Home > Boards > US Listed > Oil/Gas/Natural Energy Production > Kosmos Energy Ltd. (KOS)

For those still in this stock, maybe a

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Quarterly Report (10-q) Edgar (US Regulatory) - 5/10/2021 4:55:19 PM
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Current Report Filing (8-k) Edgar (US Regulatory) - 5/10/2021 7:40:15 AM
Kosmos Energy EPS beats by $0.01 Seeking Alpha - 5/10/2021 3:47:37 AM
Kosmos Energy Announces First Quarter 2021 Results Business Wire - 5/10/2021 2:00:00 AM
Kosmos Energy Successfully Completes Reserve Based Lending Facility Amendment and Extension Business Wire - 5/10/2021 1:57:00 AM
Additional Proxy Soliciting Materials (definitive) (defa14a) Edgar (US Regulatory) - 4/28/2021 4:52:10 PM
Proxy Statement (definitive) (def 14a) Edgar (US Regulatory) - 4/28/2021 4:50:44 PM
Kosmos Energy to Host First Quarter 2021 Results and Webcast on May 10, 2021 Business Wire - 4/15/2021 2:00:00 AM
Kosmos Energy Announces New Leadership of Exploration Business Wire - 4/12/2021 4:03:00 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 3/4/2021 4:49:40 PM
Kosmos Energy prices senior notes offering Seeking Alpha - 2/25/2021 5:04:18 PM
Kosmos Energy Announces Pricing of $450 Million of Senior Notes Due 2028 Business Wire - 2/25/2021 5:00:00 PM
Annual Report (10-k) Edgar (US Regulatory) - 2/23/2021 6:09:50 AM
Kosmos Energy to raise $400M in debt capital Seeking Alpha - 2/23/2021 5:23:38 AM
Kosmos Energy Announces Launch of Its Senior Notes Offering Business Wire - 2/23/2021 3:39:00 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 2/22/2021 7:37:22 AM
Kosmos Energy EPS beats by $0.02, beats on revenue Seeking Alpha - 2/22/2021 2:50:18 AM
Kosmos Energy Announces Fourth Quarter and Full Year 2020 Results Business Wire - 2/22/2021 2:00:00 AM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 2/11/2021 5:07:40 PM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 2/10/2021 2:26:19 PM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 2/8/2021 10:27:19 AM
Schedule 13g Edgar (US Regulatory) - 2/4/2021 11:32:35 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 2/3/2021 5:27:04 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 2/2/2021 4:59:43 PM
TuMaRu   Thursday, 04/01/21 04:14:42 PM
Re: The Value Investor post# 114
Post # of 124 
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

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