Back

Latest Forum Topics / Geo Energy Res    Last:0.35 --

Post Reply

Black Gold Industry Discussion Post Reply Rate topic
Login20 Master	12-Jul-2025 11:01        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	MyBear is back. This article from Geo Energy seem has not factored in the infrastructure to be completed by mid 2026 for the good recurring income. MrBear12      ( Date: 12-Jul-2025 08:38) Posted: If TP is 69, then leave it at that, and place stop at 28. Trade with bigger conviction. ozone2002      ( Date: 12-Jul-2025 07:15) Posted: BUY Entry &ndash 0.34 Target &ndash 0.38 Stop Loss &ndash 0.32 &bull Geo Energy Resources Limited is an integrated coal mining specialist. The Company owns and operates coal mines, offers mine contracting services to third party mine owners, and sells coal to both coal traders and coal export companies. &bull Heatwave-driven power demand supports coal outlook. China&rsquo s ongoing heatwave is triggering record- breaking electricity demand, with temperatures exceeding 40° C in several regions. The National Energy Administration reported that national power load hit a historic high of 1.465 billion kilowatts, up 200 million kilowatts from late June and nearly 150 million kilowatts YoY. This surge in power usage is expected to boost seasonal demand for thermal coal, providing near-term tailwinds for producers like Geo Energy. &bull Resilient performance amid shifting coal trade flows. Geo Energy Resources has demonstrated strong operational resilience despite macro shifts in global coal demand, particularly from top importers China and India, which are reducing lower-calorific coal imports in favour of higher-energy alternatives. While overall Indonesian coal exports have declined, falling over 12.3% to China and 14.3% to India between January to May, Geo Energy remains insulated from volume risk due to its long-term offtake agreements. In Q1, the company reported a 94% YoY increase in sales volume to 3.5Mt, generating US$166.4 million in revenue and US$14.1 million in net profit, even amid softer ICI4 prices. With a stable sales pipeline and strong operational leverage, Geo Energy is well-positioned to weather pricing volatility and maintain performance amid broader market shifts. &bull 1Q25 business updates. Geo Energy reported 1Q25 revenue of US$166.4mn, a 68% YoY increase from 1Q24 revenue of US$99.0mn due to an increase in production and sales volume, offsetting the decline in average selling price. Net profit rose 63% YoY to US$14.1mn. Its cash profit declined from US$13.18/tonne to US$11.16/tonne. The 0.25 S-cent per share interim dividend is 25% higher YoY and implies a dividend payout ratio of 19%, the company maintains committed to its dividend policy of 30% for the full year, reinforcing management&rsquo s confidence in long-term growth. &bull We have fundamental coverage with a BUY recommendation and a TP of S$0.69.
Useful To Me  Not Useful To Me
MrBear12 Supreme	12-Jul-2025 08:38        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "DBS Singtel OCBC Keppel STEng CICT KIT UOB JMH CDL SGX SIA "
x 0   x 0  Alert Admin	If TP is 69, then leave it at that, and place stop at 28. Trade with bigger conviction. ozone2002      ( Date: 12-Jul-2025 07:15) Posted: BUY Entry &ndash 0.34 Target &ndash 0.38 Stop Loss &ndash 0.32 &bull Geo Energy Resources Limited is an integrated coal mining specialist. The Company owns and operates coal mines, offers mine contracting services to third party mine owners, and sells coal to both coal traders and coal export companies. &bull Heatwave-driven power demand supports coal outlook. China&rsquo s ongoing heatwave is triggering record- breaking electricity demand, with temperatures exceeding 40° C in several regions. The National Energy Administration reported that national power load hit a historic high of 1.465 billion kilowatts, up 200 million kilowatts from late June and nearly 150 million kilowatts YoY. This surge in power usage is expected to boost seasonal demand for thermal coal, providing near-term tailwinds for producers like Geo Energy. &bull Resilient performance amid shifting coal trade flows. Geo Energy Resources has demonstrated strong operational resilience despite macro shifts in global coal demand, particularly from top importers China and India, which are reducing lower-calorific coal imports in favour of higher-energy alternatives. While overall Indonesian coal exports have declined, falling over 12.3% to China and 14.3% to India between January to May, Geo Energy remains insulated from volume risk due to its long-term offtake agreements. In Q1, the company reported a 94% YoY increase in sales volume to 3.5Mt, generating US$166.4 million in revenue and US$14.1 million in net profit, even amid softer ICI4 prices. With a stable sales pipeline and strong operational leverage, Geo Energy is well-positioned to weather pricing volatility and maintain performance amid broader market shifts. &bull 1Q25 business updates. Geo Energy reported 1Q25 revenue of US$166.4mn, a 68% YoY increase from 1Q24 revenue of US$99.0mn due to an increase in production and sales volume, offsetting the decline in average selling price. Net profit rose 63% YoY to US$14.1mn. Its cash profit declined from US$13.18/tonne to US$11.16/tonne. The 0.25 S-cent per share interim dividend is 25% higher YoY and implies a dividend payout ratio of 19%, the company maintains committed to its dividend policy of 30% for the full year, reinforcing management&rsquo s confidence in long-term growth. &bull We have fundamental coverage with a BUY recommendation and a TP of S$0.69.   ozone2002      ( Date: 11-Jul-2025 13:00) Posted: Another brokerage promoting Geo that' s y KGI Research Geo Energy Resources Ltd (GERL SP): Heatwave spurring energy demand BUY Entry &ndash 0.34 Target &ndash 0.38 Stop Loss &ndash 0.32
Useful To Me  Not Useful To Me
ozone2002 Supreme	12-Jul-2025 07:15        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	BUY Entry &ndash 0.34 Target &ndash 0.38 Stop Loss &ndash 0.32 &bull Geo Energy Resources Limited is an integrated coal mining specialist. The Company owns and operates coal mines, offers mine contracting services to third party mine owners, and sells coal to both coal traders and coal export companies. &bull Heatwave-driven power demand supports coal outlook. China&rsquo s ongoing heatwave is triggering record- breaking electricity demand, with temperatures exceeding 40° C in several regions. The National Energy Administration reported that national power load hit a historic high of 1.465 billion kilowatts, up 200 million kilowatts from late June and nearly 150 million kilowatts YoY. This surge in power usage is expected to boost seasonal demand for thermal coal, providing near-term tailwinds for producers like Geo Energy. &bull Resilient performance amid shifting coal trade flows. Geo Energy Resources has demonstrated strong operational resilience despite macro shifts in global coal demand, particularly from top importers China and India, which are reducing lower-calorific coal imports in favour of higher-energy alternatives. While overall Indonesian coal exports have declined, falling over 12.3% to China and 14.3% to India between January to May, Geo Energy remains insulated from volume risk due to its long-term offtake agreements. In Q1, the company reported a 94% YoY increase in sales volume to 3.5Mt, generating US$166.4 million in revenue and US$14.1 million in net profit, even amid softer ICI4 prices. With a stable sales pipeline and strong operational leverage, Geo Energy is well-positioned to weather pricing volatility and maintain performance amid broader market shifts. &bull 1Q25 business updates. Geo Energy reported 1Q25 revenue of US$166.4mn, a 68% YoY increase from 1Q24 revenue of US$99.0mn due to an increase in production and sales volume, offsetting the decline in average selling price. Net profit rose 63% YoY to US$14.1mn. Its cash profit declined from US$13.18/tonne to US$11.16/tonne. The 0.25 S-cent per share interim dividend is 25% higher YoY and implies a dividend payout ratio of 19%, the company maintains committed to its dividend policy of 30% for the full year, reinforcing management&rsquo s confidence in long-term growth. &bull We have fundamental coverage with a BUY recommendation and a TP of S$0.69.   ozone2002      ( Date: 11-Jul-2025 13:00) Posted: Another brokerage promoting Geo that' s y KGI Research Geo Energy Resources Ltd (GERL SP): Heatwave spurring energy demand BUY Entry &ndash 0.34 Target &ndash 0.38 Stop Loss &ndash 0.32
Useful To Me  Not Useful To Me
ozone2002 Supreme	12-Jul-2025 06:09        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Watch what they do, not what they say https://www.bloomberg.com/news/articles/2025-07-08/banks-plough-billions-into-coal-as-if-glasgow-never-happened
Useful To Me  Not Useful To Me
Trainner Senior	11-Jul-2025 13:16        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short term is bullish, I am looking for longer term. When the road infrastructure complete and the production goes to 25MT/ yr, it will be way way above today' s price. ozone2002      ( Date: 11-Jul-2025 13:00) Posted: Another brokerage promoting Geo that' s y KGI Research Geo Energy Resources Ltd (GERL SP): Heatwave spurring energy demand BUY Entry &ndash 0.34 Target &ndash 0.38 Stop Loss &ndash 0.32
Useful To Me  Not Useful To Me
ozone2002 Supreme	11-Jul-2025 13:00        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Another brokerage promoting Geo that' s y KGI Research Geo Energy Resources Ltd (GERL SP): Heatwave spurring energy demand BUY Entry &ndash 0.34 Target &ndash 0.38 Stop Loss &ndash 0.32
Useful To Me  Not Useful To Me
ozone2002 Supreme	11-Jul-2025 11:03        ozone2002 About Contact  Quote this Post! Style: Technical
x 1   x 0  Alert Admin	Phillips issued technical buy that' s y moved up Geo Energy Resources Ltd (SGX: RE4)  &ndash TECHNICAL BUY Buy price: S$0.340     Stop loss: S$0.310 (-8.82%) Take profit 1: S$0.395 (+16.17%)     Take profit 2: S$0.415 (+22.05%)
Useful To Me  Not Useful To Me
Trainner Senior	11-Jul-2025 09:31        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry sorry.... my error 😅 tccroy      ( Date: 10-Jul-2025 23:35) Posted: Bro,it's 42.12 not 41.12 Trainner      ( Date: 10-Jul-2025 22:47) Posted: M42 thermal coal also quietly moved up to $41.12 (+$0.75/ +1.81%).
Useful To Me  Not Useful To Me
Dannkh Veteran	11-Jul-2025 09:30        Dannkh About Contact  Quote this Post!
x 0   x 0  Alert Admin	The coal price is base forming after it peaked in 2022. So no worry... and be patient. tccroy      ( Date: 10-Jul-2025 23:35) Posted: Bro,it's 42.12 not 41.12 Trainner      ( Date: 10-Jul-2025 22:47) Posted: M42 thermal coal also quietly moved up to $41.12 (+$0.75/ +1.81%).
Useful To Me  Not Useful To Me
tccroy Elite	10-Jul-2025 23:35        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro,it's 42.12 not 41.12 Trainner      ( Date: 10-Jul-2025 22:47) Posted: M42 thermal coal also quietly moved up to $41.12 (+$0.75/ +1.81%).  ozone2002      ( Date: 10-Jul-2025 21:31) Posted: Last:0.34        +0.01 quietly moved up
Useful To Me  Not Useful To Me
Trainner Senior	10-Jul-2025 22:47        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	M42 thermal coal also quietly moved up to $41.12 (+$0.75/ +1.81%).  ozone2002      ( Date: 10-Jul-2025 21:31) Posted: Last:0.34        +0.01 quietly moved up ozone2002      ( Date: 10-Jul-2025 09:53) Posted: Commodities on a roll, just not Geo 🤣 https://www.theedgesingapore.com/amp/news/markets/sgx-sees-record-year-commodities-highest-cash-sdav-four-years-june-market-statistics
Useful To Me  Not Useful To Me
ozone2002 Supreme	10-Jul-2025 21:31        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:0.34        +0.01 quietly moved up ozone2002      ( Date: 10-Jul-2025 09:53) Posted: Commodities on a roll, just not Geo 🤣 https://www.theedgesingapore.com/amp/news/markets/sgx-sees-record-year-commodities-highest-cash-sdav-four-years-june-market-statistics
Useful To Me  Not Useful To Me
ozone2002 Supreme	10-Jul-2025 09:53        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Commodities on a roll, just not Geo 🤣 https://www.theedgesingapore.com/amp/news/markets/sgx-sees-record-year-commodities-highest-cash-sdav-four-years-june-market-statistics
Useful To Me  Not Useful To Me
tccroy Elite	09-Jul-2025 07:56        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fully agree. It depends whether they want to push up or down yoga123      ( Date: 08-Jul-2025 23:56) Posted: Quite frankly, all stocks are controlled one way or the other by big boys or institutional trading firms. We retail investors can only invest carefully within our means and never be greedy.   jm2212      ( Date: 08-Jul-2025 22:50) Posted: Is very obvious that this is a controlled stock all this whil
Useful To Me  Not Useful To Me
yoga123 Master	08-Jul-2025 23:56        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Quite frankly, all stocks are controlled one way or the other by big boys or institutional trading firms. We retail investors can only invest carefully within our means and never be greedy.   jm2212      ( Date: 08-Jul-2025 22:50) Posted: Is very obvious that this is a controlled stock all this while finjungle      ( Date: 08-Jul-2025 13:25) Posted: This company is controlled by a group related to the management and board of directors. Look at the AR to ascertain who they are
Useful To Me  Not Useful To Me
jm2212 Veteran	08-Jul-2025 22:50        jm2212 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Is very obvious that this is a controlled stock all this while finjungle      ( Date: 08-Jul-2025 13:25) Posted: This company is controlled by a group related to the management and board of directors. Look at the AR to ascertain who they are! ozone2002      ( Date: 08-Jul-2025 12:29) Posted: STI all time high, Geo in respect should be hitting their all time high too at 64c with their new logistics revenue generating end 25/early26 https://thesmartinvestor.com.sg/the-straits-times-index-hit-an-all-time-high-above-4000-can-this-momentum-continue/
Useful To Me  Not Useful To Me
tccroy Elite	08-Jul-2025 16:37        tccroy About Contact  Quote this Post!
x 0   x 0  Alert Admin	You will be screwed if you catch high and play contra otherwise it should be safe ahberngh      ( Date: 08-Jul-2025 15:02) Posted: If this is true, then we retailers are screwed. finjungle      ( Date: 08-Jul-2025 13:25) Posted: This company is controlled by a group related to the management and board of directors. Look at the AR to ascertain who they are
Useful To Me  Not Useful To Me
yoga123 Master	08-Jul-2025 16:02        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just buy within one' s means and do not contra, you will be fine.  Meanwhile, collect dividend along the way and be patient.  👍 ahberngh      ( Date: 08-Jul-2025 15:02) Posted: If this is true, then we retailers are screwed. finjungle      ( Date: 08-Jul-2025 13:25) Posted: This company is controlled by a group related to the management and board of directors. Look at the AR to ascertain who they are
Useful To Me  Not Useful To Me
ahberngh Elite	08-Jul-2025 15:02        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	If this is true, then we retailers are screwed. finjungle      ( Date: 08-Jul-2025 13:25) Posted: This company is controlled by a group related to the management and board of directors. Look at the AR to ascertain who they are! ozone2002      ( Date: 08-Jul-2025 12:29) Posted: STI all time high, Geo in respect should be hitting their all time high too at 64c with their new logistics revenue generating end 25/early26 https://thesmartinvestor.com.sg/the-straits-times-index-hit-an-all-time-high-above-4000-can-this-momentum-continue/
Useful To Me  Not Useful To Me
finjungle Veteran	08-Jul-2025 13:25        finjungle About Contact  Quote this Post!
x 0   x 0  Alert Admin	This company is controlled by a group related to the management and board of directors. Look at the AR to ascertain who they are! ozone2002      ( Date: 08-Jul-2025 12:29) Posted: STI all time high, Geo in respect should be hitting their all time high too at 64c with their new logistics revenue generating end 25/early26 https://thesmartinvestor.com.sg/the-straits-times-index-hit-an-all-time-high-above-4000-can-this-momentum-continue/
Useful To Me  Not Useful To Me

                                                         First   1-20 of 5563   Older>   Last