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KGI projects 2.5 cents for 2023.
https://www.nextinsight.net/story-archive-mainmenu-60/947-2024/15539-geo-energy-broker-initiates-coverage-with-80-c-target-price
ozone2002 ( Date: 27-Jan-2024 10:04) Posted:
Agree their valuation too conservative, should be priced higher
their dividend projection for 2023 is 8.1c
desmodeus ( Date: 26-Jan-2024 21:56) Posted:
| too conservative. if they spin the ev story well, $0.80 seem like shortchange |
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Good timing for KGI to influence buying interest to push up Geo. 👍
ozone2002 ( Date: 29-Jan-2024 13:07) Posted:
KGI to push Geo, 80c here we come!
KGI Research
Geo Energy Resources Ltd (GERL SP) (We initiate an OUTPERFORM recommendation and a target price of S$0.80) - Stepping up production and securing growth
BUY Entry &ndash 0.330 Target&ndash 0.360 Stop Loss &ndash 0.315
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Already like no impact, maybe until Geo announce their 4Q and FY results together with declaring a attractive dividend
ozone2002 ( Date: 29-Jan-2024 13:07) Posted:
KGI to push Geo, 80c here we come!
KGI Research
Geo Energy Resources Ltd (GERL SP) (We initiate an OUTPERFORM recommendation and a target price of S$0.80) - Stepping up production and securing growth
BUY Entry &ndash 0.330 Target&ndash 0.360 Stop Loss &ndash 0.315
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KGI to push Geo, 80c here we come!
KGI Research
Geo Energy Resources Ltd (GERL SP) (We initiate an OUTPERFORM recommendation and a target price of S$0.80) - Stepping up production and securing growth
BUY Entry &ndash 0.330 Target&ndash 0.360 Stop Loss &ndash 0.315
Thanks for the info!
Got it.
Thanks alot !!
Caesar ( Date: 26-Jan-2024 22:07) Posted:
Sorry, a mistake in the navigation of the menu options. Should be:
Securities -> Research & Education -> Data Reports
Caesar ( Date: 26-Jan-2024 21:52) Posted:
| To find the chart, you can navigate through these menu options on SGX website: SGX -> Research & Education -> Data Reports. On the Data Report webpage, look for 'SGX Institutional and Retail Fund Flow Weekly Tracker (Week of ......)'. The report is usually posted on Monday. It is an Excel spreadsheet |
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An extract of the report, TP of S$0.80 for GEO seems to be conservative to me:
Inorganic growth to expand sales volume. As of 31 December 2023, Geo Energy owns 73.11% of PT Golden Eagle Energy Tbk, listed on IDX, and it owns 85% of TRA mine. In December 2023, after the acquisition, TRA had its first export shipment of coal valued at around USD3.2mn based on the ASP of approximately USD58.98 per tonne, which was sold at a premium to the Indonesian Coal Index (ICI) price of USD58.05 per tonne at that time, indicating the favourable demand for TRA coal. TRA produces 3,800 kcal/kg gar coal and has 275Mt of 2P coal reserves, leading to a 262% increase in reserves after the acquisition.
Ongoing exploration and development. Geo Energy is conducting further exploration on TRA coal mine which is expected to add significant reserves this year. Furthermore, it&rsquo s 49% owner IPC (other 51% is owned by Bukit Asam, state-owned coal mining company) is also expected to add further reserves in 1Q24.
We initiate an OUTPERFORM recommendation and a target price of S$0.80 based on a DCF valuation method.ozone2002 ( Date: 27-Jan-2024 10:04) Posted:
Agree their valuation too conservative, should be priced higher
their dividend projection for 2023 is 8.1c
desmodeus ( Date: 26-Jan-2024 21:56) Posted:
| too conservative. if they spin the ev story well, $0.80 seem like shortchange |
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Agree their valuation too conservative, should be priced higher
their dividend projection for 2023 is 8.1c
desmodeus ( Date: 26-Jan-2024 21:56) Posted:
too conservative. if they spin the ev story well, $0.80 seem like shortchanged
Sgbuyer ( Date: 26-Jan-2024 21:43) Posted:
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Sorry, a mistake in the navigation of the menu options. Should be:
Securities -> Research & Education -> Data Reports
Caesar ( Date: 26-Jan-2024 21:52) Posted:
To find the chart, you can navigate through these menu options on SGX website: SGX -> Research & Education -> Data Reports. On the Data Report webpage, look for 'SGX Institutional and Retail Fund Flow Weekly Tracker (Week of ......)'. The report is usually posted on Monday. It is an Excel spreadsheet.
JAD_Trader ( Date: 24-Jan-2024 11:07) Posted:
| I am also trying to search for this chart |
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too conservative. if they spin the ev story well, $0.80 seem like shortchanged
Sgbuyer ( Date: 26-Jan-2024 21:43) Posted:
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To find the chart, you can navigate through these menu options on SGX website: SGX -> Research & Education -> Data Reports. On the Data Report webpage, look for 'SGX Institutional and Retail Fund Flow Weekly Tracker (Week of ......)'. The report is usually posted on Monday. It is an Excel spreadsheet.
JAD_Trader ( Date: 24-Jan-2024 11:07) Posted:
I am also trying to search for this chart.
diablolee ( Date: 23-Jan-2024 14:38) Posted:
| great info, where can i see this chart |
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For me, I just keep accumulating and DCA as long as it' s below NAV
Key Statistics
| EPS (SGD) a |
0.15624 |
Trailing EPS (SGD) b |
0.07774 |
NAV (SGD) c |
0.3753 |
| PE a |
2.144 |
Trailing PE d |
4.309 |
Price / NAV c |
0.8926 |
| Dividend Yield (%) e |
27.065 |
Cash In Hand (SGD) f |
0.1455 |
Issued & Paid-up Shares g |
1,390,440,813 |
| Piotroski F Score |
6 |
Market Cap (M) |
465.798 |
Free Float (%) |
42.6 |
| Return on Equity (ROE) (%) h |
20.712 |
Revenue Growth (%) TTM i |
-26.351 |
| Net Earnings Growth (%) j |
-66.449 |
Net Debt/Equity k |
Net Cash |
if geo were to be privatised, at what price wud you be willing to let go
A commodity ?super squeeze? is denoted by higher prices driven by supply constraints more than a robust growth in demand, according to HSBC?s chief economist Paul Bloxham.
Geopolitical risks include the ongoing Israel-Hamas conflict in Gaza and the Ukraine war, which have hampered global trade, as seen in shipping disruptions from the recent Houthi attacks in the Red Sea.
Another reason is climate change, which disrupts supply chains as well as commodities supply, especially in the agricultural space.
Ya, I would be happy with 2c.
3c only an outside chance, unless unexpected good results.
yoga123 ( Date: 26-Jan-2024 12:40) Posted:
2 cents dividend would be nice. 😊
ahberngh ( Date: 26-Jan-2024 11:43) Posted:
Geo very weak!
People expecting a poor 4Q result ????
What is your guess for 4Q dividend ? |
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Expecting a 2-3 cents dividends for their 4Q and FY results.
yoga123 ( Date: 26-Jan-2024 12:40) Posted:
2 cents dividend would be nice. 😊
ahberngh ( Date: 26-Jan-2024 11:43) Posted:
Geo very weak!
People expecting a poor 4Q result ????
What is your guess for 4Q dividend ? |
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2 cents dividend would be nice. 😊
ahberngh ( Date: 26-Jan-2024 11:43) Posted:
Geo very weak!
People expecting a poor 4Q result ????
What is your guess for 4Q dividend ? |
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