Added to YB: 2026-04-03
Pitch date: 2026-04-02
OEL.AX [bullish]
Otto Energy Limited
Author Info
Company Info
Otto Energy Limited operates as an oil and gas exploration, production, and sales company in North America.
Market Cap
AUD 16.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-0.51
P/E
2.56
EV/Sales
-0.20
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
The Hormuz Speculation with a Cash Cushion
OEL.AX: Trading A$0.005-0.006 (~A$24-29M mcap), holds ~A$28M cash + 5-6yr production (1.8MMboe 1P, 2.5MMboe 2P). CEO gets 2% of distributions, aligning interests. Post-A$0.008 dividend, stock below cash w/ no reinvestment risk. At $100 WTI sustained, fair value ~2x current. Half value (cash+2026 CF) realizes in 12mo. Pure oil price leverage on Hormuz disruption w/ cash downside protection.
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