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Geo Energy Res
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Black Gold Industry Discussion
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stockpicker
Master |
17-Mar-2026 15:15
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Really not wise to do placement when the Global situation is very unstable
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stockpicker
Master |
17-Mar-2026 15:03
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Geo produce mainly thermal coal which is used by most thermal coal plants. China is the biggest user. This SGX chart shows that the thermal coal price is in the rise and affected by spot coal prices.
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lailai
Elite |
17-Mar-2026 15:03
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looks like it make the share price drop sharply after announcement. bad news, as far as investors are concerned. even after super surge price of m42 thermal coal to 58.82usd, shd hv huge profit for geo bottom line. ytd it peak at 56.5c, tdy bottom at 49.5c. whatanembarrassingjoke for management who decide the placee sale of a mere S$15mil for a potential billionlollar konsi. hope in the next 2hr, bbs can buy up to less miserable level, say 52-53c or so. just opnn.
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lailai
Elite |
17-Mar-2026 15:00
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think placees can easily get sh loan from brokers for a fee. no need to wait for sh to be credited into cdp. just opnn.
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stockpicker
Master |
17-Mar-2026 14:57
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Geo must have been stunk by Friday' s news that Indonesia planned to ban export of coal. Not sure why that news did not affect much on Monday. Understand that Indonesian miners have halted spot coal exports in Feb 2026 after the government proposed deep production cuts. This move did not affect the rising coal prices. Indonesia has also banned the export of coal also in January 2022. That move sent coal price skyrocketing by about 300% because Indonesia is the largest producer of coal. In both case, the price of Geo Energy were not affected much for some reasons. For the ban in 2022, Geo Energy' s price went up by 60%. The reason could be due to higher coal prices offsetting the reduction in production. The production of coal, though not in full capacity, is still in operation. Hope this round of coal ban will have the same effect. |
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wehuattogether88
Supreme |
17-Mar-2026 14:42
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Naked shortists might have to cover back Geo very soon today. Watching.
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tccroy
Elite |
17-Mar-2026 14:37
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It is a kind of BBs vs Shortists
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wehuattogether88
Supreme |
17-Mar-2026 14:35
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Geo U turn and will move higher as Oil price super strong now and UP 4 % . Watching.
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tccroy
Elite |
17-Mar-2026 14:16
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It appears to me, shortists are buying back at 49.5 and some at 50
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tccroy
Elite |
17-Mar-2026 14:14
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They already owned more than they subscribed. That's why they sold what they owned. They don't need to buy back since they expected to receive the credit one day later.
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Dannkh
Master |
17-Mar-2026 13:50
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Those placement subscribers who know that the shares have credited into cdp a/c are now selling to take profit.. Normally in the afternoon a day before listing. I think tomorrow there will be more selling.
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jm2212
Master |
17-Mar-2026 13:40
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Good one!
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ozone2002
Supreme |
17-Mar-2026 11:47
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Retailers selling Geo last week, missed out on the rally SGX Institutional & Retail Top 10 Net Buy / Net Sell Stocks - Week of 09 March to 13 March 2026  |
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ETHunter
Master |
17-Mar-2026 11:46
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Investing is forward looking. Noted Chew gave 50% discounts on the infrastructure potential. At 75c, there is a potential 50% upside from current price. Dyodd. Cheers.
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blackcat03
Member |
17-Mar-2026 11:27
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Only worth to see when the earnings are improving, at current share px above 50cts all are considered in the price,EPS still considered very low and averaging down will hit hard?. | ||||
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Joelton
Supreme |
17-Mar-2026 11:06
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PhillipCapital' s Chew raises target price for Geo Energy to 75 cents
Despite FY2025 earnings below expectations, Paul Chew of PhillipCapital has turned more bullish on Geo Energy Resources, due the impending " trifecta" earnings boost ahead from rising coal prices, growing production volume, and also additional earnings from its infrastructure investments.
From an earlier target price of 59 cents, Chew, in his March 16 note, figures that this counter is worth 75 cents.
For its FY2025 ended Dec 2024, Geo Energy' s revenue was 113% of his expectation but earnings were just 70% of what he projected, which can be attributed to a spike in tax rate from an estimated 22% to 63%, due to a change in government regulation which made the applicable taxable income to be derived from the higher of actual selling price and HPB prices. As such, Geo is exposed to higher taxes due to the fact that taxable income was benchmarked against HPB price, instead of actual selling price based on ICI4. HPB was prevailing higher for most parts of 2025, as compared to ICI.
That aside, Chew sees a key positive attribute ahead for the company.
For one, Geo Energy' s new 92-km-long hauling road that is now under construction at a cost of US$190 million to bring coal more easily from the inland mines to the jetty is now 80% built. The road will undergo testing and commissioning from April this year and commercial usage planned this August and September.
When fully completed, the road plus jetty system can handle a total of 50 million tonnes a year. Geo Energy will take up half for its own use and lease the remaining half to nearby miners and meaningful earnings from the leasing fees will manifest in FY2028.
Chew is projecting 2.5 million tonnes to be shipped through the new infrastructure in 4QFY2026.
In reaching his revised target price of 75 cents, Chew has lowered a discount applied to this infrastructure segment from 60% to 50%.
Coal production is set to increase as well, not this year but significantly so in the coming FY2027.
Chew estimates production this year to remain the same as FY2025' s 12 million tonnes but will jump to 20 million tonnes in FY2027.
At the same time, coal prices are seen to recover from around US$40 per tonne to US$50 or more, he says.
In addition, with more efficient logistics in place, Chew expects Geo Energy to lower its unit production cost by US$3 per tonne, providing a further lift to earnings.
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Joelton
Supreme |
17-Mar-2026 11:05
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Geo Energy Successfully Completes Share Placement Amid Strong Investor Interest, Raising Around S$15 Million to Strengthen the Group&rsquo s Capital Structure, Enhance Financial Flexibility and Broaden its Shareholder Base
- The share placement comprises 35 million new ordinary shares in the capital of the Company (&ldquo Placement Shares&rdquo ) at an issue price of S$0.425 for each Placement Share (&ldquo Placement Price&rdquo ).
- KGI Securities (Singapore) Pte. Ltd. was the Placement Agent in relation to the Placement.
Commenting on the successful completion of its share placement exercise, Mr Charles Antonny Melati, Executive Chairman & Chief Executive Officer of Geo Energy, said:
&ldquo We are pleased that the share placement exercise has attracted strong investor interest, reflecting confidence in the Group&rsquo s capabilities and our ambition to grow into a billion-dollar market capitalisation energy group.
Our business strategy is executing as planned, with key projects and initiatives progressing on schedule. This progress, together with the additional capital from
the share placement, enhances our financial flexibility to accelerate value creation within our business model.
Looking ahead, we remain focused on strengthening our market position as a resilient, high-growth energy producer and regional infrastructure provider."
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wehuattogether88
Supreme |
17-Mar-2026 11:03
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Yeah, I agreed with you, Geo will get better profits if coal price stays high or goes higher for the coming 2 Quarters. The placements are for mid to long term funds and investment houses with a longer prospective in mind.
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tccroy
Elite |
17-Mar-2026 10:57
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Bought 10k at 51. Averaging down | ||||
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ETHunter
Master |
17-Mar-2026 10:41
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Placement at 42.5c is more than the nav per share. Investors are probably buying for mid to long term. We should focus on infrastructure completion schedule, sales trend and coal prices. These will allow higher profits to be sustained over time. Current correction may be good to get more legs up. No ccntra is best. Keep for more good news. Dyodd as always. |
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