Latest Forum Topics / Geo Energy Res Last:0.35 -- |
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Black Gold Industry Discussion
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Login20
Master |
12-Jul-2025 11:01
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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.
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MrBear12
Supreme |
12-Jul-2025 08:38
![]() Yells: "DBS Singtel OCBC Keppel STEng CICT KIT UOB JMH CDL SGX SIA " |
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If TP is 69, then leave it at that, and place stop at 28.
Trade with bigger conviction.
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ozone2002
Supreme |
12-Jul-2025 07:15
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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.  
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ozone2002
Supreme |
12-Jul-2025 06:09
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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 |
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Trainner
Senior |
11-Jul-2025 13:16
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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.
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ozone2002
Supreme |
11-Jul-2025 13:00
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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 ![]() |
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ozone2002
Supreme |
11-Jul-2025 11:03
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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%)     ![]() |
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Trainner
Senior |
11-Jul-2025 09:31
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Sorry sorry.... my error 😅
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Dannkh
Veteran |
11-Jul-2025 09:30
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The coal price is base forming after it peaked in 2022. So no worry... and be patient.
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tccroy
Elite |
10-Jul-2025 23:35
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Bro,it's 42.12 not 41.12
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Trainner
Senior |
10-Jul-2025 22:47
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M42 thermal coal also quietly moved up to $41.12 (+$0.75/ +1.81%). 
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ozone2002
Supreme |
10-Jul-2025 21:31
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Last:0.34      ![]() quietly moved up
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ozone2002
Supreme |
10-Jul-2025 09:53
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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 |
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tccroy
Elite |
09-Jul-2025 07:56
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Fully agree. It depends whether they want to push up or down
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yoga123
Master |
08-Jul-2025 23:56
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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.   ![]()
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jm2212
Veteran |
08-Jul-2025 22:50
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Is very obvious that this is a controlled stock all this while
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tccroy
Elite |
08-Jul-2025 16:37
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You will be screwed if you catch high and play contra otherwise it should be safe
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yoga123
Master |
08-Jul-2025 16:02
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Just buy within one' s means and do not contra, you will be fine.  Meanwhile, collect dividend along the way and be patient.  👍
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ahberngh
Elite |
08-Jul-2025 15:02
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If this is true, then we retailers are screwed.
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finjungle
Veteran |
08-Jul-2025 13:25
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This company is controlled by a group related to the management and board of directors. Look at the AR to ascertain who they are!
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