TER 4.88% 21.5¢ terracom limited

Ann: South Africa Result - July 2021, page-19

  1. 110 Posts.
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    Demand mostly from China, japan, korea taiwan north east asia. and south east asia where delta controls not bad. The european countries, delta spread again but who cares as anyway they not use much coal.
    Supply from indonesian reduced. China recently reopenned 8 mines which will provide some extra coal to their domestic market.
    As long as Ter not jumps into Kalia mine trap, I'm happy for my investment.
 
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