View ValuationTerraCom 将来の成長Future 基準チェック /06現在、 TerraComの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Oil and Gas 収益成長44.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Apr 07TerraCom Limited Provides Sales Guidance for 2025TerraCom Limited provided sales guidance for 2025. For the period, the company expects revised annual coal sales guidance of 1.6Mt FOB (previously 1.8Mt), operating costs remain relatively unchanged on an overall basis.すべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). Non-Executive Director Glenn Splatt is the most experienced director on the board, commencing their role in 2026. Independent Non-Executive Director Mark Chadwick was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Mar 14TerraCom Limited Announces the Resignation of Glen Lewis as Director, Effective from 12 March 2026TerraCom Limited announced that Mr. Glen Lewis has resigned as a Director of the Company with effect from 12 March 2026.お知らせ • Feb 24TerraCom Limited has completed a Follow-on Equity Offering in the amount of AUD 1.157118 million.TerraCom Limited has completed a Follow-on Equity Offering in the amount of AUD 1.157118 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 19,285,306 Price\Range: AUD 0.06 Transaction Features: Subsequent Direct Listingお知らせ • Jan 27TerraCom Limited has completed a Follow-on Equity Offering in the amount of AUD 0.063829 million.TerraCom Limited has completed a Follow-on Equity Offering in the amount of AUD 0.063829 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,063,816 Price\Range: AUD 0.06 Transaction Features: Subsequent Direct Listingお知らせ • Jan 22TerraCom Limited has filed a Follow-on Equity Offering in the amount of AUD 0.063829 million.TerraCom Limited has filed a Follow-on Equity Offering in the amount of AUD 0.063829 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,063,816 Price\Range: AUD 0.06 Transaction Features: Subsequent Direct Listingお知らせ • Dec 23TerraCom Limited has filed a Follow-on Equity Offering in the amount of AUD 60 million.TerraCom Limited has filed a Follow-on Equity Offering in the amount of AUD 60 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 691,666,667 Price\Range: AUD 0.06 Discount Per Security: AUD 0.0036 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 308,333,333 Price\Range: AUD 0.06 Discount Per Security: AUD 0.0036 Transaction Features: Rights Offeringお知らせ • Oct 24TerraCom Limited, Annual General Meeting, Nov 27, 2025TerraCom Limited, Annual General Meeting, Nov 27, 2025. Location: at the offices of k&l gates, level 31, 1 o`connell street, sydney nsw 2000, Australiaお知らせ • Aug 04+ 1 more updateTerraCom Limited Announces the Appointment of Jen Williams as Company Secretary, Effective from 7 August 2025TerraCom Limited announced the appointment of Jen Williams as Company Secretary, effective from 7 August 2025. Jen is an experienced finance leader with more than 15 years in the Australian coal industry, covering commercial, accounting, corporate finance, treasury, risk and governance, as well as capital raising and debt financing. Jen has previously served in sen ior leadership and finance roles with Peabody Energy, Coronado Global Resources, Bowen Coking Coal and Whitehaven Coal. She holds a Bachelor of Business (Accountancy) and Bachelor of Arts from Queensland University of Technology (QUT) and is a qualified Chartered Accountant (CA). In her role as Company Secretary, Jen will lead TerraCom's financial strategy and governance agenda, working with the Board to support the Company's long -term growth and deliver shareholder value. She will be part of TerraCom's executive leadership team, contributing to strategic decision-making and the ongoing development of the business.お知らせ • Jul 09+ 1 more updateTerraCom Limited Announces Resignation of Megan Etcell as CFOTerraCom Limited announced that Megan Etcell, Chief Financial Officer and Company Secretary, has notified the Company of her decision to step down from her role due to personal circumstances that prevent her relocating to the newly established Company corporate headquarters in Brisbane. Megan is expected to remain in her role until the end of the 2025 calendar year or as otherwise agreed, to ensure a seamless and orderly transition.お知らせ • May 27TerraCom Limited and Australian Securities and Investments Commission Reach Agreement on Whistleblower Proceedings Subject to Federal Court ApprovalTerraCom Limited announced it has reached an agreement with the Australian Securities and Investments Commission (ASIC) to resolve the civil proceedings commenced by ASIC in the Federal Court of Australia on 28 February 2023 (File number NSD176/2023). The agreement remains subject to Court approval. Under the agreement, the parties have agreed: to file with the Federal Court of Australia a Statement of Agreed Facts and Admissions; to jointly seek orders from the Court that TerraCom pay: a civil penalty of $7.5 million in relation to one admitted contravention of s 1317AC(1) of the Corporations Act 2001 (Cth), with $4 million to be paid within 28 days of the Court ordering TerraCom to do so and $3.5 million to be paid on or before 30 June 2026; and ASIC's legal costs of $1 million; and that ASIC's case against TerraCom otherwise be dismissed.お知らせ • Apr 07TerraCom Limited Provides Sales Guidance for 2025TerraCom Limited provided sales guidance for 2025. For the period, the company expects revised annual coal sales guidance of 1.6Mt FOB (previously 1.8Mt), operating costs remain relatively unchanged on an overall basis.Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Non-Executive Independent Director Mark Ludski was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 15Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 21 November 2024. Payment date: 06 December 2024. The company last paid an ordinary dividend in October 2019. The average dividend yield among industry peers is 2.8%.New Risk • Oct 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €82.7m (US$89.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). High level of non-cash earnings (37% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (10% net profit margin). Market cap is less than US$100m (€82.7m market cap, or US$89.5m).お知らせ • Oct 22TerraCom Limited, Annual General Meeting, Nov 21, 2024TerraCom Limited, Annual General Meeting, Nov 21, 2024. Location: the offices of k&l gates, level 31, 1 oconnell street, sydney nsw 2000 AustraliaRecent Insider Transactions • Sep 20Non-Executive Chairman recently bought €201k worth of stockOn the 18th of September, Mark Lochtenberg bought around 2m shares on-market at roughly €0.10 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €214k. Mark has been a buyer over the last 12 months, purchasing a net total of €626k worth in shares.Recent Insider Transactions • Sep 09Non-Executive Chairman recently bought €214k worth of stockOn the 5th of September, Mark Lochtenberg bought around 2m shares on-market at roughly €0.11 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Mark has been a buyer over the last 12 months, purchasing a net total of €425k worth in shares.Reported Earnings • Sep 01Full year 2024 earnings released: EPS: AU$0.032 (vs AU$0.33 in FY 2023)Full year 2024 results: EPS: AU$0.032 (down from AU$0.33 in FY 2023). Revenue: AU$259.1m (down 61% from FY 2023). Net income: AU$26.0m (down 90% from FY 2023). Profit margin: 10.0% (down from 40% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €89.3m (US$96.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). High level of non-cash earnings (108% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (€89.3m market cap, or US$96.4m).Recent Insider Transactions • Mar 20Non-Executive Chairman recently bought €210k worth of stockOn the 14th of March, Mark Lochtenberg bought around 2m shares on-market at roughly €0.14 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.Reported Earnings • Mar 03First half 2024 earnings released: EPS: AU$0.04 (vs AU$0.23 in 1H 2023)First half 2024 results: EPS: AU$0.04 (down from AU$0.23 in 1H 2023). Revenue: AU$141.3m (down 67% from 1H 2023). Net income: AU$31.7m (down 83% from 1H 2023). Profit margin: 23% (down from 42% in 1H 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 06TerraCom Limited, Annual General Meeting, Nov 29, 2023TerraCom Limited, Annual General Meeting, Nov 29, 2023.Upcoming Dividend • Sep 04Upcoming dividend of AU$0.03 per share at 29% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 28 September 2023. Trailing yield: 29%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.3%).お知らせ • Sep 01TerraCom Limited Announces Quarterly Dividend on Ordinary Fully Paid Shares for the Quarter Ended June 30, 2023, Payable on September 28, 2023TerraCom Limited announced quarterly dividend of AUD 0.03000000 on ordinary fully paid shares for the quarter ended June 30, 2023, payable on September 28, 2023. Ex Date: September 11, 2023. Record Date: September 12, 2023.Reported Earnings • Sep 01Full year 2023 earnings released: EPS: AU$0.33 (vs AU$0.26 in FY 2022)Full year 2023 results: EPS: AU$0.33 (up from AU$0.26 in FY 2022). Revenue: AU$660.6m (down 18% from FY 2022). Net income: AU$262.1m (up 34% from FY 2022). Profit margin: 40% (up from 24% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth.New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • May 31Terracom Limited Announces Fully Franked Dividend for the Quarter Ended March 31, 2023, Payable on June 27, 2023TerraCom Limited announced fully franked dividend of 3.0 cents per fully paid ordinary share (Share) has been declared by the company's Board of Directors. This dividend is in line with the previously announced dividend policy and applies to the quarter ended 31 March 2023. Ex-dividend date of 8 June 2023. Record date of 9 June 2023. Payment date of 27 June 2023.お知らせ • May 20TerraCom Limited Announces Resignation of Graeme Campbell as Chairman and Non-Executive DirectorTerraCom Limited announced that Mr. Graeme Campbell has resigned from his position as Chairman and Non-Executive Director of the Company. Mr. Campbell joined the Board as a Non-Executive Director on 28 January 2022 and has held the position of Chairman since 8 July 2022. Mr. Campbell also held the position of Chair of the Remuneration Committee and was a member of the Audit Committee. Mr. Mark Lochtenberg will take over as Non-Executive Chairman effective immediately and the Board is reviewing its overall composition following these recent changes.Reported Earnings • Feb 28First half 2023 earnings released: EPS: AU$0.23 (vs AU$0.07 in 1H 2022)First half 2023 results: EPS: AU$0.23 (up from AU$0.07 in 1H 2022). Revenue: AU$430.3m (up 11% from 1H 2022). Net income: AU$180.8m (up 243% from 1H 2022). Profit margin: 42% (up from 14% in 1H 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. 1 independent director (5 non-independent directors). Non-Executive Director Glen Lewis is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Craig Warwick Lyons was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • Oct 21Non-Executive Director recently bought €66k worth of stockOn the 19th of October, Glen Lewis bought around 100k shares on-market at roughly €0.66 per share. This transaction amounted to 5.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €329k. Insiders have collectively bought €683k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Oct 08Non-Executive Director recently bought €52k worth of stockOn the 6th of October, Glen Lewis bought around 77k shares on-market at roughly €0.67 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €329k. Insiders have collectively bought €639k more in shares than they have sold in the last 12 months.Reported Earnings • Oct 02Full year 2022 earnings released: EPS: AU$0.26 (vs AU$0.11 loss in FY 2021)Full year 2022 results: EPS: AU$0.26 (up from AU$0.11 loss in FY 2021). Revenue: AU$804.6m (up 47% from FY 2021). Net income: AU$196.1m (up AU$280.2m from FY 2021). Profit margin: 24% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 31Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.11 loss in FY 2021)Full year 2022 results: EPS: AU$0.23 (up from AU$0.11 loss in FY 2021). Revenue: AU$804.6m (up 47% from FY 2021). Net income: AU$170.6m (up AU$254.6m from FY 2021). Profit margin: 21% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Aug 05Director recently bought €329k worth of stockOn the 1st of August, Mark Lochtenberg bought around 600k shares on-market at roughly €0.55 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €436k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Jun 26Non-Executive Director recently sold €301k worth of stockOn the 20th of June, Matthew Hunter sold around 700k shares on-market at roughly €0.43 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €141k more than they bought in the last 12 months.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Non-Executive Director Craig Warwick Lyons was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 02First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.07 (up from AU$0.066 loss in 1H 2021). Revenue: AU$387.4m (up 52% from 1H 2021). Net income: AU$52.7m (up AU$102.2m from 1H 2021). Profit margin: 14% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Feb 17Non-Executive Director recently bought €63k worth of stockOn the 10th of February, Shane Kyriakou bought around 370k shares on-market at roughly €0.17 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €160k more in shares than they have sold in the last 12 months.Reported Earnings • Oct 09Full year 2021 earnings released: AU$0.11 loss per share (vs AU$0.063 loss in FY 2020)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$549.0m (up 73% from FY 2020). Net loss: AU$84.1m (loss widened 141% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings.Reported Earnings • Sep 03Full year 2021 earnings released: AU$0.12 loss per share (vs AU$0.046 loss in FY 2020)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$549.0m (up 73% from FY 2020). Net loss: AU$90.3m (loss widened 258% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.Reported Earnings • Sep 27Full year earnings released - €0.046 loss per shareOver the last 12 months the company has reported total losses of AU$25.2m, with earnings decreasing by AU$50.2m from the prior year. Total revenue was AU$316.9m over the last 12 months, up 15% from the prior year. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、TerraCom は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:2GF - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2025214-60-51N/A9/30/2025220-51410N/A6/30/2025227-431318N/A3/31/2025228-2317N/A12/31/2024229-3-11-4N/A9/30/202424412-20-10N/A6/30/202425926-28-16N/A3/31/202431569-22-9N/A12/31/2023372113-15-3N/A9/30/20235161888899N/A6/30/2023661262191202N/A3/31/2023754293319329N/A12/31/2022848324448456N/A9/30/2022826260378386N/A6/30/2022805196308316N/A3/31/2022743107190208N/A12/31/20216811872100N/A9/30/2021615-332553N/A6/30/2021549-84-236N/A12/31/2020440-89-39-20N/A9/30/2020379-62-26-8N/A6/30/2020317-35-133N/A12/31/201923527323N/A9/30/201925526N/A45N/A6/30/201927525N/A67N/A3/31/2019306-6N/A66N/A12/31/2018274-1N/A64N/A9/30/2018211-10N/A49N/A6/30/2018147-18N/A34N/A3/31/20181079N/A19N/A12/31/20176837N/A3N/A9/30/20174530N/A-3N/A6/30/20172222N/A-10N/A3/31/2017138N/A-16N/A12/31/20163-7N/A-23N/A9/30/20167-29N/A-19N/A6/30/201610-51N/A-15N/A3/31/20168-70N/A-7N/A12/31/20157-89N/A0N/A9/30/20153-66N/A-1N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2GFの予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 2GFの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 2GFの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 2GFの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 2GFの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2GFの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 04:29終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TerraCom Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Ben WilsonUBS Investment Bank
お知らせ • Apr 07TerraCom Limited Provides Sales Guidance for 2025TerraCom Limited provided sales guidance for 2025. For the period, the company expects revised annual coal sales guidance of 1.6Mt FOB (previously 1.8Mt), operating costs remain relatively unchanged on an overall basis.
Board Change • May 21Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. 1 independent director (3 non-independent directors). Non-Executive Director Glenn Splatt is the most experienced director on the board, commencing their role in 2026. Independent Non-Executive Director Mark Chadwick was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Mar 14TerraCom Limited Announces the Resignation of Glen Lewis as Director, Effective from 12 March 2026TerraCom Limited announced that Mr. Glen Lewis has resigned as a Director of the Company with effect from 12 March 2026.
お知らせ • Feb 24TerraCom Limited has completed a Follow-on Equity Offering in the amount of AUD 1.157118 million.TerraCom Limited has completed a Follow-on Equity Offering in the amount of AUD 1.157118 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 19,285,306 Price\Range: AUD 0.06 Transaction Features: Subsequent Direct Listing
お知らせ • Jan 27TerraCom Limited has completed a Follow-on Equity Offering in the amount of AUD 0.063829 million.TerraCom Limited has completed a Follow-on Equity Offering in the amount of AUD 0.063829 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,063,816 Price\Range: AUD 0.06 Transaction Features: Subsequent Direct Listing
お知らせ • Jan 22TerraCom Limited has filed a Follow-on Equity Offering in the amount of AUD 0.063829 million.TerraCom Limited has filed a Follow-on Equity Offering in the amount of AUD 0.063829 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,063,816 Price\Range: AUD 0.06 Transaction Features: Subsequent Direct Listing
お知らせ • Dec 23TerraCom Limited has filed a Follow-on Equity Offering in the amount of AUD 60 million.TerraCom Limited has filed a Follow-on Equity Offering in the amount of AUD 60 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 691,666,667 Price\Range: AUD 0.06 Discount Per Security: AUD 0.0036 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 308,333,333 Price\Range: AUD 0.06 Discount Per Security: AUD 0.0036 Transaction Features: Rights Offering
お知らせ • Oct 24TerraCom Limited, Annual General Meeting, Nov 27, 2025TerraCom Limited, Annual General Meeting, Nov 27, 2025. Location: at the offices of k&l gates, level 31, 1 o`connell street, sydney nsw 2000, Australia
お知らせ • Aug 04+ 1 more updateTerraCom Limited Announces the Appointment of Jen Williams as Company Secretary, Effective from 7 August 2025TerraCom Limited announced the appointment of Jen Williams as Company Secretary, effective from 7 August 2025. Jen is an experienced finance leader with more than 15 years in the Australian coal industry, covering commercial, accounting, corporate finance, treasury, risk and governance, as well as capital raising and debt financing. Jen has previously served in sen ior leadership and finance roles with Peabody Energy, Coronado Global Resources, Bowen Coking Coal and Whitehaven Coal. She holds a Bachelor of Business (Accountancy) and Bachelor of Arts from Queensland University of Technology (QUT) and is a qualified Chartered Accountant (CA). In her role as Company Secretary, Jen will lead TerraCom's financial strategy and governance agenda, working with the Board to support the Company's long -term growth and deliver shareholder value. She will be part of TerraCom's executive leadership team, contributing to strategic decision-making and the ongoing development of the business.
お知らせ • Jul 09+ 1 more updateTerraCom Limited Announces Resignation of Megan Etcell as CFOTerraCom Limited announced that Megan Etcell, Chief Financial Officer and Company Secretary, has notified the Company of her decision to step down from her role due to personal circumstances that prevent her relocating to the newly established Company corporate headquarters in Brisbane. Megan is expected to remain in her role until the end of the 2025 calendar year or as otherwise agreed, to ensure a seamless and orderly transition.
お知らせ • May 27TerraCom Limited and Australian Securities and Investments Commission Reach Agreement on Whistleblower Proceedings Subject to Federal Court ApprovalTerraCom Limited announced it has reached an agreement with the Australian Securities and Investments Commission (ASIC) to resolve the civil proceedings commenced by ASIC in the Federal Court of Australia on 28 February 2023 (File number NSD176/2023). The agreement remains subject to Court approval. Under the agreement, the parties have agreed: to file with the Federal Court of Australia a Statement of Agreed Facts and Admissions; to jointly seek orders from the Court that TerraCom pay: a civil penalty of $7.5 million in relation to one admitted contravention of s 1317AC(1) of the Corporations Act 2001 (Cth), with $4 million to be paid within 28 days of the Court ordering TerraCom to do so and $3.5 million to be paid on or before 30 June 2026; and ASIC's legal costs of $1 million; and that ASIC's case against TerraCom otherwise be dismissed.
お知らせ • Apr 07TerraCom Limited Provides Sales Guidance for 2025TerraCom Limited provided sales guidance for 2025. For the period, the company expects revised annual coal sales guidance of 1.6Mt FOB (previously 1.8Mt), operating costs remain relatively unchanged on an overall basis.
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Non-Executive Independent Director Mark Ludski was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 15Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 21 November 2024. Payment date: 06 December 2024. The company last paid an ordinary dividend in October 2019. The average dividend yield among industry peers is 2.8%.
New Risk • Oct 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €82.7m (US$89.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). High level of non-cash earnings (37% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (10% net profit margin). Market cap is less than US$100m (€82.7m market cap, or US$89.5m).
お知らせ • Oct 22TerraCom Limited, Annual General Meeting, Nov 21, 2024TerraCom Limited, Annual General Meeting, Nov 21, 2024. Location: the offices of k&l gates, level 31, 1 oconnell street, sydney nsw 2000 Australia
Recent Insider Transactions • Sep 20Non-Executive Chairman recently bought €201k worth of stockOn the 18th of September, Mark Lochtenberg bought around 2m shares on-market at roughly €0.10 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €214k. Mark has been a buyer over the last 12 months, purchasing a net total of €626k worth in shares.
Recent Insider Transactions • Sep 09Non-Executive Chairman recently bought €214k worth of stockOn the 5th of September, Mark Lochtenberg bought around 2m shares on-market at roughly €0.11 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Mark has been a buyer over the last 12 months, purchasing a net total of €425k worth in shares.
Reported Earnings • Sep 01Full year 2024 earnings released: EPS: AU$0.032 (vs AU$0.33 in FY 2023)Full year 2024 results: EPS: AU$0.032 (down from AU$0.33 in FY 2023). Revenue: AU$259.1m (down 61% from FY 2023). Net income: AU$26.0m (down 90% from FY 2023). Profit margin: 10.0% (down from 40% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €89.3m (US$96.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). High level of non-cash earnings (108% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (€89.3m market cap, or US$96.4m).
Recent Insider Transactions • Mar 20Non-Executive Chairman recently bought €210k worth of stockOn the 14th of March, Mark Lochtenberg bought around 2m shares on-market at roughly €0.14 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.
Reported Earnings • Mar 03First half 2024 earnings released: EPS: AU$0.04 (vs AU$0.23 in 1H 2023)First half 2024 results: EPS: AU$0.04 (down from AU$0.23 in 1H 2023). Revenue: AU$141.3m (down 67% from 1H 2023). Net income: AU$31.7m (down 83% from 1H 2023). Profit margin: 23% (down from 42% in 1H 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 06TerraCom Limited, Annual General Meeting, Nov 29, 2023TerraCom Limited, Annual General Meeting, Nov 29, 2023.
Upcoming Dividend • Sep 04Upcoming dividend of AU$0.03 per share at 29% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 28 September 2023. Trailing yield: 29%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.3%).
お知らせ • Sep 01TerraCom Limited Announces Quarterly Dividend on Ordinary Fully Paid Shares for the Quarter Ended June 30, 2023, Payable on September 28, 2023TerraCom Limited announced quarterly dividend of AUD 0.03000000 on ordinary fully paid shares for the quarter ended June 30, 2023, payable on September 28, 2023. Ex Date: September 11, 2023. Record Date: September 12, 2023.
Reported Earnings • Sep 01Full year 2023 earnings released: EPS: AU$0.33 (vs AU$0.26 in FY 2022)Full year 2023 results: EPS: AU$0.33 (up from AU$0.26 in FY 2022). Revenue: AU$660.6m (down 18% from FY 2022). Net income: AU$262.1m (up 34% from FY 2022). Profit margin: 40% (up from 24% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • May 31Terracom Limited Announces Fully Franked Dividend for the Quarter Ended March 31, 2023, Payable on June 27, 2023TerraCom Limited announced fully franked dividend of 3.0 cents per fully paid ordinary share (Share) has been declared by the company's Board of Directors. This dividend is in line with the previously announced dividend policy and applies to the quarter ended 31 March 2023. Ex-dividend date of 8 June 2023. Record date of 9 June 2023. Payment date of 27 June 2023.
お知らせ • May 20TerraCom Limited Announces Resignation of Graeme Campbell as Chairman and Non-Executive DirectorTerraCom Limited announced that Mr. Graeme Campbell has resigned from his position as Chairman and Non-Executive Director of the Company. Mr. Campbell joined the Board as a Non-Executive Director on 28 January 2022 and has held the position of Chairman since 8 July 2022. Mr. Campbell also held the position of Chair of the Remuneration Committee and was a member of the Audit Committee. Mr. Mark Lochtenberg will take over as Non-Executive Chairman effective immediately and the Board is reviewing its overall composition following these recent changes.
Reported Earnings • Feb 28First half 2023 earnings released: EPS: AU$0.23 (vs AU$0.07 in 1H 2022)First half 2023 results: EPS: AU$0.23 (up from AU$0.07 in 1H 2022). Revenue: AU$430.3m (up 11% from 1H 2022). Net income: AU$180.8m (up 243% from 1H 2022). Profit margin: 42% (up from 14% in 1H 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. 1 independent director (5 non-independent directors). Non-Executive Director Glen Lewis is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Craig Warwick Lyons was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • Oct 21Non-Executive Director recently bought €66k worth of stockOn the 19th of October, Glen Lewis bought around 100k shares on-market at roughly €0.66 per share. This transaction amounted to 5.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €329k. Insiders have collectively bought €683k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Oct 08Non-Executive Director recently bought €52k worth of stockOn the 6th of October, Glen Lewis bought around 77k shares on-market at roughly €0.67 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €329k. Insiders have collectively bought €639k more in shares than they have sold in the last 12 months.
Reported Earnings • Oct 02Full year 2022 earnings released: EPS: AU$0.26 (vs AU$0.11 loss in FY 2021)Full year 2022 results: EPS: AU$0.26 (up from AU$0.11 loss in FY 2021). Revenue: AU$804.6m (up 47% from FY 2021). Net income: AU$196.1m (up AU$280.2m from FY 2021). Profit margin: 24% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 31Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.11 loss in FY 2021)Full year 2022 results: EPS: AU$0.23 (up from AU$0.11 loss in FY 2021). Revenue: AU$804.6m (up 47% from FY 2021). Net income: AU$170.6m (up AU$254.6m from FY 2021). Profit margin: 21% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Aug 05Director recently bought €329k worth of stockOn the 1st of August, Mark Lochtenberg bought around 600k shares on-market at roughly €0.55 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €436k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Jun 26Non-Executive Director recently sold €301k worth of stockOn the 20th of June, Matthew Hunter sold around 700k shares on-market at roughly €0.43 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €141k more than they bought in the last 12 months.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Non-Executive Director Craig Warwick Lyons was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 02First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.07 (up from AU$0.066 loss in 1H 2021). Revenue: AU$387.4m (up 52% from 1H 2021). Net income: AU$52.7m (up AU$102.2m from 1H 2021). Profit margin: 14% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Feb 17Non-Executive Director recently bought €63k worth of stockOn the 10th of February, Shane Kyriakou bought around 370k shares on-market at roughly €0.17 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €160k more in shares than they have sold in the last 12 months.
Reported Earnings • Oct 09Full year 2021 earnings released: AU$0.11 loss per share (vs AU$0.063 loss in FY 2020)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$549.0m (up 73% from FY 2020). Net loss: AU$84.1m (loss widened 141% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings.
Reported Earnings • Sep 03Full year 2021 earnings released: AU$0.12 loss per share (vs AU$0.046 loss in FY 2020)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$549.0m (up 73% from FY 2020). Net loss: AU$90.3m (loss widened 258% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.
Reported Earnings • Sep 27Full year earnings released - €0.046 loss per shareOver the last 12 months the company has reported total losses of AU$25.2m, with earnings decreasing by AU$50.2m from the prior year. Total revenue was AU$316.9m over the last 12 months, up 15% from the prior year.