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Energy One (ASX:EOL), a provider of energy trading software, attracted a takeover approach that validated fund manager conviction. In August 2026, Yarra Capital Management praised management for rejecting an offshore takeover approach, noting Energy One's software supports increasingly complex electricity markets with batteries, solar and wind. DMX Asset Management, a long-term holder, said Energy One received a $17 per share offer from Norway's Volue, and Wilson Asset Management noted the proposal represented a roughly 57% premium. Wilson had earlier highlighted the potential for accelerating revenue growth and margins. Energy One operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 20 comments from 8 fund managers, including Yarra, DMX and Wilson Asset Management. Founded in 1996 and headquartered in North Sydney, Energy One provides energy trading, risk management and operations software and services to energy companies and utilities in Australia, the UK and Europe.
Company figures as of 15 Oct 2026. For information only.
Fund managers including DMX Asset Management, Wilson Asset Management, Tyndall Asset Management, Tamim Funds Management, Seneca Financial Solutions, Pendal Group, Cerutty Macro Fund and Yarra Capital Management have invested in Energy One Ltd (ASX:EOL).
Managers highlight a takeover proposal from Volue at a 57% premium, growing demand for software managing complex electricity markets with renewables and batteries, and potential for accelerating revenue and margin growth, according to Yarra, DMX and Wilson.
Yarra notes management rejected the offshore takeover approach, so shareholders must rely on Energy One delivering its growth plans independently, and software stocks have been subject to indiscriminate sell-offs.
Energy One Ltd. is a provider of software and services for energy companies and utilities. Founded in 1996 and headquartered in North Sydney, Australia, the company delivers specialized technology solutions to the energy sector. Energy One operates globally, with core business segments across Australasia and Europe. The company focuses on developing software that supports energy market operations and management.
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.