Added to YB: 2026-08-06
Pitch date: 2026-08-03
KOS [bullish]
Kosmos Energy Ltd.
-2.08%
current return
Author Info
No bio for this author
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
$1.4B
Pitch Price
$2.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.51
P/E
-2.29
EV/Sales
2.58
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Bad Day to Report Earnings - $KOS
KOS: Opportunistic trade near $2 on oil-price dips. First profitable quarter in over a year; GTA LNG on track, opex/bbl halved YoY; Ghana wells (J76/J77) at high end, J50 pushing Jubilee >90k bpd. EG asset sale >$100M cut leverage; RBL refi underway; 7M bbls 2027 hedged ($67-84). High IV enables selling puts/covered calls. Author skeptical Iran de-escalation trade lasts.
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