Kosmos Energy Ltd. (KOS)

[jaxstraw]

Kosmos Energy Ltd. traded 15.672M shares, 24% above average volume $KOS

[Zorro]

Yes it did. Pretty effectively too.

[jaxstraw]

Nice print for $KOS
Size: 583753
Price: 7.91
Amount: $4,617,486.23
Time: 1830

This isn't retail. Lots of big money pouring in at all time high prices.

Interesting what they think they see.

[jaxstraw]

Kosmos Energy Ltd. traded 24.841M shares, 105% above average volume $KOS

[lumpina]

... and it got a big pump from the STansberry folks via Mark Chaikin.

[jaxstraw]

MAR 31 20227:Cramer’s lightning round: Kosmos Energy Ltd: “Good company. Makes a lot of money.

https://www.cnbc.com/2022/03/31/cramers-lightning-round-att-is-not-a-buy.html

[jaxstraw]

$KOS traded 21,062,835 shares, 50% above average volume

[jaxstraw]

Nice print for $KOS Size: 1,894,946
Price: 7.19
Amount: $13,624,661.74
Time: 1830

[ziggy7796]

Great intel....ziggy

[jaxstraw]

CHAIKIN RESEARCH recommended the Energy Sector to weather the market slump........and individually gave KOS as a singular 'buy' stock in a closed-session infomercial last night to people who subscribe to his analytics.

Supposedly there were 255,000 attendees on the podcast.

[ziggy7796]

$7 ceilings been broken...next leg $8 if Russia war continues!!!

Cheers..ziggy

[HokieHead]

Out $6.60 area for now, taking ~$100k profit off the table. Still on my watchlist.

[ziggy7796]

$6 has been broken...next leg is $7..if Russian oil is not sold to usa!!!

Ziggy

[ziggy7796]

I'm surprised more ihubbers are not reading this board...it has been is profits for 2 years!!!

[HokieHead]

I added 50k shares at $4.70 last month, up 20%+ on those already. Tight stop for now.

[ziggy7796]

If war drags on till April..kos will hit new high of $7 ..by end of month...every prediction of mine has been consistent and valid over last 2 years...I have bought and sold kos over 15 times in last 2yrs with good results..last purchase was at $4.20 a couple of weeks ago.

Good luck to all...ziggy.

[ziggy7796]

$6 on the way!!!!

[ziggy7796]

As predicted kos now at $5!!!

[ziggy7796]

With war in Europe..kos will hit $5+ due to oil restrictions within 1 week! All major stocks were crushed today except big oil.

Imho...ziggy

[ziggy7796]

Time to buy kos...shooting back to 5 by eom...jmho...ziggy

[HokieHead]

Crude heading to $100+, in here $4.70, $10-$12 target.

[Glider549]

LOL.
We have a winner!

[ziggy7796]

Did I say...4...I meant $5.00!!!

Ziggy

[ziggy7796]

Did I say $3????

Sorry..I meant $4!!!!!

Ziggy

[ziggy7796]

Check current price...$3 as predicted
..my time frame a little off...but $3 has delivered...no bankruptcy as you speculated.


Cheers...ziggy

[ziggy7796]

$2.50 and rising!!

[ziggy7796]

Trend is starting back up!

Ziggy

[TuMaRu]

ziggy7796 said back on 16-Jul that KOS will/should be back to $3 in 2 weeks. Its now end of Aug., almost 6 weeks this Friday and its nowhere near 3 bucks. Trend is down in the short and medium term for Kosmos. It could very well file bankruptcy due to the sheer amount of debt they're carrying. Be very careful.

[ziggy7796]

Nice reentry quack...already have sell at $2.50.

Ziggy

[QuacksLikeADuck]

1.81, i'm back in

[ziggy7796]

As predicted...got back in a $2.

[ziggy7796]

Coming fast!!!!!

[ziggy7796]

Current low $2.06...$2 coming fa

[ziggy7796]

Buying kos at limit $2.00

Ziggy

[BUFCARP]

I’m with you plan on grabbing more here !

[ziggy7796]

Great opportunity to buy kos at $2.25 range next week....will bounce back to $3 within 2 weeks...jmho....ziggy.

[Stakeholder detector]

Indeed, a bit overpaid, those Kosmos guys, Tullow's CEO makes just 10% of Kosmos' CEO.

[TuMaRu]

Regardless of how the stock has done (rather poorly compared to other oil stocks in 2021, essentially flat for last 6+ months), its incredible how this particular CEO has used KOS as his own personal piggy bank.

Many may not know the KOS dude extracted $10 M severance pay from BP after Deepwater Horizon disaster. He was VP of exploration at BP then. As if that wasn't enough, he got a $1 M signon bonus at Petrofrac , he joined there in less than 4 months of leaving BP. Is that a sweet deal or what. And the cherry on top of it all?? He's been making at least $3-4 M per year in salary and bonuses at KOS the last 7 years. Compare that to his peers at Callon, Laredo, CDEV, SM and others. All of them pay their CEOs less than Kosmos, with the only exception being Matador. But then Matador's been a stellar performer last few years. As also SM Energy and Talos. They deserve every $ of their pay packets.

This guy's just been a ripoff and total disaster for KOS shareholders.... enuff said. Sad how corporate America preys on hapless retail which are actually their customers.

The guy's also on record in 2011-12 for saying he never likes to work on weekends, doesn't answer emails or his phone!! Talk about an ex-BP Chief-whatever being a workaholic eh? No chance

[The Value Investor]

I hear you. Halleluja.

And look up their salaris... it's almost criminal.

[TuMaRu]

Feel vindicated when I advised everyone not to boy KOSMOS stock. In just the past few weeks, comparable OG stocks have outperformed this by leaps and bounds. Same applies point forward.

If you look up KOS past performance and read up on their CEO, his career history, you'll know everything you need to know about KOS. To repeat, avoid KOS when you can buy many OG stocks that will do good-to-great in 2021-22. Don't forget KOS worst in class assets, less than 25% ownership in all projects, heavy debt load and intrinsically worthless equity. A recipe for disaster and thats exactly how the stock has behaved.

[QuacksLikeADuck]

definitely not perfect and no fancy tools, just observant and patient.

[TuMaRu]

Yeah alright great. You seem to have perfect entry and exit points. You must have a ton of fancy software, high speed trading desks and tons of resources at your disposal. As if anyone would believe.

[TuMaRu]

Why do you post meaningless messages? That too to yourself?? Whats interesting about KOS and why?

This stock has lagged all the oil tickers in the 2021 rebound thus far, I would stay away from it. Its a wildcatter, i.e. they make crazy bets on way out assets that mostly turn up empty. CEO Inglis has been one of the worst in the industry, these are the kinds of gambler types that destroy companies. Reminds me of Oasis, Denbury, Gulfport and countless others that went Ch. 11 last year, with 0 accountability on the part of crooked C-suite management that often lies to investors.

Kosmos track record is just horrible, hence the stock is where it is. In prior posts, I listed some oil stocks that will do much better than KOS in the post-pandemic era.

[The Value Investor]

Right?

[The Value Investor]

Very intersting. :p

[QuacksLikeADuck]

I invested in the EV sector early and have done quite well.
have already exited a few , and closely watching the rest.
There is a lot of hype, but you are going to have to be in the right ones. First, the price is going to have to decrease significantly for average consumer to jump in. Second, Rural consumers are going to need significant battery distance improvements. Third, our power grid is going to need a significant upgrade to handle charging.
fourth, and most importantly, once the self driving bugs are worked out Transportation as a service is going to significantly reduce the number of cars required as people move to subscription based transportation services.

[TuMaRu]

No explanation. Many institutions got stuck with this in the Mar. 2020 drop after OPEC-inflicted damage.

If it was truly a mid cap, PPS should've been in $6-7 range at a min, maybe more. But its like an ugly duckling, seems to have some problem. And this goes back all the way to 2016-17. Could not see it trading above 10 at all unless you go back to 2014. So it all comes down to asset values, operational efficiency (read: positive cash flows + investor returns) and prudent management.

as you know last 6 years under the "lower for longer / forever" regime, oil&gas assets have declined in value resulting in meager M&A deals for oil companies. And frankly, I don't see oil patch returning to its 2007-08 glory days. Climate activism is one obvious reason, the other is excessive debt they all took leading to value destruction for equity and bond holders. Market has gone nuts over the tech, EV, WFH sectors thru the entire last decade!! And that is after it picked up and recovered from Y2000 dot com bust.

[ziggy7796]

Thanks for the DD.... I've been buying and selling this stock over the last year for a 8 to 15% return every per clip....one question...how do we explain the large trading volume of 5 to 10 million shares per day....this seems to be consistent.. ziggy

[TuMaRu]

For those still in this stock, maybe a good time to switch or rotate to better performers in E&P. Kosmos assets simply aren't worth what they once were and will always be undervalued. Compared to other E&P like Apache, Devon, Hess, Ovintiv, Talos etc. this seems to be stuck in a trading range for months now.

Even during heydays of oil, Kosmos had the wrong strategy and poorly performing team running the company and its upstream ops. Ergo, one after another they kept hitting dry wells, and dwindled their opportunities. With the GOM acquisition, their fate was sealed so to speak. Large debt is going to be a cash flow burden they just can't escape. I doubt it will go up much more like the high flyers -- SM, AR, DVN, OVV, TALO, CPE, and even RIG, which is a driller but quite strong due to its backlog

[The Value Investor]

Would be interesting.