair over the last 3 months, IMO. 33 AUD 0. I agree after reading that ABC article the coal price cap BS should not affect TER. Created with Sketch. As of 2015, HotCopper was in the top 170 websites in Australia and was. Last updated 15. We will need to wait it out. 73. Inthe meantime, TER should generate as much operating FCF on quarterly basis andpay out surplus cash to holders. ASX - Day TradingTER need to be clear on their long term position but for now happy to keep and collect. The Australian brings you the latest Australian news as well as latest politics, sports, entertainment, technology, lifestyle and breaking world news. Created with Sketch. 56% As of Nov 9, 2023. HotCopper is Australia's largest free and independent stock market trading forum for ASX investors to discuss share prices, the stock market and more. 5¢ Sentiment: Buy Disclosure: HeldShare Coal price is falling off the cliff because we are about to head into a serious crisis in the Middle East. 0 items. 0. 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. ASX - By Stock. This is not an assumption, this is my. even if the government coes collapses, the residents. 1. This would give them another 30yrs of supply with use of all the BA infrastructure. ASX - Day TradingTER: Offer for Universal Coal Plc35. 33 AUD 0. very disappointing… have changed my sentiment to hold, page-6. TER: Non Binding Indicative Intention, page-2. Last updated 15. 6026 TER shares for every 1 UNV share. You also understand and agree that the Service may include advertisements and that these advertisements are. It just got so much better from one month to the next. 8¢. 5¢. Created with Sketch. 08% 31. Yes cashflow is great for TER at the moment thanks to high coal prices. Email address. ASX - Short Term Trading. 5¢ Sentiment: None Disclosure: Held. Advertise on HotCopper. Siren Gold (ASX:SNG) is a gold exploration company that is focused on the high grade Reefton Goldfield in New Zealand. Last updated 15. TER (ASX) Ann: Company Update - HotCopper. Forums. The price even dropped to be aroundUS$50/t around Aug-20. ASX - By Stock. 3¢. . 2MT BLAIR ATHOL REMAINS ON TRACK TO DELIVER. Market . The increases came in from $175 (and. 5¢ TERRACOM LIMITED - Discussion. SYDNEY, Nov 21 (Reuters) - An independent Australian lawmaker on Monday accused companies of lying about the quality of their coal exports for years, and called for a parliamentary inquiry into the matter. 59pm 20/11/2023 ? HotCopper has news, discussion, prices and market data on TORO ENERGY LIMITED. 59pm 24/11/2023 ? HotCopper has news, discussion, prices and market data on DELTA LITHIUM LIMITED. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. 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. Good to see an increase in valuation from $1. 20 since 23rd February 2023 by Morningstar Quantitative . . Volume. ASX - Day TradingFurther increase in acceptances, offer closing soonRetail Entitlement Offer Information Booklet. Blair Athol nameplate capacity is only 2,200-2,300kt from memory. Expand. “We’re really determined and we push each other to become better. 9¢. Created with Sketch. MP1 up 40% TER flat. Trading Halt, page-2. ASX - By Stock. ASX - Short Term Trading. 20 since 23rd February 2023 by Morningstar Quantitative . Created with Sketch. Last updated 15. But then if you look back to Dec-22 and to Mid Jan-23, the coal price was still trading fairly high (US$400/t +/. 5¢ TERRACOM LIMITED - Discussion. Follow your favourite stocks, view charts, track gainers and losers and discuss topics including politics, commodities, cryptocurrency and managed funds. fob means "Free on board". "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. 5¢ higher than the 20¢ offer price.