Latest news with #KosmosEnergy
Yahoo
18 hours ago
- Business
- Yahoo
Kosmos Energy Ltd. (KOS) Fell Due to Market Concerns Amid OPEC+ Supply and Demand Fears
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Mid-Cap Value Fund' second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter of 2025, equity market performance experienced significant volatility, primarily due to changes in U.S. trade policies and escalating geopolitical tensions. The fund lagged behind the Russell Midcap Value Index in the second quarter, gaining 3.63% vs 5.35% for the index. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second-quarter 2025 investor letter, Hotchkis & Wiley Mid-Cap Fund highlighted stocks such as Kosmos Energy Ltd. (NYSE:KOS). Incorporated in 2003, Kosmos Energy Ltd. (NYSE:KOS) is a deep-water exploration and production company. The one-month return of Kosmos Energy Ltd. (NYSE:KOS) was 12.37%, and its shares lost 59.76% of their value over the last 52 weeks. On July 29, 2025, Kosmos Energy Ltd. (NYSE:KOS) stock closed at $2.32 per share with a market capitalization of $1.109 billion. Hotchkis & Wiley Mid-Cap Fund stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its second quarter 2025 investor letter: "Kosmos Energy Ltd. (NYSE:KOS) is an independent exploration and production (E&P) focused offshore. Kosmos is competitively differentiated because of the expertise it takes to explore, discover and operate assets offshore. Kosmos' producing assets are located in the US Gulf of Mexico, Ghana and Equatorial Guinea. Shares fell over the quarter on worries about the Organization of the Petroleum Exporting Countries+ (OPEC+) barrels returning to the market, coupled with worries about slowing demand. We continue to believe the valuation of the stock does not fully reflect the value of the Company's existing production. In addition to its existing production it also has additional brownfield and greenfield liquified natural gas (LNG) development opportunities, an exploration portfolio, and a platform to acquire and operate additional offshore resources." A drilling platform in the middle of the ocean, showing the oil and gas exploration process. Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, which was 27 in the previous quarter. While we acknowledge the potential of Kosmos Energy Ltd. (NYSE:KOS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Kosmos Energy Ltd. (NYSE:KOS) and shared Patient Capital Opportunity Equity Strategy's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
2 days ago
- Business
- Yahoo
Kosmos Energy (KOS) Soars 7.7% Ahead of Q2 Earnings
We recently published . Kosmos Energy Ltd. (NYSE:KOS) is one of the best-performing stocks on Monday. Kosmos Energy saw its share prices increase by 7.66 percent on Monday to close at $2.39 apiece as investors repositioned portfolios ahead of its earnings release next week. According to the company, it is scheduled to release the results of its financial and operating highlights on August 4, 2025. An investor call will be held on the same day to elaborate on the results. Based on its guidance announced earlier this year, Kosmos Energy Ltd. (NYSE:KOS) said it was targeting to produce between 66,000 and 72,000 barrels of oil per day (boe/d) for the second quarter of the year, and between 70,000 to 80,000 boe/d for full-year 2025. In the first quarter alone, the company was able to produce 60,500 boe/d. Copyright: Elnur / 123RF Stock Photo Also in the first quarter, Kosmos Energy Ltd. (NYSE:KOS) swung to a net loss of $110.6 million from a $91.7 million net income in the same period last year. Total revenues and other income ended at $290 million, lower by 31 percent than the $419 million in the same period last year. While we acknowledge the potential of KOS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the .
Zawya
22-07-2025
- Business
- Zawya
Eni declares Eban-Akoma complex in Ghana commercially viable
Ghana's oil and gas sector is showing signs of resurgence, with Eni's recent declaration of commerciality for the Eban-Akoma complex in Cape Three Points Block 4. The find, estimated to hold between 500 and 700 million barrels of oil equivalent, is the country's largest offshore discovery in years and lies adjacent to Eni's existing Sankofa production hub. The African Energy Chamber (AEC) supports this development as a significant step forward in Ghana's upstream revival. Last month, Tullow Oil and Kosmos Energy, along with partners PetroSA, Ghana National Petroleum Company (GNPC), and Explorco, signed a Memorandum of Understanding to secure the extension of petroleum licenses in the Jubilee and TEN fields through 2040. This agreement underscores the country's institutional capacity to drive and sustain long-term energy growth. The renewed focus on production-led investment is at the center of both developments. Eni is preparing a development plan to bring its new find online, while Tullow and Kosmos have committed up to $2 billion to drill 20 new wells in Jubilee. These investments are anchored in existing infrastructure, supported by regulatory clarity, and structured to deliver returns for investors and the Ghanaian state. Energy security is central to both projects, as Eni already supplies a large portion of Ghana's domestic gas needs. Under the extended production license agreement, Tullow and Kosmos have committed to delivering 130 million standard cubic feet of gas per day from the Jubilee and TEN fields, supported by a restructured pricing and payment model that enhances access for power producers and industrial users. Ghana's institutional capacity also stands to benefit from partnerships between Eni, Tullow and Kosmos and national bodies like GNPC and the Petroleum Commission. Eni's ongoing expansion and drilling programs are expected to directly and indirectly support thousands of jobs across engineering, logistics, fabrication, and services, while creating new opportunities for Ghanaian companies to play a greater role in the oil and gas value chain. 'Ghana is proving that a clear regulatory environment, strong national institutions and consistent political will can unlock real energy growth,' said NJ Ayuk, Executive Chairman of the AEC. 'The Eban-Akoma discovery and the government's smart approach to extending production at Jubilee and TEN are exactly the kinds of moves that send a message to global investors: Ghana is open for business and serious about long-term energy security.' Copyright 2024 Al Hilal Publishing and Marketing Group Provided by SyndiGate Media Inc. (
Yahoo
19-07-2025
- Business
- Yahoo
Kosmos Energy (KOS) Fell Along with Broader Energy Prices
Patient Capital Management, a value investing firm, released its 'Patient Capital Opportunity Equity Strategy' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy generated a total return of 15.3% net of fees in the quarter compared to the strategy's unmanaged benchmark, the S&P 500 Index's 10.9% return. According to a three-factor performance attribution model, the selection effect contributed positively to the portfolio's performance, which was partially offset by allocation and interaction effects. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Patient Capital Opportunity Equity Strategy highlighted stocks such as Kosmos Energy Ltd. (NYSE:KOS). Incorporated in 2003, Kosmos Energy Ltd. (NYSE:KOS) is a deep-water exploration and production company. The one-month return of Kosmos Energy Ltd. (NYSE:KOS) was -5.53%, and its shares lost 63.39% of their value over the last 52 weeks. On July 17, 2025, Kosmos Energy Ltd. (NYSE:KOS) stock closed at $2.05 per share with a market capitalization of $979.918 million. Patient Capital Opportunity Equity Strategy stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its second quarter 2025 investor letter: "Kosmos Energy Ltd. (NYSE:KOS) traded lower during the quarter, in line with broader energy price declines. The company is approaching a key inflection point, with production and free cash flow expected to increase meaningfully as its Tortue LNG project ramps to full capacity. While 2025 has been disappointing, marked by delays in production timelines and cost overruns, we're now seeing positive momentum, with Tortue coming online and volumes steadily increasing. Kosmos remains focused on maximizing cash generation and deleveraging its balance sheet. At current commodity prices, the company is positioned to generate free cash flow equal to nearly 2x its market cap between 2025 and 2029. With gas-heavy reserves, a ramping cash flow profile, and a strategic asset base, we believe Kosmos is significantly undervalued—and could be a compelling acquisition target in a consolidating energy environment." A drilling platform in the middle of the ocean, showing the oil and gas exploration process. Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, which was 27 in the previous quarter. While we acknowledge the potential of KOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Kosmos Energy Ltd. (NYSE:KOS) and shared the list of stocks under $5 with high upside potential. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Zawya
19-07-2025
- Business
- Zawya
Upstream Momentum Builds in Ghana as Eni Declares Eban-Akoma Commercial and Tullow, Kosmos Extend Licenses
Ghana's oil and gas sector is showing clear signs of resurgence, underscored by Eni's recent declaration of commerciality for the Eban-Akoma complex in the Cape Three Points Block 4. Estimated to hold between 500 and 700 million barrels of oil equivalent, the find marks the country's largest offshore discovery in years and lies adjacent to Eni's existing Sankofa production hub, allowing for rapid and cost-efficient development. The African Energy Chamber (AEC), as the voice of Africa's energy sector, welcomes and strongly supports this development as a significant step forward in Ghana's upstream revival. Together with other recent industry milestones – including 15-year license extensions granted to Tullow Oil and Kosmos Energy – it signals growing confidence in Ghana's potential and stands as a testament to the bold measures taken by President John Mahama's administration to restore momentum and investor trust in the sector. Ghana Secures Long-Term Energy Commitments Last month, Tullow Oil and Kosmos Energy – alongside partners PetroSA, Ghana National Petroleum Company (GNPC) and Explorco – signed a Memorandum of Understanding to secure the extension of petroleum licenses in the Jubilee and TEN fields through 2040. While the Eban-Akoma discovery points to Ghana's geological upside, the agreement with Tullow and Kosmos underscores the country's institutional capacity to drive and sustain long-term energy growth. At the center of both developments is a renewed focus on production-led investment. Eni is preparing a development plan to bring its new find online, while Tullow and Kosmos have committed up to $2 billion to drill 20 new wells in Jubilee. These aren't speculative ventures – they're anchored in existing infrastructure, supported by regulatory clarity and structured to deliver returns for both investors and the Ghanaian state. The resulting uplift in oil and gas production will expand the country's revenue base through GNPC equity, royalties and taxes – laying the groundwork for greater investment in national development priorities such as healthcare, education and infrastructure. Crucially, Ghana's ability to secure long-term upstream commitments also sends a strong signal to global markets that the country is stable, serious and investment-ready. Expanded Output to Power Industry and Jobs Energy security is also central to both projects. Eni already supplies a large portion of Ghana's domestic gas needs, and Eban-Akoma will enhance that capacity. Under the extended production license agreement, Tullow and Kosmos have committed to delivering 130 million standard cubic feet of gas per day from the Jubilee and TEN fields, supported by a restructured pricing and payment model that enhances access for power producers and industrial users. These volumes are vital for stabilizing the power sector, strengthening energy-intensive industries and supporting job creation. With sustained drilling and field optimization, Ghana's proven and probable reserves will continue to grow, further strengthening its resource base and outlook. Ghana's institutional capacity also stands to benefit. Partnerships between Eni, Tullow and Kosmos and national bodies like GNPC and the Petroleum Commission include frameworks for knowledge transfer, technical support and regulatory alignment – all of which strengthen the country's ability to manage its energy resources. Eni's ongoing expansion, along with Tullow and Kosmos' drilling programs, is expected to directly and indirectly support thousands of jobs across engineering, logistics, fabrication and services, while creating new opportunities for Ghanaian companies to play a greater role in the oil and gas value chain. 'Ghana is proving that a clear regulatory environment, strong national institutions and consistent political will can unlock real energy growth,' said NJ Ayuk, Executive Chairman of the AEC. 'The Eban-Akoma discovery and the government's smart approach to extending production at Jubilee and TEN are exactly the kinds of moves that send a message to global investors: Ghana is open for business and serious about long-term energy security.' As Ghana works to revitalize its upstream sector and accelerate economic growth, these commitments represent crucial milestones that strengthen the country's reputation as a dependable oil and gas producer while driving energy security, building institutional capacity, creating jobs and fueling sustainable development. Distributed by APO Group on behalf of African Energy Chamber.
