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 17.3M
Pitch Price
AUD 0.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
-0.14
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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