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LGI (ASX:LGI), a landfill gas and renewable energy company, has been volatile with energy prices. In July 2026, Perpetual reported LGI fell almost 18% in the month, driven by a lack of energy market volatility and softer commodity prices. In October 2025, Perpetual noted a 17% rally, describing how LGI helps landfill operators manage gas, and Contact Asset Management called it a leader in renewable electricity and carbon abatement from landfill biogas with 34 contracted sites. Balmoral and Perennial highlighted its founder-led exposure to clean energy and carbon abatement. LGI operates in the Utilities sector within the Independent Power and Renewable Electricity Producers industry, and Thesis Tracker has captured 8 comments from 5 fund managers, including Perpetual, Contact, Balmoral and Perennial. Founded in 2009 by Adam Bloomer and based in Eagle Farm, Brisbane, LGI designs, installs and operates biogas extraction systems at landfills, generating electricity and carbon credits and providing battery storage.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Contract Asset Management, Perpetual Asset Management, Contact Asset Management, Perennial Partners and Balmoral Investors have invested in Lgi Ltd (ASX:LGI).
Contact, Balmoral and Perennial highlight LGI's leadership in landfill gas abatement and renewable generation, founder-led management and growing contracted sites, with Perpetual noting strong gains when energy prices are volatile.
Perpetual notes LGI fell sharply when energy market volatility and commodity prices softened, showing sensitivity to electricity and carbon credit prices.
LGI Ltd is an Australian renewable energy company based in Eagle Farm, founded in 2009 by Adam Bloomer. The company specializes in the design, installation, and operation of biogas extraction systems at landfill sites. LGI recovers landfill gas to generate renewable electricity and produce saleable environmental products. Their operations provide integrated solutions for emission reduction and sustainable power generation.
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.