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yoga123 Master	29-Jan-2024 14:11        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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wehuattogether88 Supreme	29-Jan-2024 13:09        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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ozone2002 Supreme	29-Jan-2024 13:07        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	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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pikachu Master	29-Jan-2024 06:30        pikachu About Contact  Quote this Post!   Mood: Yells: "Holy Cow!"
x 0   x 0  Alert Admin	Thanks for the info!
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JAD_Trader Veteran	28-Jan-2024 21:21        JAD_Trader About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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wehuattogether88 Supreme	27-Jan-2024 10:22        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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ozone2002 Supreme	27-Jan-2024 10:04        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	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: https://www.kgieworld.sg/securities/resources/ck/files/docs/research/GEO%20ENERGY_INITIATION_26JAN2024.pdf
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Caesar Veteran	26-Jan-2024 22:07        Caesar About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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desmodeus Veteran	26-Jan-2024 21:56        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	too conservative. if they spin the ev story well, $0.80 seem like shortchanged Sgbuyer      ( Date: 26-Jan-2024 21:43) Posted: https://www.kgieworld.sg/securities/resources/ck/files/docs/research/GEO%20ENERGY_INITIATION_26JAN2024.pdf
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Caesar Veteran	26-Jan-2024 21:52        Caesar About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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Sgbuyer Member	26-Jan-2024 21:43        Sgbuyer About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.kgieworld.sg/securities/resources/ck/files/docs/research/GEO%20ENERGY_INITIATION_26JAN2024.pdf
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ozone2002 Supreme	26-Jan-2024 19:09        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	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
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desmodeus Veteran	26-Jan-2024 16:57        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	if geo were to be privatised, at what price wud you be willing to let go
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wehuattogether88 Supreme	26-Jan-2024 16:41        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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.
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ahberngh Master	26-Jan-2024 15:21        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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ozone2002 Supreme	26-Jan-2024 13:50        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	If AI is the future, then it goes together with coal hand in hand https://www.bloomberg.com/news/articles/2024-01-25/ai-needs-so-much-power-that-old-coal-plants-are-sticking-around
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ozone2002 Supreme	26-Jan-2024 13:46        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Bullish news for Indo coal producers  https://jakartaglobe.id/business/demands-from-china-india-to-boost-indonesias-coal-production
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wehuattogether88 Supreme	26-Jan-2024 13:13        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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yoga123 Master	26-Jan-2024 12:40        yoga123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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ozone2002 Supreme	26-Jan-2024 11:59        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	3 mil shares sell down as of this morning at 33.5c
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