Energy Australian Community

TMK Energy is a tiny, pre-revenue gas developer in Mongolia that the market still treats like a coin-flip exploration punt, even as recent field results and government steps make it look closer to a real project moving toward first sales. The catch is it’s a one-asset story where the next round of wells and a funding partner could prove the breakthrough is repeatable—or expose that it isn’t.Read more

If the Dorado development begins production by July 2027, then revenue on the 20% stake in the project will return a total of $150-250million AAR. With this income the stock's new valuation would be around $0.25 AUD/ share, which means that stock at $0.11 AUD/share is currently 127% undervalued, assuming market conditions hold and project is completed on time.Read more

The global energy transition has revived interest in nuclear power. As countries search for reliable, low-carbon baseload electricity, nuclear energy is re-entering policy discussions across Europe, North America, and Asia.Read more

Santos (ASX: STO) experienced a sharp share price drop after the failed A$36 billion takeover by a consortium led by ADNOC. While the deal’s withdrawal removed a near-term premium, it highlighted the strategic value of Santos’ LNG and gas assets.Read more

Paladin Energy (ASX: PDN): Uranium's Second Act After Fukushima in 2011, uranium was written off. Prices collapsed, reactors were mothballed, and by 2018 Paladin Energy had no choice but to shut its flagship Langer Heinrich mine in Namibia and walk away.Read more

Karoon Energy bets on taking control of its Brazilian floating production vessel to lift reliability and cut operating costs, while keeping a steady stream of cash coming back to shareholders. The upside hinges on smoother operations and new projects moving ahead, but a recent equipment issue and a jump in spending could test that plan.Read more

Boss Energy is ramping up a uranium mine in South Australia and expanding into the United States, aiming to ride growing interest in nuclear power as countries look for cleaner, reliable energy. The upside comes with big swings and policy risk, so it suits investors who can handle a bumpy ride.Read more

Overview Our analysis indicates that Karoon Energy (ASX: KAR) is generating exceptionally strong free cash flow (FCF), with an FCF margin of ~45%—well above industry averages. Supported by a $65 per BOE base case, stable production growth (+3.8% annually), and a well-structured CAPEX program ($120M p.a.), Karoon is positioned to generate ~$293M USD in annual free cash flow.Read more

Woodside is pushing ahead with big gas projects just as cheaper clean energy and tougher climate rules threaten to chip away at demand and squeeze profits. The key question is whether long contracts and disciplined project delivery can keep cash flowing while the world shifts away from fossil fuels.Read more