GEO27 Apr 2026 08:38
Lets make this a bit more simple.......GEO is not being valued on what it is today, but on what it could deliver over the coming phases:
Juno – Further drilling still to come, and confirmed. That’s ongoing potential upside, not a closed story, and with Callum onboard, I have faith, and, like many other explorations, the first drills didn't always hit the sweet spot.......
Gorge – Yet to be drilled. Early-stage, yes—but that’s exactly where re-rating potential comes from, they have found extensive large samples of surface gold and I am VERY excited about how this plays from here on in.
PEL094 (Offshore Namibia) – Farm-in details pending. Given what’s been happening in Namibia which the likes of Chevron and BP, this is a key piece that the market hasn’t fully priced yet. The world is now, even more so, looking for alternatives to the Middle East, and, I personally believe BP could be in late negotiations with GEO at this moment in time.......again, the haters have their view, I have mine.....
So the idea that “there’s nothing here” doesn’t really stack up—there are clearly multiple live workstreams that will be coming to fruition before the end of 2026.
Of course there's a risk—this is exploration. Anyone expecting certainty shouldn’t be in this space. But equally, dismissing everything before results land isn’t analysis either.
I’m holding because, there are multiple upcoming catalysts, the story is still developing across more than one asset, and Namibia exposure adds an additional angle that could surprise us all...
And THAT is why I am invested here...........you pay your money, you take your chances....just like I did with GGP, and with Callum Baxter still on board, I have every faith just like I did in 2018/2019 when Greatland Gold allowed me to semi retire.........I had patience then, I have patience now........