Added to YB: 2026-03-17
Pitch date: 2026-03-14
LOGP.L [neutral]
Lansdowne Oil & Gas plc
Author Info
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Company Info
Lansdowne Oil & Gas plc, an independent oil and gas company, focuses on the exploration and development of oil and gas reserves in the Irish Celtic Sea.
Market Cap
N/A
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Case Notes - Lansdowne
LOGP.L (quick overview): Ireland offshore oil co stalled by climate policy shift. Barryroe field: 346M barrels recoverable, production approval stuck since 2016 after Paris Agreement. €125M claim (€50M sunk + €75M opportunity cost) via ECT arbitration vs Ireland govt. Trading suspended Mar 2024, can't afford audit fees. Litigation funding sought but uncommitted. Asset worthless without regulatory clarity.
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