Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Smartkarma Corporate Webinar | Geo Energy: Rising Coal Prices And Infrastructure Advantage

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>We wrote our first insight on <a target="_blank">Geo Energy Resources (GERL SP)</a>, titled <a target="_blank">"Geo Energy Group (GERL SP): The Case For a &gt;30% Yield in FY27-28 </a>," in December 2024. </li>
<li>Fast forward 15 months (and a ~130% share price move), and we recently <a href="https://youtu.be/fAhxfZXeQnI?si=aX4UPfRCzayPYKVN" target="_blank" rel="noopener">hosted a webinar with the company,</a> where we gained valuable insights into its future expansion plans. </li>
<li>Trading at 5x EV-EBITDA, <a href="https://geoenergy.listedcompany.com/newsroom/20260317_173026_RE4_CPMWJD77ZP0CXISE.1.pdf" target="_blank" rel="noopener">based on guidance of 170-200 mn USD at ICI4 prices of 60 USD/ton</a>, the stock is still cheap. </li>
</ul>


We wrote our first insight on Geo Energy Resources (GERL SP), titled "Geo Energy Group (GERL SP): The Case For a &gt;30% Yield in FY27-28 ," in December 2024. 
Fast forward 15 months (and a ~130% share price move), and we recently hosted a webinar with the company, where we gained valuable insights into its future expansion plans. 
Trading at 5x EV-EBITDA, based on guidance of 170-200 mn USD at ICI4 prices of 60 USD/ton, the stock is still cheap. 


Geo Energy Resources (GERL SP): Several Positive Catalysts To Drive Profitability