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Amplitude Energy (ASX:AEL), an east coast gas producer, has had a volatile year marked by exploration setbacks. In October 2026, SG Hiscock described Amplitude as a small-cap east coast gas producer with a chequered past that has started to perform under new management, with more consistent production and improving free cash flow. Earlier in 2026, Firetrail reported a 40% fall after its Isabella gas prospect was deemed non-commercial, and Yarra and Ellerston noted its Elanora-1 well failed to find gas. Balmoral had highlighted a catalyst-rich environment. Amplitude Energy operates in the Energy sector within the Oil, Gas and Consumable Fuels industry, and Thesis Tracker has captured 9 comments from 7 fund managers, including SG Hiscock, Firetrail, Yarra, Ellerston and Balmoral. Founded in 2001 and headquartered in Adelaide, Amplitude Energy, formerly Cooper Energy, produces gas from the Otway and Gippsland basins for the south-east Australian market.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Ryder Capital, Firetrail Investments, SG Hiscock & Company, Cadence Capital, Balmoral Investors, Yarra Capital Management and Ellerston Capital have invested in Amplitude Energy Ltd (ASX:AEL).
SG Hiscock highlights more consistent production and improving free cash flow under new management, while Balmoral points to tight east coast gas markets supporting demand and pricing.
Firetrail, Yarra and Ellerston highlight failed exploration wells at Elanora and Isabella in the Otway drilling program, which caused share price falls of around 19% and 40%.
Amplitude Energy Ltd. is an Adelaide-based oil and gas exploration and development company established in 2001. The company operates through three key segments: Cooper Basin, South-East Australia, and Corporate and Other. The Cooper Basin segment focuses on oil and gas exploration, evaluation, and crude oil production. South-East Australia operations include the Sole Gas Project, Casino Henry gas assets, Athena Gas Plant, Manta Gas Project, and the Minerva field. The Corporate and Other segment manages general business revenue and costs not directly allocated to operational segments.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.