Added to YB: 2026-03-17
Pitch date: 2026-03-14
ENW.L [neutral]
Enwell Energy plc
+6.78%
current return
Author Info
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Company Info
Enwell Energy plc engages in the exploration, development, and production of oil and gas properties in Ukraine.
Market Cap
GBP 66.8M
Pitch Price
GBP 0.15
Price Target
50.30 (+31837%)
Dividend
N/A
EV/EBITDA
-4.04
P/E
6.86
EV/Sales
-1.53
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Case Notes - Enwell Energy plc
ENW.L (quick overview): Ukraine gas producer lost 93.5% output (1mn+ to 65k m³/day) after license suspensions linked to sanctioned owner Novynski. Filed $450M+ arbitration claim under UK-Ukraine BIT (Aug 2025 RFA). Memorial Q3 2026. Risks: Ukraine jurisdiction defense, war enforcement issues, reputation. At $67M mcap vs $225M est payout = 30% implied probability, 235% upside.
Read full article (2 min)