Added to YB: 2025-07-09
Pitch date: 2025-07-08
TALO [bullish]
Talos Energy Inc.
+9.9%
current return
Author Info
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Company Info
Talos Energy Inc., through its subsidiaries, engages in the exploration and production of oil, natural gas, and natural gas liquids in the United States and Mexico.
Market Cap
$1.5B
Pitch Price
$8.99
Price Target
N/A
Dividend
N/A
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Elevator Pitch: I Can See Your Talo, Talo, Talo
TALO: Offshore E&P with 194MMBoe reserves (PV-10 $4.4B), 93Mboe/d production. History of dilutive acquisitions (54M→178M shares since 2019). New CEO aims to integrate past deals (+$100M FCF by 2026), focus on longer-lived assets, and return 50% of FCF to shareholders. ~$560M annual FCF = 18% potential buyback yield. Net debt/EBITDA only 0.8x.
Read full article (3 min)