Added to YB: 2025-08-29
Pitch date: 2025-08-27
ENW.L [bullish]
Enwell Energy plc
+11.9%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Enwell Energy plc engages in the exploration, development, and production of oil and gas properties in Ukraine.
Market Cap
GBP 84.3M
Pitch Price
GBP 0.21
Price Target
N/A
Dividend
N/A
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Enwell Energy: A Cash-Rich Play Trading Below Asset Value with Major Arbitration Catalyst Ahead
ENW.L: Ukrainian gas producer trading at £64M cap vs £99M cash, zero debt. All wells suspended by Ukrainian sanctions despite ownership restructuring. Filed ICSID arbitration seeking $450M+ invested capital plus $360M planned development costs. Energy arbitrations average $600M+ awards with 72% investor win rate. 3+ year timeline but massive asymmetric upside vs cash-protected downside.
Read full article (3 min)