Geo Energy Res    Last:0.45    -0.005

Black Gold Industry Discussion

Hopefully and should be.

lailai      ( Date: 19-May-2026 14:15) Posted: you put it very nicely, but in actuality, geo is sinking from 67.5 to 57.5 from about a week ago, on 11 may. think matter of time, when bbs collect enough he will bazooka geo sky high in meantime, just tolerate loh. cheers!  just opnn. ETHunter      ( Date: 19-May-2026 12:20) Posted: Why Trafigura Is willing to pay GEO a US$50M&ndash $100M prepayment for the coking coal that is still in the ground While  the contractor (EWI) Is willing to pay US$60M upfront to bid for the job?    I really think Geo Energy is a well managed and trusted Singapore listed company and can structure the deals efficiently and cleanly for all parties.  A win win win outcome imo.   1. ​ Geo Energy provides the raw, highly valuable underground resource (the Harfa asset) but wants to protect its cash balance.   2. ​ EWI brings the technical muscle and the heavy machinery, paying the upfront CAPEX to secure a 15-year operational monopoly.   3. ​ Trafigura brings the balance sheet power and global buyer network, paying the operational ramp-up costs to secure 100% of the physical coal production.

 

you put it very nicely, but in actuality, geo is sinking from 67.5 to 57.5 from about a week ago, on 11 may.
think matter of time, when bbs collect enough he will bazooka geo sky high
in meantime, just tolerate loh. cheers! 
just opnn.

ETHunter      ( Date: 19-May-2026 12:20) Posted: Why Trafigura Is willing to pay GEO a US$50M&ndash $100M prepayment for the coking coal that is still in the ground While  the contractor (EWI) Is willing to pay US$60M upfront to bid for the job?    I really think Geo Energy is a well managed and trusted Singapore listed company and can structure the deals efficiently and cleanly for all parties.  A win win win outcome imo.   1. ​ Geo Energy provides the raw, highly valuable underground resource (the Harfa asset) but wants to protect its cash balance.   2. ​ EWI brings the technical muscle and the heavy machinery, paying the upfront CAPEX to secure a 15-year operational monopoly.   3. ​ Trafigura brings the balance sheet power and global buyer network, paying the operational ramp-up costs to secure 100% of the physical coal production.

 

Why Trafigura Is willing to pay GEO a US$50M&ndash $100M prepayment for the coking coal that is still in the ground
While  the contractor (EWI) Is willing to pay US$60M upfront to bid for the job? 

 

https://www.businesstimes.com.sg/companies-markets/geo-energy-secures-offtake-mining-services-mous-back-coking-coal-push

 

Last:0.58        -0.01
recent take down of Geo looks to be a stop hunt operation
collect stop losses by forcing price breakdown below stop losses and collect cheap to ride it up
 

ozone2002      ( Date: 19-May-2026 09:12) Posted:   Last:0.6        +0.01 Big positive announcements but small gains in prices ozone2002      ( Date: 18-May-2026 17:47) Posted: Hovering ard a billion & company then the next day it' s not  Geo is controlled, moving down to allow big players to collect and throw a bullish report for retailers to rush in and dump at high price to them When the forum gets bullish,it' s a signal to sell just my observations, I' m sure there are others who echo the sam

 

BB control prices to accumulate.
Take it easy, ride on them and win together. 
Good price will eventually follow good news.. isnt it?
Dyodd. 
 

Newbornborn      ( Date: 19-May-2026 09:17) Posted: Why ? ozone2002      ( Date: 19-May-2026 09:12) Posted:   Last:0.6        +0.01 Big positive announcements but small gains in price

 

Sell in May and come back in August unless u are a shortlist. Now is a shorting season. Look like just started.

Newbornborn      ( Date: 19-May-2026 09:17) Posted: Why ? ozone2002      ( Date: 19-May-2026 09:12) Posted:   Last:0.6        +0.01 Big positive announcements but small gains in price

 

Why ?

ozone2002      ( Date: 19-May-2026 09:12) Posted:   Last:0.6        +0.01 Big positive announcements but small gains in prices ozone2002      ( Date: 18-May-2026 17:47) Posted: Hovering ard a billion & company then the next day it' s not  Geo is controlled, moving down to allow big players to collect and throw a bullish report for retailers to rush in and dump at high price to them When the forum gets bullish,it' s a signal to sell just my observations, I' m sure there are others who echo the sam

 

  Last:0.6        +0.01
Big positive announcements but small gains in prices

ozone2002      ( Date: 18-May-2026 17:47) Posted: Hovering ard a billion & company then the next day it' s not  Geo is controlled, moving down to allow big players to collect and throw a bullish report for retailers to rush in and dump at high price to them When the forum gets bullish,it' s a signal to sell just my observations, I' m sure there are others who echo the same ahberngh      ( Date: 18-May-2026 15:52) Posted: A tp of 1.27 yet it cannot sustain a 60c share price. Now back down to 59.5c. There is something seriously funny (??) about this stock, has been for  a couple of years already. Just my opinion, no offence to anyone.

 

These are control by the syndicates. You can't challenge them. Just remember do not chase at high price but enter when the prices drop

ahberngh      ( Date: 19-May-2026 09:07) Posted: So many big moves, all positives. Price still stagnant or dropping! Where are the buyers, the believers???

 

So many big moves, all positives.
Price still stagnant or dropping!
Where are the buyers, the believers???
 

 

chair melati seems to hv all the right connections to speed up geo profits and global image.
trafigura is one of the world' s largest  suppliers commodities.
geo shd rebound to the 60-65c soon. hiway completion scheduled to complete in jun/july, only a coupla of weeks away.
then he would hv another good news to report on hiway operation, transport savings, toll collection from other users. cheers.
just opnn.

WBdisciple      ( Date: 18-May-2026 19:32) Posted: Geo Energy Secures Offtake MOU for the Group&rsquo s Future Hard Coking Coal Business with Trafigura for up to US$100 Million Prepayment and Mining Services MOU with PT East Wonders Indonesia   A significant prepayment amount of US$50-100 million has been agreed with Trafigura Pte Ltd (&ldquo Trafigura&rdquo ) to secure future offtake of PT Harfa Taruna Mandiri (&ldquo Harfa&rdquo ) coal. This offtake prepayment amount will boost the Group&rsquo s cash position and fund the capital required for the ramp-up and operations of Harfa.   An experienced underground mining contractor, PT East Wonders Indonesia (&ldquo EWI&rdquo ), backed by China mining giant, Shanxi Yulong Group, has committed to successfully perform the underground mining operations of Harfa for the next 15 years, including potential funding of certain CAPEX and operational costs. Chairman and CEO said " This is a tremendous opportunity for the Group to expand into a premium hard coking coal market while reinforcing long-term growth. Beyond the immediate commercial benefits, the opportunity enhances the Group&rsquo s ability to engage with top-tier institutional funds and investors, strengthening market visibility and credibility. Such expansion allows diversification across the Group&rsquo s portfolio and positioning the Group for a broader range of global market opportunities. Further, it also contributes to the long-term sustainability of the business and future-oriented operating base for many years ahead. The long-term partnership with Trafigura brings not only commercial strength but also strategic alignment, industry expertise, and access to global networks. Together with EWI, the Group is well positioned for sustainable growth and enhanced stakeholder value over the long term" https://geoenergy.listedcompany.com/newsroom/20260518_190258_RE4_QLUFS3N9CVR10ATU.2.pdf

 

Tmr will chiong again, this time round see which shortists short again

thinkpad      ( Date: 18-May-2026 19:56) Posted: Lol, kgi analyst gotta rewrite the report n target price again... WBdisciple      ( Date: 18-May-2026 19:32) Posted: Geo Energy Secures Offtake MOU for the Group&rsquo s Future Hard Coking Coal Business with Trafigura for up to US$100 Million Prepayment and Mining Services MOU with PT East Wonders Indonesia   A significant prepayment amount of US$50-100 million has been agreed with Trafigura Pte Ltd (&ldquo Trafigura&rdquo ) to secure future offtake of PT Harfa Taruna Mandiri (&ldquo Harfa&rdquo ) coal. This offtake prepayment amount will boost the Group&rsquo s cash position and fund the capital required for the ramp-up and operations of Harfa.   An experienced underground mining contractor, PT East Wonders Indonesia (&ldquo EWI&rdquo ), backed by China mining giant, Shanxi Yulong Group, has committed to successfully perform the underground mining operations of Harfa for the next 15 years, including potential funding of certain CAPEX and operational costs. Chairman and CEO said " This is a tremendous opportunity for the Group to expand into a premium hard coking coal market while reinforcing long-term growth. Beyond the immediate commercial benefits, the opportunity enhances the Group&rsquo s ability to engage with top-tier institutional funds and investors, strengthening market visibility and credibility. Such expansion allows diversification across the Group&rsquo s portfolio and positioning the Group for a broader range of global market opportunities. Further, it also contributes to the long-term sustainability of the business and future-oriented operating base for many years ahead. The long-term partnership with Trafigura brings not only commercial strength but also strategic alignment, industry expertise, and access to global networks. Together with EWI, the Group is well positioned for sustainable growth and enhanced stakeholder value over the long term" https://geoenergy.listedcompany.com/newsroom/20260518_190258_RE4_QLUFS3N9CVR10ATU.2.pdf

 

Another great tie up announced.
Hope the shorts recover their trades.
Cheers. 
 

 

Lol, kgi analyst gotta rewrite the report n target price again...

WBdisciple      ( Date: 18-May-2026 19:32) Posted: Geo Energy Secures Offtake MOU for the Group&rsquo s Future Hard Coking Coal Business with Trafigura for up to US$100 Million Prepayment and Mining Services MOU with PT East Wonders Indonesia   A significant prepayment amount of US$50-100 million has been agreed with Trafigura Pte Ltd (&ldquo Trafigura&rdquo ) to secure future offtake of PT Harfa Taruna Mandiri (&ldquo Harfa&rdquo ) coal. This offtake prepayment amount will boost the Group&rsquo s cash position and fund the capital required for the ramp-up and operations of Harfa.   An experienced underground mining contractor, PT East Wonders Indonesia (&ldquo EWI&rdquo ), backed by China mining giant, Shanxi Yulong Group, has committed to successfully perform the underground mining operations of Harfa for the next 15 years, including potential funding of certain CAPEX and operational costs. Chairman and CEO said " This is a tremendous opportunity for the Group to expand into a premium hard coking coal market while reinforcing long-term growth. Beyond the immediate commercial benefits, the opportunity enhances the Group&rsquo s ability to engage with top-tier institutional funds and investors, strengthening market visibility and credibility. Such expansion allows diversification across the Group&rsquo s portfolio and positioning the Group for a broader range of global market opportunities. Further, it also contributes to the long-term sustainability of the business and future-oriented operating base for many years ahead. The long-term partnership with Trafigura brings not only commercial strength but also strategic alignment, industry expertise, and access to global networks. Together with EWI, the Group is well positioned for sustainable growth and enhanced stakeholder value over the long term" https://geoenergy.listedcompany.com/newsroom/20260518_190258_RE4_QLUFS3N9CVR10ATU.2.pdf

 

I reckon one key observation from recent announcements is that more and more high profile players are becoming the strategic partners....

 

Looks like tomorrow will GAP up...
1.  US$1.5 billion for their infrastructure asset recently
2.  then now, US$100 prepayment for hard coking coal biz venture. 

 

 

• A significant prepayment amount of US$50-100 million has been agreed with Trafigura Pte Ltd (&ldquo Trafigura&rdquo ) to secure future offtake of PT Harfa Taruna Mandiri (&ldquo Harfa&rdquo ) coal. This offtake prepayment amount will boost the Group&rsquo s cash position and fund the capital required for the ramp-up and operations of Harfa.
   
• An experienced underground mining contractor, PT East Wonders Indonesia (&ldquo EWI&rdquo ), backed by China mining giant, Shanxi Yulong Group, has committed to successfully perform the underground mining operations of Harfa for the next 15 years, including potential funding of certain CAPEX and operational costs.
  
  Chairman and CEO said " This is a tremendous opportunity for the Group to expand into a premium hard coking coal market while reinforcing long-term growth. Beyond the immediate commercial benefits, the opportunity enhances the Group&rsquo s ability to engage with top-tier institutional funds and investors, strengthening market visibility and credibility.
  
  Such expansion allows diversification across the Group&rsquo s portfolio and positioning the Group for a broader range of global market opportunities. Further, it also contributes to the long-term sustainability of the business and future-oriented operating base for many years ahead.
  
  The long-term partnership with Trafigura brings not only commercial strength but also strategic alignment, industry expertise, and access to global networks. Together with EWI, the Group is well positioned for sustainable growth and enhanced stakeholder value over the long term"
  
  https://geoenergy.listedcompany.com/newsroom/20260518_190258_RE4_QLUFS3N9CVR10ATU.2.pdf

 

 

GEO traded as follows:

• 
  
  May 2, 2024: S$0.300
• 
  
  May 2, 2025: S$0.360
• 
  
  May 4, 2026: S$0.610
  
  Looking at GEO prices over the last couple of years, the counter is definitely moving up (although not in a straight line)..
  I think in May 2027, the company should be worth at or more than KGI TP with all stars aligned. 
  What the rest think??
  
   

ahberngh      ( Date: 18-May-2026 15:52) Posted: A tp of 1.27 yet it cannot sustain a 60c share price. Now back down to 59.5c. There is something seriously funny (??) about this stock, has been for  a couple of years already. Just my opinion, no offence to anyone.

 

Hovering ard a billion & company then the next day it' s not 
Geo is controlled, moving down to allow big players to collect and throw a bullish report for retailers to rush in and dump at high price to them
When the forum gets bullish,it' s a signal to sell
just my observations, I' m sure there are others who echo the same

ahberngh      ( Date: 18-May-2026 15:52) Posted: A tp of 1.27 yet it cannot sustain a 60c share price. Now back down to 59.5c. There is something seriously funny (??) about this stock, has been for  a couple of years already. Just my opinion, no offence to anyone.