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ahberngh Elite	20-May-2023 12:09        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	I checked. For Q3 2022, cash cost per tonne is US$43.66. For Q1 2023, cash cost per tonne has increased to US$52.6 (due to increased govt royalty and higher stripping ratios) This means, roughly, that if coal is US65 per tonne, then Geo' s profit per tonne (before tax) is US$12,4. If total annual sales is 8 million tonnes, then profit (before tax ?) is US$99.2 M. Still decent, but much lower than 2022. If Geo can maintain this (depending on coal price), then I say over long term (say 2-5 years), investors will huat.  Just my opinion, please dyodd. ahberngh      ( Date: 20-May-2023 10:43) Posted: Anyone recall what is the overall cost price to Geo for 1 tonne of M42 coal before tax? At 65 per tonne, what is the net profit margin?
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kwwongm Veteran	20-May-2023 11:57        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cost is index to M42 coal price as they outsource to BUMA. If not mistake is less than USD 38 per ton basis. ahberngh      ( Date: 20-May-2023 10:43) Posted: Anyone recall what is the overall cost price to Geo for 1 tonne of M42 coal before tax? At 65 per tonne, what is the net profit margin?
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ahberngh Elite	20-May-2023 10:43        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone recall what is the overall cost price to Geo for 1 tonne of M42 coal before tax? At 65 per tonne, what is the net profit margin?
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Ayamas Senior	20-May-2023 05:57        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	M42 futures dropped to 65 already....hopefully it won' t keep going down
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kwwongm Veteran	19-May-2023 17:30        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	For shorties, if share price not going down, they will continue to pay interest.... No div will be distribute as it is a CFD transaction... To exit, they hv to buy share... Let see how long they can last... 😁 😁 😁 lailai      ( Date: 19-May-2023 16:17) Posted: they oso wanto collec div, looks like if cannot collec enuff at 27, no choice but to up 27.5 bit by bit, now happenin. kwwongm      ( Date: 19-May-2023 13:14) Posted: it appears shorties are slowly buying back @0.27. Good profit for them😂 😂 . Better than collect 4 cents div.
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pursuer76 Veteran	19-May-2023 16:42        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Left about 6 trading days to collect dividend.
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lailai Elite	19-May-2023 16:17        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	they oso wanto collec div, looks like if cannot collec enuff at 27, no choice but to up 27.5 bit by bit, now happenin. kwwongm      ( Date: 19-May-2023 13:14) Posted: it appears shorties are slowly buying back @0.27. Good profit for them😂 😂 . Better than collect 4 cents div. lailai      ( Date: 19-May-2023 12:29) Posted: if buy now at 26.5, and if div cont 9c pa, in 3 yrs, get back 27c, sh becum free liao. dat' s y geo for div collec, wait for TO pump if got. short term control by shorties, long term by konsi div. don chase for peanuts. those contras who bot 27 now kena by shorties dump liao
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kei3006 Member	19-May-2023 16:13        kei3006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pls stop talking about rubbish. There is no possibility of getting high dividend like the past 2 years, with coal price at $66 now. All these ridiculously ultra-optimistic dividend expectation will only cause market to be disappointed and dump the stock. lailai      ( Date: 19-May-2023 12:29) Posted: if buy now at 26.5, and if div cont 9c pa, in 3 yrs, get back 27c, sh becum free liao. dat' s y geo for div collec, wait for TO pump if got. short term control by shorties, long term by konsi div. don chase for peanuts. those contras who bot 27 now kena by shorties dump liao   ozone2002      ( Date: 19-May-2023 11:54) Posted: Very shiok to receive 5 digit dividend from Geo i just continue to DCA with dividend yield above 20%, break even in 5 years🤩
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kwwongm Veteran	19-May-2023 13:14        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	it appears shorties are slowly buying back @0.27. Good profit for them😂 😂 . Better than collect 4 cents div. lailai      ( Date: 19-May-2023 12:29) Posted: if buy now at 26.5, and if div cont 9c pa, in 3 yrs, get back 27c, sh becum free liao. dat' s y geo for div collec, wait for TO pump if got. short term control by shorties, long term by konsi div. don chase for peanuts. those contras who bot 27 now kena by shorties dump liao   ozone2002      ( Date: 19-May-2023 11:54) Posted: Very shiok to receive 5 digit dividend from Geo i just continue to DCA with dividend yield above 20%, break even in 5 years🤩
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lailai Elite	19-May-2023 12:29        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	if buy now at 26.5, and if div cont 9c pa, in 3 yrs, get back 27c, sh becum free liao. dat' s y geo for div collec, wait for TO pump if got. short term control by shorties, long term by konsi div. don chase for peanuts. those contras who bot 27 now kena by shorties dump liao   ozone2002      ( Date: 19-May-2023 11:54) Posted: Very shiok to receive 5 digit dividend from Geo i just continue to DCA with dividend yield above 20%, break even in 5 years🤩 ozone2002      ( Date: 16-May-2023 10:12) Posted: 0.27        -0.005 if u remove the cash portion, it means the rest of Geo business is valued at only 5c!
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ozone2002 Supreme	19-May-2023 11:54        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Very shiok to receive 5 digit dividend from Geo i just continue to DCA with dividend yield above 20%, break even in 5 years🤩 ozone2002      ( Date: 16-May-2023 10:12) Posted: 0.27        -0.005 if u remove the cash portion, it means the rest of Geo business is valued at only 5c!   ozone2002      ( Date: 15-May-2023 19:15) Posted: Price now ard high 20s getting closer the cash per share   Key Statistics EPS  (SGD)  a 0.15553 Trailing EPS  (SGD)  b 0.15553 NAV  (SGD)  c 0.3922 PE  a 1.768 Trailing PE  d 1.768 Price / NAV  c 0.7012 Dividend Yield  (%)  e 32.821 Cash In Hand  (SGD)  f 0.2233 Issued & Paid-up Shares  g 1,396,741,000 Piotroski F Score 6 Market Cap (M) 384.104 Free Float (%) 41.6 Return on Equity (ROE) (%)  h 39.660 Revenue Growth (%) TTM  i 13.425 Net Earnings Growth (%)  j -9.865 Net Debt/Equity  k Net Cash Net Debt (SGD ' 000) -310,156 Under CPF Investment Scheme (CPFIS) Yes
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kwwongm Veteran	19-May-2023 11:51        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Assuming price stick at 70USD and volume @ 8mils ton, lower end. Profit will be 16mil per quarter, translate to 64mils per annum Interest receive from FD approx 1.7 mil, translate to 6.8 mils per annum Am HAPPY with 0.5 cents per qtr.  Translate to 7.5% yield  For GEO will be keeping it for long TERM with potential UPSIDE.
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yoga123 Elite	19-May-2023 11:31        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No wonder the Hang Seng Index appears to be stronger than our world class SGX (?!). kwwongm      ( Date: 19-May-2023 11:24) Posted: CFD are BAN in HongKong...  Only country such SGX allow it..  This are the main issues!!! pursuer76      ( Date: 19-May-2023 09:44) Posted: I don' t think these are naked shorts cos never see them cover at end of trading day. I reckon these are borrowed shorts or CFD. I assume the fact they are not buying back yet, could be either not low enough to earn a profit or they foretell it will go even lower and want to reap a good profit. I perceive it' ' s the earlier. Dont forget the lending rate is 6% which is quite high compared to other stocks.
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yoga123 Elite	19-May-2023 11:29        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly Bro.  That is why unity is crucial among us supporters who are still holding Geo. Patience is the key.    👍 tccroy      ( Date: 19-May-2023 09:13) Posted: If we panick sell, we are actually fulfilling the shortists wishes. The prices now depend on investors if they can persevere and not panick sell to grant the shortists wishes tccroy      ( Date: 19-May-2023 09:10) Posted: If they want to short sell, just let them short sell. As long as we do not panick sell, they cannot buy back at lower price instead they have to buy back at higher price
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kwwongm Veteran	19-May-2023 11:24        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	CFD are BAN in HongKong...  Only country such SGX allow it..  This are the main issues!!! pursuer76      ( Date: 19-May-2023 09:44) Posted: I don' t think these are naked shorts cos never see them cover at end of trading day. I reckon these are borrowed shorts or CFD. I assume the fact they are not buying back yet, could be either not low enough to earn a profit or they foretell it will go even lower and want to reap a good profit. I perceive it' ' s the earlier. Dont forget the lending rate is 6% which is quite high compared to other stocks.
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pursuer76 Veteran	19-May-2023 09:44        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I don' t think these are naked shorts cos never see them cover at end of trading day. I reckon these are borrowed shorts or CFD. I assume the fact they are not buying back yet, could be either not low enough to earn a profit or they foretell it will go even lower and want to reap a good profit. I perceive it' ' s the earlier. Dont forget the lending rate is 6% which is quite high compared to other stocks.
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tccroy Elite	19-May-2023 09:13        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	If we panick sell, we are actually fulfilling the shortists wishes. The prices now depend on investors if they can persevere and not panick sell to grant the shortists wishes tccroy      ( Date: 19-May-2023 09:10) Posted: If they want to short sell, just let them short sell. As long as we do not panick sell, they cannot buy back at lower price instead they have to buy back at higher prices TraderBen      ( Date: 19-May-2023 09:05) Posted: i wonder where these shortists get their shares from.. where got so much to short one..
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tccroy Elite	19-May-2023 09:10        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	If they want to short sell, just let them short sell. As long as we do not panick sell, they cannot buy back at lower price instead they have to buy back at higher prices TraderBen      ( Date: 19-May-2023 09:05) Posted: i wonder where these shortists get their shares from.. where got so much to short one..
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TraderBen Supreme	19-May-2023 09:05        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	i wonder where these shortists get their shares from.. where got so much to short one..
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ahberngh Elite	19-May-2023 08:03        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	What needs to be done to fry the shortsellers is a " Gamestop" . Hope to see this happen  . ozone2002      ( Date: 18-May-2023 21:31) Posted: 80% vol of Geo vol done are shorts 😂 😂 😂 can' t wait for the short position to frantically unwind compressed spring jumps the highest JAD_Trader      ( Date: 18-May-2023 21:18) Posted: check this out. SGX Top Short Sell Counters By Volume Ratio | SGinvestors.io
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