Stock Markets July 27, 2026 02:00 PM

1947 Oil & Gas Seeks £50m via London AIM Listing to Back Gulf of Mexico Producer Plan

Backed by former Goldman commodities chief Jeff Currie, the firm targets a ~10p share offer as it pursues a $65m acquisition of Renaissance Offshore

By Caleb Monroe
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1947 Oil & Gas Plc is preparing a London Alternative Investment Market listing to raise about £50 million to support the building of an oil producer in the Gulf of Mexico. The company plans to offer shares at roughly 10 pence each, implying a market value near £64 million, and is pursuing a $65 million acquisition of Renaissance Offshore LLC, which produces roughly 3,350 barrels of oil equivalent per day from shallow-water Louisiana fields. Founder Jeff Currie is a non-executive director and former Goldman Sachs commodities head; Tim Duncan, founder and former CEO of Talos Energy, is executive chairman.

1947 Oil & Gas Seeks £50m via London AIM Listing to Back Gulf of Mexico Producer Plan
GS CG TALO
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Key Points

  • 1947 Oil & Gas is seeking to raise about £50 million through a listing on London’s Alternative Investment Market.
  • The company plans to offer shares at roughly 10 pence each, implying a market capitalization around £64 million.
  • 1947 is pursuing a $65 million acquisition of Renaissance Offshore LLC, which produces about 3,350 barrels of oil equivalent per day from shallow-water fields off Louisiana.
  • Senior figures associated with the company include founder and non-executive director Jeff Currie, formerly Goldman Sachs commodities chief, and executive chairman Tim Duncan, founder and former CEO of Talos Energy.

1947 Oil & Gas Plc is moving to the London market to secure financing for its Gulf of Mexico oil production strategy, aiming to raise approximately £50 million ($67 million) through a listing on the Alternative Investment Market (AIM). Documents reviewed indicate the company intends to offer shares at about 10 pence each ahead of a planned listing next month.

At the proposed offer price, 1947 Oil & Gas would carry an implied market capitalization near £64 million. The proposed equity raise is timed to support a near-term acquisition effort: the company is pursuing a $65 million purchase of Renaissance Offshore LLC. Renaissance Offshore is a privately held producer that brings to the table output of about 3,350 barrels of oil equivalent per day from shallow-water fields off the coast of Louisiana.

Leadership and investor links are notable. Jeff Currie, a founder of 1947 Oil & Gas and a non-executive director, previously served as commodities chief at Goldman Sachs Group Inc. and later joined Carlyle Group Inc. Executive chairman Tim Duncan, who founded Talos Energy Inc. and served as its chief executive officer, has also joined the company.

The combination of a planned AIM listing and the targeted acquisition frames the company's near-term funding and operating priorities. The equity offer price and the implied market capitalization present a public valuation that investors will assess in the context of the company’s intended purchase of Renaissance Offshore and the production profile that acquisition would add.

Key elements of the plan are clear from the company’s disclosures: the size of the intended raise - roughly £50 million, the offering price near 10 pence per share, the implied market capitalization of about £64 million, and the $65 million acquisition target that produces about 3,350 boe per day from shallow-water Louisiana fields. Leadership includes industry figures with established profiles in energy markets and offshore production.

As 1947 prepares for the AIM listing next month, market participants will be watching execution on both the equity offering and the proposed acquisition, which together determine the immediate financing needs and operational scale of the venture.

Risks

  • Completion risk for the $65 million acquisition of Renaissance Offshore LLC - the deal is being pursued but not guaranteed, affecting the company’s planned production profile and scale.
  • Dependence on the AIM equity raise - the company’s ability to fund its planned acquisition and build-out is tied to successfully raising the targeted £50 million via the planned share offer.
  • Market reception to the proposed offer price and the implied £64 million market capitalization could influence the company’s access to public capital and near-term financing costs.

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