Energy

Australian Oil Company Limited. (AOK)

Australian Oil Company Limited (ASX: AOK) is an energy sector company primarily focused on the exploration and potential development of oil and gas reserves within Australia and the broader region. Operating with a modest market capitalization, AOK seeks to identify and de-risk prospective hydrocarbon assets, aiming to transition discoveries into commercially viable production.

Market Cap

A$3M

Shares on Issue

N/A

Company WebsiteAI coverage updated hourlyData from ASX filings

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AI Analysis

AOK currently operates as a highly speculative micro-cap explorer, with its primary focus on advancing its early-stage exploration tenements. Given its A$3M market cap, the company's performance is heavily tied to its ability to secure funding for exploration programs and the subsequent success of drilling campaigns. Recent activities would likely involve permit renewals, geological studies, seismic data interpretation, and periodic capital raisings to maintain operations. Key metrics for such a company include cash on hand, burn rate, and the prospectivity of its acreage.

The growth outlook for AOK is entirely dependent on significant exploration success, specifically the discovery of commercially viable oil or gas deposits. Upcoming catalysts would include the announcement of new drilling targets, commencement of drilling operations, and critically, the results from those wells. Strategic direction involves either farming out portions of its permits to larger partners to share risk and funding or, in the event of a significant discovery, moving towards appraisal and potential development, likely requiring further substantial capital raises.

Bull Case

  • Successful discovery of a large, commercially viable oil or gas field within its existing permits.
  • Execution of a lucrative farm-out agreement with a larger operator, validating its assets and providing development funding.
  • Sustained significant increase in global crude oil and natural gas prices, improving project economics and investor sentiment.

Bear Case

  • Repeated unsuccessful exploration drilling, leading to dry wells or uneconomic discoveries.
  • Inability to secure necessary funding for future exploration or development programs, leading to dilution or asset divestment.
  • Significant decline in global oil and gas prices making current and future projects commercially unviable.

Recent Announcements

December 2025 Quarterly Activities and Cash Flow Report

🚨 Price Sensitive
30 Jan 2026Quarterly Report

AOK's December 2 endorsed cash flow report for the quarter indicates a robust financial position with significant capital expenditures, suggesting potential investment opportunities.

Notice of Ceasing to be a Substantial Holder

21 Jan 2026Substantial Holder

Notice of Change of Interests of Substantial Holder

16 Jan 2026Substantial Holder

Surat Basin Petroleum Asset Acquisition Conditions Achieved

14 Jan 2026M&A

FAQs

What does AOK do?

Australian Oil Company Limited (ASX: AOK) is an Australian-based energy company primarily engaged in the exploration for crude oil and natural gas across its portfolio of prospective tenements, with the aim of identifying and developing commercial hydrocarbon resources.

Is AOK a good investment?

Investing in AOK is highly speculative and carries significant risk due to its micro-cap status and reliance on exploration success. While a major discovery could lead to substantial returns, the risk of unsuccessful drilling, funding challenges, and commodity price volatility means it's suitable only for investors comfortable with high-risk, high-reward opportunities.

What drives AOK's share price?

AOK's share price is predominantly driven by exploration news, particularly drilling results and resource updates. Global oil and gas commodity prices also play a crucial role, alongside successful capital raises or farm-out agreements that de-risk projects and provide funding.