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Black Gold Industry Discussion
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ozone2002
Supreme |
14-Aug-2025 07:27
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Very misleading headline, is the writer bias to short Geo? fact remains that quantity, revenue and profit outperformed
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Catrade
Master |
14-Aug-2025 01:16
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Generally the result is pretty decent despite lower coal price which is beyond the management control. What is amazing is that Geo cash profit per tonne for 1H2025 remained strong at an average of US$10.19 per tonne. 1H2025 interim dividend of 0.1c though disappointing (implies a dividend payout ratio of 18.7%), but the Company remains committed to its dividend policy of at least 30% at full year results. The good news MBJ integrated infrastructure is on track and expected to be completed by June 2026 n The Group has nearly doubled its sales volume to 6.3 million tonnes in 1H2025 (1H2024: 3.2 million tonnes) due to improved coal access in 2025 following the Group optimisation of its mining plans in 2024. In tandem with higher sales volume, revenue increased by 71% to US$289.5 million in 1H2025. These r very positive developments that will bring Geo Energy to a billion dollar company n by middle of 2026 its share price would be bet 70c-$1. We just hv to be patient n trust its management just as the Ang Mo had trusted accepted its warrant with exercise price of a $1 |
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ozone2002
Supreme |
13-Aug-2025 23:52
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Geo Energy Doubles Sales Volume, Boosting Revenue by 71%, Achieving US$20.1 Million Net Profit in 1H2025 Declares Interim Dividend of 0.10 SG cent per Share Financial Performance Highlights &bull The Group has nearly doubled its sales volume to 6.3 million tonnes in 1H2025 (1H2024: 3.2 million tonnes) due to improved coal access in 2025 following the Group&rsquo s optimisation of its mining plans in 2024. &bull In tandem with higher sales volume, revenue increased by 71% to US$289.5 million in 1H2025 (1H2024: US$169.4 million) despite lower average selling price (&ldquo ASP&rdquo ) of US$46.26 per tonne in 1H2025 (1H2024: US$52.47 per tonne). &bull The Group&rsquo s cash profit per tonne for 1H2025 remained strong at an average of US$10.19 per tonne (1H2024: US$11.94 per tonne). The Group also continues to improve its cost efficiencies through the optimisation of its mining plan. &bull The Group recognised higher general and administrative expenses of US$9.2 million in 1H2025 (1H2025: US$6.2 million), mainly due to the expansion of its TRA coal mine operations and the acquisition and ongoing development of PT Marga Bara Jaya (&ldquo MBJ&rdquo ) integrated infrastructure. &bull The Group&rsquo s depreciation and amortisation expenses in 1H2025 increased to US$19.9 million (1H2024: US$11.6 million), mainly due to higher production volume. &bull The Group&rsquo s net profit for the period increased by 76% from US$11.4 million1 in 1H2024 to US$20.1 million in 1H2025. &bull The Group is on track to exceed its targeted production volume of 10.5 &ndash 11.5 million tonnes for 2025. Further, the Group has also obtained approval for the increased RKAB for its TBR coal mine of 8.5 million tonnes. Dividends &bull Committed to rewarding shareholders, the Company declares an interim dividend of 0.10 SG cent per share in 2Q2025. &bull While 1H2025 interim dividend implies a dividend payout ratio of 18.7%, the Company remains committed to its dividend policy of at least 30% of the Group&rsquo s net profit and will assess the full-year results performance at year end before declaring the final dividend. 1 1H2024 net profit excludes the one-time gain on sale of rights to receivables, net of tax, of US$15.4 million. There are no adjustments for the 1H2025 profit. 1Recent Business Highlights &bull The Group has completed the disposal of PT Sumber Bara Jaya and PT Bumi Enggang Khatulistiwa at a price of US$18.0 million on 14 July 2025. Such disposal allows the Group to further optimise its portfolio and focus its allocation on its growth drivers and enhance shareholder value. &bull The development of MBJ&rsquo s integrated infrastructure is on track and expected to be completed by June 2026. With a targeted road haulage capacity of up to 40- 50 million tonnes per annum, MBJ&rsquo s integrated infrastructure will allow the Group to progressively increase its TRA&rsquo s coal production to 20-25 million tonnes per annum and yield substantial logistical savings for TRA&rsquo s coal operations. In addition, the Group will be able to diversify and generate recurring revenue stream as an infrastructure provider with the remaining haulage capacity. Positive Market Outlook &bull Indonesia, the world&rsquo s 4th largest population with more than 280 million people, has the need for affordable public electricity. With its economic growth and increased electricity demand from its large population, coal continues to be a vital source in Indonesia&rsquo s energy mix. &bull At the heart of coal&rsquo s resilience is Asia, where China alone accounted for a staggering 56% of global coal consumption in 2024. With coal still supplying around 60% of its energy demand, the reality is that coal remains the backbone of China&rsquo s electricity system, industrial activity, and energy security strategy.2 &bull Global coal demand could remain strong for longer, with coal-fired power generation potentially staying dominant through 2030, according to a new Horizons report from Wood Mackenzie.3 &bull Wood Mackenzie has forecasted ICI4 prices to be around US$48 per tonne for the remaining of 2025. Nevertheless, for 2026, Wood Mackenzie forecasted ICI4 prices at the average of US$51 per tonne while M42 Futures Index forecasted an average ICI4 of US$46 per tonne. Commenting on the Group&rsquo s 1H2025 results and business outlook, Mr Charles Antonny Melati, Executive Chairman & Chief Executive Officer of the Group, said: &ldquo Our strong operational performance in 1H2025 highlights our ability to execute our mining plan and deliver almost double the sales volume compared to 1H2024. While coal prices are subject to short-term cyclical fluctuations, long-term demand remains supported by structural drivers such as population growth, industrialisation, and national energy security priorities. In many developing regions across Asia, coal continues to play a vital role due to its affordability and reliability in meeting large-scale energy needs. As we expand our presence in the energy sector, we are making solid progress on the development of the MBJ project. Building on this momentum, we remain 2 https://www.forbes.com/sites/rrapier/2025/07/25/coal-isnt-dead-yet-global-trends-defy-climate-pledges/ 3 https://www.woodmac.com/press-releases/new-energy-realities-risk-extending-coal-sunset/2firmly on track toward to achieving our long-term vision of becoming a billion- dollar integrated energy group. Notwithstanding the ongoing construction and development of the MBJ integrated infrastructure, we remain committed to delivering shareholder value by declaring an interim dividend. &rdquo --- End --- |
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MrBear12
Supreme |
13-Aug-2025 23:50
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Can sell this one. | ||||
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superstartup
Supreme |
13-Aug-2025 23:45
Yells: "Enjoy doing Fundamental Research" |
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Earnings dropped 57% (Q2 versus Q1) (no one-off items involved) |
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tccroy
Elite |
13-Aug-2025 23:30
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Nothing new to me with this results. Should not expect results to be better till the road haul infrastructure is completed which will be 10 months away. But prices will surge 2 or 3 months before it's completion. But we still see profit and receive dividends. | ||||
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Trainner
Master |
13-Aug-2025 23:28
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Please do not just highlight the surface which appeared to be negative.... the edge also said 1H' 24 included a one-time gain ($15.4M) on sale of rights to receiveable. This is important as it may be mis-leading. Without the one-time gain, 1H' 25 earning increased 76% y-o-y whch is outstanding performance. A bit disappointing this time is on the div, just 0.1ct. I believe the company is reserving cash to ensure the integrated MBJ infrastructure is fully financed. This is just too important for the company. If the share can go up to $1~2 with the MBJ, the div is just a short term pain but will create long term positive gain for all the share holders. The market will decide the price with this announcement.
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piscesmonkey
Supreme |
13-Aug-2025 22:48
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Geo Energy earnings down 25% y-o-y to US$20.1 mil from exclusion of one-time gain on sale https://www.theedgesingapore.com/capital/results/geo-energy-earnings-down-25-y-o-y-us201-mil-exclusion-one-time-gain-sale |
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Livelifefreely
Member |
13-Aug-2025 22:45
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Did they mention they needed 40m variation or reinforcement works for the infrastructure? These are what prevents me from taking a bigger stake, some grouses against Indonesian companies | ||||
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HVRRVH
Elite |
13-Aug-2025 22:16
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USD is dropping against all the rest of the world currencies so it is not helping Geo here. The profits could dissolved into thin air by the exact percentage of USD drop versus SGD/Indon Rupee. Perhaps that' s why Geo is holding back to pay 30% dividend and defer till full year results to hope that by then USD will appreciate. Having said all these, I think long term prospect remain intact for Geo. Will stay vested and if the price turn too weak, may be that' s the opportunities to accumulate. | ||||
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piscesmonkey
Supreme |
13-Aug-2025 22:05
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EPS drop too much
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thinkpad
Member |
13-Aug-2025 22:04
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Yes, and to me thats a positive when Geo can increase production and on track to exceed their target of 10.5 to 11 million tona this year.
Come next year when haul road completes amd Geo continues to increase the production, the earning visibility is clearer and more platable. Guess the lower div is short term pain more long term gain ba. I'm also surprised with the depressed coal.price over the few.months, Geo remains profitable? Imagine nwxt year with MBJ completion, increase production and coal price...
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alanchee
Senior |
13-Aug-2025 21:50
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Net profit increase 76% from H1 2024 to H12025 us$ 20.1M yet div decrease by half. Still have the cheek to say Committed to rewarding shareholders
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piscesmonkey
Supreme |
13-Aug-2025 21:44
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Thot they increase production yet eps still drop
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thinkpad
Member |
13-Aug-2025 21:40
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With the.known coal prices for the last few months, who would expect good result?
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piscesmonkey
Supreme |
13-Aug-2025 21:38
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Lousy result. EPS and dividends drop. Tmr no eye see | ||||
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HVRRVH
Elite |
13-Aug-2025 21:27
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Chey. Lower interim dividend of $0.001 only! | ||||
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thinkpad
Member |
13-Aug-2025 20:49
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Hope ResInvest will honour their words of putting.more money into MBJ, supposed to be by end of the year. Hope earlier.
Also hope there is update aomw nwgjbouring mines sign concrete agreement to use the haul road. These experts will give clear signal and confidence that the MBJ project will be a success
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tccroy
Elite |
13-Aug-2025 20:16
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Could be any days. Supposed to be on 8 Aug
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Newbornborn
Senior |
13-Aug-2025 18:33
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Anybody know when is Geo Energy Report H2 date.
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