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. Click for more information. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. 2) The claims against ALS say that up to 50% of tests were falsified, since 2007. If you remove the dividend and tax payment, they made around $217m from the business of selling coal - or around $36m per month. TERRACOM LIMITED TER Last Price / Today's Change $0. 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. 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. Divs would be massive unless the board want something different. 1177689. TER Share Price and Trading History. 17. 5% coupon on the full facility amount until. 5kt/month (TER share). 7¢. Target our investor community with our suite of Hotcopper Advertising. TER Price at posting: 51. 59pm 20/11/2023 ? HotCopper has news, discussion, prices and market data on STRIKE ENERGY LIMITED. 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. 0¢. ASX - By Stock. I don't think he ever 'retired' from TER, he was pushed out by the board and major shareholders. Add to my watchlist. 9¢. Enter your email to log in or sign up. My guess is next dividend might be 2c, and they might announce moving forward 2 dividends a year instead of 4. Volume. I am really surprised, with all this cash. RELATED STOCKHEAD STORIES. TER management hardly want their accounts to be released without sign off as a going concern. 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. 8¢. Created with Sketch. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. 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. Good to see an increase in valuation from $1. 4m in Cash and A$202m in estimated debtand our valuation and price target was A$0. ASX - Day TradingAppointment of Sub-Advisors. Forums. As you mentioned, it even went over $1. Mate, ALS is the biggest lab handling much, much bigger multinational customers operating in the basin, doing tens of millions tonnes. Yes cashflow is great for TER at the moment thanks to high coal prices. 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. , page-2. 0¢. Last quarter the aic of sales was $228 per tonne on $497 average sales price so a margin of $269 per tonne sold. Low cost to run the I mines. - TER have advised themselves that they are keeping capital for future investments and/or divvies should coal prices fluctuate. Buyers are stepping up. The share price is about $3. ASX - By Stock. Oct 31 (Reuters) - Terracom Ltd (TER) : QTRLY TOTAL COAL SALES OF 2. What a joke. If TER get the 2. ASX - Day TradingTrain Loadout Facility UpdateThere have been a large number of news sources (WSJ the most credible) one I read recently stating that the US and Kremlin have recently had some secret meeting to set out turns for a peace deal in Ukraine. Siren Gold (ASX:SNG) is a gold exploration company that is focused on the high grade Reefton Goldfield in New Zealand. Created with Sketch. 5c received. 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. If coal price trades lower than US$250/t there likely won’t be any special dividends paid out to shareholders. DIAMOND CARD CORPORATION is a Canada Non-Distributing Corporation With 50 Or Fewer Shareholders filed on November 6, 2014. 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. as always mate thank you. Target our. ASX - By Stock. 04 to $1. ASX - By Stock. TER is seriously underpriced if futures prices are any guide. Created with Sketch. TerraCom Limited is an Australia. 0¢ Sentiment: Buy Disclosure: Held. ,certainly on as widespread a basis as he claims. The coal price didn't drop dramatically until late Jan-23, so lets assume they will get another $36m cash flow in Jan-23. 25 of admin costs. Excess cash obviously warrants special dividends to be paid. 3. 01, with the dilutive impact of shares issued to Noble and increase in A$ value of mostly US$ denominated debt offsetting the positive impact of higher coal prices and shipments. 8m in cash dividends from RSA. 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 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. TER. 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. . 00% 31. Read this that was released publicly today TER EVO Research Report 20221006. Follow. TER ASX Chart Advanced Adv. 19/01/20. Join the HotCopper ASX share market forum today for free. 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. , page-14. Powered by Jira Service Management. Join the HotCopper ASX share market forum today for free. 1121477. TER Price at posting: 51. AX) stock quote, history, news and other vital information to help you with your stock trading and investing. Expand. Join the HotCopper ASX share market. , page-2. Application for quotation of securities - TER. Created with Sketch. Business sell/buy at the Fair Value. Becoming a substantial holder from MQGI also believe TER should have paid on 31 July 2023 franking credit deficit tax - my calculations for this would be around $20-30 million. The South African operations contributions around 20-25 the bottom line of TER. 01am. A$224M EBITDA was not the TER equity share, that included 100% of SA of operations. 2) fob Richards Bay 6,000 kcal 428. 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. 1. 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. Well done to all. 10 years from now there may be no need for coal so BA reserves is a mute point. TER now control a strong core portfolio of cash generating assets. “We’re really determined and we push each other to become better. . 34. 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. Latest Posts. Out of interest TER purchased UNV for a consideration of 10c cash and 0. Forums. 08% 31. But at this point if we stay this low for the rest of the year then we will be back to the old TER. Last post leigh1948. 60. . 10c TER Price at posting: 40. 5c received. Forums. ASX - Day TradingA$38. 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. Use the proceeds to pay down debt. 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. Zestimate® Home Value: $799,000. We initiated coverage of TerraCom Limited (ASX: TER) on 7 March 2022 witha Buy rating and positive outlook for the future. 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. It looks very serious unfortunately. 0 Great analysis. $1. I agree after reading that ABC article the coal price cap BS should not affect TER. au) and first [1 letter] + last (ex. etc etc. Research TerraCom's (ASX:TER) stock price, latest news & stock analysis. No Corporate Spotlight currently available. TER has average quality coal and will be sold for less than the better quality coal. 22/t: for the South African Export business currently around ~750kt/yr or 62. The Global X Copper Miners ETF provides investors with access to a range of copper mining companies. 20 since 23rd February 2023 by Morningstar Quantitative . 17. Created with Sketch. ASX - Day Trading. Listed on @ASX as $HOT. We would like to show you a description here but the site won’t allow us. Latest Posts. I agree after reading that ABC article the coal price cap BS should not affect TER. Our Global T&T tool allows you to check your containers located at our major terminals. The probe was initiated after a former commercial manager of the mining company, Justin Williams, alleged in a 2019 court case that TerraCom, together. Low cost to run the I mines. 0MT. 3¢. The Company has a portfolio of. 35am 23/11/2023 ? HotCopper has news, discussion, prices and market data on GTI ENERGY LTD. HIGH-GRADE GOLD. 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. HIGH-GRADE GOLD. 5c received. TER don't have access to do whatever they want with it. 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. march 5 (reuters) - universal coal plc (unv) : response to terracom announcement unsolicited bid cannot proceed until interim stop order is removed by. You would think that they would want to the share price to start moving up. On a rearward basis TER is valued at 1. 55pm 23/11/2023 ? HotCopper has news, discussion, prices and market data on THOR ENERGY PLC. ASX - By Stock. ASX - By Stock. 2) fob Richards Bay 6,000 kcal 428. Royalties were $125 and cost of production was $103. AXThe pieces are coming together nicely. TER currently has a great dividend yield. Report. TER don't identify royalties in their Annual reports (they should) but based on revenue of $159. And, if anyone truly believes 100% of what is said on Hotcopper, they will believe anything in life. . Location. [1] [2] [3] In June 2022, the site ranked third in it category, as the 193rd. - $0. ASX - By Stock. Join the HotCopper ASX share market forum today for free. Follow your favourite stocks, view charts, track gainers. Not sure if this or how effect us but they out to get coal not really happyGet powerful stock screeners & detailed portfolio analysis. (20min delay) Last. a). 2. Created with Sketch. Actual was A$197M (BA $174M and 50% of SA of $50M) 2. $1. Quarterly Report - July to September 2022, page-6. 26. Latest Posts | Join the HotCopper forum today for free, page-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. 8mtpa, divi will head back up to around 4 or 5c per Qtr. It just got so much better from one month to the next. 6. Happy for TER to get its due recognition & SP reflect the same with coming Q revenue/dividends set to make LTH happy. 25B ! Add to my watchlist. HotCopper is an Australian stock market online chat forum that allows its users to discuss financial topics. 17. Its a bit hyperbolical to claim that the royalty cap increase could "make a great business that was making money, go broke overnight". They only had sold 1,332 kt by 31 March 2023. The most accurate and popular HotCopper Terms' email format is first (ex. 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. 0¢. 5c received. TER Price at posting: 44. . Expand. Created with Sketch. 43. Search domestically and internationally by country, city and zip code. 5¢ Sentiment: Hold Disclosure: Held. TER did bounce back up between $0. He ended only lasting 6 months in the new role at MRL. 56% As of Nov 9, 2023. Double Bottom from where I can see. 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. 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. 55am 21/11/2023 ? HotCopper has news, discussion, prices and market data on THOR ENERGY PLC. Even if you discount it for whatever reason at 50% that is still $300m market cap. I know it isnt comparing apples with apples here, but certainly an interesting thing I noticed. 31M Industry Group:. Last updated 12. Great isn't it! Wilkie arguably (ab)uses Parliamentary Privilege to raise something he cannot (imo) know for certain is true. Created 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. Also ticked a box. John. ASX - Day TradingTER: Offer for Universal Coal Plc35. Created with Sketch. Australia's largest stock trading and investment forum Australia's #1 stock forumCreated with Sketch. 1. 5¢ Sentiment: None Disclosure: Held. 5c received. Again the hard landing in coal pricing is just super frustrating. TER have only pre sold one at US$300 / tonne. Read a lot of reports, I think Ter had sales contracts under AP14. Let it rain dividends for as long as the coal price is sky high. The official Ralph Lauren retail store locator. 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. Follow your favourite stocks, view charts, track gainers and losers and discuss topics including politics, commodities, cryptocurrency and managed funds. If we take on a new loan we will effectively pay double interest, old Euroclear Interest + New Loan interest (20% p. This is not an assumption, this is my. 04 to $1. Created with Sketch. Now that the bond has been repaid, the company now needs to look to the future and outline its strategy to shareholders. Last updated 15. 00 party, for which you will be soon sending out the invitations. In Sep22 Qtr, they made a $150m EBITDA which can be used as an estimate of operating cash flow. ASX - General. Volume. Expand. , page-3. ASX - General. CXXT is a cross trade or crossing that has occurred in ASX CentrePoint at the current midpoint price. 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. 35. Recommendation:· We maintain our Buy rating, cutting our 12-month price. HotCopper is Australia's largest free and independent stock market trading forum for ASX share prices & stock market discussions. Day - 1 companies avoids proxies, is customer obsessed, makes high velocity decisions, and embraces external trends. Rev coming in around $700m PA. 3¢. Last updated 11. - $0. AX Latest Trade 0. 4 Upvote. . 5c received. 85-$0. 76. ASX - Day Trading. 9¢. Only companies with FCF yield over 15% will makethe first cut. 0¢. ForumsBlair Athol Recommissioning Update, page-2. Share. Communication Services, Telecom Services. TER: Non Binding Indicative Intention, page-2. TER Price at posting: 33. 01. 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 +/. ASX - General. 8¢. 0 Great. Divs would be massive unless the board want something different. The most logical way of getting that cash out of RSA to Australia as a dividend paid by UNV to TER. Commodities. After you receive 10 cents, your TER shares are a bargain. realistically they are trading out of administration at present. This is what CorporateFinance. 43. $75m-$100m will make the debt largely disappear. ASX - Day Trading20. Just and odd situation, TER management are pleased to announce record quarter results with better optimisation, lower costs, more sales and strong EBIT. ASX - By Stock. Better then most companies in comparison. com. Yes cashflow is great for TER at the moment thanks to high coal prices. The Australian brings you the latest Australian news as well as latest politics, sports, entertainment, technology, lifestyle and breaking world news. All the latest TerraCom Limited (ASX:TER) share price movements, news, expert commentary and investing advice from The Motley Fool Australia. Join the HotCopper ASX share market forum today for free. Join the HotCopper ASX share market forum today for free. Add to my watchlist. Share. 5¢. Latest Posts. i just shake my head. Stephen Todd. 3m for coal sales of 2. 5c received. Tom Richardson May Media & marketing ‘I still sleep very well!’: shareholder brawl rages at HotCopper The Takeovers Panel on Friday concluded the company. may 31 (reuters) - terracom ltd (ter) : announce fully franked dividend of 3. Bondholders Support Confirmed, page-3. HotCopper is an Australian stock market online chat forum that allows its users to discuss financial topics. 54. Morning, Thought i'd start a general discussion thread for TER updates and market news. ASX - By Stock. Ground Breakers: Some late, breaking dividends for FY23 and a week from hell for Andrew ForrestRefinance Program, page-2. Add to my watchlist. 0. 8¢. You also understand and agree that the Service may include advertisements and that these advertisements are. This quarter to date is average of $370 per tonne total sales price. 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. Libor +0. ASX - Day TradingFY2020 Annual Financial Report. Some goods news would be really appreciated. . They said it was $0. The price even dropped to be aroundUS$50/t around Aug-20. Created with Sketch. ASX - Day Trading75. Last updated 15. TER within commodities markets should also be in a bull market. 5606382. Advertise on HotCopper. Also ticked a box. 00 a short time ago in Jan-23. 5¢. The price even dropped to be aroundUS$50/t around Aug-20. The company's filing status is listed as. want to hear what you would sell you. @bigpelican this will have legs one for the watch the daily is consolidating and the the weekly - well no need for words, page-5. Join the HotCopper ASX share market forum today for free. ASX - By Stock. 32 - 0. 59pm 21/11/2023 ? HotCopper has news, discussion, prices and market data on ARAFURA RARE EARTHS LTD. 3 Upvote. A merge would clear TER debt and release a money making machine with massive upside. $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. 5¢. currently this slow. Trading Halt, page-2. 320. ASX - Day Trading 20. ASX - By Stock. 59pm 20/11/2023 ? HotCopper has news, discussion, prices and market data on TORO ENERGY LIMITED. 5,300,000. pdfand smile. 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 - By Stock. Banking · Australia · <25 Employees. 24/7 news coverage. 3 Upvote Created with Sketch. TerraCom Limited is an Australia. 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. Last updated 15. 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. TER has proven itself unable of operating the SA assets as effectively and profitably as the old UNV management. ASX - By Stock. MarketCorporate Connect have published new research on TER and have upgraded their valuation again. ASX - Day TradingLU7 Lithium Universe’s strong debut quarter: Exploring with AI, engineering studies, and strategic appointmentsThe world’s net capacity additions of coal-fired power generation rose in 2019 for the first time since 2015, due to a surge in the Chinese coal fleet, a. Click for more information. Build your trading strategy and connect with. Volumes on the increase. Join the HotCopper ASX share market forum today for free. Views. TER (ASX) Ann: Company Update - HotCopper. How many years of high price coal do we have ahead probably many. Last updated 13. Created with Sketch. Created with Sketch.