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Australis Oil & Gas (ATS) investor relations material
Australis Oil & Gas Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary15 Dec, 2025
Company background and asset history
Founded by former Aurora Oil & Gas team, leveraging experience from Eagle Ford development and sale for $1.8 billion in 2014.
Sought high-quality, low-cost oil assets, leading to acquisition of Tuscaloosa Marine Shale (TMS) core acreage between 2016 and 2018.
Drilled six TMS wells in 2018-2019, confirming productivity and subsurface models.
TMS play context and industry trends
TMS shares geological similarities with Eagle Ford but is deeper and hotter, initially leading to mixed results and high costs.
Encana delineated the TMS Core by 2014, showing improved and consistent well results.
Oil price collapse in 2014 halted full-field development plans; industry shifted from growth to maintenance, focusing on established basins.
Well productivity in established plays improved until 2021, then declined due to inventory depletion and lower quality drilling locations.
TMS Core wells have demonstrated productivity comparable to major US basins, with further upside expected from modern technology application.
Strategic transactions and partnerships
Two major transactions announced: a development partnership for undeveloped acreage and a sale of 90% wellbore-only interests in producing wells for $16.9 million, with closing scheduled for December 2025.
The development partner will invest up to $46 million, carrying a 20% interest and enabling a new drilling and leasing program within an Area of Mutual Interest (AMI).
ATS will retain a 20% interest in existing and future acreage, with the right to participate in additional leasing and expansion beyond the current 11,000 net acres.
Proceeds from the wellbore sale will repay all Macquarie debt, strengthen the balance sheet, and fund operating and leasing costs during the carry period.
EQV will assume operatorship of the PDP wells, with ATS retaining a 10% interest and rights to data and workover proposals.
What tech improvements target 26% TMS productivity gain
Quantify the 'see-through valuation' vs market cap
How will AMI grow acreage beyond 11k net acres?
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Next Australis Oil & Gas earnings date
H2 202524 Feb, 2026
Next Australis Oil & Gas earnings date
H2 202524 Feb, 2026
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Frequently asked questions
Australis Oil & Gas Ltd is an upstream oil and gas company headquartered in Subiaco, Australia. The company's primary focus is on the exploration, development, and production of oil and gas assets. It is particularly active in the United States, where it operates in the Tuscaloosa Marine Shale (TMS) across Louisiana and Mississippi. The company is headquartered in Subiaco, Western Australia, and its shares are listed on the ASX.
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