Shareholder strategy for a listed energy company

The company was cash thin and sentiment was weak. They cut non core permits, lowered overhead, and published a simple 90 day plan with three milestones and clear KPIs. Management set a weekly cadence of brief operational notes, a monthly webcast Q&A, and tight ASX disclosures that showed cash runway, near term catalysts, and what would trigger a pivot. That steady, plain language communication replaced hype with predictability and trust.

Operationally they focused on one asset close to infrastructure, paused everything else, and pursued only capital efficient wins. A low cost workover and facility clean up lifted field output, reprocessing legacy seismic sharpened the next target, and a farm out carried most drilling spend. They added a small grant and a strategic placement with an industry investor at or near market, which validated the plan without heavy dilution.

Why it mattered: runway extended, small production gains improved unit economics, and the team hit their three milestones on time. Liquidity improved as new retail holders came in through webinars, a broker initiated light coverage, and the stock’s discount to peers narrowed. With a cleaner story, credible partners, and visible execution, the company earned the option to raise on better terms when the larger well was ready.

Approach

1. 1

   Publish a simple 90 day plan with measurable KPIs

2. 2

   Communicate weekly ops notes and monthly Q&A

3. 3

   Focus spend on one near-infra asset, pause the rest

4. 4

   Execute low cost workover and facility clean up

5. 5

   Reprocess legacy seismic to sharpen target selection

6. 6

   Farm out to carry drilling where possible