UJO

Union Jack Oil PLC

Energy First-pass screen £5.79m

270/1000 Overall fit

AI beneficiary 35% 0

Operating leverage 25% 45

Valuation 25% 30

Downside protection 15% 55

First-pass take

Traditional onshore oil & gas E&P with zero AI exposure. Despite debt-free balance, 3-year profitability, and 2P reserve upgrade at Wressle, declining cash (£5.2m→£2.5m YoY), negative FCF (-£2.4m capex vs £344k ops), and UK regulatory headwinds (38% energy levy, Finch case planning delays) undermine investability.

Flags

ai-zerocommodity-exposedcyclicalno-valuation-dataregulatory-risknegative-fcfcash-burn