Added to YB: 2026-01-30
Pitch date: 2026-01-28
TEE.AX [bullish]
Top End Energy Limited
+8.57%
current return
Author Info
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Company Info
Top End Energy Limited engages in the acquisition, exploration, and development of oil, gas, and helium and hydrogen in Australia.
Top End Energy's Texas Power Play
TEE.AX: $9M market cap pivoting from natural hydrogen to AI data centre land+power in Texas. Targeting $2.6T US AI buildout bottleneck - sites with behind-the-meter power bypassing 4-6yr grid delays. US experience from hydrogen leases provides land/permitting skills. Comparable US peers (NUAI) trade 20-30x higher. Risk: early stage execution, needs right land/power/partners. Catalysts: Texas site selection, partner deals, approvals progress.
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