US Capital Gets a Direct Line to TEE
American investors can now buy TEE's Kansas hydrogen assets directly, just as the US prioritises domestic energy
Energy security is having a moment in the US, and Top End Energy (ASX: TEE) has now handed American investors a direct way in.
The natural hydrogen explorer's shares are now quoted in the US under ticker SERPY, putting the $11 million small-cap in front of American capital for the first time.
TEE has launched straight onto the OTCQB under ticker SERPY, giving it visibility and access in the US market. US investors can now buy TEE directly, while it keeps its primary listing on the ASX.
They’re also ADRs (basically US receipts for ASX stock), which means no dilution for current holders.
Trump’s energy policies are backing domestic projects, and TEE’s Kansas hydrogen ground now lines up neatly with that push.
Kansas Hydrogen Gets a Bigger Stage
For a junior, the real catalyst often comes from who's paying attention, rather than what might be in the ground. TEE’s US listing now gives it a seat at the American funding table, where early-stage energy plays can catch attention.
The over-the-counter market was built for companies like TEE, which are early stage, growth-focused and looking for a foothold in the biggest pool of money in the world.
And TEE’s Kansas ground gives it an edge. The company’s acreage sits in the mid-continental rift, a region already buzzing with attention from billionaires and energy majors.
Hydrogen’s role in fertiliser and farming gives Kansas another tailwind, with the agri-belt right on TEE’s doorstep.
TEE's dual listing means US funds can finally get a piece of the action without jumping through international hoops.
That local connection could make all the difference. US money tends to flow quickest when the project is on home turf.
With America doubling down on domestic energy, TEE now gets to sell itself as a home-grown supplier rather than an overseas opportunity.
Policy Winds at TEE’s back
The clue to Trump's "Unleashing American Energy" order is in the name. It’s about faster permitting, fewer bottlenecks, and a big push for domestic energy investment.
All of which makes life easier for companies like TEE looking to drill.
Investors read policy as much as geology, and when Washington starts backing domestic energy, capital tends to follow.
With a US project, a US listing path and a policy stance geared toward new supply, TEE is positioning itself squarely in the slipstream of those themes.
“After connecting with a large number of new U.S. institutional and retail investors, the feedback has been clear - natural hydrogen is viewed as a domestic energy resource and a strong fit with America’s evolving energy strategy.”
Top End Energy CEO, Luke Velterop
America Puts its Money Where its Mouth is
Washington is lining up money and policy to anchor supply chains on home soil.
Last week, there were reports Trump is looking at redirecting US $2 billion from the CHIPS Act for critical minerals and energy. It’s a quick way of getting projects moving without waiting on Congress approvals.
In Nevada, the Hawthorne Army Depot is set to host a strategic minerals reserve, a public–private venture designed to stockpile, refine and recycle the resources America wants secured domestically.
On the capital side, the OTC platform has become a key route for international juniors to plug into US money. For TEE, it opens doors to brokers and funds who are hunting for energy stories that fit Washington's new playbook.
All of it adds up to the strongest US policy and funding backdrop in decades, with Top End Energy stepping onto that stage at the right time.
Putting Kansas on Wall Street’s Map
Kansas hydrogen is no longer just an ASX story. With TEE now trading in the US, American investors have a line into a company preparing to drill a project that ticks a lot of Trump’s policy boxes.
With a $11 million market cap and $4 million in cash, TEE has room to move but needs a partner to drill. A US deal would be the real catalyst here.
Natural hydrogen has no benchmarks yet, so first movers stand to be rewarded. The OTC listing gives US investors a seat at the table early, before any deal is struck.
Fresh capital from a domestic partner for a domestic energy project would likely spark a swift re-rate.
Where This Leaves TEE
Top End Energy’s US listing puts its Kansas hydrogen project on the radar of the investors most likely to fund the next stage.
With 304 billion cubic feet of prospective hydrogen resources and farm-out talks already on the table, more pieces are falling into place.
It’s a timely move with policy support building, US capital now in reach and the Kansas ground already drawing industry attention.
The next catalyst will be landing that US partner. Pull that off, and an $11M market cap won’t stick around for long.
