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Ayamas Senior	13-May-2023 10:50        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	3.1m short sellers vs 5m shares done on Friday.  When can company start to initiate buyback? Dividend already declared.
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TraderBen Supreme	13-May-2023 09:32        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	not pouring cold water again.. the dividends u collected and the stock price  alrdy priced in the dividend and even went 1 cent lower.. like that u feel shiok? i can only pray for you say geo found a new coal mine to take over a cheap price and traders will push the price up again to at least 40 for u to unload.. if after this year and the price still stagnant. i would say it will be a better choice to get out and coal is a sunset business.  still DYODD.. its ur money yoga123      ( Date: 12-May-2023 23:41) Posted: Hope that Geo will climb up soon, feeling worried for my holdings at 0.455 at the moment.   Can only console myself that there is some dividends to collect.   Cheers to all supporters !   Just4Fun      ( Date: 12-May-2023 21:41) Posted: Usually results will have "lagging effects" of 1q-2q. If long term is good investment, good to accumulate when price is good value and reap in coming months 😊 . The increase demands from China and other markets will be reflected in 1q-2q later 😊
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kwwongm Veteran	13-May-2023 09:12        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hmm, wont go lower than 0.2x due to buyback options. Wont go higher than 0.3x as lower profit and vol. Need to wait for good announcement... Pity those who bought above 0.36 ~ above 0.4. Even with div... May loose out on capital.. "value trap"
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doremifatso Senior	13-May-2023 02:04        doremifatso About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buyer is no problem. They have offtake agreements with trafigutra and macquarie so the quantity sold is determined only by the quantity mined. The production is constrained by quota. The reason for this year's lower quota is the higher strip ratio. When you have a coal mine, inside is not 100% coal. There will be other stuff like rocks and soil. To put in layman terms, last year, geo was digging the part of the mine where there is higher % of coal compared to rocks. This year, they are clearing more rocks to get to the coal. Hopefully after clearing more rocks this year, there will be less rocks to clear next year. Ayamas      ( Date: 13-May-2023 01:52) Posted: It isn' t clear to me whether their production is limited to the quota or they cannot cope with demand. Or they couldn' t find buyer?  FOREVERFREEDOM      ( Date: 12-May-2023 23:58) Posted: We can just hope that Geo management performs share buyback 5-10mil shares to protect the shareholder interest and not allow it to fall below 0.30. The most important is to announce new acquisition and expansion plan that could ramp up production volume to 12-15mil tonnes from current 8m quotas.
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Ayamas Senior	13-May-2023 01:52        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	It isn' t clear to me whether their production is limited to the quota or they cannot cope with demand. Or they couldn' t find buyer?  FOREVERFREEDOM      ( Date: 12-May-2023 23:58) Posted: We can just hope that Geo management performs share buyback 5-10mil shares to protect the shareholder interest and not allow it to fall below 0.30. The most important is to announce new acquisition and expansion plan that could ramp up production volume to 12-15mil tonnes from current 8m quotas.  yoga123      ( Date: 12-May-2023 23:49) Posted: Meanwhile, we can only hope and pray that the BBs and shorties will not push Geo down, but push it up instead so that we can sell off at our individual target prices
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FOREVERFREEDOM Veteran	12-May-2023 23:58        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	We can just hope that Geo management performs share buyback 5-10mil shares to protect the shareholder interest and not allow it to fall below 0.30. The most important is to announce new acquisition and expansion plan that could ramp up production volume to 12-15mil tonnes from current 8m quotas.  yoga123      ( Date: 12-May-2023 23:49) Posted: Meanwhile, we can only hope and pray that the BBs and shorties will not push Geo down, but push it up instead so that we can sell off at our individual target prices. doremifatso      ( Date: 12-May-2023 21:25) Posted: I think most investors expected Geo to do less well in 2023 than 2022. If every year is going to be like 2022, Geo's share price will be $2 by now. But really, there is no need to act like 1Q23 is a disaster. Sure, the price may fall because of some people's mismatched expectations. But even if every quarter was like 1Q23, at current prices Geo would have a PE of less than 5 and EV/EBITDA of just slightly above 1. It is ridiculously cheap. Serious investors in Geo will know that their main mine is depleting. And the strip ratio, though fluctuating, is likely to increase as the pit is mined out. So the most important thing to Geo investors must be their acquisition plans. They have been looking for a long time, and we have been waiting for a long time. After many quarters, this quarter's earnings release finally showed some promise on this area. It sounds like Geo is very close to buying a coal mine that is already producing (no need to spend time and money to prepare) which will increase sales, profits, and increase the reserves. This is the highlight and I am hoping they can close the deal very soon.
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yoga123 Elite	12-May-2023 23:49        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Meanwhile, we can only hope and pray that the BBs and shorties will not push Geo down, but push it up instead so that we can sell off at our individual target prices. doremifatso      ( Date: 12-May-2023 21:25) Posted: I think most investors expected Geo to do less well in 2023 than 2022. If every year is going to be like 2022, Geo's share price will be $2 by now. But really, there is no need to act like 1Q23 is a disaster. Sure, the price may fall because of some people's mismatched expectations. But even if every quarter was like 1Q23, at current prices Geo would have a PE of less than 5 and EV/EBITDA of just slightly above 1. It is ridiculously cheap. Serious investors in Geo will know that their main mine is depleting. And the strip ratio, though fluctuating, is likely to increase as the pit is mined out. So the most important thing to Geo investors must be their acquisition plans. They have been looking for a long time, and we have been waiting for a long time. After many quarters, this quarter's earnings release finally showed some promise on this area. It sounds like Geo is very close to buying a coal mine that is already producing (no need to spend time and money to prepare) which will increase sales, profits, and increase the reserves. This is the highlight and I am hoping they can close the deal very soon.
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yoga123 Elite	12-May-2023 23:18        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope that Geo will climb up soon, feeling worried for my holdings at 0.455 at the moment.   Can only console myself that there is some dividends to collect.   Cheers to all supporters !   Just4Fun      ( Date: 12-May-2023 21:41) Posted: Usually results will have "lagging effects" of 1q-2q. If long term is good investment, good to accumulate when price is good value and reap in coming months 😊 . The increase demands from China and other markets will be reflected in 1q-2q later 😊 kwwongm      ( Date: 12-May-2023 21:23) Posted: 1st qtr results was pretty BAD. a) vol down to 1.9mils. BeK does no contributions. b) withholding tax of 4 mils hit this qtr.. c) capex of 2mils?? Sudden surge for purpose unknown. d) indonesia royalty increase... 😭 😭 😭
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sweet639 Veteran	12-May-2023 23:25        sweet639 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Geo declared 0.005 dividend, at least something. Ayamas      ( Date: 12-May-2023 22:24) Posted: So, is this still true or how? Lol jm2212      ( Date: 12-May-2023 09:36) Posted: i received a notification from Tiger broker that wef next Mon, Geo will become a "non-shortable" stock
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Ayamas Senior	12-May-2023 22:24        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	So, is this still true or how? Lol jm2212      ( Date: 12-May-2023 09:36) Posted: i received a notification from Tiger broker that wef next Mon, Geo will become a "non-shortable" stock
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Just4Fun Member	12-May-2023 21:41        Just4Fun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Usually results will have "lagging effects" of 1q-2q. If long term is good investment, good to accumulate when price is good value and reap in coming months 😊 . The increase demands from China and other markets will be reflected in 1q-2q later 😊 kwwongm      ( Date: 12-May-2023 21:23) Posted: 1st qtr results was pretty BAD. a) vol down to 1.9mils. BeK does no contributions. b) withholding tax of 4 mils hit this qtr.. c) capex of 2mils?? Sudden surge for purpose unknown. d) indonesia royalty increase... 😭 😭 😭
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doremifatso Senior	12-May-2023 21:25        doremifatso About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think most investors expected Geo to do less well in 2023 than 2022. If every year is going to be like 2022, Geo's share price will be $2 by now. But really, there is no need to act like 1Q23 is a disaster. Sure, the price may fall because of some people's mismatched expectations. But even if every quarter was like 1Q23, at current prices Geo would have a PE of less than 5 and EV/EBITDA of just slightly above 1. It is ridiculously cheap. Serious investors in Geo will know that their main mine is depleting. And the strip ratio, though fluctuating, is likely to increase as the pit is mined out. So the most important thing to Geo investors must be their acquisition plans. They have been looking for a long time, and we have been waiting for a long time. After many quarters, this quarter's earnings release finally showed some promise on this area. It sounds like Geo is very close to buying a coal mine that is already producing (no need to spend time and money to prepare) which will increase sales, profits, and increase the reserves. This is the highlight and I am hoping they can close the deal very soon.
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kwwongm Veteran	12-May-2023 21:23        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	1st qtr results was pretty BAD. a) vol down to 1.9mils. BeK does no contributions. b) withholding tax of 4 mils hit this qtr.. c) capex of 2mils?? Sudden surge for purpose unknown. d) indonesia royalty increase... 😭 😭 😭
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desmodeus Veteran	12-May-2023 20:06        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	cash was usd234m, not usd300m. look at consol cashflow for the decrease. acquisitions akan datang TraderBen      ( Date: 12-May-2023 18:23) Posted: Now u know why the shorts are strongly holding on. Coal has no future. Cost increased to us53/Tonne. Imagine coal price drop to below usd50. Will be loss making. Then the cash is supposed to be usd300m now become usd209?? What happened??
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Ayamas Senior	12-May-2023 19:59        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	Need to see what' s the % domestic sales. " Cash profit per tonne from coal mining for 1Q2023 after taking into account domestic sales at lower price set by  the Indonesian Government averaged at US$17.36 per tonne (1Q2022: US$25.71 per tonne), mainly due to the  increase in cash costs per tonne following the increase in royalty rate announced by the Government of Indonesia  on September 2022 and the higher stripping ratios due to the geology of the mines." kwwongm      ( Date: 12-May-2023 19:27) Posted: My understanding are royalty depend on marlet price.. If coal hits 100, royalty will be high... Ayamas      ( Date: 12-May-2023 19:13) Posted: Can' t really say that also because royalty and tax is based on profit righ
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kwwongm Veteran	12-May-2023 19:27        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	My understanding are royalty depend on marlet price.. If coal hits 100, royalty will be high... Ayamas      ( Date: 12-May-2023 19:13) Posted: Can' t really say that also because royalty and tax is based on profit right kwwongm      ( Date: 12-May-2023 18:33) Posted: Bro.. This year higher strip ratio... If u look at independent report... Next year vol will go back to 10mil...+Bek increase. My concern are STT as normally coke coal are mine underground vs open pit. As long as power plant are being built till 2025 ... Great demand are there. This year stabilize at 75++ The cash holding after the pay massive dividend. Previous was usd 230mil work out to be approx sgd 300mil...
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Ayamas Senior	12-May-2023 19:13        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can' t really say that also because royalty and tax is based on profit right kwwongm      ( Date: 12-May-2023 18:33) Posted: Bro.. This year higher strip ratio... If u look at independent report... Next year vol will go back to 10mil...+Bek increase. My concern are STT as normally coke coal are mine underground vs open pit. As long as power plant are being built till 2025 ... Great demand are there. This year stabilize at 75++ The cash holding after the pay massive dividend. Previous was usd 230mil work out to be approx sgd 300mil... TraderBen      ( Date: 12-May-2023 18:23) Posted: Now u know why the shorts are strongly holding on. Coal has no future. Cost increased to us53/Tonne. Imagine coal price drop to below usd50. Will be loss making. Then the cash is supposed to be usd300m now become usd209?? What happened??
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Ayamas Senior	12-May-2023 19:04        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	Safe to say we won' t see 4c or even 3c dividend for the whole year if this trend continues right? The only catalyst for increasing share price would be SBB or increase ASP. kwwongm      ( Date: 12-May-2023 18:33) Posted: Bro.. This year higher strip ratio... If u look at independent report... Next year vol will go back to 10mil...+Bek increase. My concern are STT as normally coke coal are mine underground vs open pit. As long as power plant are being built till 2025 ... Great demand are there. This year stabilize at 75++ The cash holding after the pay massive dividend. Previous was usd 230mil work out to be approx sgd 300mil... TraderBen      ( Date: 12-May-2023 18:23) Posted: Now u know why the shorts are strongly holding on. Coal has no future. Cost increased to us53/Tonne. Imagine coal price drop to below usd50. Will be loss making. Then the cash is supposed to be usd300m now become usd209?? What happened??
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Ayamas Senior	12-May-2023 19:02        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	So many questions unanswered. Why was the production so low, even lower than their allocated 2m per quarter? Weren' t they planning to apply for increase in capacity? The good thing is ASP is pretty good.
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kwwongm Veteran	12-May-2023 18:33        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro.. This year higher strip ratio... If u look at independent report... Next year vol will go back to 10mil...+Bek increase. My concern are STT as normally coke coal are mine underground vs open pit. As long as power plant are being built till 2025 ... Great demand are there. This year stabilize at 75++ The cash holding after the pay massive dividend. Previous was usd 230mil work out to be approx sgd 300mil... TraderBen      ( Date: 12-May-2023 18:23) Posted: Now u know why the shorts are strongly holding on. Coal has no future. Cost increased to us53/Tonne. Imagine coal price drop to below usd50. Will be loss making. Then the cash is supposed to be usd300m now become usd209?? What happened??
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