Brookside Energy (ASX:BRK) is a producing Oil & Gas player in the world class Anadarko Basin, Oklahoma. Brookside have delivered strong production, cash generation and reserve growth, while investing in operated inventory and returning capital. Brookside is well funded with strong well-level economics, an expansion program and a materially discounted current valuation relative to small-cap E&P sector benchmarks. 

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Investor Highlights

• Deep Value Opportunity: trading at a Discount to U.S. Listed Peers

  BRK is currently trading at a discount to comparable U.S.-listed E&Ps across numerous key metrics:

  • Trading at ~1.2x 2025 EBITDA vs peer median of ~4.3x.

  • Trading at EV/2025 Production of ~US$10,000 per BOEPD vs peer median of ~US$30,500.

  • AU market currently pricing 1P Reserves at ~US$3.60/BOE vs peer median of ~US$6.30/BOE.

  • Brookside is well-positioned for a re-rating across Sector, Peer Comparison and Scale, with increasing visibility in the US.
    
    

• Cash Flow Positive Producer, Debt-Free Balance Sheet

  • Brookside delivered strong FY2025 cash generation, with A$53.8m sales revenue, A$19.0m EBITDA, A$14.54m cash and no debt at 1Q2026.

  • A$14.54m cash on hand at 1Q2026, debt-free balance sheet and on-market buy-back underway.
    
    

• Visible Production Growth Pathway

  The modelled development scenario supports production growth from approximately 1,800 BOE/day toward a plateau of approximately 4,600 BOE/day.
  
  

• Near-Term Catalysts

  • Drill program underway at the SWISH AOI – addition of 2 wells, ready to go.

  • Riverbend expansion program - fully funded pathway to expand Brookside’s operated inventory and reserve growth.

  • Completion of on-market buy-back, returning capital to shareholders.

  • ADR listing via the NYSE to increase U.S. investor exposure.

  • Triple re-rating opportunity.
    
    

• Macroeconomic Tailwinds

  • Increasing US emphasis on energy security and reduced reliance on foreign production support sustained domestic oil investment.

  • Recovering oil prices from global events and underinvestment are supporting a renewed interest in high-margin oil exposure.

Watch the Brookside Energy Corporate Showcase

Hear directly from Brookside Energy Managing Director and CEO, David Prentice, as he introduces Brookside’s U.S. oil and gas operations, its producing asset base in Oklahoma’s Anadarko Basin, and the company’s strategy to grow production, build scale and return capital to shareholders.

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