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Latest Forum Topics / Geo Energy Res    Last:0.475    +0.03  Post Reply
Black Gold Industry Discussion
tccroy
Elite
01-Apr-2025 19:58     
 
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 Alert Admin 		They will hiew when the price spikes, 😂

thinkpad      ( Date: 01-Apr-2025 13:55) Posted:

The market like no hiew the analyst target price
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ozone2002
Supreme
01-Apr-2025 15:30     
 
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 Alert Admin 		Last:0.315        -0.015
geo price U-turn on their report

superstartup      ( Date: 01-Apr-2025 11:10) Posted:

Initiation Report 1 Apr 2025 by Phillips

Geo Energy Res - Stock Analyst Research

 
Target Price* 0.47
Recommendation BUY
Market Cap* -
Publication Date 1 Apr 2025

*At the time of publication

Geo Energy Resources Ltd - Buying multi-bagger optionality
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ETHunter
Master
01-Apr-2025 14:00     
 
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 Alert Admin 		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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thinkpad
Member
01-Apr-2025 13:55     
 
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 Alert Admin 		The market like no hiew the analyst target price
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ETHunter
Master
01-Apr-2025 13:52     
 
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 Alert Admin
TP is low as price will slowly trend up.
It mentioned MULTI BAGGER there.. Nice.
Dyodd.
 

WBdisciple      ( Date: 01-Apr-2025 10:07) Posted:

Geo Energy Resources Ltd (TP: 47 cents..total return 46%)
Buying multi-bagger optionality

- The completion of a 92km road and jetty in South Sumatera Indonesia, will triple Geo&rsquo s
thermal coal production to 25mn MT by FY29e. There will be additional capacity from
this infrastructure to generate lucrative recurring toll revenue from other mining coal
producers, potentially exceeding US$200mn per annum.

- Demand for thermal coal globally remains stable, driven by emerging countries China,
India, and SE Asia. Indonesia remains the largest thermal coal exporter, with a market
share of 47%. We are forecasting stable coal prices in FY25e/FY26e. Geo&rsquo s production is
expected to increase 43% YoY in FY25e, recovering from the poor weather conditions
and accelerated pre-stripping last year.

- We initiate Geo Energy with a BUY recommendation and a DCF target price of S$0.47.
With the hauling road only 10% complete and 50% of the land cleared, we offer a 70%
discount on the value of the increased coal production and toll revenue resulting from
the new road. The completion of the hauling road and jetty will triple the current
production volume plus generate lucrative road toll revenue for Geo. The road and port
infrastructure are being built for US$150mn and will be completed in 1H26. Of th

https://www.stocksbnb.com/reports/geo-energy-resources-ltd-buying-multi-bagger-optionality/
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stockwatch8877
Senior
01-Apr-2025 13:45     
 
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 Alert Admin 		Now is April month, when is GEo Energy giving the dividend news?
It is no point talking about the share prices, the price cannot go up but down.
Better to collect the dividend.
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Trainner
Master
01-Apr-2025 13:34     
 
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 Alert Admin 		OK, reasonable.

nqing87      ( Date: 01-Apr-2025 12:59) Posted:

Very often analysts cannot give a far fetch TP.. they set their TP with reference on current share price (which in my opinion shouldn't be the case and they should be consistent and bold in their valuation method).. for example in oiltek, Philips has shifted the goal post and adjusted their TP from 70+ cents to 1.40+ due to increase in share price by using a higher p/e valuation.. at that time when oiltek was 40+ cents, they cannot straight away give a TP of 1.40+ as the gap will be too big.. so similarly for GEO case, if they set a high TP and ended up the share price not hitting near their target, then will not reflect good on them.. if the share price indeed go up down the road, then they could adjust the TP accordingly

Trainner      ( Date: 01-Apr-2025 10:13) Posted:

TP too low lah~~~~~~ trying to talk down the market....
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nqing87
Supreme
01-Apr-2025 12:59     
 
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 Alert Admin 		Very often analysts cannot give a far fetch TP.. they set their TP with reference on current share price (which in my opinion shouldn't be the case and they should be consistent and bold in their valuation method).. for example in oiltek, Philips has shifted the goal post and adjusted their TP from 70+ cents to 1.40+ due to increase in share price by using a higher p/e valuation.. at that time when oiltek was 40+ cents, they cannot straight away give a TP of 1.40+ as the gap will be too big.. so similarly for GEO case, if they set a high TP and ended up the share price not hitting near their target, then will not reflect good on them.. if the share price indeed go up down the road, then they could adjust the TP accordingly

Trainner      ( Date: 01-Apr-2025 10:13) Posted:

TP too low lah~~~~~~ trying to talk down the market.....

WBdisciple      ( Date: 01-Apr-2025 10:07) Posted:

Geo Energy Resources Ltd (TP: 47 cents..total return 46%)
Buying multi-bagger optionality

- The completion of a 92km road and jetty in South Sumatera Indonesia, will triple Geo&rsquo s
thermal coal production to 25mn MT by FY29e. There will be additional capacity from
this infrastructure to generate lucrative recurring toll revenue from other mining coal
producers, potentially exceeding US$200mn per annum.

- Demand for thermal coal globally remains stable, driven by emerging countries China,
India, and SE Asia. Indonesia remains the largest thermal coal exporter, with a market
share of 47%. We are forecasting stable coal prices in FY25e/FY26e. Geo&rsquo s production is
expected to increase 43% YoY in FY25e, recovering from the poor weather conditions
and accelerated pre-stripping last year.

- We initiate Geo Energy with a BUY recommendation and a DCF target price of S$0.47.
With the hauling road only 10% complete and 50% of the land cleared, we offer a 70%
discount on the value of the increased coal production and toll revenue resulting from
the new road. The completion of the hauling road and jetty will triple the current
production volume plus generate lucrative road toll revenue for Geo. The road and port
infrastructure are being built for US$150mn and will be completed in 1H26. Of th

https://www.stocksbnb.com/reports/geo-energy-resources-ltd-buying-multi-bagger-optionality/
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finjungle
Veteran
01-Apr-2025 12:49     
 
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 Alert Admin 		If only when you TRUST Chairman Memati

Trainner      ( Date: 01-Apr-2025 12:36) Posted:

If Philips talk to the chairman........I assume the chairman will say==> " I told you Geo will be a billion dollars company, you do not know how to do math ah~~~, that is minimum 71.4cts.......ugh~~~" ....  smiley....... 

superstartup      ( Date: 01-Apr-2025 11:10) Posted:

Initiation Report 1 Apr 2025 by Phillips

Geo Energy Res - Stock Analyst Research

 
Target Price* 0.47
Recommendation BUY
Market Cap* -
Publication Date 1 Apr 2025

*At the time of publication

Geo Energy Resources Ltd - Buying multi-bagger optionality
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Trainner
Master
01-Apr-2025 12:36     
 
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 Alert Admin 		If Philips talk to the chairman........I assume the chairman will say==> " I told you Geo will be a billion dollars company, you do not know how to do math ah~~~, that is minimum 71.4cts.......ugh~~~" ....  smiley....... 

superstartup      ( Date: 01-Apr-2025 11:10) Posted:

Initiation Report 1 Apr 2025 by Phillips

Geo Energy Res - Stock Analyst Research

 
Target Price* 0.47
Recommendation BUY
Market Cap* -
Publication Date 1 Apr 2025

*At the time of publication

Geo Energy Resources Ltd - Buying multi-bagger optionality
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superstartup
Supreme
01-Apr-2025 11:10     
 
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Yells: "Enjoy doing Fundamental Research"
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 Alert Admin 		Initiation Report 1 Apr 2025 by Phillips

Geo Energy Res - Stock Analyst Research

 
Target Price* 0.47
Recommendation BUY
Market Cap* -
Publication Date 1 Apr 2025

*At the time of publication

Geo Energy Resources Ltd - Buying multi-bagger optionality
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tccroy
Elite
01-Apr-2025 10:44     
 
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 Alert Admin 		When chairman Melati mentioned billion dollars company, it means Geo will it above 70 cents. By early next year, Geo will hit above $1

Trainner      ( Date: 01-Apr-2025 10:13) Posted:

TP too low lah~~~~~~ trying to talk down the market.....

WBdisciple      ( Date: 01-Apr-2025 10:07) Posted:

Geo Energy Resources Ltd (TP: 47 cents..total return 46%)
Buying multi-bagger optionality

- The completion of a 92km road and jetty in South Sumatera Indonesia, will triple Geo&rsquo s
thermal coal production to 25mn MT by FY29e. There will be additional capacity from
this infrastructure to generate lucrative recurring toll revenue from other mining coal
producers, potentially exceeding US$200mn per annum.

- Demand for thermal coal globally remains stable, driven by emerging countries China,
India, and SE Asia. Indonesia remains the largest thermal coal exporter, with a market
share of 47%. We are forecasting stable coal prices in FY25e/FY26e. Geo&rsquo s production is
expected to increase 43% YoY in FY25e, recovering from the poor weather conditions
and accelerated pre-stripping last year.

- We initiate Geo Energy with a BUY recommendation and a DCF target price of S$0.47.
With the hauling road only 10% complete and 50% of the land cleared, we offer a 70%
discount on the value of the increased coal production and toll revenue resulting from
the new road. The completion of the hauling road and jetty will triple the current
production volume plus generate lucrative road toll revenue for Geo. The road and port
infrastructure are being built for US$150mn and will be completed in 1H26. Of th

https://www.stocksbnb.com/reports/geo-energy-resources-ltd-buying-multi-bagger-optionality/
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Trainner
Master
01-Apr-2025 10:13     
 
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 Alert Admin 		TP too low lah~~~~~~ trying to talk down the market.....

WBdisciple      ( Date: 01-Apr-2025 10:07) Posted:

Geo Energy Resources Ltd (TP: 47 cents..total return 46%)
Buying multi-bagger optionality

- The completion of a 92km road and jetty in South Sumatera Indonesia, will triple Geo&rsquo s
thermal coal production to 25mn MT by FY29e. There will be additional capacity from
this infrastructure to generate lucrative recurring toll revenue from other mining coal
producers, potentially exceeding US$200mn per annum.

- Demand for thermal coal globally remains stable, driven by emerging countries China,
India, and SE Asia. Indonesia remains the largest thermal coal exporter, with a market
share of 47%. We are forecasting stable coal prices in FY25e/FY26e. Geo&rsquo s production is
expected to increase 43% YoY in FY25e, recovering from the poor weather conditions
and accelerated pre-stripping last year.

- We initiate Geo Energy with a BUY recommendation and a DCF target price of S$0.47.
With the hauling road only 10% complete and 50% of the land cleared, we offer a 70%
discount on the value of the increased coal production and toll revenue resulting from
the new road. The completion of the hauling road and jetty will triple the current
production volume plus generate lucrative road toll revenue for Geo. The road and port
infrastructure are being built for US$150mn and will be completed in 1H26. Of th

https://www.stocksbnb.com/reports/geo-energy-resources-ltd-buying-multi-bagger-optionality/
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WBdisciple
Elite
01-Apr-2025 10:07     
 
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 Alert Admin 		Geo Energy Resources Ltd (TP: 47 cents..total return 46%)
Buying multi-bagger optionality

- The completion of a 92km road and jetty in South Sumatera Indonesia, will triple Geo&rsquo s
thermal coal production to 25mn MT by FY29e. There will be additional capacity from
this infrastructure to generate lucrative recurring toll revenue from other mining coal
producers, potentially exceeding US$200mn per annum.

- Demand for thermal coal globally remains stable, driven by emerging countries China,
India, and SE Asia. Indonesia remains the largest thermal coal exporter, with a market
share of 47%. We are forecasting stable coal prices in FY25e/FY26e. Geo&rsquo s production is
expected to increase 43% YoY in FY25e, recovering from the poor weather conditions
and accelerated pre-stripping last year.

- We initiate Geo Energy with a BUY recommendation and a DCF target price of S$0.47.
With the hauling road only 10% complete and 50% of the land cleared, we offer a 70%
discount on the value of the increased coal production and toll revenue resulting from
the new road. The completion of the hauling road and jetty will triple the current
production volume plus generate lucrative road toll revenue for Geo. The road and port
infrastructure are being built for US$150mn and will be completed in 1H26. Of th

https://www.stocksbnb.com/reports/geo-energy-resources-ltd-buying-multi-bagger-optionality/
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ozone2002
Supreme
01-Apr-2025 00:30     
 
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 Alert Admin 		Geo to emulate the same?

https://amp.scmp.com/news/china/science/article/3304115/how-ai-revolution-making-chinese-coal-mine-turn-more-profits-investment-bank
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ozone2002
Supreme
29-Mar-2025 15:07     
 
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 Alert Admin 		Doesn' t sound too rosy

https://oilprice.com/Energy/Energy-General/Chinas-Coal-Prices-Plummet.amp.html
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tccroy
Elite
28-Mar-2025 17:13     
 
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 Alert Admin 		Hope you wish comes true.... Nothing wrong about this

Trainner      ( Date: 28-Mar-2025 14:10) Posted:

Wish $1.5 to $2.5...... 😋

FOREVERFREEDOM      ( Date: 28-Mar-2025 13:46) Posted:

Is privatisation coming? If real, $1.0 is good enough
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finjungle
Veteran
28-Mar-2025 16:48     
 
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 Alert Admin 		in the stock market theres only HOPE

easywin      ( Date: 28-Mar-2025 16:22) Posted:

Oh unimaginable. 

Trainner      ( Date: 28-Mar-2025 14:10) Posted:

Wish $1.5 to $2.5...... 😋
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ozone2002
Supreme
28-Mar-2025 16:41     
 
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 Alert Admin 		KGI

Geo Energy Resources Ltd. (GERL SP)  - Long &ndash Entry 0.320, Target 0.360, Stop 0.300
Shares closed higher above the 5dEMA with a surge in volume. 50dEMA recently crossed the 200dEMA.
MACD is positive, RSI is constructive.
A graph of stock marketAI-generated content may be incorrect.
 
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wehuattogether88
Supreme
28-Mar-2025 16:31     
 
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 Alert Admin 		Ooh, now not even near 40 cents.

easywin      ( Date: 28-Mar-2025 16:22) Posted:

Oh unimaginable. 

Trainner      ( Date: 28-Mar-2025 14:10) Posted:

Wish $1.5 to $2.5...... 😋
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