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Black Gold Industry Discussion

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JurongW
    13-May-2026 14:33  
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Last year issued profit guiance prior to the update. This year dont' have.
Maybe no significant increase in profits for Q1 this year.

LoudShout      ( Date: 13-May-2026 14:27) Posted:

last year its quarterly update was on 14th May.

 
 
LoudShout
    13-May-2026 14:27  
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last year its quarterly update was on 14th May.
 
 
JurongW
    13-May-2026 12:48  
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If 59.5 fail to hold, then 56.5/57 (near 50 EMA) would be a nice level to go long.

JurongW      ( Date: 12-May-2026 20:48) Posted:


 

 
lailai
    13-May-2026 10:42  
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if melati able to takeover in some arrangement with resinvest, his status of millioaire to billionaire will be in record time.
currently he has 30% issued sh or 514m sh worth $314mil. the sum total of geo' s assets in coming mths and future worth is in the billions liao.
just opnn. no offence intended.

ahberngh      ( Date: 13-May-2026 10:04) Posted:

A possibility, something to watch out for.
If takeover, for sure will be low ball.
Price continues dropping, as result about to come out????

lailai      ( Date: 12-May-2026 11:49) Posted:

melati has 30%, resinvest now has 6.8%. resinvest with us$1.5bil stake in konsi, his % sure increase la.
if both combined, they can take geo private liao. guess trainner hypo of takeover got some material.
just opnn,dyodd


 
 
ETHunter
    13-May-2026 10:28  
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The best is yet to come.. 
More announcements will be made i believe.
Hold longer to get a multibagger gap up ..
 

ahberngh      ( Date: 13-May-2026 10:04) Posted:

A possibility, something to watch out for.
If takeover, for sure will be low ball.
Price continues dropping, as result about to come out????

lailai      ( Date: 12-May-2026 11:49) Posted:

melati has 30%, resinvest now has 6.8%. resinvest with us$1.5bil stake in konsi, his % sure increase la.
if both combined, they can take geo private liao. guess trainner hypo of takeover got some material.
just opnn,dyodd


 
 
ahberngh
    13-May-2026 10:04  
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A possibility, something to watch out for.
If takeover, for sure will be low ball.
Price continues dropping, as result about to come out????

lailai      ( Date: 12-May-2026 11:49) Posted:

melati has 30%, resinvest now has 6.8%. resinvest with us$1.5bil stake in konsi, his % sure increase la.
if both combined, they can take geo private liao. guess trainner hypo of takeover got some material.
just opnn,dyodd.

yamseng      ( Date: 12-May-2026 11:19) Posted:

i think u think too much.
Resinvest cannot stop the price from going up if the coming years profit is superb, as it just a minority shareholder.
and 
Melati wont sell it cheap, as he is still working very hard to build his empire !! unless he can raise the fund to take GEO private 

dyod


 

 
JurongW
    12-May-2026 20:48  
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Trainner
    12-May-2026 19:51  
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Just continue to hold and you will be rewarded.

tccroy      ( Date: 12-May-2026 15:44) Posted:

It is very normal scenario la. Frighten off panic investors to buy at cheap price for BBs

lailai      ( Date: 12-May-2026 15:32) Posted:

seems something fishy. 2 more days q1 result, geo $bil kelab drop 4 bids
see 14 may got any hint. just opnn


 
 
tccroy
    12-May-2026 15:44  
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It is very normal scenario la. Frighten off panic investors to buy at cheap price for BBs

lailai      ( Date: 12-May-2026 15:32) Posted:

seems something fishy. 2 more days q1 result, geo $bil kelab drop 4 bids
see 14 may got any hint. just opnn.

Trainner      ( Date: 12-May-2026 15:10) Posted:

👍


 
 
lailai
    12-May-2026 15:32  
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seems something fishy. 2 more days q1 result, geo $bil kelab drop 4 bids
see 14 may got any hint. just opnn.

Trainner      ( Date: 12-May-2026 15:10) Posted:

👍

lailai      ( Date: 12-May-2026 11:49) Posted:

melati has 30%, resinvest now has 6.8%. resinvest with us$1.5bil stake in konsi, his % sure increase la.
if both combined, they can take geo private liao. guess trainner hypo of takeover got some material.
just opnn,dyodd


 

 
Trainner
    12-May-2026 15:10  
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👍

lailai      ( Date: 12-May-2026 11:49) Posted:

melati has 30%, resinvest now has 6.8%. resinvest with us$1.5bil stake in konsi, his % sure increase la.
if both combined, they can take geo private liao. guess trainner hypo of takeover got some material.
just opnn,dyodd.

yamseng      ( Date: 12-May-2026 11:19) Posted:

i think u think too much.
Resinvest cannot stop the price from going up if the coming years profit is superb, as it just a minority shareholder.
and 
Melati wont sell it cheap, as he is still working very hard to build his empire !! unless he can raise the fund to take GEO private 

dyod


 
 
lailai
    12-May-2026 11:49  
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melati has 30%, resinvest now has 6.8%. resinvest with us$1.5bil stake in konsi, his % sure increase la.
if both combined, they can take geo private liao. guess trainner hypo of takeover got some material.
just opnn,dyodd.

yamseng      ( Date: 12-May-2026 11:19) Posted:

i think u think too much.
Resinvest cannot stop the price from going up if the coming years profit is superb, as it just a minority shareholder.
and 
Melati wont sell it cheap, as he is still working very hard to build his empire !! unless he can raise the fund to take GEO private 

dyodd

Trainner      ( Date: 12-May-2026 11:00) Posted:

Just my hypothesis......
What if ResInvest intend to take Geo private? 
What would be the behaviours of ResInvest and Malati?
1. ResInvest will not want the price to sky rocket
2. Malati (and us) will want the price to shoot up

If the hypothesis is correct, the negotiation may be....... how Malati (and us) can benefit as much as possible and ResInvest do not need to pay too high price?
 


 
 
Trainner
    12-May-2026 11:45  
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If the value is so deep, someone is probably thinking of privatisation and unleash the value....

Well, let' s see....

I am holding..    

yamseng      ( Date: 12-May-2026 11:19) Posted:

i think u think too much.
Resinvest cannot stop the price from going up if the coming years profit is superb, as it just a minority shareholder.
and 
Melati wont sell it cheap, as he is still working very hard to build his empire !! unless he can raise the fund to take GEO private 

dyodd

Trainner      ( Date: 12-May-2026 11:00) Posted:

Just my hypothesis......
What if ResInvest intend to take Geo private? 
What would be the behaviours of ResInvest and Malati?
1. ResInvest will not want the price to sky rocket
2. Malati (and us) will want the price to shoot up

If the hypothesis is correct, the negotiation may be....... how Malati (and us) can benefit as much as possible and ResInvest do not need to pay too high price?
 


 
 
ozone2002
    12-May-2026 11:33  
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Last:0.615        -0.015
Geo' s undervaluation is well known, best kept market secret
Geo also not a speculative stock, well controlled without much pump, stable and calm
slow and steady accumulation, with at least 20c margin of safety


ozone2002      ( Date: 11-May-2026 09:29) Posted:

Using $1.5b valuation, Geo' s price is expected to rise to 84c

spursfan      ( Date: 11-May-2026 07:43) Posted:

Latest Announcement from geo...


Geo Energy Secures Binding Term Sheet with
ResInvest for a Substantial Investment in
MBJ Integrated Infrastructure Business at a
Valuation of US$1.5 Billion


-Resource Invest AG (?ResInvest?) signs binding term sheet to invest in the
Group?s PT Marga Bara Jaya (?MBJ?), which is nearing completion of its
Integrated Infrastructure project in South Sumatera and expected to
commence operations thereafter.
- The US$1.5 billion valuation is attributed solely to MBJ, which is just one
component of the Group?s broader asset portfolio, reflects the fact that Geo
Energy?s share price remains largely undervalued despite crossing S$1 billion
market capitalisation.
- MBJ?s Integrated Infrastructure comprises a 92km hauling road and jetty that
have around 50 million tonnes of haulage per annum at full operational capacity,
which is targeted to generate up to an additional US$300 million in EBITDA per
annum for the Group within a few years? time, reflecting its scale, cost efficiency
and commercial potential...

https://links.sgx.com/1.0.0/corporate-announcements/0XAASBL0LL5OOVDB/888217_Media%20Release_ResInvest%20make%20a%20substantial%20investment%20in%20MBJ%20at%20US%241.5%20billion%20valuation.pdf


 
 
yamseng
    12-May-2026 11:19  
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i think u think too much.
Resinvest cannot stop the price from going up if the coming years profit is superb, as it just a minority shareholder.
and 
Melati wont sell it cheap, as he is still working very hard to build his empire !! unless he can raise the fund to take GEO private 

dyodd

Trainner      ( Date: 12-May-2026 11:00) Posted:

Just my hypothesis......
What if ResInvest intend to take Geo private? 
What would be the behaviours of ResInvest and Malati?
1. ResInvest will not want the price to sky rocket
2. Malati (and us) will want the price to shoot up

If the hypothesis is correct, the negotiation may be....... how Malati (and us) can benefit as much as possible and ResInvest do not need to pay too high price?
 

Dannkh      ( Date: 12-May-2026 10:24) Posted:

It will depend on how the investment deal with Resinvet is structured. It may include options/warrants again which may dilute shareholders stake. So, maybe someone has the wind of the deal or maybe the coming result is lacklustre resulting in shares being dumped or shorted. Look like Geo has some cash flow challenges. Dyodd


 

 
Trainner
    12-May-2026 11:00  
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Just my hypothesis......
What if ResInvest intend to take Geo private? 
What would be the behaviours of ResInvest and Malati?
1. ResInvest will not want the price to sky rocket
2. Malati (and us) will want the price to shoot up

If the hypothesis is correct, the negotiation may be....... how Malati (and us) can benefit as much as possible and ResInvest do not need to pay too high price?
 

Dannkh      ( Date: 12-May-2026 10:24) Posted:

It will depend on how the investment deal with Resinvet is structured. It may include options/warrants again which may dilute shareholders stake. So, maybe someone has the wind of the deal or maybe the coming result is lacklustre resulting in shares being dumped or shorted. Look like Geo has some cash flow challenges. Dyodd.

ETHunter      ( Date: 12-May-2026 10:15) Posted:


Market really cannot the value of Geo?
Or shortists trying to scare holders?
The  71.3% MBJ sstakealone is worth more than the current mkt valuation. 
TRA mine valuation is also worth more than a billion as well.. 
What is the real worth for GEO with all these assets added together? 
Hold longer to get higher returns. No contra is best.
Dyodd.


 
 
tccroy
    12-May-2026 10:35  
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Based on the below announcement, it's value can easily worth more than S$1 a share but BBs refuse to push it up for fear profit takers taking opportunity to sell. But if we persistently don't sell, the prices will not go down except upwards.

Joelton      ( Date: 12-May-2026 09:35) Posted:

Geo Energy locks in $1.90b valuation for coal infrastructure unit with ResInvest deal
 
The two will also form a marketing JV.
 
Geo Energy Resources Limited (Geo Energy) has signed a binding term sheet with ResInvest to invest in its PT Marga Bara Jaya (MBJ) subsidiary at a valuation of $1.90b (US$1.5b), with the final investment amount and percentage holding to be confirmed in a definitive agreement.
 
The investment is structured in two tranches, with an initial capital injection targeted for the third quarter of 2026 and the remainder to follow in the first quarter of 2027. Geo Energy described the amount under discussion as substantial.
 
MBJ comprises a 92-kilometre hauling road and jetty capable of handling up to 50 million tonnes of coal per year at full operational capacity.
 
The group said the infrastructure is targeted to generate up to an additional $380.61m (US$300m) in EBITDA annually within a few years, underscoring its scale and commercial potential.
 
Alongside the MBJ investment, Geo Energy and ResInvest Commodities Pte Ltd will form a marketing joint venture aimed at maximising returns from the sales of coal produced by another Group subsidiary, PT Triaryani.
 
Geo Energy said further announcements will be made once the definitive agreement has been signed.
 
The news follows Geo Energy completing a share placement of 35 million new ordinary shares.

 
 
Dannkh
    12-May-2026 10:24  
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It will depend on how the investment deal with Resinvet is structured. It may include options/warrants again which may dilute shareholders stake. So, maybe someone has the wind of the deal or maybe the coming result is lacklustre resulting in shares being dumped or shorted. Look like Geo has some cash flow challenges. Dyodd.

ETHunter      ( Date: 12-May-2026 10:15) Posted:


Market really cannot the value of Geo?
Or shortists trying to scare holders?
The  71.3% MBJ sstakealone is worth more than the current mkt valuation. 
TRA mine valuation is also worth more than a billion as well.. 
What is the real worth for GEO with all these assets added together? 
Hold longer to get higher returns. No contra is best.
Dyodd.

 
 
Trainner
    12-May-2026 10:17  
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The deal with ResInvest explicitly tags the MBJ subsidiary with a US$1.5 billion price tag.   

&bull Geo Energy&rsquo s Stake: Geo Energy owns an effective 71.3% of MBJ.   

&bull Attributable Value: 71.3% of US1.5B = **US1.07 Billion** (~S$1.45 Billion).
This is larger than the current entire Geo market cap of ~$1.1B.....

I am going to to hold Geo..... 
 
 
ETHunter
    12-May-2026 10:15  
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Market really cannot the value of Geo?
Or shortists trying to scare holders?
The  71.3% MBJ sstakealone is worth more than the current mkt valuation. 
TRA mine valuation is also worth more than a billion as well.. 
What is the real worth for GEO with all these assets added together? 
Hold longer to get higher returns. No contra is best.
Dyodd.
 
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