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Amplitude Energy (AEL) investor relations material
Amplitude Energy Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary22 Sep, 2025
Growth strategy and infrastructure leverage
Accelerating growth by leveraging existing infrastructure in the Otway and Gippsland Basins, focusing on the East Coast Supply Project Plus (ECSP+) and the Patricia Baleen restart.
ECSP+ includes the addition of a fourth well, Nestor, targeting a high-quality, low-risk prospect to increase gas supply during periods of high demand and pricing.
The Otway Basin joint venture is aligned on Nestor's strategic significance, with plans to order a subsea tree for efficient development.
Patricia Baleen restart aims to enhance supply flexibility and storage potential, supporting energy security and market responsiveness.
A $150 million equity raising is launched to fund these growth initiatives.
Production, financial performance, and market context
FY25 group net production reached 73 TJ/day, with a targeted increase to over 120 TJ/day post-ECSP+.
Production and operational leverage have driven substantial margin expansion, with a 10% CAGR in production and a 29% CAGR in underlying EBITDAX from FY22 to FY25.
Production expenses have decreased by 16% unit cost CAGR, and adjusted cash from operations grew at a 26% CAGR over the same period.
The east coast gas market faces a projected supply deficit of 153 PJ/year by the mid-2030s, highlighting urgent demand for new domestic supply.
Local gas production is positioned as a cheaper and lower-emissions option compared to LNG imports.
Project details and resource potential
Nestor well has an 81% probability of geological success and is expected to add 64 Bcf mean unrisked prospective resource (32 Bcf net).
ECSP+ targets over 360 Bcf of gross P50 unrisked prospective resource (>180 Bcf net), with a 99.7% probability of at least one gas discovery when Nestor is included.
Nestor's proximity to existing infrastructure enables cost-effective, rapid development and increased production during peak demand.
The Patricia Baleen restart is a low-cost, brownfield project targeting ~4.5 TJ/day through existing infrastructure, with multi-use potential for future production or storage.
Additional exploration opportunities in the Otway Basin, such as Elanora and Juliet, offer further resource upside.
Nestor's impact on AGP production profile?
Patricia Baleen restart: unique value proposition?
Mitigating JV misalignment risk with O.G. Energy?
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Next Amplitude Energy earnings date
Q1 202627 Oct, 2025
Next Amplitude Energy earnings date
Q1 202627 Oct, 2025
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Frequently asked questions
Cooper Energy Limited is an Australian upstream oil and gas exploration and production company, known for its focus on securing, finding, developing, producing, and selling hydrocarbons within Australia. The company's key projects include the production of offshore gas liquids from the Sole gas field in the Gippsland Basin, Victoria, and from the Casino, Henry, Netherby gas fields in the Otway Basin, Victoria. Cooper Energy is headquartered in Adelaide, South Australia, and its shares are listed on the ASX under the code COE.
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