Kosmos Energy: Not The Time To Buy Tullow, Catalyst Around The Corner
Kosmos Energy is poised for a major transformation with new projects increasing production and reducing CapEx, leading to substantial free cash flow and debt reduction. The company's production is set to rise to 90,000 boepd with Winterfell and GTA projects, significantly boosting revenue and lowering CapEx. Debt reduction to 1.5x leverage by Q1 2026 will pave the way for shareholder returns, with a conservative price target of $6 per share.
Kosmos Energy walks away from Tullow Oil acquisition
U.S. oil and gas firm Kosmos Energy walked away from its plan to buy West Africa-focused Tullow Oil on Tuesday, without specifying any reason for the decision, less than a week after the firms said they were in early talks for a possible deal.
Kosmos Energy Considers All-Share Acquisition of Tullow Oil
KOS is in the preliminary stages of discussing an acquisition of TUWOY, which may result in the creation of a leading Atlantic Margin exploration and production company.
Tullow Oil in discussions with US oil firm Kosmos for possible takeover offer
US-based upstream oil company Kosmos Energy Ltd (LSE:KOS, NYSE:KOS) is in early discussions with Tullow Oil PLC (LSE:TLW) regarding a potential all-share offer for the London-listed exploration and production group. According to a regulatory statement, no decision has been made regarding a firm intention to proceed or the terms of any possible deal.
Tullow oil in talks with Kosmos Energy over potential offer
West Africa-focused Tullow Oil said on Thursday it was in preliminary talks with U.S.-listed Kosmos Energy over a possible all-share offer.
Are Investors Undervaluing Kosmos Energy (KOS) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Kosmos Energy: Scratched And Dented, But Still A Strong Buy
Kosmos Energy (KOS) has faced challenges but is poised for growth with the upcoming start of the Tortue LNG project, lower capex, and increased cash flow. Operational issues at Winterfell and Jubilee, and the FID delay for Tiberius, have been offset by positive developments in other projects and debt rescheduling. The balance sheet is stronger with new senior notes, and reduced capex will allow for debt reduction and potential shareholder returns by 2026.
Kosmos Energy Ltd. (KOS) Q3 2024 Earnings Call Transcript
Kosmos Energy Ltd. (NYSE:KOS ) Q3 2024 Earnings Conference Call November 4, 2024 11:00 AM ET Company Participants Jamie Buckland - VP, IR Andy Inglis - Chairman and CEO Neal Shah - CFO Conference Call Participants Charles Meade - Johnson Rice Bob Brackett - Bernstein Research Matthew Smith - Bank of America Mark Wilson - Jefferies Neil Mehta - Goldman Sachs Stella Cridge - Barclays Operator Good day, everyone.
Kosmos Energy: A Double Beat Puts Them In The Strong Buy Column
Kosmos Energy Ltd. reported strong Q2 results despite challenging market conditions. Analysts rate Kosmos with targets between $5.00 and $10.00, making it a strong buy at current levels. The company's upcoming catalysts, including Tortue Ahmeyim's first LNG cargo shipment, make it an attractive investment opportunity.
Kosmos Energy Ltd. (KOS) Q2 2024 Earnings Call Transcript
Kosmos Energy Ltd. (NYSE:KOS ) Q2 2024 Earnings Call Transcript August 5, 2024 11:00 AM ET Company Participants Jamie Buckland - VP, IR Andy Inglis - Chairman and CEO Neal Shah - CFO Conference Call Participants David Round - Stifel Charles Meade - Johnson Rice Bob Brackett - Bernstein Research Neil Mehta - Goldman Sachs Mark Wilson - Jefferies Operator Good day, everyone.
Trade of the Day: Unusual Options Activity Is Bullish for Kosmos Energy (KOS) Stock
While the investment market is unpredictable, one of the closest signals you can get to an early warning radar is unusual options activity. This indicator can tell you what the smart money is betting on.
Kosmos Energy (KOS) Hits Production Milestone With Winterfell
Kosmos Energy (KOS) holds a 25.04% interest in the Winterfell development, whose high-margin barrels and low carbon intensity make a valuable addition to KOS' portfolio.
