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Lakes Blue Energy (ASX:LKO), a junior oil and gas explorer, has been added by SG Hiscock as a small position. In July 2025, SG Hiscock reported it had recently taken a small position in Lakes Blue Energy, describing it as a long-established Australian oil and gas junior almost entirely focused on progressing its gas assets, particularly in Victoria, where tight east coast gas supply supports the opportunity. Lakes Blue Energy operates in the Energy sector within the Oil, Gas and Consumable Fuels industry, and Thesis Tracker has captured 1 comment from 1 fund manager, SG Hiscock & Company. Established in 1946 and headquartered in New South Wales, Lakes Blue Energy, formerly Lakes Oil, explores for and develops oil and gas resources in Victoria's Gippsland and Otway basins and other Australian basins, including the Wombat gas field, and is seeking approvals and funding to commercialise its gas projects to supply the east coast market.
Company figures as of 15 Oct 2026. For information only.
Fund managers including SG Hiscock & Company have invested in Lakes Blue Energy NL (ASX:LKO).
SG Hiscock highlights Lakes Blue's focus on progressing gas assets in Victoria, where east coast gas shortages could support demand and prices.
The available commentary does not set out specific risks, though as a small junior explorer Lakes Blue faces regulatory, funding and development hurdles.
Lakes Blue Energy NL is an Australian oil and gas exploration company headquartered in New South Wales. Established on September 23, 1946, the firm operates through two primary segments: the exploration of hydrocarbon reserves and strategic investment in the renewable energy sector. The company focuses on the development of oil and gas assets while maintaining a portfolio of renewable sector entities to support its business objectives.
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.