TER 4.76% 22.0¢ terracom limited

TER UNDERVALUED FAIR VALUE $1.20, page-69

  1. 64 Posts.
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    The drop is coal price from USD450 to 180 is based three assumptions. The Ukraine war ending some time this year. The economic cycle bottoms sometime in 2H 2023 in line with monetary tightening cycle. The US, EU & Japan will see a mind recession in line with the Feds terminal rate expectation of circa 5%. All of these expections are currently being challenged.
 
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