Review Anual - 2024

Annual Review - 2024

Visiting the Geo Energy Resources ($RE4) mines in Indonesia

Visita a las minas de Geo Energy Resources ($RE4) en Indonesia : Actualización sobre la empresa

Geo Energy Resources ($RE4) Update: A surprisingly good dividend but further increase in costs.

Dry Bulk Shipping Market Review: Reviewing the current market, the market outlook and stock valuations.

Golden Energy Resources – Acquisition spread turned into special situation: Golden Energy Resources is a Singapore traded company with interests in Golden Energy Mines and Stanmore Resources.

Tsakos Navigation' Model & Upcoming Articles: How to receive the Tsakos Navigation model for free and future articles

Tsakos Navigation - Benefiting From Tanker Rates At A 60% Discount To NAV: An in-depth review of the company's history, their charter book and management.

Geo Energy Resources ($RE4) - Cheaper than ever?: Geo Energy is an Indonesian coal miner with two main producing mines (SDJ & TBR mines), in the South & East of Kalimantan.

Annual Review 2022 & Outlook for 2023: +41.53% for 2022

Grindrod Update and thoughts on dry bulk market: Hey guys I wanted to make an update on my portfolio and on the positions I recently wrote about (Grindrod & Geo Energy). Here’s the link to the article I wrote on the 10th of October on Grindrod: Therefore let’s just start with dry bulk and Grindrod:

GRINDROD SHIPPING HOLDINGS: AN UNDERVALUED DRY BULK GEM: GRINDROD SHIPPING HLGS: AN UNDERVALUED DRY BULK GEM. Grindrod Shipping Holdings (GRIN) is a South African dry bulk operator listed in both the Johannesburg Stock Exchange (JSE) and in NASDAQ. They operate a fleet of 15 owned handysize, 9 owned supramaxes/ultramaxes and 7 more in long term TCs. Five of their chartered-in supramaxes have purchase options attached.

Portfolio Review: YTD & 1Y Returns: Review of my results YTD, here you have my latest review for comparison. YTD +211.34% 1Y +363.63% Portfolio Holdings: Geo Energy Resources ($RE4). Navios Maritime Acquisition ($NNA). ??? - Will not disclose the position for the time being (very illiquid stock).

Geo Energy Resources (RE4: SGX): An indonesian coal miner trading at extremely cheap multiples

Coming soon: This is Nate's Investment Research, a newsletter about Investment research.