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Geo Energy
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Catrade
Senior |
02-Jul-2022 01:40
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How much further can coal go? This is a comprehensive article consists of 5-6 PDF pages with 1photo & 2 charts from Bloomberg on Energy price n Nasdaq Data Link. Sorry guys due to copy right issue I can' t copy& paste here. May be I can share the last part of the article quoted from Jefferies: " A lack of investment in new mines, depletion of existing mines and under-investment across the entire supply chain have been key factors in coal&rsquo s market tightness. Most mining companies are unwilling to invest in new coal capacity due to structural demand risks and the ongoing ESG overhang. The resurgence of the global coal market is real, in our view, and there could be more upside to prices this summer" In conclusion it mentioned coal miners and companies (Glencore is expected to rake in first-half coal ebitda of more than $8bn, Peabody Energy and Arch Resources are up 226 per cent and 170 per cent, respectively, in the past year). Hope this info help!
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tccroy
Veteran |
01-Jul-2022 18:04
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Any commodities have up and down. After it goes up it will come down. Vice versa. 不 要 自 己 吓 自 己
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FOREVERFREEDOM
Member |
01-Jul-2022 17:30
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Last month saw the price was above 90, today July adjust to 84+, mean low demand?
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tccroy
Veteran |
01-Jul-2022 17:15
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Still above $80 la
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FOREVERFREEDOM
Member |
01-Jul-2022 17:14
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ICI4 drop leh | ||||
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tccroy
Veteran |
01-Jul-2022 16:45
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Dividends + Special bonus payout
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lailai
Elite |
01-Jul-2022 16:34
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WOW, 2 yrs ago they say coal at $50/ton, can laugh liao. Now they say near $400/ton, can only say watthehappen to blackgold coal. Nonid to read more liao. The las HY resut konsi gave a div of 8cents per sh. The next one for Jun 2022 jus over ytd, result coming soon, div would be .... u can gas lah, ... if not 8cents, got 4cents per sh aso good liao.  Who knows, maybe 10cps.
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ahberngh
Veteran |
01-Jul-2022 16:31
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My estimate US$ 255-270M.
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tccroy
Veteran |
01-Jul-2022 16:27
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Then better start loading before you lose the chance to get at this price when CEO announces Q2 revenue
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ozone2002
Supreme |
01-Jul-2022 15:48
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search FT under the title below
How much further can coal go?Supply constraints and growing demand mean this year&rsquo s record high coal prices might be just the start.
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tccroy
Veteran |
01-Jul-2022 14:09
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Me too ,bro
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yoga123
Veteran |
01-Jul-2022 13:18
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Bro ozone, please share the article contents as cannot read it lah. Thanks. 😊
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ahberngh
Veteran |
01-Jul-2022 13:17
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Finalised ICI 4 avg prices for Q2 (data obtained from Investing,com) : April : US$94 per tonne May : US$89.1 per tonne June : US$87.06 per tonne Avg for Q2 = US$90.05 per tonne. |
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FOREVERFREEDOM
Member |
01-Jul-2022 13:09
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What is writing inside? Cannot read the news, need subscribe > <
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ozone2002
Supreme |
01-Jul-2022 09:40
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article highlighting the bullish fundamentals of coal where recent price rises are just a start https://www.ft.com/content/02f368bf-8323-4f0a-9aed-fc7f9228a90a |
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FOREVERFREEDOM
Member |
30-Jun-2022 16:55
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Unless the US and Europe going to sanction Russia forever, hahaha | ||||
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ahberngh
Veteran |
30-Jun-2022 16:44
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Two years!! If ici 4 coal maintain current price for two years, Geo will huat to the moon and hopefully bring me along for the ride   .
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ahberngh
Veteran |
30-Jun-2022 16:42
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Germany has decided to fire up idle coal power plants as Russian cuts to gas exports threaten shortfalls in Europe' s largest economy. Berlin was working on a new law to temporarily bring back up to 10 gigawatts (GW) of idle coal-fired power plants for up to two years.7 days ago
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TraderBen
Elite |
30-Jun-2022 15:02
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this situation is like with the oil companies.. OIL price still above $100.. but stock price kena whack down 50%.. WELCOME TO SGX.. american oil companies still hitting ATH..
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zillion
Master |
30-Jun-2022 14:56
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sgx is a mickey mouse bourse with many prefer to buy a showbox condo to rent out than buy lower/cheap counters on sgx because ultimately they all kenna go hol-land. Even good blue chips also no attract retail players. Buy a condo for 99 years pay via monthly cpf $$ collecting monthly rent in cash into pocket. No brainer. Where else buy undervalue geo etc need to rely on the ' greater fool theory' concept which majority of us retailers kenna many times already.
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