Geo Energy Res    Last:0.45    -0.005

Black Gold Industry Discussion

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

 

Many short sellers today. Let's see how they are going to cover their short selling later today

 

From Lim& Tan

Geo Energy&rsquo s  market cap stands at S$1.1bln and currently  trades at 10x forward PE and 1.6x PB, with a dividend yield of  1%.  Consensus target price stands at S$0.80, representing 31.1%  upside from current share price. This announcement materially  strengthens the long-term investment case for Geo Energy as  the transaction provides external validation of MBJ&rsquo s strategic  relevance (this US$1.5bln for MBJ does not include Geo&rsquo s other  assets), demonstrates tangible third-party demand for its  infrastructure platform and reinforces management&rsquo s long-term  strategy of building an integrated coal logistics ecosystem in  South Sumatra.
 

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

 

• Resource Invest AG (&ldquo ResInvest&rdquo ) signs binding term sheet to invest in the Group&rsquo s PT Marga Bara Jaya (&ldquo MBJ&rdquo ), 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&rsquo s broader asset portfolio, and reflects the fact that Geo Energy&rsquo s share price remains largely undervalued despite crossing S$1 billion market capitalisation.
• MBJ&rsquo s Integrated Infrastructure comprises a 92km hauling road and jetty that has 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&rsquo time, reflecting its scale, cost efficiency and commercial potential.

 

Let them run la. When the spring is super charge, they will come back and buy higher than today's price

FOREVERFREEDOM      ( Date: 11-May-2026 09:42) Posted: People all sold and run away dy

 

" " ... The broader market has mispriced the share..."
Read article from NextInsight.

Why a Swiss Investor Just Valued One Piece of GEO ENERGY at US$1.5 Billion https://www.nextinsight.net/story-archive-mainmenu-60/949-2026/16706-why-a-swiss-investor-just-valued-one-piece-of-geo-energy-at-us-1-5-billion

 

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

 

• Resource Invest AG (&ldquo ResInvest&rdquo ) signs binding term sheet to invest in the Group&rsquo s PT Marga Bara Jaya (&ldquo MBJ&rdquo ), 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&rsquo s broader asset portfolio, reflects the fact that Geo Energy&rsquo s share price remains largely undervalued despite crossing S$1 billion market capitalisation.
   
• MBJ&rsquo s Integrated Infrastructure comprises a 92km hauling road and jetty thathave 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&rsquo time, reflecting its scale, cost efficiency and commercial potential.

 

It's difficult to make quick good money out of this stock..

 

People all sold and run away dy

 

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

 

It has to hold well above 0.65 by 10am, then need power to push beyond 0.675. 

wehuattogether88      ( Date: 11-May-2026 09:14) Posted: This Geo might go above 70 cents with this super positive news. Fingers crossed cross Trainner      ( Date: 11-May-2026 08:21) Posted: This is super positive announcement...... how much will be Geo' s worth if MBJ alone is already US$1.5B?

 

This Geo might go above 70 cents with this super positive news.
Fingers crossed cross

Trainner      ( Date: 11-May-2026 08:21) Posted: This is super positive announcement...... how much will be Geo' s worth if MBJ alone is already US$1.5B?   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

 

Last:0.65        +0.04
Huge jump today
will euphoria wane off like it' s past performance?

 

With this positive announcement, today maybe can break above 65c??

 

This is super positive announcement......

how much will be Geo' s worth if MBJ alone is already US$1.5B?

 

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

 

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

 

chair melati' s commentary on progress of money making projects will be closely watched. hiway alrdy 90% complete, exp jun/july 100%, thereafter in oper and then multifold cash flow in konsi.
philips tp 75c, kgi 102c, tdy geo price drop from 63 to 61c. maybe good to pick if pocket deep enough.
just opnn, dyodd. m42 thermal stay at peak 65c for days.

tccroy      ( Date: 08-May-2026 12:00) Posted: Geo will announce the Q1 results next week and should expect higher dividends payout

 

Geo will announce the Q1 results next week and should expect higher dividends payout

 

I am holding to all my shares, already have a hefty gain include dividend collected. I am looking at min 80c

beachlover1270      ( Date: 06-May-2026 16:31) Posted: I look high and low and cannot find Geo Energy supporters. The share will surprise you when it is least expected. Huat huat huat next week.