Professional
Added to YB: 2026-02-10
Pitch date: 2026-01-29
CVN.AX [neutral]
Carnarvon Energy Limited
-4.04%
current return
Author Info
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Company Info
Carnarvon Energy Limited engages in the exploration, development, and production of oil and gas properties in Australia.
Market Cap
AUD 196.4M
Pitch Price
AUD 0.10
Price Target
0.20 (+111%)
Dividend
N/A
EV/EBITDA
-2.23
P/E
47.02
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
Collins St Value Fund Portfolio Holding: Carnarvon Energy Limited
CVN.AX (holding update): Despite $100M cash + $80M listed shares + $140M PCP Taiwan capital call + 10% stake in 500M barrel Dorado project, trades at $150M mkt cap (9¢) vs conservative 20¢+ target. Key catalyst: Santos FID on Dorado + strategic review could unlock value via buyback/sale.
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