I'm new to TER so please point out where I am wrong:
I am sceptical that local producers can sell overseas at $350+ per tonne when the cap in Australia is $125/t. Basically, you're saying a) the price cap can be gamed, and b) no coal transactions will take place in Australia, as every producer will avoid selling domestically.
Politics aside, I'm trying to figure out the dividend yield IF....yes IF....the price cap is imposed. (I know most here think it's not likely or it can be gamed, but I want to know what the dividend yield will be in the worst case scenario)
Per quarter Annualised Source Coal Sales 2.34Mt 9.36Mt 17 Oct 2022 quarterly Equity coal sales 1.38Mt 5.52Mt 17 Oct 2022 quarterly Breakdown: BA 452 17 Oct 2022 quarterly South Africa 928 17 Oct 2022 quarterly BA in % 32.8% simple calculation South Africa in % 67.2% simple calculation Operating EBITDA 180 17 Oct 2022 quarterly Breakdown: BA 121.5 17 Oct 2022 quarterly South Africa 58.8 17 Oct 2022 quarterly BA in % 67.5% simple calculation South Africa in % 32.5% simple calculation Cash margin in Blair athol 269 per sold tonne 17 Oct 2022 quarterly Cash margin in South Africa 31 per sold tonne 17 Oct 2022 quarterly Achieved coal price in BA 497 17 Oct 2022 quarterly Achieved coal price in South Africa ? Cost in BA 228 "497 minus 269" Cost in South Africa ? Price cap impact? 125 is lower than 228…negative Current dividend 10cps Future dividend? ?
- Forums
- ASX - By Stock
- TER
- Potential Coal price cap and impact on TER
Potential Coal price cap and impact on TER, page-46
-
- There are more pages in this discussion • 32 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TER (ASX) to my watchlist
(20min delay)
|
|||||
Last
23.3¢ |
Change
0.013(5.68%) |
Mkt cap ! $184.2M |
Open | High | Low | Value | Volume |
22.5¢ | 23.3¢ | 22.0¢ | $272.9K | 1.192M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
10 | 287885 | 23.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
23.5¢ | 587100 | 22 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
10 | 287885 | 0.230 |
6 | 687273 | 0.225 |
10 | 322839 | 0.220 |
5 | 218333 | 0.215 |
8 | 147768 | 0.210 |
Price($) | Vol. | No. |
---|---|---|
0.235 | 587100 | 22 |
0.240 | 410380 | 12 |
0.245 | 190458 | 4 |
0.250 | 162516 | 9 |
0.255 | 79500 | 3 |
Last trade - 13.08pm 08/11/2024 (20 minute delay) ? |
Featured News
TER (ASX) Chart |
The Watchlist
EQN
EQUINOX RESOURCES LIMITED.
Zac Komur, MD & CEO
Zac Komur
MD & CEO
SPONSORED BY The Market Online