Share Name Share Symbol Market Type Share ISIN Share Description
Kosmos Energy LSE:KOS London Ordinary Share BMG5315B1072 COM SHS USD0.01 (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 588.00p 586.00p 590.00p - - - 0 06:36:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
471.5 -131.7 -42.2 - 2,289.01

Kosmos Energy Share Discussion Threads

Showing 1 to 16 of 25 messages
Chat Pages: 1
DateSubjectAuthorDiscuss
05/2/2018
08:26
So much for my thoughts about requin-tigre. Probably a bit of head scratching in Dallas and BP come to that. There will now be a 2 or 3 month hiatus, then the rig is off to Suriname for a couple of high impact oil drills.
xxnjr1
01/2/2018
00:34
DS12 still seems to be drilling away at Requin-Tigre (hopefully not just p&a'ing!). After R-Tigre the rig is supposed to be off to Suriname Block 45, followed by Block 42. Block 42 is possibly the more interesting well, as it's a direct analogue of Lisa. Hess are involved in both Lisa and Block 42, so useful to have them on board. Hess today confirmed the B42 well is in their 2018 Capital Budget, so looks like that well going ahead.
xxnjr1
24/1/2018
21:02
Well Lamantin was a dud. I kind of thought Kosmos might do better than Tullow’s last well in the vicinity. (Can’t look up name of that well as I’m travelling) In fact they appear to have faired worse than Tullow! Would have thought the current well targeting a huge gas prospect outboard of Tortue ought to have a better outcome. Note share price up 8% today. Maybe a harbinger of success or just catching up with oil price. I guess we’ll find out soon...... Meanwhile Kosmos/BP’s new exploration partnership have been picking up blocks in the Gulf of Guinea: So far, CI 526/602/603/707/708 in Cote d’Ivoire and Blocks 10 and 13 in EEZ São Tomé and Príncipe. Kosmos now have quite a big footprint in the GofG/WATM. Reminiscent of Tullow after Jubilee. Let’s hope they have better luck than Tullow had! I also hold Tullow as a recovery/production growth play 2018/19.
xxnjr1
05/11/2017
23:08
Looks like DS12 has spud Lamantin. We should get a result in about 55 days.
xxnjr1
31/10/2017
03:29
Never good news when an E&P simply provides an "Update" on a well ;-) hxxp://investors.kosmosenergy.com/news-releases/news-release-details/kosmos-energy-provides-update-exploration-drilling-program The Ensco DS 12 drillship will now proceed as planned to Block C-12 offshore Mauritania to test the independent Lamantin oil prospect. The Lamantin prospect is located approximately 80 kilometers offshore and 180 kilometers northeast of Hippocampe in 2,185 meters of water. The prospect comprises Campanian age reservoirs charged from the shallow, immediately underlying, oil prone, oil mature Albian and Cenomanian–Turonian source rocks.
xxnjr1
29/10/2017
11:41
Would have thought we are almost done with drilling Hippocampe by now (bit of a flurry of activity around rig with the supply ships today - but they are, after all, just green dots on a map so don't get too excited). BP may say something on Tuesday with their Q3's, if not, we'll definitely learn something when Kosmos report on 6th November. On the rig front, Atwood Oceanics have been bought out by Ensco, with the Atwood Achiever now referred to as Ensco DS12. The drill ship was going to come off contract about now but K have signed a one well extension + options, according to Ensco's 3Q webcast:- "We signed a 1 well contract extension offshore Mauritania/Senegal in direct continuation of the well in progress, which is expected to keep the rig under contract until March 2018 AND includes 6 one well options, that if exercised, would extend the contract into 2Q 2019."
xxnjr1
24/10/2017
20:09
And thanks for starting this bb ohisay! Kosmos have a new presentation on the transaction:- hxxp://investors.kosmosenergy.com/static-files/40e83360-5314-44be-9b5f-f5b3c6fd05b7 (change the xx to tt, which is annoying)
xxnjr1
24/10/2017
05:26
Good post XX - thanks
ohisay
24/10/2017
03:41
Interesting news from Equatorial Guinea http://phx.corporate-ir.net/phoenix.zhtml?c=101801&p=irol-newsArticle&ID=2310499 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.
xxnjr1
21/10/2017
13:50
Kosmos have already found zillions of dry gas molecules offshore Senegal/Mauritania, so another 10TCF of dry gas at Hippocampe maybe a bit of a yawn. Kosmos would really like to find liquids as farminee BP agreed to pay Kosmos a royalty of up to $2/bbl on the first 1 billion barrels of produced liquids. Atwood Achiever drillship has been on Hippocampe for about 50 days now. With previous wells typically taking 55 to 65 days, a result is probably due soon, although they may leave an announcement until Q3 financials on 6th Nov.
xxnjr1
09/9/2017
11:07
HNR - TWO wells successfully drilled with abundant oil and gas in samples extracted! Fracking and FIRST OIL next month! Don't miss this train!
happyholder123
21/8/2017
07:07
Welcome Kosmos to the LSE this morning. Good friends of Europa (EOG) perhaps they might get together for a chat?
jusmasel99
12/5/2016
06:21
http://seekingalpha.com/article/3973007-kosmos-energys-kos-ceo-andrew-inglis-q1-2016-results-earnings-call-transcript?part=single http://www.energy-pedia.com/news/senegal/kosmos-energy-announces-significant-gas-discovery-offshore-senegal-167416
ohisay
22/3/2016
08:28
http://www.energy-pedia.com/news/mauritania/kosmos-energy-announces-successful-appraisal-of-gas-discovery-offshore-mauritania-and-senegal-166866
ohisay
24/2/2016
05:31
http://seekingalpha.com/article/3917576-kosmos-energys-kos-ceo-andy-inglis-q4-2015-results-earnings-call-transcript?page=4
ohisay
16/2/2016
15:58
I'll be posting some articles here on KOSMOS over the next few months.
ohisay
Chat Pages: 1
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