T.U.B Investing

I have previously written about Geo Energy Resources ("GER") and their most recent half-year 2024 results announcement warrants further examination. At face value, the results appear positive. However, if we exclude "Other Gains", net income would have decreased to US$3.0m. This likely explains the low dividend declared as per the HY2024 report. Geo Energy Resources Income Statement In my view, it is wise to remain cautious given the decline in coal prices from record highs in 2022 to earlier in 2023.  Coal Prices from 2020 till Aug 2024 / Source: tradingeconomics.com That said, acting on impulses to bail out of your position now would be short-sighted. GER future looks promising due to the following reasons: 1. Spike in Energy Demand for South East Asia ("SEA") - Source: 1 , 2 , 3 , 4 , 5 , 6 , 7 The rapid development of AI and data centers in SEA continues to drive up enormous energy needs to power computing infrastructure. As data centers require relia...

Vested Prior to commencing, I must acknowledge that my previous post on Starhill Global REIT received substantial critical responses. Members in my Telegram group (Link in this post ) pointed out loopholes in my article. Specifically, they highlighted that while the REIT boasted high occupancy rates, its revenue from properties outside of Singapore was dwindling. Furthermore, the dividend had experienced a consistent decline over the years, suggesting inadequate management. Hence, if you are contemplating an investment in Starhill REIT, do think twice - although I remain vested for now. On a different note, I previously also wrote about Geo Energy Resource ("GER") (SGX: RE4.SI) , and this article serves as a continuation of my previous piece. Although the time-sensitive information has now been disclosed and March 2024 is coming to an end, I still remain vested in GER.  As we approach the end of March 2024, the question arises: what will happen if I continue to hold onto G...

Vested It has been some time since I last wrote an article on any platform or on this blog. However, I am still been actively managing my portfolio. I just needed some time to recharge, as there were moments when I felt burned out recently. Nevertheless, I have returned and today I will be sharing information about an intriguing trading opportunity. I am currently vested in this company but it represents less than 2% of my portfolio. This is because I have not had any additional funds in my portfolio as my primary goal has been to restore it back to its original value of 100%. Furthermore, this is a trading opportunity and I will most likely sell it prior to April 2024. The Company The company that I would like to discuss is called Geo Energy Resources Ltd ("GER") (SGX: RE4.SI).  The decision to enter into this trade was based on two press releases issued on February 7th and March 1st, 2024 . Image taken from Singapore Business Review To provide a brief overview, there are ...