I think it's a few things. Thermal price is dropping again, unknowns around March quarter dividend level and future dividend frequency, bad last quarter and uncertainty as to meeting full year target.
Coal price is however the biggest concern. If that can stabilise around usd 250 then we should see a solid run back into the 80s. Consensus forecasts suggest coal price will recover in the 2nd half so it becomes a patience game and we collect fully franked dividends in the interim.
still a compelling hold imho
TER UNDERVALUED FAIR VALUE $1.20, page-586
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