Logotype for Australis Oil & Gas Ltd

Australis Oil & Gas (ATS) investor relations material

Australis Oil & Gas Investor Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Australis Oil & Gas Ltd
Investor Update summary15 Dec, 2025

Company background and asset history

  • Founded by former Aurora Oil & Gas team, leveraging experience from Eagle Ford development and sale for $1.8 billion in 2014.

  • Targeted oil exposure, high-quality subsurface, and low-cost entry, leading to acquisition of Tuscaloosa Marine Shale (TMS) core acreage between 2016 and 2018.

  • Drilled six TMS wells in 2018-2019, confirming productivity and subsurface models, aiming to attract a larger partner for full-field development.

TMS play context and industry trends

  • TMS shares geological similarities with Eagle Ford but is deeper and hotter, initially leading to mixed results and high costs for early entrants.

  • Encana delineated a productive TMS core by 2014, but industry-wide over-leverage and oil price collapse halted development.

  • Industry shifted from growth to production maintenance post-2015, focusing on established basins and depleting high-quality inventory.

  • Well productivity in established plays improved 26% from 2014 to 2021, but declined 13% from 2021 to 2024 due to inventory depletion.

TMS asset and performance outlook

  • TMS core wells outperform several major U.S. basins and are now comparable to the Delaware Basin on an oil basis.

  • Subset of late 2014 TMS core wells used as a proxy for future production, showing significant outperformance.

  • TMS remains an undeveloped Tier 1 oil shale play, with activity previously halted due to oil price collapse and industry focus on established plays.

  • Technology advancements have increased recovery rates across basins, and the TMS is positioned to benefit from these trends.

  • The new work program aims to advance the TMS towards full field development and validate modern drilling and completion techniques.

What tech improvements target 26% TMS productivity gain
Quantify the 'see-through valuation' vs market cap
How will AMI grow acreage beyond 11k net acres?
Quantify expected TMS productivity uplift from new tech
Explain how C3 valuation exceeds market cap
How will AMI drive future acreage growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Australis Oil & Gas earnings date

Logotype for Australis Oil & Gas Ltd
H2 202524 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Australis Oil & Gas earnings date

Logotype for Australis Oil & Gas Ltd
H2 202524 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Australis Oil & Gas Ltd is an upstream oil and gas company headquartered in Subiaco, Australia. The company's primary focus is on the exploration, development, and production of oil and gas assets. It is particularly active in the United States, where it operates in the Tuscaloosa Marine Shale (TMS) across Louisiana and Mississippi. The company is headquartered in Subiaco, Western Australia, and its shares are listed on the ASX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage