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yoga123 Elite	14-Jun-2023 12:04        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for sharing Bro,  something positive to look forward.  👍 ozone2002      ( Date: 14-Jun-2023 08:19) Posted: Great write up by nextinsight emphasizing Geo is at cash value and accretive acquisitions are coming https://www.nextinsight.net/story-archive-mainmenu-60/946-2023/15231-geo-energy-strong-share-buyback-arrests-stock-decline
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Corian99 Member	14-Jun-2023 11:56        Corian99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I don' t think it will fall more than 5-10% below their net cash, but the market might not react well to its planned acquisition if coal prices remain low. That said, if acquisition plans fall through as well, they might as well attempt a capital reduction because they will soon have no operations in the next few years unless their explorations at STT yield fruit FOREVERFREEDOM      ( Date: 14-Jun-2023 11:28) Posted: So is it mean it will continue to fall below 0.20? Corian99      ( Date: 14-Jun-2023 10:55) Posted: I mean let' s say royalty costs are falling from 8% to 3%, but if the coal price is falling 20-30% that' s not really any relie
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FOREVERFREEDOM Veteran	14-Jun-2023 11:28        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	So is it mean it will continue to fall below 0.20? Corian99      ( Date: 14-Jun-2023 10:55) Posted: I mean let' s say royalty costs are falling from 8% to 3%, but if the coal price is falling 20-30% that' s not really any relief TraderBen      ( Date: 14-Jun-2023 10:41) Posted: royalty cost will go down with the coal prices..
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Corian99 Member	14-Jun-2023 10:55        Corian99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I mean let' s say royalty costs are falling from 8% to 3%, but if the coal price is falling 20-30% that' s not really any relief TraderBen      ( Date: 14-Jun-2023 10:41) Posted: royalty cost will go down with the coal prices..  Corian99      ( Date: 14-Jun-2023 09:50) Posted: Costs increased significantly last quarter with royalty costs and high strip ratio, plus coal price is down significantly this quarter. They even cut production when ASPs were relatively decent last quarter, there' s a great chance of at least significantly lower profit compared to Q1 and thus potentially loss-making.
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kwwongm Veteran	14-Jun-2023 10:52        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dropping to 52 per ton are very scary scenario despite demand increase for coal power plant Ayamas      ( Date: 14-Jun-2023 10:41) Posted: They shot themselves on the foot declaring so high cost. Now m42 is 52 already. Will they make losses? Management needs to give an interim update.    Corian99      ( Date: 14-Jun-2023 09:50) Posted: Costs increased significantly last quarter with royalty costs and high strip ratio, plus coal price is down significantly this quarter. They even cut production when ASPs were relatively decent last quarter, there' s a great chance of at least significantly lower profit compared to Q1 and thus potentially loss-making.
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ahberngh Elite	14-Jun-2023 10:47        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	In current climate, I think Geo will have to be careful how they deploy their cash hoard. May not be a good time to fund big expansion unless one is really confident that coal price will rebound in the near future.
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superstartup Supreme	14-Jun-2023 10:42        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Today drop superstartup      ( Date: 14-Jun-2023 10:41) Posted: Indo Coal price dropped to 53 / 54
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Ayamas Senior	14-Jun-2023 10:41        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	They shot themselves on the foot declaring so high cost. Now m42 is 52 already. Will they make losses? Management needs to give an interim update.    Corian99      ( Date: 14-Jun-2023 09:50) Posted: Costs increased significantly last quarter with royalty costs and high strip ratio, plus coal price is down significantly this quarter. They even cut production when ASPs were relatively decent last quarter, there' s a great chance of at least significantly lower profit compared to Q1 and thus potentially loss-making.
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TraderBen Supreme	14-Jun-2023 10:41        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	royalty cost will go down with the coal prices..  Corian99      ( Date: 14-Jun-2023 09:50) Posted: Costs increased significantly last quarter with royalty costs and high strip ratio, plus coal price is down significantly this quarter. They even cut production when ASPs were relatively decent last quarter, there' s a great chance of at least significantly lower profit compared to Q1 and thus potentially loss-making.
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superstartup Supreme	14-Jun-2023 10:41        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Indo Coal price dropped to 53 / 54
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ahberngh Elite	14-Jun-2023 10:39        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Coal price above 70, Geo will do well with production about 10 million tonnes. But now coal at about 56-57, not so good, profit will be much reduced. Have to wait for next coal price up cycle.
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FOREVERFREEDOM Veteran	14-Jun-2023 10:12        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	Omg, no wonder BBs all dump from 0.4 way down to now....... kwwongm      ( Date: 14-Jun-2023 09:59) Posted: Now price @0.215.  On the way to 0.2 below..  Now coal @57 per ton, extreme thin profit margin.
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kwwongm Veteran	14-Jun-2023 09:59        kwwongm About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now price @0.215.  On the way to 0.2 below..  Now coal @57 per ton, extreme thin profit margin.
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Corian99 Member	14-Jun-2023 09:50        Corian99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Costs increased significantly last quarter with royalty costs and high strip ratio, plus coal price is down significantly this quarter. They even cut production when ASPs were relatively decent last quarter, there' s a great chance of at least significantly lower profit compared to Q1 and thus potentially loss-making.
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Ayamas Senior	14-Jun-2023 09:44        Ayamas About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why loss making?
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Corian99 Member	14-Jun-2023 09:29        Corian99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' ve been looking at this Geo forum from time to time and I really don' t understand where all this talk about a " lowball takeover" or privatisation is coming from. This company has not much bone left. The only thing that' s in it is its existing fast depleting coal assets which is barely worth anything especially since it will likely turn loss making next quarter and a mountain of cash. There' s absolutely no sign of it being a prime takeover target (what exactly are people getting it for?) and if anything Charles Melati' s " gift" shows that he' s definitely not the one who will take it private. Until they acquire any new assets, any talk of potential takeovers are honestly a little hopeful and misleading to the crowd here
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FOREVERFREEDOM Veteran	14-Jun-2023 09:04        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	Too bad if stingy management give low ball offer  lailai      ( Date: 14-Jun-2023 08:41) Posted: don tink CM is selling, when konsi has enough to buy from bbs, shorties, panicky shhdrs n kena contra peanut pickers. at rate selling is getting mo furious by the day, tink lo ball TO could be shorter than matter of mths. gas will be quite lo, not 40, not 30, likely in range of 25-28c. too bad watodo, sgx no query when price kena attacked day by day, only when price rise in hi volume. wata upsidedown exch.    Ayamas      ( Date: 13-Jun-2023 20:47) Posted: 6.7m shortsell today goodness! But 19m shares done. Who else is selling? Charles Melati? Lol
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tccroy Elite	14-Jun-2023 08:42        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Retailers will regret if they decide to give up Geo shares now. Once it start to go up, retailers will find it hard to buy back at these prices tccroy      ( Date: 14-Jun-2023 07:23) Posted: This is the discounted price after taking into consideration that Geo profit will drop due to its falling price. That was the same during late 2019 (when covid19 started) where their profit was extremely low. pikachu      ( Date: 14-Jun-2023 06:26) Posted: Cyclical I suppose. Keep for long term
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lailai Elite	14-Jun-2023 08:41        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	don tink CM is selling, when konsi has enough to buy from bbs, shorties, panicky shhdrs n kena contra peanut pickers. at rate selling is getting mo furious by the day, tink lo ball TO could be shorter than matter of mths. gas will be quite lo, not 40, not 30, likely in range of 25-28c. too bad watodo, sgx no query when price kena attacked day by day, only when price rise in hi volume. wata upsidedown exch.    Ayamas      ( Date: 13-Jun-2023 20:47) Posted: 6.7m shortsell today goodness! But 19m shares done. Who else is selling? Charles Melati? Lol
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ozone2002 Supreme	14-Jun-2023 08:19        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Great write up by nextinsight emphasizing Geo is at cash value and accretive acquisitions are coming https://www.nextinsight.net/story-archive-mainmenu-60/946-2023/15231-geo-energy-strong-share-buyback-arrests-stock-decline
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