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Black Gold Industry Discussion

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tccroy
    08-Apr-2026 14:46  
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The trend seems to be Dump and dump, then pump up
 
 
tccroy
    08-Apr-2026 14:35  
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From the trading app ma. I don't how to copy the link using my phone... Those investors who are using the app would be able to see them.

beachlover1270      ( Date: 08-Apr-2026 14:27) Posted:

Dear Tccroy
" " " Maybank KE UPGRADE TP to 81" " "
I could not find the above. Please help us find the source. Thank you very much.

 
 
beachlover1270
    08-Apr-2026 14:27  
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Dear Tccroy
" " " Maybank KE UPGRADE TP to 81" " "
I could not find the above. Please help us find the source. Thank you very much.
 

 
chiachiawee
    08-Apr-2026 13:44  
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I moved my gain from 300k Nam Cheong shares to Geo, without needing to top a single cent and with huge surplus. Looking to earn the profit in similar quantum as the highest TP on the street for Geo is more than $1. To each his own. Cheers.
 
 
Lightscity
    08-Apr-2026 11:58  
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Positives for Geo:
1. Coal price likely elevated for 1-2 years as some LNG facilities are damaged during the war. We also cannot expect the same flow of LNG as before the war. Asia countries will continue to switch to coal as it is cheaper. 
2. Indonesia government has announced increasing production quota to captive the increased demand for coal and the increased tax revenues due to elevated coal price. Increased production will benefit MBJ infrastruture. 
3. Additional revenue from MBJ to start flowing in from July 2026. 
4. Additional revenue from the acqired shipping business. 
5. Newly acquired coking coal mine in Kalimantan. They should announce plans soon how they develop this mine to start extracting coal. 
 
 
Trainner
    08-Apr-2026 11:35  
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There are more sources of revenue for Geo now...... 
Especially the toll road which should be completed very soon......
Don' t worry with the Iran' s situation...... it has small impact to Geo now....
 

 
ETHunter
    08-Apr-2026 11:06  
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Many oil fields and related infrastructures are likely to be out of service for a while even after the war. 
GEO recent coal selling prices are way above last year and will stay high as many countries are going back to cheap reliable coal.
Bottom line .. GEO 2026 and 2027 will break record imo. Share price will follow naturally.
Current 53.5c is good price?
Considering that 52.5c is the latest floor. Dyodd.

 
 
 
Winsmallsmall
    08-Apr-2026 10:25  
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Waiting for it to go down so can buy back, and see if placement price can hold up.
 
 
 
ozone2002
    08-Apr-2026 10:02  
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Last:0.535        -0.015
Any chance can buy cheaper than placement?


Trainner      ( Date: 08-Apr-2026 08:19) Posted:

Geo should not be very sensitive to coal price now, don' t worry.
Geo should generate more profit from the road and sea....

ozone2002      ( Date: 08-Apr-2026 08:14) Posted:



 
 
lailai
    08-Apr-2026 10:01  
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may not seem good to buy at trump 2 wk extension knee jerk price now at 53.5/54.0.
my guess it wold be harder to buy at 55-56c next week, cos now m42 strong ard peak 59.17usd, as compared to jun 25 when m42 was bottom at 40.
just opnn for those interested in mid-long geo term.
 

 
tccroy
    08-Apr-2026 08:54  
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After all, M42 did not jump much when the oil prices surged during the war. M42 dropped marginally last night by only a few cents.

s100125      ( Date: 08-Apr-2026 08:31) Posted:

Same as First Resources and Bumitama Agri , red for both today.

ozone2002      ( Date: 08-Apr-2026 08:14) Posted:



 
 
s100125
    08-Apr-2026 08:31  
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Same as First Resources and Bumitama Agri , red for both today.

ozone2002      ( Date: 08-Apr-2026 08:14) Posted:


 
 
Trainner
    08-Apr-2026 08:19  
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Geo should not be very sensitive to coal price now, don' t worry.
Geo should generate more profit from the road and sea....

ozone2002      ( Date: 08-Apr-2026 08:14) Posted:


 
 
ozone2002
    08-Apr-2026 08:14  
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ozone2002
    07-Apr-2026 18:17  
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Last:0.55        +0.015
doesn' t seem like a billion $ company yet


ozone2002      ( Date: 06-Apr-2026 16:41) Posted:

Last:0.54        +0.005
another 4 more cents to be billion dollar company
so hard to achieve?


ozone2002      ( Date: 06-Apr-2026 08:17) Posted:

Geo should be 59c and a billion dollar market cap by now... 
current situation allows u to collect more on the cheap suppression of Geo' s price level
SGX IHS McCloskey M42 - Indonesian 4200kc GAR FOB Thermal Coal Futures

SGX IHS McCloskey M42 - Indonesian 4200kc GAR FOB Thermal Coal Futures

Continuous contract
 
M42F2!Singapore Exchange
Market open
59.10USD&thinsp /&thinsp MTD
0.000.00%


 

 
Trainner
    07-Apr-2026 17:55  
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Good, very strong... 💪 💪 💪 💪

wehuattogether88      ( Date: 07-Apr-2026 17:05) Posted:

Close high at 0.55

 
 
wehuattogether88
    07-Apr-2026 17:05  
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Close high at 0.55
 
 
tccroy
    07-Apr-2026 16:42  
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Maybank KE UPGRADE TP to 81
 
 
tccroy
    07-Apr-2026 16:28  
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https://www.straitstimes.com/asia/se-asia/taiwan-pivots-to-coal-power-as-mid-east-war-disrupts-global-lng-market

Many countries are now heavy reliance now
 
 
tccroy
    07-Apr-2026 11:28  
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https://www.businesstimes.com.sg/companies-markets/energy-commodities/asian-coal-bonds-beat-peers-iran-war-triggers-energy-rethink

Back to using coal.
 
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