JOG

Jersey Oil And Gas PLC

Energy First-pass screen £39m

230/1000 Overall fit

AI beneficiary 35% 5

Operating leverage 25% 25

Valuation 25% 30

Downside protection 15% 50

First-pass take

Pure pre-revenue North Sea oil & gas play with zero AI exposure; no revenue, burning £1.5m/year, but protected by £11m net cash (7-year runway). Entirely commodity-dependent with high regulatory/execution risk and single-project concentration.

Flags

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