$Geo Energy Res (RE4.SG)$ Geo Energy is expected to report a substantial increase in the net profit of the Group for 1Q2025 as compared o the first quarter ended 31 March 2024 (1Q2024). Such increase is mainly attributable to increased revenue that was driven by higher production volume of coal during 1Q2025. The Group is expected to achieve a sales volume of around 3.6 million tonnes of coal for 1Q2025, doubling the sales volume of 1.8 million tonnes in 1Q2024.
$Geo Energy Res (RE4.SG)$last time I post comment saying that it is going towards 0.4, because of trump’s tariff, it went down trend instead. now I think many people believe that 0.4 is reachable.
$Geo Energy Res (RE4.SG)$ Lim & Tan report. We initiate a BUY recommendation on Geo Energy Resources with a TP of S$0.60, based on DCF (WACC: 12.5%). Major tailwinds for the company include: 1) expected increase in 2025 coal sales, Geo will benefit from an upcoming state-of-the-art infrastructure development, where we forecast EBITDA levels to triple from US$60mln in FY24 to US$168mln in FY26F upon completion. Geo will be able to transport larger volumes of coal more efficiently, save on curre...
Very few stocks have recovered from their end-March, early April slump. Geo not only rebounded strongly past one and a half weeks, but is now one of the few stocks on SGX trading at a 52-week high. I feel its current share price is a reflection of its positive fundies, so strong that they can even carry the stock against the market's downstream flow. Caveat: Geo is my biggest holding.
$Geo Energy Res (RE4.SG)$what is the forward guidance of coal demand? It seems a large part of Geo revenue comes from China and China is expected to slow down due to tariff war. DYDD.
$Geo Energy Res (RE4.SG)$ Lim & Tan report. At 33.5 cents, Geo Energy is capitalized at $474mln and trades at an undemanding forward consensus PE ratio of 5.3x. Price-to-book stands at 0.8x and dividend yield is 3%. We recommend a “Buy” rating for Geo Energy given that Bloomberg consensus 1 year target price is 59 cents, a 74% increase from its current share price level of 33.5 cents while earnings and dividend trajectory for the company is expected to be “exciting” for FY2025 with a significant...
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101572862
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I can see this going to break .34 soon
bullrider_21
OPCoolM
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I think it's too late to buy for this leg. Wait for correction to enter. I doubt will melt up now. Still some time before they complete road and jetty.
$Geo Energy Res (RE4.SG)$ RESPONSES TO QUESTIONS RECEIVED FROM SHAREHOLDERS AHEAD OF ANNUAL GENERAL MEETING TO BE HELD ON 25 APR 2025. Q1. Based on past experiences, does the demand for thermal coal fall significantly during periods of economic slowdown or recession? Answer: Thermal coal demand is generally quite resilient due to its role as a stable and cheapest source of energy. Developing countries like India, China, and parts of Southeast Asia continue to rely on coal to support electrific...
Singapore High Dividend Picks: shielding against market volatility with High Yields and tapping into the growth potential of Singapore's core assets. Singapore High Dividend Picks: shielding against market volatility with High Yields and tapping into the growth potential of Singapore's core assets.
Geo Energy Res Stock Forum
Geo Energy is expected to report a substantial increase in the net profit of the Group for 1Q2025 as compared o the first quarter ended 31 March 2024 (1Q2024).
Such increase is mainly attributable to increased revenue that was driven by higher production volume of coal during 1Q2025. The Group is expected to achieve a sales volume of around 3.6 million tonnes of coal for 1Q2025, doubling the sales volume of 1.8 million tonnes in 1Q2024.
Lim & Tan report.
We initiate a BUY recommendation on Geo Energy Resources with a TP of S$0.60, based on DCF (WACC: 12.5%).
Major tailwinds for the company include:
1) expected increase in 2025 coal sales,
Geo will benefit from an upcoming state-of-the-art infrastructure development, where we forecast EBITDA levels to triple from US$60mln in FY24 to US$168mln in FY26F upon completion. Geo will be able to transport larger volumes of coal more efficiently, save on curre...
Geo may rise to resistance around 0.37.
DYDD.
Lim & Tan report.
At 33.5 cents, Geo Energy is capitalized at $474mln and trades at an undemanding forward consensus PE ratio of 5.3x. Price-to-book stands at 0.8x and dividend yield is 3%.
We recommend a “Buy” rating for Geo Energy given that Bloomberg consensus 1 year target price is 59 cents, a 74% increase from its current share price level of 33.5 cents while earnings and dividend trajectory for the company is expected to be “exciting” for FY2025 with a significant...
RESPONSES TO QUESTIONS RECEIVED FROM SHAREHOLDERS AHEAD OF ANNUAL GENERAL MEETING TO BE HELD ON 25 APR 2025.
Q1. Based on past experiences, does the demand for thermal coal fall significantly during periods of economic slowdown or recession?
Answer:
Thermal coal demand is generally quite resilient due to its role as a stable and cheapest source of energy. Developing countries like India, China, and parts of Southeast Asia continue to rely on coal to support electrific...
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