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KOS Kosmos Energy Ltd

474.00
0.00 (0.00%)
01 May 2024 - Closed
Delayed by 15 minutes
Kosmos Energy Investors - KOS

Kosmos Energy Investors - KOS

Share Name Share Symbol Market Stock Type
Kosmos Energy Ltd KOS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 474.00 16:25:25
Open Price Low Price High Price Close Price Previous Close
474.00 474.00
more quote information »
Industry Sector
HEALTH CARE EQUIPMENT & SERVICES

Top Investor Posts

Top Posts
Posted at 23/4/2024 22:03 by cashandcard
xxnjr,Agree - GALP are in Dreamland. They can pick and choose and there are vague reports already of undisclosed offers.I can't wait, as a significant Sintana holding dominates a section of my portfolio, we will see immediate read across.In fact it's happening right now. Sintana Energy storming head today. Up almost 25% at close tonight.The writing is on the wall - this is Dreamland for oil exploration investors.Cash
Posted at 22/4/2024 08:00 by cashandcard
xxnjr,They have truly hit the jackpot in PEL83.A rare GIANT oil discovery, before any of the other prospects on the block are drilled. Before any of the other PELs are drilled.I've seen some Canadian resource investors talk 20billion OIP on PEL83 on this block based on what is known.Word is GALP are now planning a 10 well campaign for PEL83. They are going all out. I expect a partner announcement during the summer - no doubt majors will be all over them.What a rare position for a minnow oil company to be in. Reminds me of the days of Edinburgh oil and gas - when Buzzard oilfield in the North Sea. Also GKP, as Shaikhan was discovered. What Sintana have is greater - access to the epicentre of a huge new basin in its honeymoon phase, where all the major discoveries are made.Not selling a single share. This is only just getting started - AOI indicating Chevron have a rig and Woodside will probably announce soon aswell.Cash
Posted at 17/4/2024 16:17 by xxnjr
This is odd and not investor friendly

"Those shareholders wishing to join the event are requested to register their names, and state whether they wish to attend in person or join the webcast, by sending an email no later than Monday April 15 to: events@africaoilcorp.com.

The webcast details will be emailed to the registered webcast attendees prior to the event."

I'm locked out!
Posted at 10/1/2024 15:35 by xxnjr
"Galp Energia has made a major oil discovery offshore Namibia with its Mopane-1X exploration well, triggering a 9.2% jump in its stock price which hit €15.14 ($16.56) on the Lisbon bourse this afternoon – the highest it has been for nearly four years – and was just shy of this level at the time of republishing.

The operator did not reveal a resource size, but an indication of what investors think can be gleaned from the fact that Galp's market capitalisation has risen by almost €800 million to hit about €10.7....."
Posted at 01/11/2023 11:41 by xxnjr
Yakaar-Teranga IS a pretty large resource and was still in Bp's recent Denver Investor Update slides as a potential post 2030 option.

On GTA; Bp's 3Q Q&A comments

I know there’s been various issues at that project. I noticed, in the Denver slides, phase two is now in the beyond 2030 bucket, so could you talk about that project – you know, key next deliverables and how you’re thinking about the development overall from here? Thank you.....

As far as Tortue goes, on phase one itself, we’re at about 90% complete now. The offshore breakwater and facilities are complete and handed over to operations. The FLNG boat we anticipate leaving Singapore by the end of the year. The FPSO has left China and Singapore and it’s on its way to East Africa, and obviously we’ve replaced the contractor on the subsea systems. So we are hopeful that that starts up in 1Q24.

As far as phase two goes, we really need to focus right now on getting phase one up. That is the principal focus we have. As we do that, we’ll see how the productivity is of the resource base, and that will inform phase two where we have to continue through the design, we’re into optimising that space and commercial negotiations with the host governments and partners. So aways to go yet on phase two.
Posted at 23/3/2022 18:35 by fraserdean
Bank of America today:
Top E&P picks: Harbour, Energean and Kosmos
Our top picks stand to benefit from structurally tight gas markets, applicable to both European prices as well as global LNG, with ~60% of their aggregate reserves in gas: Harbour is set to benefit from first gas at Tolmount starting imminently. We think investors will also increasingly recognise the strategic value of Energean's and Kosmos' gas resources. Catalysts for each: first gas from Energean's Karish field in 3Q22 and Kosmos' Tortue LNG project continuing to contract LNG for Phase 2.
Posted at 22/6/2021 08:44 by xxnjr
NYSE:KOS was up 19% last night at $3.68 as "Bernstein moved Kosmos from market perform to outperform.... their analyst expects oil demand to increase by around 10% even as alternative energy options, such as electric cars and hydrogen, continue to expand.... good outcome for exploration and production names across the board, as they look to return more capital to investors. In addition to upping the rating on Kosmos, Bernstein also increased the stock's price target, more than doubling it....the new target of $7.80 per share is above the previous call of $3.70"
Posted at 06/3/2021 13:33 by xxnjr
Exxon must have won the US Masters - they are now donning the green jacket ;-) Much talk of ESG and CCS on their latest investor day. For info only I have a load of Apache for Suriname Expln and OP recovery. Maybe of interest (but a pullback in share price could be due? Who knows)

Well done on Kosmos :)
Posted at 18/2/2019 10:15 by fraserdean
Indeed I fear some investors may have been less happy with the most recent two years, still I don't think he'll be living on a basic state pension.
Interested to see what they E Guinea drilling will be this year, cheap oil hopefully.
Posted at 24/10/2017 03:41 by xxnjr1
Interesting news from Equatorial Guinea



Hess Corporation (NYSE:HES) announced today that it has entered into an agreement to sell its interests in offshore Equatorial Guinea to Kosmos Energy (NYSE/LSE: KOS) and Trident Energy for a total consideration of $650 million, effective January 1, 2017.....

.....During the first half of 2017, net production from the company’s assets in Equatorial Guinea averaged 28,000 barrels of oil per day. Hess holds an 85 percent paying interest and is operator. Tullow Oil holds a 15 percent paying interest and the Republic of Equatorial Guinea holds a 5 percent carried interest.

Trident Energy is a new start up backed with $600m of funding led by Warburg Pincus, who were also one of Kosmos Energy's founding investors.

And Brian Maxted knows these assets very well, as he discovered them! Just to recap Brian Maxted was the main exploration guy at Triton Energy, and the genius behind the discovery of Ceiba and the Okume complex fields in Equatorial Guinea, which at one time had a combined plateau output approaching 100K Bopd. Triton then sold themselves to Almerada Hess. Subsequently some of the Triton guys including Brian, founded Kosmos energy with a large slug of private equity backing. Since Kosmos’s formation, Brian then became the exploration brain behind Jubilee and TEN discoveries in Ghana and now the massive gas discoveries (and who knows maybe oil) in Senegal/Mauritania. What an amazing career.

There hasn't been much infill drilling, if any, on Ceiba/Okume since oil price collapse, so if new parters bring a rig back in I'd imagine they could increase production by a worthwhile amount.

Tullow could exercise their pre-emption rights but maybe their balance sheets looks a bit weak? Anyway looks like a good rebalancing asset from Kosmos point of view, as the exploration tail was beginning to wag the dog.

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