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Latest Forum Topics / Geo Energy Res    Last:0.445    +0.01  Post Reply
Black Gold Industry Discussion
yoga123
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02-Apr-2025 11:10     
 
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 Alert Admin 		Uptrend should resume for Geo after recent valuation reports from Philips and KGI.  More valuations from other firms would likely appear too.  👍

ETHunter      ( Date: 02-Apr-2025 10:57) Posted:

Valuation by KGI
We maintain our OUTPERFORM recommendation for Geo Energy, with a revised target price of S$0.64 per share, reflecting adjustments to coal production figures extracted from the IQPR report due to inefficiencies in the production process.
This valuation is based on our discounted cash flow (DCF) model, incorporating the expected lifespan and coal production capacity of each mine, while accounting for potential fluctuations in coal supply and demand.
Using a weighted average cost of capital (WACC) of 13.5%, our analysis suggests a potential upside of 112% at the revised target price. 

Our valuation does not factor in revenue from the MBJ Integrated Infrastructure Project, as it is only set to commence operations in 2H26. 
 

Catrade      ( Date: 02-Apr-2025 10:45) Posted:



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ETHunter
Master
02-Apr-2025 10:57     
 
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 Alert Admin 		Valuation by KGI
We maintain our OUTPERFORM recommendation for Geo Energy, with a revised target price of S$0.64 per share, reflecting adjustments to coal production figures extracted from the IQPR report due to inefficiencies in the production process.
This valuation is based on our discounted cash flow (DCF) model, incorporating the expected lifespan and coal production capacity of each mine, while accounting for potential fluctuations in coal supply and demand.
Using a weighted average cost of capital (WACC) of 13.5%, our analysis suggests a potential upside of 112% at the revised target price. 

Our valuation does not factor in revenue from the MBJ Integrated Infrastructure Project, as it is only set to commence operations in 2H26. 
 

Catrade      ( Date: 02-Apr-2025 10:45) Posted:


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Catrade
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02-Apr-2025 10:45     
 
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 Alert Admin 		KGI has a Target price of 64c for Geo Energy
https://www.kgieworld.sg/securities/resources/ck/files/sg-report/GEO%20ENERGY%20FY24%20UPDATE.pdf
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Trainner
Master
02-Apr-2025 10:42     
 
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 Alert Admin 		I also enetered ~$0.325 but many years back..... collected a lot of div in the past  smiley. Hopefully, GEO will resume the high div and you will benefit. 

HVRRVH      ( Date: 02-Apr-2025 10:23) Posted:

Entered @ $0.325. 

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HVRRVH
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02-Apr-2025 10:23     
 
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 Alert Admin 		Entered @ $0.325. 
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tedlim
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02-Apr-2025 09:54     
 
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 Alert Admin 		This info is in their full year results announced on 27 Feb 2025:  https://geoenergy.listedcompany.com/newsroom/Geo_Energy_Full_Year_2024_Media_Release.pdf

The Group is targeting total coal sales of 10.5-11.5 million tonnes for FY2025. As of the date of this announcement, the Group has already delivered coal sales of approximately 2 million tonnes for PT Sungai Danau Jaya and PT Tanah Bumbu Resources and 0.4 million tonnes for TRA since the start of FY2025.
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lailai
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02-Apr-2025 09:12     
 
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 Alert Admin 		wow, that' s good news. if 2 mths is 2.4m tons, 3 mths est for 1Q25 will be 3.6m, double of 1.8m in 1Q24.
but can share where u get the good news.

tedlim      ( Date: 02-Apr-2025 08:56) Posted:

This sleeping beauty is awakening soon...As at 27 Feb 2025, the Group has already delivered coal sales of approximately 2 million tonnes for PT Sungai Danau Jaya and PT Tanah Bumbu Resources and 0.4 million tonnes for TRA since the start of FY2025. Total of 2.4m for just 2 months in 2025.

In comparsion, the Group delivered coal sales of 1.8 million tonnes in 1Q2024.
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tedlim
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02-Apr-2025 08:56     
 
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 Alert Admin 		This sleeping beauty is awakening soon...As at 27 Feb 2025, the Group has already delivered coal sales of approximately 2 million tonnes for PT Sungai Danau Jaya and PT Tanah Bumbu Resources and 0.4 million tonnes for TRA since the start of FY2025. Total of 2.4m for just 2 months in 2025.

In comparsion, the Group delivered coal sales of 1.8 million tonnes in 1Q2024.
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tccroy
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02-Apr-2025 08:16     
 
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 Alert Admin 		Not so fast la but will catch us by surprise

sweet639      ( Date: 02-Apr-2025 07:56) Posted:

When can Geo crossing 0.335???? slowly slowly gain the races???

tccroy      ( Date: 01-Apr-2025 19:58) Posted:

They will hiew when the price spikes, 😂
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sweet639
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02-Apr-2025 07:56     
 
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 Alert Admin 		When can Geo crossing 0.335???? slowly slowly gain the races???

tccroy      ( Date: 01-Apr-2025 19:58) Posted:

They will hiew when the price spikes, 😂

thinkpad      ( Date: 01-Apr-2025 13:55) Posted:

The market like no hiew the analyst target price
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WBdisciple
Elite
02-Apr-2025 07:54     
 
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 Alert Admin

A Coal Road to Riches: Why Analysts Think This Stock Could Be A Big Win

https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16085-a-coal-road-to-riches-why-analysts-think-this-stock-could-be-a-big-win
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tccroy
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01-Apr-2025 19:58     
 
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 Alert Admin 		They will hiew when the price spikes, 😂

thinkpad      ( Date: 01-Apr-2025 13:55) Posted:

The market like no hiew the analyst target price
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ozone2002
Supreme
01-Apr-2025 15:30     
 
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 Alert Admin 		Last:0.315        -0.015
geo price U-turn on their report

superstartup      ( Date: 01-Apr-2025 11:10) Posted:

Initiation Report 1 Apr 2025 by Phillips

Geo Energy Res - Stock Analyst Research

 
Target Price* 0.47
Recommendation BUY
Market Cap* -
Publication Date 1 Apr 2025

*At the time of publication

Geo Energy Resources Ltd - Buying multi-bagger optionality
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ETHunter
Master
01-Apr-2025 14:00     
 
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 Alert Admin 		Abstract from Phillip Research..

Geo Energy Resources Ltd (Geo) was established in 2008 and listed on the Singapore Stock Exchange in 2012. Geo owns four mining concessions in Kalimantan and South Sumatra, Indonesia, through its subsidiaries PT Sungai Danau Jaya (SDJ), PT Tanah Bumbu Resources (TBR) and PT Bumi Enggang Khatulistiwa (BEK). In October 2023, Geo acquired a 73.11% stake in Indonesia-listed PT Golden Eagle Energy (GEE) for US$192.7mn.
The core asset of GEE is a 58.7% stake in PT Triaryani (TRA) coal concession. Geo also has a 63.7% stake in future toll company Marga Bara Jaya (MBJ). With the addition of TRA, coal reserves jumped 75.9mn MT in 2022 to 341.5mn MT in 2023, increasing the Group' s mine life to over 20 years.
On Dec24, Resource Invest AG (owned by Tomas Novotny) announced a 6.8% stake in Geo with an estimated investment of US$30mn (or S$0.42 per share). In Mar25, Geo signed a MOU for Resource Invest to invest US$50-100mn into the road and port owner MBJ.
 
Highlights
Production spike from new mines and infrastructure. In Aug24, Geo agreed with China Communications Construction Company to construct a hauling road and jetty (integrated Infrastructure) in South Sumatera. The contract price is US$150mn. Geo shall pay US$21mn first, with the remainder to be paid progressively over the next 2 years. The infrastructure will increase MBJ road and jetty capacity to transport coal by 25mn MT in 1H26. The next phase will boost the capacity to 50mn in 2028. With the new infrastructure, production from TRA is expected to jump 20-fold from the current 1.2mn MT in 2024 to 25mn MT by 2029.

Another more profitable revenue stream. With a road and jetty capacity of 50mn MT p.a., Geo can lease out the remaining 25mn MT not required by TRA to other coal companies. In Mar24, Geo entered into term sheets with two mining companies to lease 25mn MT of the integrated infrastructure. The current road hauling and jetty fee is US$7 per MT. With the improvement in road conditions and delivery speed, a US$10 per MT leasing fee is warranted.

Stable global demand. Thermal coal demand globally jumped almost 15% over the two years 2021/22 due to the pandemic and the Russia-Ukraine conflict. Demand is expected to grow 0.7% CAGR over the next three years, supported by 2% CAGR in emerging countries.

We initiate coverage with a BUY recommendation and target price of S$0.47
 
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thinkpad
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01-Apr-2025 13:55     
 
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 Alert Admin 		The market like no hiew the analyst target price
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ETHunter
Master
01-Apr-2025 13:52     
 
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 Alert Admin
TP is low as price will slowly trend up.
It mentioned MULTI BAGGER there.. Nice.
Dyodd.
 

WBdisciple      ( Date: 01-Apr-2025 10:07) Posted:

Geo Energy Resources Ltd (TP: 47 cents..total return 46%)
Buying multi-bagger optionality

- The completion of a 92km road and jetty in South Sumatera Indonesia, will triple Geo&rsquo s
thermal coal production to 25mn MT by FY29e. There will be additional capacity from
this infrastructure to generate lucrative recurring toll revenue from other mining coal
producers, potentially exceeding US$200mn per annum.

- Demand for thermal coal globally remains stable, driven by emerging countries China,
India, and SE Asia. Indonesia remains the largest thermal coal exporter, with a market
share of 47%. We are forecasting stable coal prices in FY25e/FY26e. Geo&rsquo s production is
expected to increase 43% YoY in FY25e, recovering from the poor weather conditions
and accelerated pre-stripping last year.

- We initiate Geo Energy with a BUY recommendation and a DCF target price of S$0.47.
With the hauling road only 10% complete and 50% of the land cleared, we offer a 70%
discount on the value of the increased coal production and toll revenue resulting from
the new road. The completion of the hauling road and jetty will triple the current
production volume plus generate lucrative road toll revenue for Geo. The road and port
infrastructure are being built for US$150mn and will be completed in 1H26. Of th

https://www.stocksbnb.com/reports/geo-energy-resources-ltd-buying-multi-bagger-optionality/
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stockwatch8877
Senior
01-Apr-2025 13:45     
 
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 Alert Admin 		Now is April month, when is GEo Energy giving the dividend news?
It is no point talking about the share prices, the price cannot go up but down.
Better to collect the dividend.
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Trainner
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01-Apr-2025 13:34     
 
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 Alert Admin 		OK, reasonable.

nqing87      ( Date: 01-Apr-2025 12:59) Posted:

Very often analysts cannot give a far fetch TP.. they set their TP with reference on current share price (which in my opinion shouldn't be the case and they should be consistent and bold in their valuation method).. for example in oiltek, Philips has shifted the goal post and adjusted their TP from 70+ cents to 1.40+ due to increase in share price by using a higher p/e valuation.. at that time when oiltek was 40+ cents, they cannot straight away give a TP of 1.40+ as the gap will be too big.. so similarly for GEO case, if they set a high TP and ended up the share price not hitting near their target, then will not reflect good on them.. if the share price indeed go up down the road, then they could adjust the TP accordingly

Trainner      ( Date: 01-Apr-2025 10:13) Posted:

TP too low lah~~~~~~ trying to talk down the market....
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nqing87
Supreme
01-Apr-2025 12:59     
 
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 Alert Admin 		Very often analysts cannot give a far fetch TP.. they set their TP with reference on current share price (which in my opinion shouldn't be the case and they should be consistent and bold in their valuation method).. for example in oiltek, Philips has shifted the goal post and adjusted their TP from 70+ cents to 1.40+ due to increase in share price by using a higher p/e valuation.. at that time when oiltek was 40+ cents, they cannot straight away give a TP of 1.40+ as the gap will be too big.. so similarly for GEO case, if they set a high TP and ended up the share price not hitting near their target, then will not reflect good on them.. if the share price indeed go up down the road, then they could adjust the TP accordingly

Trainner      ( Date: 01-Apr-2025 10:13) Posted:

TP too low lah~~~~~~ trying to talk down the market.....

WBdisciple      ( Date: 01-Apr-2025 10:07) Posted:

Geo Energy Resources Ltd (TP: 47 cents..total return 46%)
Buying multi-bagger optionality

- The completion of a 92km road and jetty in South Sumatera Indonesia, will triple Geo&rsquo s
thermal coal production to 25mn MT by FY29e. There will be additional capacity from
this infrastructure to generate lucrative recurring toll revenue from other mining coal
producers, potentially exceeding US$200mn per annum.

- Demand for thermal coal globally remains stable, driven by emerging countries China,
India, and SE Asia. Indonesia remains the largest thermal coal exporter, with a market
share of 47%. We are forecasting stable coal prices in FY25e/FY26e. Geo&rsquo s production is
expected to increase 43% YoY in FY25e, recovering from the poor weather conditions
and accelerated pre-stripping last year.

- We initiate Geo Energy with a BUY recommendation and a DCF target price of S$0.47.
With the hauling road only 10% complete and 50% of the land cleared, we offer a 70%
discount on the value of the increased coal production and toll revenue resulting from
the new road. The completion of the hauling road and jetty will triple the current
production volume plus generate lucrative road toll revenue for Geo. The road and port
infrastructure are being built for US$150mn and will be completed in 1H26. Of th

https://www.stocksbnb.com/reports/geo-energy-resources-ltd-buying-multi-bagger-optionality/
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finjungle
Veteran
01-Apr-2025 12:49     
 
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 Alert Admin 		If only when you TRUST Chairman Memati

Trainner      ( Date: 01-Apr-2025 12:36) Posted:

If Philips talk to the chairman........I assume the chairman will say==> " I told you Geo will be a billion dollars company, you do not know how to do math ah~~~, that is minimum 71.4cts.......ugh~~~" ....  smiley....... 

superstartup      ( Date: 01-Apr-2025 11:10) Posted:

Initiation Report 1 Apr 2025 by Phillips

Geo Energy Res - Stock Analyst Research

 
Target Price* 0.47
Recommendation BUY
Market Cap* -
Publication Date 1 Apr 2025

*At the time of publication

Geo Energy Resources Ltd - Buying multi-bagger optionality
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