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Australis Oil & Gas
(Sydney:ATS)
Australis Oil & Gas (ATS) vs. iShares MSCI Australia ETF (EWA)
Australis Oil & Gas Business Overview & Revenue Model
Australis Oil & Gas Financial Statement Overview
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 21.63M | 29.82M | 29.61M | 39.33M | 29.85M |
| Gross Profit | -412.52K | 5.26M | 3.52M | 5.42M | 14.15M |
| EBITDA | -776.97K | 3.18M | -8.32M | 8.03M | 3.65M |
| Net Income | -38.69M | -13.36M | -15.31M | 2.84M | -3.21M |
Balance Sheet | |||||
| Total Assets | 43.37M | 103.05M | 103.84M | 133.28M | 124.93M |
| Cash, Cash Equivalents and Short-Term Investments | 21.34M | 10.07M | 5.51M | 11.57M | 12.73M |
| Total Debt | 352.40K | 13.72M | 11.97M | 18.05M | 23.70M |
| Total Liabilities | 10.70M | 29.03M | 25.76M | 35.90M | 39.87M |
| Stockholders Equity | 32.67M | 74.02M | 77.96M | 97.38M | 85.05M |
Cash Flow | |||||
| Free Cash Flow | 3.98M | 4.28M | 1.62M | 5.83M | 1.91M |
| Operating Cash Flow | 4.17M | 4.39M | 4.54M | 9.63M | 4.19M |
| Investing Cash Flow | 22.83M | 391.15K | -2.76M | -3.81M | -1.61M |
| Financing Cash Flow | -14.60M | -1.09M | -7.87M | -7.56M | 3.97M |
Australis Oil & Gas Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
65 Neutral | $15.17B | 7.61 | 4.09% | 5.20% | 3.87% | -62.32% | |
52 Neutral | AU$36.02M | -0.51 | -75.72% | ― | -13.55% | -8.96% | |
52 Neutral | AU$24.97M | 6.65 | -1.51% | ― | ― | ― | |
49 Neutral | AU$12.48M | -5.88 | -4.05% | ― | 12.37% | 66.67% | |
47 Neutral | AU$12.21M | -2.33 | -7.60% | ― | ― | 16.52% | |
44 Neutral | AU$7.75M | -1.93 | -45.97% | ― | 0.69% | -30.00% | |
39 Underperform | AU$10.43M | -1.59 | -16.09% | ― | -9.56% | 87.68% |
Australis Oil & Gas Corporate Events
Australis Oil & Gas has released its 2025 annual report, showing it preserved its TMS asset with minimal capital spend while meeting all obligations under its Macquarie Credit Facility. The company executed a development partnership allowing a partner to fund substantial new TMS drilling in exchange for an 80% interest in undeveloped core acreage and received a non-refundable fee as part of that agreement.
A separate sale of 90% of its working interests in existing TMS producing wells delivered US$16.9 million in proceeds, bolstering liquidity and enabling full repayment of the Macquarie facility by year end. Despite reporting a net loss after tax of US$24.9 million driven largely by non-cash impairment charges on producing and undeveloped TMS assets, Australis ended 2025 with US$14.2 million in cash and has scheduled its 2026 AGM for 5 May, with director nominations closing on 11 March.
Operationally, the company generated US$13.9 million in oil revenue, modest adjusted EBITDA, and maintained a core TMS acreage position with remaining proved developed producing reserves and significant contingent resources to underpin future drilling. Management positions the completed development and financing transactions as strengthening the balance sheet and providing funding flexibility for appraisal and development activity without heavily diluting existing shareholders.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas Limited has released its Appendix 4G and Corporate Governance Statement for the financial year ended 31 December 2025. The documents outline the company’s compliance with ASX corporate governance principles and provide stakeholders with updated information on its governance framework and oversight practices.
The release, authorised by the Australis Disclosure Committee, reinforces the company’s commitment to transparent reporting and regulatory compliance. This governance update is likely to be relevant for shareholders and market participants assessing Australis’s corporate practices and its alignment with prevailing governance standards.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas Limited has applied for the quotation of 14,598,225 new fully paid ordinary shares on the ASX, to be issued on 30 January 2026 under an employee incentive scheme. The move modestly expands the company’s listed capital base and signals the ongoing use of equity-based remuneration to align staff interests with shareholders, potentially affecting dilution levels and reinforcing its ability to attract and retain key talent in a competitive energy sector.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas Limited has notified the market that 10,346,055 performance rights (ATSAD) have ceased as of 30 January 2026, reducing the volume of these securities on issue. The cessation reflects a change in the company’s issued capital structure and may affect the dilution profile for existing shareholders, signalling an adjustment to its equity-based incentive or remuneration arrangements.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas has significantly reshaped its balance sheet and development outlook in the fourth quarter of 2025 by securing a US-listed independent as a development partner in the Tuscaloosa Marine Shale, giving that partner the right to invest up to US$46 million in new wells while carrying Australis for a 20% working interest in exchange for up to 80% of the company’s undeveloped TMS core acreage. In parallel, a financing transaction with EQV Group saw Australis sell 90% of its interest in producing wells for US$16.9 million, enabling full repayment of its Macquarie credit facility and boosting quarter-end cash to US$14.2 million with no debt, even as lower oil prices, higher workover activity and flat volumes pressured field netback and pushed adjusted EBITDA slightly negative; an updated independent reserves assessment now pegs proved developed reserves at 124,000 barrels with an NPV(10) of US$2.4 million and confirms a mid-case 2P+2C recoverable estimate of 62 million barrels. These moves collectively reinforce Australis’s position in the TMS by pairing a capital-rich operating partner with a strengthened balance sheet, positioning the company to pursue future development despite near-term earnings softness driven by commodity price weakness and elevated operating costs.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas shareholders have approved a key remuneration-related resolution at a general meeting held on 22 January 2026 in Subiaco, Western Australia. The sole resolution, seeking approval of potential benefits associated with performance rights, was passed by poll with 84.5% of votes cast in favour and 15.5% against, with all votes directed by proxy, reinforcing board-endorsed incentive structures for management and aligning executive remuneration settings with shareholder authorisation.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas Limited has applied for quotation on the ASX of 40,330,132 new fully paid ordinary shares, issued on 5 January 2026 under an employee incentive scheme. The move expands the company’s quoted capital base, indicating the use of equity-based remuneration to align staff and management with shareholder interests and potentially signalling ongoing efforts to retain and incentivise key personnel in a competitive energy market.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas Limited has notified the market of the cessation of 16,115,957 performance rights, recorded as having lapsed on 29 December 2025. The change, disclosed via an Appendix 3H filing, alters the company’s issued capital structure by removing a substantial block of equity-linked incentives, which may affect dilution dynamics and the profile of management and employee incentive arrangements going forward.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas has completed its previously announced financing transaction with a subsidiary of EQV Partners LLC, transferring 90% of its working interest in its producing well inventory and operatorship to EQV while retaining a 10% stake. The deal, effective from 1 July 2025 and closing on 30 December 2025, resulted in an adjusted purchase price of US$15.6 million, which Australis has used to fully repay all outstanding debt and accrued interest under its facilities with Macquarie Bank, leading to the termination of those credit lines and release of associated security. Australis will provide short-term transition services to EQV and continues to prepare with its separate development partner for the first drilling program under that agreement, marking a shift towards a lighter balance sheet and a more partnership-driven operating model.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas has called a General Meeting of shareholders for 22 January 2026 in Subiaco, Western Australia, confirming it will be conducted as a physical meeting with voting to occur by poll. Shareholders are being urged to participate either by lodging proxy votes in advance or by attending in person and using personalised poll forms, with the company highlighting the importance of the notice of meeting and encouraging submission of questions ahead of the event.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.
Australis Oil & Gas Limited has announced the availability of a recording of its December 2025 corporate presentation, which can be accessed on the company’s website. This release provides stakeholders with insights into the company’s current operations and strategic direction, potentially influencing investor perceptions and market positioning.
The most recent analyst rating on (AU:ATS) stock is a Hold with a A$0.02 price target. To see the full list of analyst forecasts on Australis Oil & Gas stock, see the AU:ATS Stock Forecast page.