Professional
Added to YB: 2025-01-15
Pitch date: 2025-01-13
KOS [bullish]
Kosmos Energy Ltd.
-72.45%
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
$679.2M
Pitch Price
$3.63
Price Target
11.00 (+978%)
Dividend
N/A
EV/EBITDA
7.43
P/E
-2.05
EV/Sales
2.59
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Patient Capital Management Portfolio Holding: Kosmos Energy Ltd.
KOS: Oil supply glut fears impacting sector. Valuing at mid-cycle $60-65/bbl WTI, intrinsic value 3x current price. FCF to grow as capex declines. Correlated with commodity prices; short-term volatility possible but long-term upside potential. Conviction in eventual rewards despite uncertainty.
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