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3D Energi Ltd ASX:TDO

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

30 Sep 2025 to today

Commentary 2 comments

DateManagerActionSummary

30 Nov 2025SG Hiscock & CompanyHeldSG Hiscock & Company continues to hold 3D Energi Ltd because the company made a commercial gas discovery in the Otway Basin likely to result in a multi-billion cubic feet gas reservoir, validating the science and supporting further exploration well success in a market with a clear Victorian gas supply shortfall emerging. SG Hiscock & Company acknowledges that the shares have been weighed down by the likelihood of additional capital being required but views the shares as fundamentally cheap and due for a significant re-rating following the confirmed discovery.

Monthly Report, price recorded $0.17

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30 Sep 2025SG Hiscock & CompanyInitiatedThe fund manager initiated a small speculative position in 3D Energi, a Melbourne-based junior oil and gas explorer, noting the company is strategically positioned to benefit from looming East Coast gas shortages forecast by the ACCC and AEMO. The manager notes TDO holds a 20% carried interest in the Otway Exploration Drilling Program operated by ConocoPhillips, with the flagship Essington-1 well targeting 262 Bcf gross and a 68-81% geological chance of success, offering leveraged exposure to Australia's gas crisis at a market cap under $40 million.

Monthly Report, price recorded $0.15

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on TDO.

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About 3D Energi Ltd

Energy, Oil, Gas and Consumable Fuels

3D Energi (ASX:TDO), an offshore gas explorer, rallied on a commercial gas discovery. In November 2025, SG Hiscock reported 3D Energi rose almost 42% after making a commercial gas discovery in the Otway Basin, likely resulting in a multi-billion cubic feet gas reservoir, noting the shares had previously been weighed down by uncertainty about drilling outcomes. 3D Energi operates in the Energy sector within the Oil, Gas and Consumable Fuels industry, and Thesis Tracker has captured 2 comments from 1 fund manager, SG Hiscock & Company. Established in 2003 and headquartered in Melbourne, 3D Energi explores for and develops oil and gas in offshore basins, including the Otway Basin off Victoria, where it is partnered with ConocoPhillips in a drilling program, and the Bight and Bonaparte basins, aiming to supply gas to the tight east coast Australian market facing supply shortfalls.

Market cap: $42m
Return on equity: -14.5%
Dividend yield: 0.0%
52-week range: $0.08 to $0.21

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in 3D Energi Ltd (ASX:TDO)?

Fund managers including SG Hiscock & Company have invested in 3D Energi Ltd (ASX:TDO).

What opportunities or catalysts do fund managers highlight for 3D Energi Ltd?

SG Hiscock highlights a commercial gas discovery in the Otway Basin with partner ConocoPhillips, which could supply the tight east coast gas market.

What are the key risks to the 3D Energi Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though turning discoveries into production requires further appraisal, funding and approvals.

What does 3D Energi Ltd (ASX:TDO) do?

3D Energi Ltd is an Australian oil and gas exploration and production company established in 2003 and headquartered in Melbourne. The company focuses on the development of key energy assets, including permits VIC/P74 and VIC/P79 in the Gippsland and Otway Basins. Its portfolio also comprises exploration projects in the Roebuck Basin (WA-527-P), the Otway Basin (T/49P), and onshore South Australia (GSEL 759). 3D Energi manages these strategic interests to advance its development pipeline within the Australian resource sector.

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.

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