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Geo Energy Res
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Black Gold Industry Discussion
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spursfan
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03-Apr-2025 09:50
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recent ann. which might of interest to geo shareholders agm details https://links.sgx.com/1.0.0/corporate-announcements/V37QBG29CHE8R06D/f2d51cde6c5a168c4d7ac897c8890b9cea87aec247b3f9c3af369fbb8bc2a91e dividend payment date https://links.sgx.com/1.0.0/corporate-announcements/TIM3QOGY9E3HEB8W/7a2c6b6f60e464dbfdcc2e265b69d783e0ac11f1a95521ee36b1a1f0be87395f |
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lailai
Elite |
03-Apr-2025 09:49
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geo' s latest 5 upbeat announcements by chair melati shd hv pushed price up by 1-2 or even 3 bids. but kena sabo by trump' s after mkt tariff announcement plunged nasdag and dow' s futures. asian mkt now trembling. anyway, jfi, geo agm sched on 25 apr, 4q2024 div 0.4c, xd 7 may, pay on 16 may. 1q2025 div if follow last yr is 9 may. xd and pay date also in may. u may want to double check dates.
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ozone2002
Supreme |
02-Apr-2025 21:53
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Jiak Ba Ka Eng! https://www.economist.com/china/2025/03/31/china-can-greatly-reduce-its-reliance-on-coal-but-probably-wont |
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lailai
Elite |
02-Apr-2025 15:57
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thanks for the attachment. chair melati means what he says. target sales of 10.5-11.5 should be no problem. if in 2months they achieve 2.4, in 12 months they can, if they want to, hit 14.4mil tons. if trend continues, $Bil biz otw 2026. looks like philips analyst multi bagger otw. cheers.
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For_The_Next_Leg
Master |
02-Apr-2025 14:58
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Recent progress is a positive movement in the right direction for Hual Road Project.
https://www.tubinvesting.com/2024/08/geo-energy-resources-laid-foundation.html
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Joelton
Supreme |
02-Apr-2025 11:44
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PhillipCapital initiates ' buy' on Geo Energy Resources with TP of 47 cents
PhillipCapital' s Paul Chew has initiated coverage on Geo Energy Resources with a " buy" call and 47 cents price target, on expectations that the coal miner is set to enjoy stronger earnings from higher production levels and a new revenue stream.
Besides its own coal mining business, Geo Energy is building a 92-km road which will be leased to two other nearby miners to move their production to a jetty at the end of this road to be then exported.
Geo Energy has contracted China Communications Construction Company to build the road and jetty in Indonesia for US$150 million.
Under terms of the contract, Geo is paying US$21 million first, with the remainder to be paid progressively over the next 2 years.
Upon completion, the road will help Geo Energy increase the output of its mine by 25 million metric tonnes in 1HFY2026 and to 50 million metric tonnes in 2028.
Also, Geo Energy will be generating revenue by leasing out 25 million metric tonnes in hauling capacity to other coal miners at a rate of US$10 per metric tonne, potentially exceeding US$200 million per annum eventually, estimates Chew.
Meanwhile, worldwide demand for coal is seen to be supported by emerging markets such as China, India and other parts of southeast Asia at a CAGR of 2%.
Chew values Geo Energy using a discounted cash flow method, with a 70% discount on the assets assumed for now as the road is still under construction.
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yoga123
Elite |
02-Apr-2025 11:10
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Uptrend should resume for Geo after recent valuation reports from Philips and KGI. More valuations from other firms would likely appear too. 👍
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ETHunter
Master |
02-Apr-2025 10:57
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Valuation by KGI We maintain our OUTPERFORM recommendation for Geo Energy, with a revised target price of S$0.64 per share, reflecting adjustments to coal production figures extracted from the IQPR report due to inefficiencies in the production process. This valuation is based on our discounted cash flow (DCF) model, incorporating the expected lifespan and coal production capacity of each mine, while accounting for potential fluctuations in coal supply and demand. Using a weighted average cost of capital (WACC) of 13.5%, our analysis suggests a potential upside of 112% at the revised target price. Our valuation does not factor in revenue from the MBJ Integrated Infrastructure Project, as it is only set to commence operations in 2H26.
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Catrade
Master |
02-Apr-2025 10:45
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KGI has a Target price of 64c for Geo Energy https://www.kgieworld.sg/securities/resources/ck/files/sg-report/GEO%20ENERGY%20FY24%20UPDATE.pdf |
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Trainner
Master |
02-Apr-2025 10:42
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I also enetered ~$0.325 but many years back..... collected a lot of div in the past  . Hopefully, GEO will resume the high div and you will benefit.
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HVRRVH
Elite |
02-Apr-2025 10:23
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Entered @ $0.325. | ||||||||||
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tedlim
Veteran |
02-Apr-2025 09:54
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This info is in their full year results announced on 27 Feb 2025: https://geoenergy.listedcompany.com/newsroom/Geo_Energy_Full_Year_2024_Media_Release.pdf The Group is targeting total coal sales of 10.5-11.5 million tonnes for FY2025. As of the date of this announcement, the Group has already delivered coal sales of approximately 2 million tonnes for PT Sungai Danau Jaya and PT Tanah Bumbu Resources and 0.4 million tonnes for TRA since the start of FY2025. |
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lailai
Elite |
02-Apr-2025 09:12
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wow, that' s good news. if 2 mths is 2.4m tons, 3 mths est for 1Q25 will be 3.6m, double of 1.8m in 1Q24. but can share where u get the good news.
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tedlim
Veteran |
02-Apr-2025 08:56
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This sleeping beauty is awakening soon...As at 27 Feb 2025, the Group has already delivered coal sales of approximately 2 million tonnes for PT Sungai Danau Jaya and PT Tanah Bumbu Resources and 0.4 million tonnes for TRA since the start of FY2025. Total of 2.4m for just 2 months in 2025. In comparsion, the Group delivered coal sales of 1.8 million tonnes in 1Q2024. |
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tccroy
Elite |
02-Apr-2025 08:16
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Not so fast la but will catch us by surprise
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sweet639
Veteran |
02-Apr-2025 07:56
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When can Geo crossing 0.335???? slowly slowly gain the races???
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WBdisciple
Elite |
02-Apr-2025 07:54
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A Coal Road to Riches: Why Analysts Think This Stock Could Be A Big Winhttps://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16085-a-coal-road-to-riches-why-analysts-think-this-stock-could-be-a-big-win |
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tccroy
Elite |
01-Apr-2025 19:58
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They will hiew when the price spikes, 😂
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ozone2002
Supreme |
01-Apr-2025 15:30
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Last:0.315  -0.015geo price U-turn on their report
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ETHunter
Master |
01-Apr-2025 14:00
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Abstract from Phillip Research.. Geo Energy Resources Ltd (Geo) was established in 2008 and listed on the Singapore Stock Exchange in 2012. Geo owns four mining concessions in Kalimantan and South Sumatra, Indonesia, through its subsidiaries PT Sungai Danau Jaya (SDJ), PT Tanah Bumbu Resources (TBR) and PT Bumi Enggang Khatulistiwa (BEK). In October 2023, Geo acquired a 73.11% stake in Indonesia-listed PT Golden Eagle Energy (GEE) for US$192.7mn. The core asset of GEE is a 58.7% stake in PT Triaryani (TRA) coal concession. Geo also has a 63.7% stake in future toll company Marga Bara Jaya (MBJ). With the addition of TRA, coal reserves jumped 75.9mn MT in 2022 to 341.5mn MT in 2023, increasing the Group' s mine life to over 20 years. On Dec24, Resource Invest AG (owned by Tomas Novotny) announced a 6.8% stake in Geo with an estimated investment of US$30mn (or S$0.42 per share). In Mar25, Geo signed a MOU for Resource Invest to invest US$50-100mn into the road and port owner MBJ. Highlights Production spike from new mines and infrastructure. In Aug24, Geo agreed with China Communications Construction Company to construct a hauling road and jetty (integrated Infrastructure) in South Sumatera. The contract price is US$150mn. Geo shall pay US$21mn first, with the remainder to be paid progressively over the next 2 years. The infrastructure will increase MBJ road and jetty capacity to transport coal by 25mn MT in 1H26. The next phase will boost the capacity to 50mn in 2028. With the new infrastructure, production from TRA is expected to jump 20-fold from the current 1.2mn MT in 2024 to 25mn MT by 2029. Another more profitable revenue stream. With a road and jetty capacity of 50mn MT p.a., Geo can lease out the remaining 25mn MT not required by TRA to other coal companies. In Mar24, Geo entered into term sheets with two mining companies to lease 25mn MT of the integrated infrastructure. The current road hauling and jetty fee is US$7 per MT. With the improvement in road conditions and delivery speed, a US$10 per MT leasing fee is warranted. Stable global demand. Thermal coal demand globally jumped almost 15% over the two years 2021/22 due to the pandemic and the Russia-Ukraine conflict. Demand is expected to grow 0.7% CAGR over the next three years, supported by 2% CAGR in emerging countries. We initiate coverage with a BUY recommendation and target price of S$0.47 |
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