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TerraCom Limited (AU:TER)
ASX:TER
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TerraCom Limited (TER) AI Stock Analysis

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AU:TER

TerraCom Limited

(Sydney:TER)

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Neutral 44 (OpenAI - 5.2)
Rating:44Neutral
Price Target:
AU$0.06
▼(-11.43% Downside)
Action:Reiterated
Date:04/23/26
The score is driven primarily by deteriorating financial performance (profitability swing to a 2025 loss and shrinking revenue) and weak technical momentum (below key moving averages with negative MACD). A relatively stronger balance sheet provides some offset, but valuation signals are constrained by a negative P/E and no dividend yield data.
Positive Factors
Conservative leverage
A conservative capital structure with low debt and rebuilt equity provides durable financial flexibility through commodity cycles. This reduces refinancing/default risk, supports continued operations during downturns, and preserves capacity to fund necessary capex or restructure over the next several months.
Negative Factors
Earnings deterioration
A sharp, sustained collapse in profitability and margins undermines retained earnings and the firm's ability to self-fund. If losses persist, they can erode the improved equity base and force asset sales or higher-cost financing, increasing structural solvency and operational risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative leverage
A conservative capital structure with low debt and rebuilt equity provides durable financial flexibility through commodity cycles. This reduces refinancing/default risk, supports continued operations during downturns, and preserves capacity to fund necessary capex or restructure over the next several months.
Read all positive factors

TerraCom Limited (TER) vs. iShares MSCI Australia ETF (EWA)

TerraCom Limited Business Overview & Revenue Model

Company Description
TerraCom Limited, an Australian-based company established in 2009 and headquartered in Clermont, specializes in the exploration and extraction of coal resources across Australia and South Africa. The firm targets various coal grades, including har...

TerraCom Limited Financial Statement Overview

Summary
Weak recent fundamentals: income statement shows a sharp swing from strong profits (2022–2023) to a sizable loss in 2025 with declining revenue and collapsing margins. Balance sheet is a relative strength with conservative leverage and rebuilt equity, but cash flow is volatile with mixed operating/free cash flow consistency.
Income Statement
34
Negative
Balance Sheet
63
Positive
Cash Flow
48
Neutral
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue213.98M226.67M259.14M660.64M804.63M549.01M
Gross Profit-29.42M4.38M57.86M324.29M383.51M14.23M
EBITDA-35.02M-4.32M55.00M334.61M395.61M-16.36M
Net Income-49.97M-33.05M25.95M262.10M196.13M-84.06M
Balance Sheet
Total Assets270.75M295.89M314.42M356.20M422.21M623.99M
Cash, Cash Equivalents and Short-Term Investments6.39M13.38M8.35M44.03M69.57M11.19M
Total Debt18.85M11.00M4.18M7.27M37.33M317.42M
Total Liabilities161.47M166.45M146.57M188.35M276.58M651.50M
Stockholders Equity110.74M130.01M168.26M167.33M145.51M-80.41M
Cash Flow
Free Cash Flow-5.28M13.19M-28.07M236.82M316.21M-22.58M
Operating Cash Flow1.28M18.32M-15.55M247.55M324.00M5.79M
Investing Cash Flow-765.00K-1.03M6.19M-2.76M-22.20M-43.80M
Financing Cash Flow-5.23M-12.64M-26.69M-270.69M-245.64M39.27M

TerraCom Limited Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price0.07
Price Trends
50DMA
0.07
Negative
100DMA
0.08
Negative
200DMA
0.08
Negative
Market Momentum
MACD
>-0.01
Negative
RSI
52.43
Neutral
STOCH
103.24
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:TER, the sentiment is Neutral. The current price of 0.07 is above the 20-day moving average (MA) of 0.07, below the 50-day MA of 0.07, and below the 200-day MA of 0.08, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 52.43 is Neutral, neither overbought nor oversold. The STOCH value of 103.24 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:TER.

TerraCom Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
44
Neutral
AU$127.58M-1.13-41.52%-6.64%-2196.77%
AU$4.55M-0.23-78.05%
46
Neutral
AU$120.03M-18.32-2.06%-28.30%-114.94%
45
Neutral
AU$86.08M-16.53366.05%90.80%
44
Neutral
AU$52.87M-8.7724.37%10.16%60.40%
41
Neutral
AU$8.08M-0.02-425.94%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:TER
TerraCom Limited
0.07
>-0.01
-4.11%
AU:AQC
Australian Pacific Coal
0.01
-0.01
-50.00%
AU:BRL
Bathurst Resources Ltd
0.50
-0.31
-38.27%
AU:CKA
Cokal
0.05
0.02
68.97%
AU:WEC
White Energy Company Limited
0.20
0.16
490.91%
AU:BCB
Bowen Coking Coal Ltd
0.08
-0.03
-25.00%

TerraCom Limited Corporate Events

TerraCom Trims FY2026 Blair Athol Coal Sales Forecast After Production Delay
Jun 30, 2026
TerraCom Limited has revised its forecast for FY2026 coal sales from the Blair Athol Mine to approximately 1.45 million tonnes, down from an earlier estimate of 1.52 million tonnes. The change stems from a delay to a planned production blast that ...
TerraCom Targets Operational Uplift and Growth as Blair Athol Anchors FY2027 Strategy
Jun 26, 2026
TerraCom has outlined a renewed operational and financial strategy centered on its Blair Athol coal mine, where management is pursuing higher production volumes, improved mining efficiency, better coal recovery and tighter cost control. The compan...
TerraCom Names Richard Clarke Interim CFO and Company Secretary
May 29, 2026
TerraCom Limited has appointed Richard Clarke as interim Chief Financial Officer and Company Secretary, effective immediately, drawing on his more than 20 years of experience in accounting, corporate finance, capital raising and debt financing. Cl...
TerraCom Appoints New Director Mark Sims Chadwick With No Initial Shareholding
Apr 30, 2026
TerraCom Limited has appointed Mark Sims Chadwick as a director effective 1 May 2026, and has lodged the required Initial Director’s Interest Notice with the ASX. The filing confirms that Chadwick currently holds no relevant interests in Ter...
TerraCom strengthens board with appointment of Mark Chadwick as independent director
Apr 30, 2026
TerraCom Limited has appointed Mark Chadwick as an Independent Non-Executive Director and Audit Committee Chairman, strengthening its board with extensive expertise in accounting, corporate finance, governance and the resources sector. Chadwick&#8...
TerraCom Holds FY26 Coal Guidance as Weather-Hit Quarter Prompts Capital Raise and Leadership Shake-Up
Apr 27, 2026
TerraCom Limited reported that underlying mining and processing operations at its Blair Athol coal mine remained stable in the March 2026 quarter, despite significant weather-related logistics disruptions that delayed shipments and reduced reporte...
TerraCom Reshapes Board With Appointment of New Chairman
Apr 14, 2026
TerraCom Limited, an Australian mining and resources company with coal operations in Australia and South Africa, continues to build on its low-cost, diversified asset base. The group targets strong returns and growth via strategic partnerships and...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Apr 23, 2026