In this episode, we explore the recent performance and strategic changes at Jadeestone Energy PLC, an upstream oil and gas player focused on the Asia Pacific region. The company reported significant growth in H1 2025, achieving record production levels of over 20,000 BOE per day and a post-tax profit of $32.8 million. We discuss their operational discipline, particularly their exit from Thailand and shift to focus on markets like Australia and Indonesia. Additionally, we examine the potential growth from their new gas discoveries in Vietnam, which could address the region’s increasing energy demand. Finally, we consider the valuation gap between their market price and their audited reserve value, highlighting the steps needed to bridge this discrepancy.