XAO 0.14% 8,567.0 all ordinaries

Short Term Trading Week Starting: 4 Mar, page-97

  1. 2,983 Posts.
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    Keep an eye out for Terracom (TER)

    Major holder accumulating and about to reach 19.9% - speculation building for 1 yr that they are a buy out candidate and for good reason

    last half yr results highlight
    FCF 50mil+
    Ebitda of 50 mil+ - FY ebitda guidance (reconfirmed upteen times) - 130-150mil
    Production increase of 25% in last quarter.
    Priced fairly low (they have debt of 200mil AUD but refinancing happening within 2 months) and have been rapidly paying down debt (26mil in first 8 months while expanding production)

    Coal price on the up again. this isa cash cow

    Last edited by BarrenBuffett: 08/03/19
 
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