Eco Atlantic: New Year, New Investment Idea
In this post, I introduce a new holding in my portfolio. Let’s dive in.
Introduction
— I am publishing this letter after a month of intensive research. While I see significant potential, there are also meaningful risks, which should be read and considered carefully.
— The company I'm about to discuss is a small-cap, so it stays under the radar to avoid causing major market movements.
— This research is shared exclusively with subscribers and is not intended for public distribution at this time, though I may choose to share it more broadly in the future.
— There might be a Hebrew version (translated version) at a later stage. To avoid waiting, I suggest you read this version first or translate it yourself side-by-side beforehand.
— Once you’ve finished reading, I’d be interested in your thoughts and perspectives, especially any questions or alternative views that help refine or challenge the thesis.
— I hold shares of the companies mentioned in this letter. This is not financial advice. This letter is for information purposes only, may include mistakes, and you should do your own research before making an investment decision. I might buy or sell at anytime without further notice.
The Next Oil and Gas Opportunity?
Exactly a year ago today, I was in a similar place, discovering a new opportunity that excited me. I wondered why this company (RKH) was still under the investors’ radar. I started exploring and couldn’t stop until I fully understood the structure and potential. Today, a year later, I feel I’ve found a similar opportunity and want to share it with you.
Eco (Atlantic) Oil & Gas Ltd. (ticker: ECO on the London Stock Exchange AIM market1) is a small oil and gas exploration company focused on high-impact frontier hydrocarbon opportunities along the Atlantic Margin and other emerging basins. The company is publicly traded on the London Stock Exchange and the TSX Venture Exchange (Canada).
At the time of writing, Eco's market cap is 96 million GBP, roughly 130 million USD.
Recently, on December 4, 2025, Eco announced a strategic partnership with Navitas to explore and develop discoveries in South America and South Africa.