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Australis Oil & Gas Ltd. (AU:ATS)
ASX:ATS
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Australis Oil & Gas (ATS) AI Stock Analysis

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AU:ATS

Australis Oil & Gas

(Sydney:ATS)

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Neutral 57 (OpenAI - Gpt-5.6Sol)
Rating:57Neutral
Price Target:
AU$0.03
▲(13.33% Upside)
Action:Reiterated
Date:08/25/26
The score is held back primarily by weak financial performance (sharp profitability deterioration and declining revenue), partially offset by a much stronger balance sheet and consistently positive operating/free cash flow. Technicals add meaningful support due to a clear uptrend and positive momentum, while valuation remains unattractive/uncertain given negative earnings and no provided dividend yield.
Positive Factors
Debt Reduction
The sharp reduction in debt materially lowers financial leverage and interest-related pressure. This gives Australis greater flexibility to fund upstream activity, absorb commodity volatility, and manage future investment without relying heavily on external financing.
Negative Factors
Revenue Decline
Recent revenue weakness indicates that production, asset contribution, or realized sales have not provided reliable growth. Without a durable recovery in hydrocarbon volumes or revenue quality, the company may struggle to improve operating leverage and fund expansion.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt Reduction
The sharp reduction in debt materially lowers financial leverage and interest-related pressure. This gives Australis greater flexibility to fund upstream activity, absorb commodity volatility, and manage future investment without relying heavily on external financing.
Read all positive factors

Australis Oil & Gas (ATS) vs. iShares MSCI Australia ETF (EWA)

Australis Oil & Gas Business Overview & Revenue Model

Company Description
Australis Oil & Gas Limited is an energy firm engaged in the exploration, development, and production of oil and natural gas within the United States. Its operations are segmented into Oil & Gas Production, Exploration, and other various activitie...
How the Company Makes Money
Australis Oil & Gas makes money primarily through upstream oil and gas operations. Its core revenue stream is the sale of produced hydrocarbons (crude oil and/or natural gas) from wells in which it holds working interests or other economic interes...

Australis Oil & Gas Financial Statement Overview

Summary
Financials are mixed. The balance sheet improved materially with debt reduced to ~0.35M in 2025 (debt-to-equity ~0.01), and cash flow remained positive (2025 operating cash flow ~4.2M; free cash flow ~4.0M). However, the income statement is the key weakness: revenue declined ~13% in 2025 vs. 2024 and profitability deteriorated sharply, with negative gross profit and net margin collapsing to roughly -179% in 2025.
Income Statement
24
Negative
Balance Sheet
66
Positive
Cash Flow
58
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue10.30M21.63M29.82M29.61M39.33M29.85M
Gross Profit-1.37M-412.52K5.26M3.52M5.42M14.15M
EBITDA-5.58M-776.97K3.18M-8.32M8.03M3.65M
Net Income-38.89M-38.69M-13.36M-15.31M2.84M-3.21M
Balance Sheet
Total Assets35.87M43.37M103.05M103.84M133.28M124.93M
Cash, Cash Equivalents and Short-Term Investments16.14M21.34M10.07M5.51M11.57M12.73M
Total Debt180.43K352.40K13.72M11.97M18.05M23.70M
Total Liabilities8.26M10.70M29.03M25.76M35.90M39.87M
Stockholders Equity27.61M32.67M74.02M77.96M97.38M85.05M
Cash Flow
Free Cash Flow-1.78M3.98M4.28M1.62M5.83M1.91M
Operating Cash Flow-1.56M4.17M4.39M4.54M9.63M4.19M
Investing Cash Flow22.45M22.83M391.15K-2.76M-3.81M-1.61M
Financing Cash Flow-9.47M-14.60M-1.09M-7.87M-7.56M3.97M

Australis Oil & 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
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
57
Neutral
AU$40.41M-1.00-129.02%-59.94%-297.26%
47
Neutral
AU$35.96M3.0430.01%-17.90%
44
Neutral
AU$12.05M-10.00-1.81%12.50%
43
Neutral
AU$20.38M-2.09-35.17%64.71%
42
Neutral
AU$20.46M-1.01-126.10%3.57%-43.48%
42
Neutral
AU$18.91M-8.33-6.67%-283.33%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:ATS
Australis Oil & Gas
0.03
0.02
180.00%
AU:ADX
ADX Energy
0.02
>-0.01
-28.57%
AU:BRU
Buru Energy
0.01
>-0.01
-22.22%
AU:MAY
Melbana Energy Limited
0.01
>-0.01
-41.18%
AU:OEL
Otto Energy Limited
AU:BLU
Blue Energy Limited

Australis Oil & Gas Corporate Events

Australis Oil & Gas Releases Corporate Presentation to Market
Aug 20, 2026
Australis Oil Gas has released a corporate presentation used at a broker-sponsored briefing, providing investors and analysts with updated information on its operations and projects. The company is directing stakeholders to its website for furthe...
Australis Oil & Gas posts first-half loss but advances U.S. drilling plans
Aug 19, 2026
Australis Oil Gas reported first-half 2026 sales volumes of 9,200 barrels and revenue of US$0.5 million, with an average realised oil price of US$85 per barrel. Despite this, the company posted a field netback of negative US$0.1 million, adjusted...
Australis links share volatility to Tuscaloosa restart as it reaffirms ASX disclosure compliance
Aug 17, 2026
Australis Oil Gas has responded to an ASX price and volume query, stating it is not aware of any undisclosed information that could explain recent trading in its shares. The company confirmed compliance with continuous disclosure obligations and ...
Australis Oil & Gas secures partner-funded TMS drilling as lease position grows
Jul 29, 2026
Australis Oil Gas advanced its Tuscaloosa Marine Shale development strategy in the second quarter of 2026, centred on a farmin deal with a large U.S.-listed independent oil and gas partner. The arrangement requires the partner to carry Australis ...
Australis Advances First Carried Well and Leasing Push in Tuscaloosa Marine Shale
Jul 2, 2026
Australis Oil Gas has submitted a permit application to the Mississippi Oil and Gas Board for the Willson 1H, the first well under its US$46.25 million carried work program in the Tuscaloosa Marine Shale. The proposed 10,000-foot lateral well, dr...
Australis Oil & Gas Issues 40.6 Million Employee Long-Term Incentive Awards
Jun 2, 2026
Australis Oil Gas has issued 40.6 million unquoted Employee Long Term Incentive Awards, effective 1 June 2026. The new securities, which will form a new unlisted class on the ASX, are part of the company’s long-term incentive framework and ...
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: Aug 25, 2026