Latest Forum Topics /
Geo Energy Res
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Black Gold Industry Discussion
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ahberngh
Elite |
19-Nov-2025 08:47
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Conflict of interest, too greedy, pricing for the sale too high for me to swallow. For any listed company, any conflict of interest by management is never good. Recent example, Rex International. My vote is Against all resolutions.
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tccroy
Elite |
19-Nov-2025 08:31
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M42 rebounded to USD 47.30 last night | ||||
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lailai
Elite |
19-Nov-2025 07:56
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will resinvest vote for the dophin project on 26 egm if against, likely cannot pass. bbs seem not supporting, as price been dropping badly since announcement of meeting. bf announcement, geo like about 50c, now 44c. imo, project is good for konsi, but not until hiway infra struct is compl, and geo price has gone up as expected, maybe to 60-70c. current proposal exchange of 40c to melati' s shipping too low for bbs comfort. just opnn, no offence intended. 
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ETHunter
Master |
18-Nov-2025 16:23
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ResInvest has been issued over 41 million non-listed, transferable free warrants in two tranches as part of their investment deal with Geo Energy Resources. The details of the warrants are: First tranche: 21,310,227 warrants exercisable at S$0.55 per share (Feb 2027 expiring). Second tranche: 20,092,500 warrants exercisable at S$1.00 per share (July 2027 expiring). Each warrant gives ResInvest the right to subscribe for one new ordinary share in Geo Energy within three years from the date of issue. The issuance of these warrants is designed to provide ResInvest with potential future equity participation at a fixed exercise price above the current trading price, aligning interests with Geo Energy' s growth prospects. Fyi.   |
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ETHunter
Master |
18-Nov-2025 16:09
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They look at mid to long term in their investment as GEO partners.The GEO sales this year in 2025 will be about 12.5 to 13m tonnes from recent update.. Expect 2026 to be 15 to 16 tonnes with coal price around 48 to 50 usd per tonne. Year 2027 likely hit 20 tonnes imo. Do your sum. The new MBJ infrastructure will bring about new revenue streams beside costs reduction. It also open opportunities to collaborate or buy over coal mines along the route. Resinvest is not stupid to buy into GEO. They probably knew things that we do not have access. Dyodd.   
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ahberngh
Elite |
18-Nov-2025 16:03
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If I am not mistaken, they acquired the shares, not the warrants. The warrants come with the shares.  |
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tccroy
Elite |
18-Nov-2025 15:06
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But having acquired at 55 cents a share is not a joke. They won't just throw away their 55 cents a share investment so easily otherwise their shareholders will be barking at them
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Trainner
Master |
18-Nov-2025 14:45
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This is another reason that I am holding on to Geo.
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ahberngh
Elite |
18-Nov-2025 14:39
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The warrant exercise price is $1. But I did not know that Resinvest said they will exercise at that price ? The warrant is theirs but does not mean they will exercise for sure.   |
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tccroy
Elite |
18-Nov-2025 14:03
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Reinvest is ready to pay $1 to exercise the warrant for each share by March next year. Can you imagine what will be the price of Geo by next March
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Trainner
Master |
18-Nov-2025 13:51
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That is one of the reasons I am holding on to this counter tightly.......
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tccroy
Elite |
18-Nov-2025 13:05
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With the completion of road haul, Geo's profits will be multifold
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Trainner
Master |
18-Nov-2025 10:44
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Will Geo need to complete 100% of the road before generating revenue? Or Geo can already start to generate revenue for partially completed road?
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tccroy
Elite |
18-Nov-2025 10:30
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Geo will ramp up the profit in Q4 with higher selling prices. By Feb 26, during the announcement of full year results, the road haul would have completed by 80% | ||||
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ozone2002
Supreme |
17-Nov-2025 21:15
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Last:0.445        -0.005stocks are fwd looking, with ascending 4Q M42 pricing, Geo should be rallying Current sell on news for BBs to collect cheap to reap the 4Q gd results? |
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ETHunter
Master |
17-Nov-2025 14:21
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Profits down due to record low coal prices at USD40 per tonne.Next qtr, can expect coal prices to move up 20% (USD49 per ton) and also to exceed sales target for whole year (est 12.5 to 13 tonnes). While investing in future growth, company still gives out dividends. More dividends will be given after year end reporting. Best news is MBJ infrastructure is now  50% completed and on schedule to complete in June 2026. The best is yet to come imo. Dyodd and hold tight. |
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For_The_Next_Leg
Master |
17-Nov-2025 11:43
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Share price is at support now. Let' s see if it will bounce from here. | ||||
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thinkpad
Member |
17-Nov-2025 10:30
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Given the low average selling price for last q, the result is within expectation.
The elephant in the room is the proposition for the acquisition of shipping companies. Once past 26 Nov voting, good or bad, the chapter will be behind us, and we'll know whether worth going long term. They are in biz to reward themselves first, and that's the hard truth |
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Trainner
Master |
17-Nov-2025 10:10
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Many Speculators lose money because they cannot withstand the market fluctuations...... if they DO NOT buy on contra or do shorting, probably the price will be more stable..... nevertheless, this is stock market......
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lailai
Elite |
17-Nov-2025 09:50
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with such good comment by chair melati in q3, yet geo kept going south, meaning talk no use, action more  important. konsi got buyback mandate, but  hardly activate. so shorties take advantage, whack until retailers cannot tahan and hv to cut loss. whatodo, kositalk, expect pocket empty retailers to support.  |
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