Kosmos Energy Share Discussion Threads

[xxnjr] 24/9/2021 08:43

Shell have filed a plan to drill up to 4 wells on our old Suriname 42.
Mutterings elsewhere that charge/migration was the issue on 42.

[xxnjr] 26/8/2021 09:44

seriously doubt there can be much interest in TEN.

[fraserdean] 23/8/2021 09:04

Umm, assume they're going dirt cheap as nobody else wants them now, opex isn't the lowest in the world but I guess they can just run them down and add cheap tie-backs when needed.

[xxnjr] 20/8/2021 13:57

Some chatter KOS are interested in taking on OXY's Ghana position.

[xxnjr] 09/8/2021 10:48

JUB at 80K is good.


EG:-
KOS "The first of three infill wells in the Okume Complex was spudded in June 2021 with positive initial results. The rig will now move to the second well location and hookup has commenced for the first well. All three wells are expected online in the fourth quarter of 2021.",

PANORO
"Drilling of the first of three planned infill wells in the Okume Complex has
been completed. The well encountered good quality oil saturated reservoir
sands. The rig has now moved to the second well location and hookup has
commenced for the first well. All three wells are expected onstream in the
fourth quarter."

[xxnjr] 08/7/2021 09:23

JSE appears to be Mahogany East which in 2010 was being proposed as a 4 to 6 well sub-sea tieback. In current cash constrained situation maybe an initial 2 to 3 wells? And towards lower end of TFMC's range?

"For TechnipFMC, a “significant” contract is between $75 million and $250 million."

[fraserdean] 07/7/2021 12:02

Cheers, Jubilee southeast contract finally awarded too, they're still vague on teh number of wells though

[xxnjr] 06/7/2021 07:24

Nice update, apart from Tortue ph 1 cost inflation. Happy next well in Ghana will be the gas inj on TEN as sorely needed.

[xxnjr] 30/6/2021 17:53

Update from Panoro (nothing new really) issued at 5pm today

Block 2 B, South Africa
Rig contract discussions are advancing, with aim to spud Gazania exploration well by end of year

Ceiba and Okume, Equatorial Guinea
In June, the Operator Trident Energy commenced a planned three-well development drilling campaign with the spud of the Elon-C well, these are the first new wells to be drilled in the fields since 2015

[fraserdean] 27/6/2021 10:44

very intersting one, thankjs

[xxnjr] 26/6/2021 10:36

Wk 25/Off topic AOI/AFE/PAN

"It is understood that Africa Energy is looking at using a North Sea-based mid-water semisub for its exploration campaign offshore South Africa, due to begin later this year. The rig will be used to drill the Gazania-1 exploration well in Block 2B."

[xxnjr] 25/6/2021 07:41

$75 is a happy place. $100 might result in another crash.

[fraserdean] 24/6/2021 09:23

Looking good at the mo, lot of talk of $100 oil next year, can't see it despite the underinvestment but it's helping sentiment

[xxnjr] 22/6/2021 08:44

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"

[fraserdean] 14/6/2021 14:38

excellent didn't see that, thanks

[xxnjr] 14/6/2021 06:48

wk 23 "Talos Energy has successfully completed drilling operations on the Tornado 3 sidetrack well (Tornado Attic well), which discovered pay in-line with pre-drill expectations. The Tornado Attic well was designed to optimize recovery and was drilled approximately 4,500 feet from the Tornado water flood injection well and 1,550 feet away from the closest existing producer well. Drilling operations were conducted from the Seadrill drillship West Neptune and encountered approximately 85 gross (63 net) feet of true vertical thickness pay in the B6 Upper Zone with rock properties and reservoir consistent with internal modeling and pre-drill expectations. The Company will immediately move to the completion phase. As a result of the existing infrastructure in place and accelerated completion timeline, production is expected by the third quarter of 2021, ahead of initial expectations. Talos expects the Attic Well to produce approximately 8-10 thousand barrels of oil equivalent per day gross once online. Talos holds a 65% working interest in the Tornado field and is the operator with Kosmos Energy holding a 35% working interest."

[xxnjr] 07/6/2021 13:00

According to Bassoe Wk 22

"Trident Energy has commenced drilling operations in the Elon Field in Block G, offshore Equatorial Guinea. Three infill wells, Elon-A, Elon-C and Elon-D, will be drilled on the field to offset declining production at the nearby Ceiba and Okume Complex. The Vantage Drilling jackup Sapphire Driller will drill the infill wells."

[xxnjr] 01/6/2021 21:22

..... and no mobilisation fees for 2nd rig, just pull the 2022's into 2021 program. Ought to be a no brainer..... but we'll see.

[fraserdean] 01/6/2021 10:42

Yes impressive timing there on Panoro, BW had really talked the extension up big time though so a bit of bad luck.
Would be great if they use those option, would seem to be good timing to get it out of the ground...

[xxnjr] 31/5/2021 15:49

Yes indeed. I bought some Panoro and, as luck had it, they drilled the first duster on Dussafu in years! :)

I'm kind of hoping Trident/KOS will exercise their options on Sapphire Driller assuming some early infill drilling success and continuing OP strength.

[fraserdean] 28/5/2021 13:11

some intereresting bits on EG in yesterday's Panoro results, looks like quite a bit of drilling planned in the years ahead

[xxnjr] 16/5/2021 00:32

If, like me, you were wondering what happened to those weekly rigs reports from Bassoe (they dried up at week 10), just discovered if you hit the "Sign up for our newsletter" button at bottom of they email the rig reports to you.