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BBs short all the way.
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.
how can u expect the company to keep doing sbb and also keep growing the business. The main focus of the management is to focus on completing MBJ, getting the revenue scaled up and increase the business overall. Dont expect high dividends also, because for the remainder of 2026 there is just one single goal, MBJ.
the recent announcement of investment into MBJ would act as a catalyst. Either the new investor will go to market and start buying up shres, which will eventually drive up the share price, or try to make block deals, or if the management decides to issue new shares. The last option will lead to dilution to existing share holders, but if the shares are issued at current higher prices then eventually the share price will rise. If you beleive in this counter, just keep holding for next 2 years and dont monitor on a daily basis.
lailai ( Date: 12-May-2026 08:26) Posted:
chair melati often mentioned geo ' largely undervalued' . why don' t konsi sbb if truly undervalued. no use talk if konsi don' t sbb to support.
also resinvest could hv actual buy up say us$100mil to support price, rather than paper talk the 1.5bil deal. shorties will dare not short if konsi and resinvest actively participate in mkt rather than in boardroom.
q1 result otw 3 days. hope good report esp better div. otherwise all konsi behind mkt scene will not deter shorties suppress price for their bbs to pick.
just opnn, dyodd. |
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chair melati often mentioned geo ' largely undervalued' . why don' t konsi sbb if truly undervalued. no use talk if konsi don' t sbb to support.
also resinvest could hv actual buy up say us$100mil to support price, rather than paper talk the 1.5bil deal. shorties will dare not short if konsi and resinvest actively participate in mkt rather than in boardroom.
q1 result otw 3 days. hope good report esp better div. otherwise all konsi behind mkt scene will not deter shorties suppress price for their bbs to pick.
just opnn, dyodd.
The situation looks like the shortists plan is to flush out those panicked sellers and profit takers before BBs gaining ground to buy at a cheap cheap prices and then pumping it up higher. And I believe BBs started to accumulate yesterday from 62 when the prices shit down by the shortists
tccroy ( Date: 12-May-2026 06:42) Posted:
Trainner ( Date: 12-May-2026 00:06) Posted:
I just don' t understand why the shortists want to take such risk on Geo.
RIP 😔 |
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Trainner ( Date: 12-May-2026 00:06) Posted:
I just don' t understand why the shortists want to take such risk on Geo.
RIP 😔
Catrade ( Date: 11-May-2026 22:20) Posted:
| Today shortists combined spent $3,412,885 n vol (5,407,100) to suppress Geo Energy share price. They only managed to bring its average cost to 63.12c/share. They likely would be panicking if their positions r not covered, wondering what would be the opening price tomorrow especially with such high total volume of 66.976 mil shares traded today. With the US/Iran negotiations failed, n crude oil rising again, thermal coal would be on great demand, benefiting Geo. I believe BBs r quietly accumulating, especially with the new valuation of MBJ&hellip .. |
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I just don' t understand why the shortists want to take such risk on Geo.
RIP 😔
Catrade ( Date: 11-May-2026 22:20) Posted:
| Today shortists combined spent $3,412,885 n vol (5,407,100) to suppress Geo Energy share price. They only managed to bring its average cost to 63.12c/share. They likely would be panicking if their positions r not covered, wondering what would be the opening price tomorrow especially with such high total volume of 66.976 mil shares traded today. With the US/Iran negotiations failed, n crude oil rising again, thermal coal would be on great demand, benefiting Geo. I believe BBs r quietly accumulating, especially with the new valuation of MBJ&hellip .. |
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Today shortists combined spent $3,412,885 n vol (5,407,100) to suppress Geo Energy share price. They only managed to bring its average cost to 63.12c/share. They likely would be panicking if their positions r not covered, wondering what would be the opening price tomorrow especially with such high total volume of 66.976 mil shares traded today. With the US/Iran negotiations failed, n crude oil rising again, thermal coal would be on great demand, benefiting Geo. I believe BBs r quietly accumulating, especially with the new valuation of MBJ&hellip ..
They have Rupiah bank account too
Trainner ( Date: 11-May-2026 20:23) Posted:
Is the coal transaction in USD? Rupiah down actually better for Geo, the operation cost will go down.
tccroy ( Date: 11-May-2026 19:31) Posted:
| Results expected to better but with rupiah down, may affect foreign exchange losses but that is only marginal |
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Is the coal transaction in USD? Rupiah down actually better for Geo, the operation cost will go down.
tccroy ( Date: 11-May-2026 19:31) Posted:
Results expected to better but with rupiah down, may affect foreign exchange losses but that is only marginal
Newbornborn ( Date: 11-May-2026 19:25) Posted:
| Hope this time Melati can be more generous otherwise if
stingy again , don't expect share to move up , lets pray. |
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Geo up marginally today.
If Geo Energy Resources were valued strictly according to the implied value of its 71.3% stake in MBJ, the company' s share price should see a mega re-rating.
Based on the ResInvest term sheet announced on May 11, 2026, which values the MBJ infrastructure business at US$1.5 Billion or S$1.9 Billion. The 71.3% stake will be a massive S$1.36 Billion or about 77c.
GEO also has a strong tailwind of increased coal production, much higher coal prices and reduction in transportation costs going fwd. Taken all together, it should easily hit KGI target of $1.03.
It will not surprise me if it hit more $1.20 when more institutions buy into the stock.
The market has not really move today, thus giving all opportunity to acquire the shares at a huge discounts imo. Vested again today.
Dyodd.
Results expected to better but with rupiah down, may affect foreign exchange losses but that is only marginal
Newbornborn ( Date: 11-May-2026 19:25) Posted:
Hope this time Melati can be more generous otherwise if
stingy again , don't expect share to move up , lets pray..
tccroy ( Date: 11-May-2026 17:36) Posted:
| Dividends will be announced when Geo announce the Q1 results during this week. Expecting I better results than Q1 last year |
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Hope this time Melati can be more generous otherwise if
stingy again , don't expect share to move up , lets pray..
tccroy ( Date: 11-May-2026 17:36) Posted:
Dividends will be announced when Geo announce the Q1 results during this week. Expecting I better results than Q1 last year.
Trainner ( Date: 11-May-2026 17:08) Posted:
| Any idea when will Geo announce dividend |
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Dividends will be announced when Geo announce the Q1 results during this week. Expecting I better results than Q1 last year.
Trainner ( Date: 11-May-2026 17:08) Posted:
Any idea when will Geo announce dividend?
Newbornborn ( Date: 11-May-2026 16:04) Posted:
| Price will move up if dividend is good and
not disappointed as previous few term |
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Any idea when will Geo announce dividend?
Newbornborn ( Date: 11-May-2026 16:04) Posted:
Price will move up if dividend is good and
not disappointed as previous few terms
tccroy ( Date: 11-May-2026 14:44) Posted:
| That's why Re-invest is highly confident otherwise would not have this announcement. Especially their second placement has exceeded their expectations |
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Price will move up if dividend is good and
not disappointed as previous few terms
tccroy ( Date: 11-May-2026 14:44) Posted:
That's why Re-invest is highly confident otherwise would not have this announcement. Especially their second placement has exceeded their expectations
wehuattogether88 ( Date: 11-May-2026 14:34) Posted:
| Ooh, 1Q results and business updates coming, will be encouraging if profit increases with very clear forward revenues and business stream |
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That's why Re-invest is highly confident otherwise would not have this announcement. Especially their second placement has exceeded their expectations
wehuattogether88 ( Date: 11-May-2026 14:34) Posted:
Ooh, 1Q results and business updates coming, will be encouraging if profit increases with very clear forward revenues and business stream.
tccroy ( Date: 11-May-2026 13:39) Posted:
| Yes, you are absolutely correct, the price will move up after the prices have settled down. Results will be out this week for Q1 202 |
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Ooh, 1Q results and business updates coming, will be encouraging if profit increases with very clear forward revenues and business stream.
tccroy ( Date: 11-May-2026 13:39) Posted:
Yes, you are absolutely correct, the price will move up after the prices have settled down. Results will be out this week for Q1 2026
wehuattogether88 ( Date: 11-May-2026 13:31) Posted:
I think this is normal, as the opening matching is 65 cents, sure attract shortists and profit takers.
Maybe later GEO might slowly move UP again |
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Yes, you are absolutely correct, the price will move up after the prices have settled down. Results will be out this week for Q1 2026
wehuattogether88 ( Date: 11-May-2026 13:31) Posted:
I think this is normal, as the opening matching is 65 cents, sure attract shortists and profit takers.
Maybe later GEO might slowly move UP again.
tccroy ( Date: 11-May-2026 11:07) Posted:
| Many short sellers today. Let's see how they are going to cover their short selling later today |
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