Added to YB: 2026-07-09
Pitch date: 2026-07-06
KOS [neutral]
Kosmos Energy Ltd.
+9.05%
current return
Author Info
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Company Info
Kosmos Energy Ltd., a deepwater exploration and production company, engages in the exploration, development, and production of oil and natural gas properties.
Market Cap
$1.2B
Pitch Price
$2.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.59
P/E
-1.24
EV/Sales
2.99
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Kosmos Energy: better than expected
KOS (earnings): Q2 update strong. Jubilee ramping to ~85k bpd (targeting 90k) as J76 well hit 20k bpd; J77/J50 coming online. GTA LNG 9 cargoes at high end. Net debt fell $400M+ to $2.56B in 6mo (~1/3 of mkt cap), targeting 20% YoY reduction. Sold EG assets to Panoro. Full results in August.
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