Discord great post27 Feb 2025 10:54
TXP vs JSE
AIM Oil & Gas Valuation Breakdown
Comparing TXP and JSE two AIM-listed oil & gas producers. The numbers suggest TXP is heavily undervalued compared to JSE, despite stronger reserves and a clear path to major production growth.
TXP
Has higher reserves than JSE but trades at a significantly lower valuation.
Has lower debt, making it financially stronger and better positioned for growth.
TXP’s full production potential hasn’t been priced in yet.
PB has stated TXP is targeting 20,000 boepd by the end of 2025. If we apply JSE’s valuation multiples, TXP’s share price should skyrocket.
TXP Production Target,Projected Share Price
10,000 boepd,~37.5p
15,000 boepd,~61.5p
20,000 boepd,~85.6p
TXP’s current 22p share price looks massively undervalued when compared to JSE and other AIM oil & gas peers. With higher reserves, lower debt, and a clear path to production growth.
Let’s hope 4 & 5 brings 20 each plus CB and with access to LNG pricing reinforces the above SP 👆