Professional
Added to YB: 2026-09-11
Pitch date: 2026-09-09
BTL.AX [bullish]
Beetaloo Energy Australia Limited
+1.85%
current return
Author Info
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Company Info
Beetaloo Energy Australia Limited, together its subsidiaries, engages in the production and sale of oil and natural gas in Australia.
Market Cap
AUD 406.8M
Pitch Price
AUD 0.27
Price Target
1.28 (+365%)
Dividend
N/A
EV/EBITDA
-24.18
P/E
-15.98
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
Beetaloo Energy Australia (ASX:BTL) - The value arbitrage is about to break open
BTL.AX (update): Beetaloo Energy Australia trades at $0.28 versus risked NAV of $0.89-$1.28 per share, with the market appearing to price only the initial Carpentaria project at nameplate capacity. Basin gas sales have begun, Carpentaria remains on time and budget for first gas by end-2026, and $125M of liquidity should fund startup. Upside includes better well performance and a conceptual data-centre opportunity of up to 200 TJ/d, but commercial definition remains early.
Read full article (17 min)