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tccroy Elite	08-Sep-2025 08:17        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Samudera shipping acquired a 2ND hand container vessel for $50 million. But Geo acquired a company which one 42 vessels. It is isn't much for Geo to acquire these 2 shipping companies.
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ozone2002 Supreme	08-Sep-2025 08:16        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Lots of useful nuggets of information in this report https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16327-geo-energys-ambitious-mine-to-market-path-to-supply-chain-resilience#google_vignette
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WBdisciple Elite	08-Sep-2025 07:48        WBdisciple About Contact  Quote this Post!
x 0   x 0  Alert Admin	Found this report: https://samuel.co.id/wp-content/uploads/2025/02/ALII_Initiation_Report.pdf Provide a more accurate assessment on the valuations related to GEO' s barging acquisition.  For me, 1. Are there suitable barging companies available for sale of controlling stake? 2.  Do they accept only 18% of consideration in cash? 3.  save time: permits and licenses in place. In order to order and build a significant number vessels, at least need 12-18 months. Recap on this acqusition by GEO: Established track record of around 10 years Existing fleet of 54 vessels1 (27 tugboats and 27 barges) reduces time and cost to build up the fleet Experienced professional team with operational knowledge to run the business efficiently Existing third-party customer base Strong supply chain network within the transshipment industry IPO-readiness with ISO certifications, clean set of accounts, clear SOPs and robust governance. DYODD
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ozone2002 Supreme	06-Sep-2025 12:08        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	public service announcement from Goldman Sachs : invest in commodities https://x.com/BenniKim/status/1963566989210698120
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ozone2002 Supreme	05-Sep-2025 16:29        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:0.395        +0.005 target 42 coming ozone2002      ( Date: 04-Sep-2025 10:59) Posted: Reason for Geo price surge - part II KGI Research Geo Energy Resources Ltd. (GERL SP)  - Buy &ndash Entry 0.380, Target 0.420, Stop 0.360 Shares closed at a 52-weeks high with a surge in volume. MACD just turned positive, RSI is constructive.
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ETHunter Master	05-Sep-2025 14:14        ETHunter About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Technically crossing , may bring it up to the next target at 44c. Dyodd.
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lailai Elite	05-Sep-2025 08:53        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	ytd' s final tally, out of total 7.8m sh done, 5.7m done at 39.0c, rest at 38.5c. jfi for those interested. dyodd.
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lailai Elite	04-Sep-2025 16:42        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	tody bbs and shorties taking break. whole day trading done 6.4m sh. din don at 38.5/39.0c. 4.4m sh done at 39.0c, and 2.0m done at 38.5. see 2molo fri how.
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ozone2002 Supreme	04-Sep-2025 10:59        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Reason for Geo price surge - part II KGI Research Geo Energy Resources Ltd. (GERL SP)  - Buy &ndash Entry 0.380, Target 0.420, Stop 0.360 Shares closed at a 52-weeks high with a surge in volume. MACD just turned positive, RSI is constructive.
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ozone2002 Supreme	04-Sep-2025 10:14        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Reason for the price surge yesterday - Part I Phillip Research Geo Energy Resources Ltd  (BUY TP S$0.470) &ndash Reinforcing a massive infrastructure network &bull   We are lowering our FY25e earnings by 10% to US$41.5mn. Coal prices are trending below our forecast. There is no change to our DCF target price of S$0.47 and BUY recommendation. Geo is continuing the build-out of its massive infrastructure business (road, jetty, barge) in Sumatra, Indonesia. Upon completion, there will be multiple sources of earnings: (i) coal production will ramp to 25mn MT (ii) toll revenue from the 15-25m MT of extra capacity from the new road (iii) river transhipment of the coal and (iv) asset monetisation opportunities from stakes in the road and barge operator.
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lailai Elite	04-Sep-2025 08:50        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	ytd, strong buy up 5.9m sh to close 39.0c. total trade 25m sh, huge support of 17.2m sh done at 38.5c. obviosly bbs cont to be bullish. if up another 2 bids tdy, will touch 40c, which could be bbs next support level to propel to the 50s. cheers! tccroy      ( Date: 03-Sep-2025 17:57) Posted: Bro, I PM you. yoga123      ( Date: 03-Sep-2025 10:12) Posted: Exactly Bro.  Anyway, I intend to buy more at 0.36 if it dips to that support level again.  👍
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tccroy Elite	03-Sep-2025 17:57        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, I PM you. yoga123      ( Date: 03-Sep-2025 10:12) Posted: Exactly Bro.  Anyway, I intend to buy more at 0.36 if it dips to that support level again.  👍 tccroy      ( Date: 03-Sep-2025 09:52) Posted: We are now focusing on the profitability of Geo especially when the road haul is completed next year. I am very sure the price would appreciate further a few months before it's completion of the road haul. Don't forget Reinvest will exercise their warrant at $1 when it is due.
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tccroy Elite	03-Sep-2025 17:41        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sold at a loss become dumb with then karuna18      ( Date: 03-Sep-2025 17:39) Posted: investors sold off because could not stomach the huge overprice to pay....only dumb wits agree on this type of transaction..... but can understand why as buyer n seller are one person.   tccroy      ( Date: 03-Sep-2025 17:10) Posted: Most probably some of them could have sold all their holdings last Thursday after Geo's announcement on Wednesday, hence so many negative comment.
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karuna18 Member	03-Sep-2025 17:39        karuna18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	investors sold off because could not stomach the huge overprice to pay....only dumb wits agree on this type of transaction..... but can understand why as buyer n seller are one person.   tccroy      ( Date: 03-Sep-2025 17:10) Posted: Most probably some of them could have sold all their holdings last Thursday after Geo's announcement on Wednesday, hence so many negative comment.
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tccroy Elite	03-Sep-2025 17:10        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Most probably some of them could have sold all their holdings last Thursday after Geo's announcement on Wednesday, hence so many negative comment.
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tccroy Elite	03-Sep-2025 17:05        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very strong closing today. Look forward to tmr.
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tccroy Elite	03-Sep-2025 15:46        tccroy About Contact  Quote this Post!
x 0   x 1  Alert Admin	It is a win win situation to acquire the 2 shipping companies as they compliment to Geo business otherwise Geo shipping cost will eat into their profits. After road transportation, will connect to sail with their subsidiaries shipping companies. This will help to improve Geo's gross margin lailai      ( Date: 03-Sep-2025 14:57) Posted: based on the s-curve in their report, at 27/7 it is 31.3% completed, at 5/10 expecting 50% to compl. current est for 3/9 is ard 40% compl. think chair melati is very thorou in his planning. also the 2 china soe hiway specialists like quite reliable. anyway just opnn, dyodd.  tccroy      ( Date: 03-Sep-2025 14:13) Posted: Hope the road haul completes ahead of time so more income can be generated
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lailai Elite	03-Sep-2025 14:57        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	based on the s-curve in their report, at 27/7 it is 31.3% completed, at 5/10 expecting 50% to compl. current est for 3/9 is ard 40% compl. think chair melati is very thorou in his planning. also the 2 china soe hiway specialists like quite reliable. anyway just opnn, dyodd.  tccroy      ( Date: 03-Sep-2025 14:13) Posted: Hope the road haul completes ahead of time so more income can be generated. ETHunter      ( Date: 03-Sep-2025 12:16) Posted: Waiting for a short squeeezzze soon. Jiayou
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lailai Elite	03-Sep-2025 14:32        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	u maybe rt, but if bbs cont to support like last few days, price likely to move upwards > 40 in days/weeks to come. imho, no worry whether deal go thru or not la, so long as bbs cont to support. believe they are well informed, otherwise who can challenge the shorties. anyway, wil be satisfied if price close strongly at 39.0 tdy, for 2molo to move another 1-3 notches up, and break the 40c wall within next 2 days. curently, 4.9m sh done at 39.0, with 16.4m done at 38.5c. anyway at current price, few faint hearted may have sold out earlier to their regret. just opnn, dyodd. Dannkh      ( Date: 03-Sep-2025 09:24) Posted: Big buyer from ABN Amro. Unlikely to shoot pass 40c. If it does, the proposed acquisition may fail. Dyodd. lailai      ( Date: 03-Sep-2025 08:57) Posted: usually 2H M42 trends much higher than 1H. just opnn. besides that, ytd' s pc buy up was impressive. 0.84m done. bbs supporting, or shorties desperate squaring. total day' s trading strong at 12.1mil sh, and 3.6m was done at 38c. think if bbs cont to push, may touch 40c in next 2 days. just opnn. dyodd.
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tccroy Elite	03-Sep-2025 14:13        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope the road haul completes ahead of time so more income can be generated. ETHunter      ( Date: 03-Sep-2025 12:16) Posted: Waiting for a short squeeezzze soon. Jiayou
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