TER 0.00% 21.5¢ terracom limited

Ann: May 2021 Coal Sales Update, page-292

  1. 1,627 Posts.
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    Agree SA is a golden opportunity for TER to expand its export business to new heights. BA is making lots of money at current prices and will cover the debt, however, it's production is set and no real option for near term improved tonnage. SA currently has the capacity to export as much as BA and will be at or near the same margins. They need to be quick and nimble but that's not a trait if TER's current board.
 
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