Back 01 Apr 2026

Geo Energy Makes Strategic Entry into High-Value Coking Coal Market; Signs Binding Term Sheet to Acquire Majority Stake in Concession Holder with Indicative 2P Reserves of 20 - 25 Million Tonnes of Hard Coking Coal

Key Highlights of the Transaction:

•⁠ ⁠Premium Asset Quality: The HTM concession holds indicative 2P reserves of 20–25 million tonnes of high-quality hard coking coal.

•⁠ ⁠Strategic Location: The asset covers approximately 3,293 hectares in North Barito, Central Kalimantan, and holds a valid Production Operation Mining Licence (IUP-OP).

•⁠ ⁠Strong Financial Upside: With indicative selling prices of US$220 – US$250 per tonne and an estimated cash cost of US$110 per tonne, this project is positioned to be highly value-accretive.

•⁠ ⁠Sustainable Mining: The project will utilise underground mining, offering a more environmentally sustainable footprint with lower capital expenditure compared to traditional open-pit operations.

•⁠ ⁠Revenue Growth: At a projected annual production of 2 million tonnes, the Target Company has the potential to generate US$220 million – US$280 million in annual cash profits.

This milestone reinforces their trajectory toward becoming a billion-dollar integrated energy group. By securing a majority interest in this specialty coal segment, we are strengthening our resource base and positioning the Group for sustainable, long-term value creation.

https://geoenergy.listedcompany.com/news.html/id/2605726