TerraCom (TER) Investor Presentation summary
Event summary combining transcript, slides, and related documents.
Investor Presentation summary
1 Jul, 2025Company overview and leadership
Operates a diversified portfolio of coal assets in Australia and South Africa, focusing on low-cost, high-yield production.
Three producing mining operations: one in Australia and two in South Africa, with additional assets on care and maintenance.
Leadership team includes experienced professionals in mining and finance, supporting operational and strategic goals.
Asset portfolio and operations
Blair Athol is the flagship open-pit coal mine in Queensland, exporting 1.6 million tonnes per year, mainly to Japan, South Korea, and India.
South African operations focus on domestic sales (85%) with stable fixed margins, while 45% of group sales are exports.
Ongoing progressive rehabilitation at Blair Athol integrates environmental management with mining activities.
Market position and financial snapshot
Market capitalization stands at A$49 million, with a share price of A$0.061 and 801 million shares issued.
Major shareholders include Regal (10.8%), Bonython (9.8%), and Thorney (7.5%).
Delivers value through global shipping and a diversified, high-yielding asset base.
Latest events from TerraCom
- Production and sales recovered post-weather disruptions, with strong FY27 outlook and robust coal demand.TER
Q4 2026 TU - Weather disruptions cut coal sales, but FY26 guidance and market outlook remain strong.TER
Q3 2026 TU - Revenue and profit fell significantly on lower coal prices, but strategic growth projects advanced.TER
H2 2024 - Revenue fell 13% and a net loss of $43.4 million was recorded amid market and operational headwinds.TER
H2 2025 - EBITDA swung to a $7 million loss on lower revenue, but liquidity improved after a major equity raise.TER
H1 2026 - Coal sales up 9% QoQ, Blair Athol mine life extended, costs stable, no dividend declared.TER
Q1 2026 TU - Quarterly coal sales hit 1.68Mt, with stable costs and no dividend amid market headwinds.TER
Q4 2025 TU - Coal production met guidance, SA logistics weighed on sales, and Moorlands partnership advanced.TER
Q1 2025 TU - June quarter coal sales hit 1.9Mt, with South Africa operations showing sequential growth.TER
Q4 2024 TU