Zero GCoS
Another oil and gas touristA substack focused on O&G news, events and companies
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 50 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | |||||
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zerogcos.substack.comLatest Issues
Maurel et Prom: building a very profitable empire
Following the release of Maurel et Prom’s 2025 results today, I wanted to share my thoughts on the company after its shares have performed very well in recent months. Rather than reading this write-up, which is more of a commentary than an...
Capricorn Energy: an ever changing company with overweight
Capricorn Energy is a UK-listed independent oil and gas producer ($CNE.L) that has reinvented itself more than once. Its corporate “origin story” is the old Cairn Energy playbook: discover, develop, monetise, and return capital. That legacy...
Amplify Energy: the great reset
03/11/2025: an excerpt from the letter from Clint Coghill in response to the ISS’s review of the deal with Juniper, as well as Glass Lewis’ recommendation against it, has been added to the post.
05/11/2025: Oklahoma was sold for $92.5 mill...
Field Notes: Beetaloo Basin
In a country already crowned as the world's largest LNG exporter, the Beetaloo Basin's estimated 500 trillion cubic feet of gas resources could reshape Australia's energy future for decades to come. This potential became tangible in Februar...
An oil field's second life gives new opportunities
When approaching a company, one usually looks at its assets and assesses the company’s value based on its portfolio. This time, I chose to take a different angle. What if we focused on a single oil field to decide which company to invest in...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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Authors
The writers behind this newsletter.
Commenting about events in the o&g sector, I may write some articles.
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