Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-11
KOS [neutral]
Kosmos Energy Ltd.
-17.67%
current return
Author Info
No bio for this author
Company Info
Kosmos Energy Ltd., a deep-water exploration and production company, engages in the exploration, development, and production of oil and natural gas properties.
Market Cap
$803.6M
Pitch Price
$2.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.69
P/E
-2.42
EV/Sales
2.68
Sector
Oil, Gas and Consumable Fuels
Category
value
Patient Capital Management Portfolio Holding: Kosmos Energy Ltd.
KOS (holding update): Undervalued energy co approaching inflection point as Tortue LNG ramps to full capacity. 2025 had delays/cost overruns but momentum improving now. At current prices, FCF = ~2x market cap between 2025-2029. Gas-heavy reserves, growing cash flow & strategic assets make it potential acquisition target in consolidating sector.
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