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Jersey Oil and Gas PLC (GB:JOG)
LSE:JOG
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Jersey Oil and Gas (JOG) AI Stock Analysis

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GB:JOG

Jersey Oil and Gas

(LSE:JOG)

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Neutral 52 (OpenAI - 5.2)
Rating:52Neutral
Price Target:
129.00 p
▲(35.08% Upside)
Action:Reiterated
Date:07/18/26
The score is primarily driven by weak financial fundamentals (no revenue and ongoing cash burn), partially offset by a strong balance sheet with very low debt and improving loss/cash-burn trends in 2025. Technicals are supportive due to an uptrend, but overbought signals increase near-term risk. Valuation is constrained by negative earnings and no provided dividend yield.
Positive Factors
Low leverage / strong balance sheet
Very low reported debt gives the company financial flexibility to fund exploration/appraisal activities and withstand project timing delays. A conservative capital structure reduces refinancing risk and preserves optionality to pursue farm-outs or select project spend without heavy interest burdens.
Negative Factors
No revenue and persistent losses
Lack of operating revenue means the firm is not yet generating cash from production; continued net losses erode equity and limit reinvestment. Over the medium term, absence of production income prolongs reliance on external financing and makes sustained shareholder returns contingent on successful asset monetisation.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage / strong balance sheet
Very low reported debt gives the company financial flexibility to fund exploration/appraisal activities and withstand project timing delays. A conservative capital structure reduces refinancing risk and preserves optionality to pursue farm-outs or select project spend without heavy interest burdens.
Read all positive factors

Jersey Oil and Gas (JOG) vs. iShares MSCI United Kingdom ETF (EWC)

Jersey Oil and Gas Business Overview & Revenue Model

Company Description
Jersey Oil and Gas Plc engages in the exploration, appraisal, development, and production of oil and gas properties in the North Sea of the United Kingdom. The company holds a 100% interest in the Buchan and J2 project, which include P2498 Blocks ...
How the Company Makes Money
JOG’s business model is that of a non-operating upstream participant: it seeks to create value by acquiring and progressing interests in oil and gas licences and development projects, then monetizing those interests through farm-outs (bringing in ...

Jersey Oil and Gas Financial Statement Overview

Summary
Income statement is weak due to no reported revenue and ongoing losses, despite a material improvement in net loss in 2025. Cash flow remains a key risk with consistently negative operating and free cash flow (though burn improved sharply in 2025). The balance sheet is a relative strength with very low leverage, but equity has declined over time, reflecting accumulated losses.
Income Statement
12
Very Negative
Balance Sheet
72
Positive
Cash Flow
24
Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.00
Gross Profit-56.61K-56.55K-105.00K-134.00K-101.00K
EBITDA-2.11M-4.08M-5.70M-2.97M-4.05M
Net Income-1.71M-3.54M-5.59M-3.11M-4.22M
Balance Sheet
Total Assets23.01M24.27M27.53M31.24M35.16M
Cash, Cash Equivalents and Short-Term Investments11.02M12.34M10.48M6.58M13.04M
Total Debt14.47K71.31K126.46K86.69K212.21K
Total Liabilities239.99K384.52K867.39K775.49K2.82M
Stockholders Equity22.77M23.88M26.66M30.47M32.35M
Cash Flow
Free Cash Flow-1.10M-4.10M-5.09M-6.33M-8.47M
Operating Cash Flow-1.10M-3.36M-4.07M-3.24M-1.50M
Investing Cash Flow-4.31M4.12M3.09M-3.09M-6.97M
Financing Cash Flow-56.83K-55.16K-113.55K-125.52K16.43M

Jersey Oil and Gas Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
£22.95M3.0532.32%-21.09%154.18%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
55
Neutral
£34.75M-3.33-19.41%-20.46%35.99%
52
Neutral
£36.91M-24.47-7.42%51.66%
46
Neutral
£15.22M24.00-21.11%-22.80%95.24%
46
Neutral
£23.69M-9.00
42
Neutral
£5.31M-0.68-2.88%-36.65%-1031.15%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:JOG
Jersey Oil and Gas
128.00
18.50
16.89%
GB:ANGS
Angus Energy
0.19
-0.05
-20.83%
GB:EOG
Europa Oil & Gas (Holdings)
1.80
1.33
278.95%
GB:STAR
IGas Energy
18.50
11.50
164.29%
GB:PMG
The Parkmead
21.30
6.30
42.00%
GB:UJO
Union Jack Oil
3.88
-4.43
-53.31%

Jersey Oil and Gas Corporate Events

Business Operations and StrategyShareholder Meetings
Jersey Oil & Gas Wins Full Shareholder Backing at Annual Meeting
Positive
Jun 9, 2026
Jersey Oil Gas plc reported that all resolutions put forward at its Annual General Meeting on 9 June 2026 were duly approved by shareholders. The successful passage of every resolution signals continued shareholder support for the company’s...
Business Operations and StrategyFinancial DisclosuresShareholder Meetings
Jersey Oil & Gas Stresses Financial Strength as Buchan Progress Slows in UK North Sea
Neutral
May 12, 2026
Jersey Oil Gas reported its audited 2025 results and highlighted that progress on monetising the Greater Buchan Area had slowed amid UK government consultations on future North Sea regulation and taxation. Despite these headwinds, the company str...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 18, 2026