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Latest Forum Topics / Geo Energy Res    Last:0.45    -0.005  Post Reply
Black Gold Industry Discussion
ozone2002
Supreme
18-May-2026 10:09     
 
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Now billion dollar company
Ding dong between billion and no billion $ company

ozone2002      ( Date: 15-May-2026 10:18) Posted:

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no more billion dollar company 

ozone2002      ( Date: 14-May-2026 19:39) Posted:

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seems like the $1.5b valuation by Resinvest is fake news, Geo trending to be below $1b valuation
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Login20
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18-May-2026 08:51     
 
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 Alert Admin 		No need to put the time frame, in due course it will not be in this situation. 

tccroy      ( Date: 18-May-2026 08:47) Posted:

I trust the announcement on MBJ valuation at USD1.5 Billion. Because of those selling short causes the sell off. Geo will be expected to climb back to above 67 very soon, most probably this week
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lailai
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18-May-2026 08:50     
 
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 Alert Admin 		geo drop from peak 67.5c on 11 may, to current 57.5, 10c drop.
melati has 513mil ch, meaning his asset lost by > 50$mil. wow.
surprised that as chairman he did not initiate sbb even he said geo largely undervalued when it was trading at ard 60-65c.
just opnn, quite puzzled.
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tccroy
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18-May-2026 08:47     
 
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 Alert Admin 		I trust the announcement on MBJ valuation at USD1.5 Billion. Because of those selling short causes the sell off. Geo will be expected to climb back to above 67 very soon, most probably this week
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Newbornborn
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17-May-2026 08:49     
 
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 Alert Admin 		Should be back to 6 series ..
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thinkpad
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16-May-2026 20:35     
 
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 Alert Admin 		Geo's CEO commented on 17 Mar 2026 that assuming 2026 production volume is 11.5m to 12.5m, at coal price back then, the EBITA will be usd170m to usd200m.

Surely he already know at that time that 1 Q production volume is underwhelming, and yet gave the comment.

He either calls the bluff or truly the production volume will significantly increase later in the year especially 2H 2026.

Finger crossed but somehow feel more major announcements will be made soon.

Further, it seems that TRA coal can fetch better price that TBR and SDJ...
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JurongW
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15-May-2026 17:19     
 
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 Alert Admin 		Updated chart



JurongW      ( Date: 15-May-2026 13:56) Posted:



Ideally, if GEO retraces to 50.5 at the 0.618 fibo level, that would mark a prime entry for the next impulse wave.

By this time next year, expect profits to surge well above this year Q1, setting the stage for a strong uplift in share price.
 


JurongW      ( Date: 15-May-2026 13:51) Posted:

If GEO were to drop to 50.5 cents, that would line up with the level where Chairman Geo indonesia bought.

https://links.sgx.com/1.0.0/corporate-announcements/4NKN8LNGWEUSVREQ/880422_GER_Ann_Disclosure%20of%20interests%20of%20Huang%20She%20Thong_25%20Mar%202026.pd
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lailai
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15-May-2026 14:00     
 
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 Alert Admin 		after  hitting the peak of 67.5c on 11th may after excellent news, it has been droppin non stop til 56c now, in a matter of 5 sessions.
who knows in another 5 sessions, may drop to 45c. 
smell fishy. sias and sgx shd investigate who are the shorties.
just opnn

finjungle      ( Date: 15-May-2026 11:05) Posted:

Looks like investors do not believe the deal. Too good to be true????

lailai      ( Date: 15-May-2026 10:41) Posted:

sias and sgx should be asking geo management and resinvest to find out if their so called 1.5bil deal is fake.
to protect investors from scams and cheats which was very common during the china  s-chips years ago.
just opnn
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JurongW
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15-May-2026 13:56     
 
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Ideally, if GEO retraces to 50.5 at the 0.618 fibo level, that would mark a prime entry for the next impulse wave.

By this time next year, expect profits to surge well above this year Q1, setting the stage for a strong uplift in share price.
 


JurongW      ( Date: 15-May-2026 13:51) Posted:

If GEO were to drop to 50.5 cents, that would line up with the level where Chairman Geo indonesia bought.

https://links.sgx.com/1.0.0/corporate-announcements/4NKN8LNGWEUSVREQ/880422_GER_Ann_Disclosure%20of%20interests%20of%20Huang%20She%20Thong_25%20Mar%202026.pdf

JurongW      ( Date: 15-May-2026 13:47) Posted:

If GEO were to drop to 52.5 cents, that would line up with the level where institutional funds previously secured their placement.

https://links.sgx.com/1.0.0/corporate-announcements/T670WDMUX34CGQ4D/884143_Media%20Release_Completion%20of%20Placement.pdf
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JurongW
Elite
15-May-2026 13:51     
 
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 Alert Admin 		If GEO were to drop to 50.5 cents, that would line up with the level where Chairman Geo indonesia bought.

https://links.sgx.com/1.0.0/corporate-announcements/4NKN8LNGWEUSVREQ/880422_GER_Ann_Disclosure%20of%20interests%20of%20Huang%20She%20Thong_25%20Mar%202026.pdf

JurongW      ( Date: 15-May-2026 13:47) Posted:

If GEO were to drop to 52.5 cents, that would line up with the level where institutional funds previously secured their placement.

https://links.sgx.com/1.0.0/corporate-announcements/T670WDMUX34CGQ4D/884143_Media%20Release_Completion%20of%20Placement.pdf

JurongW      ( Date: 14-May-2026 22:56) Posted:

GEO continues to respect the ascending channel on the weekly chart.
With the latest impulse wave completed, price action has shifted into its corrective phase, setting up the next checkpoint once support is tested.
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JurongW
Elite
15-May-2026 13:47     
 
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 Alert Admin 		If GEO were to drop to 52.5 cents, that would line up with the level where institutional funds previously secured their placement.

https://links.sgx.com/1.0.0/corporate-announcements/T670WDMUX34CGQ4D/884143_Media%20Release_Completion%20of%20Placement.pdf

JurongW      ( Date: 14-May-2026 22:56) Posted:

GEO continues to respect the ascending channel on the weekly chart.
With the latest impulse wave completed, price action has shifted into its corrective phase, setting up the next checkpoint once support is tested.
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Volmax
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15-May-2026 13:28     
 
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 Alert Admin 		 

The Market Can Remain Irrational Longer Than You Can Remain Solvent!


smiley

 
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Dannkh
Master
15-May-2026 13:26     
 
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ETHunter      ( Date: 15-May-2026 13:06) Posted:


Looking at the price drop, the market is short sighted or what?
Lets look at what is happening in the coming months..
 
1) The MBJ Road (The " Moat" )
The Logic: Geo is currently using expensive public roads. The new 92km private road and jetty remove these bottleneck.
Internal Impact: Lowers cash costs immediately. For every 10M tonnes Geo produces, the road adds US$100M to the bottom line just in savings.
TRA mine will also then scale up to 25 tonnes.
 
External Impact: Geo has already secured 9 million tonnes/year of third-party hauling.
They are charging other mines to use the road, creating a recurring revenue stream for the excess capacity (25M tonnes).
 
 
The ResInvest Valuation (The " Floor" )
The Logic: Switzerland&rsquo s ResInvest is valuing the infrastructure unit alone at US$1.5B.
 
Impact: Geo owns ~71% of this unit. That stake is worth roughly S$1.36B or 77c per share.
Since Geo' s total market cap is currently only S$1.07B thereabout, the market is valuing the coal mines and the cash on hand at less than zero.
This is the core " Value Play" that analysts like KGI cite for their S$1.02 target.
 
 
The Coking Coal Pivot (The " Growth Engine" )
The Logic: Thermal coal is for power Coking coal is for steel. Steel coal sells for 3&ndash 4 times the coal price (USD220 to USD250 per tonne).
The acquisition of PT Harfa Taruna Mandiri (HTM) is a major strategic " pivot" that was announced just a 6 weeks ago on April 1, 2026.
 
The Math: Management expects to produce 2M tonnes/year.
At US$120 profit/tonne, this single mine could generate US$240M in profit, which is more than the entire company made during the 2022 coal boom.
Note that Hard Coking Coal requires specialized global marketing to reach steel mills in Europe and North Asia.
ResInvest, being a European-based utility and commodities group, is the perfect partner to move this specific grade of coal.
 

The best is yet to come.
The current profits reported over the last few qtrs are really peanuts when we look at the huge profits coming imo.
What will be the stock price then?
Pls Dyodd and see clearly .
Cheers
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ETHunter
Master
15-May-2026 13:06     
 
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Looking at the price drop, the market is short sighted or what?
Lets look at what is happening in the coming months..
 
1) The MBJ Road (The " Moat" )
The Logic: Geo is currently using expensive public roads. The new 92km private road and jetty remove these bottleneck.
Internal Impact: Lowers cash costs immediately. For every 10M tonnes Geo produces, the road adds US$100M to the bottom line just in savings.
TRA mine will also then scale up to 25 tonnes.
 
External Impact: Geo has already secured 9 million tonnes/year of third-party hauling.
They are charging other mines to use the road, creating a recurring revenue stream for the excess capacity (25M tonnes).
 
 
The ResInvest Valuation (The " Floor" )
The Logic: Switzerland&rsquo s ResInvest is valuing the infrastructure unit alone at US$1.5B.
 
Impact: Geo owns ~71% of this unit. That stake is worth roughly S$1.36B or 77c per share.
Since Geo' s total market cap is currently only S$1.07B thereabout, the market is valuing the coal mines and the cash on hand at less than zero.
This is the core " Value Play" that analysts like KGI cite for their S$1.02 target.
 
 
The Coking Coal Pivot (The " Growth Engine" )
The Logic: Thermal coal is for power Coking coal is for steel. Steel coal sells for 3&ndash 4 times the coal price (USD220 to USD250 per tonne).
The acquisition of PT Harfa Taruna Mandiri (HTM) is a major strategic " pivot" that was announced just a 6 weeks ago on April 1, 2026.
 
The Math: Management expects to produce 2M tonnes/year.
At US$120 profit/tonne, this single mine could generate US$240M in profit, which is more than the entire company made during the 2022 coal boom.
Note that Hard Coking Coal requires specialized global marketing to reach steel mills in Europe and North Asia.
ResInvest, being a European-based utility and commodities group, is the perfect partner to move this specific grade of coal.
 

The best is yet to come.
The current profits reported over the last few qtrs are really peanuts when we look at the huge profits coming imo.
What will be the stock price then?
Pls Dyodd and see clearly .
Cheers
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tccroy
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15-May-2026 12:35     
 
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 Alert Admin 		Shortists are taking the opportunity to rain down the prices. They would do whatever needed to especially die die also must short. Fyi, BBs are waiting for a good opportunity to get cheap prices and then push up Geo again. Please keep watch this late afternoon
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JAMMIE
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15-May-2026 11:26     
 
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 Alert Admin 		because that massively increases the valuation of the comany overall, brings on board a substantial investor who provides substantial cash to take the company forward and accelerate the growth further.   

Dannkh      ( Date: 15-May-2026 09:47) Posted:

Wondering why Geo wants to sell part of MBJ which is a cash cow when completed. Hopefully that Resinvest deal does not come with massive sweetener of warrants which will further dilute shareholders stake. Today is t+4 for those who rush in on Monday on Resunvest's news. Not vested. Dyodd.

jm2212      ( Date: 15-May-2026 09:37) Posted:

Only reason that I can think of is the increased in gov tax that impacted the margin heavily
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piscesmonkey
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15-May-2026 11:06     
 
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 Alert Admin 		Going green energy liao

Dannkh      ( Date: 15-May-2026 09:47) Posted:

Wondering why Geo wants to sell part of MBJ which is a cash cow when completed. Hopefully that Resinvest deal does not come with massive sweetener of warrants which will further dilute shareholders stake. Today is t+4 for those who rush in on Monday on Resunvest's news. Not vested. Dyodd.

jm2212      ( Date: 15-May-2026 09:37) Posted:

Only reason that I can think of is the increased in gov tax that impacted the margin heavily
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finjungle
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15-May-2026 11:05     
 
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 Alert Admin 		Looks like investors do not believe the deal. Too good to be true????

lailai      ( Date: 15-May-2026 10:41) Posted:

sias and sgx should be asking geo management and resinvest to find out if their so called 1.5bil deal is fake.
to protect investors from scams and cheats which was very common during the china  s-chips years ago.
just opnn.

Dannkh      ( Date: 15-May-2026 09:47) Posted:

Wondering why Geo wants to sell part of MBJ which is a cash cow when completed. Hopefully that Resinvest deal does not come with massive sweetener of warrants which will further dilute shareholders stake. Today is t+4 for those who rush in on Monday on Resunvest's news. Not vested. Dyodd
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lailai
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15-May-2026 10:41     
 
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 Alert Admin 		sias and sgx should be asking geo management and resinvest to find out if their so called 1.5bil deal is fake.
to protect investors from scams and cheats which was very common during the china  s-chips years ago.
just opnn.

Dannkh      ( Date: 15-May-2026 09:47) Posted:

Wondering why Geo wants to sell part of MBJ which is a cash cow when completed. Hopefully that Resinvest deal does not come with massive sweetener of warrants which will further dilute shareholders stake. Today is t+4 for those who rush in on Monday on Resunvest's news. Not vested. Dyodd.

jm2212      ( Date: 15-May-2026 09:37) Posted:

Only reason that I can think of is the increased in gov tax that impacted the margin heavily
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ozone2002
Supreme
15-May-2026 10:18     
 
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no more billion dollar company 

ozone2002      ( Date: 14-May-2026 19:39) Posted:

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seems like the $1.5b valuation by Resinvest is fake news, Geo trending to be below $1b valuation
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