Kosmos Energy Ltd Stock Price, News & Analysis

Kosmos Energy (NYSE: KOS) said its subsidiary intends to offer $350 million of senior secured bonds in the Nordic bond market due 2031, fully guaranteed by the company and several subsidiaries.

Proceeds are intended to fund a cash tender offer for $250 million aggregate principal amount of its 7.750% Senior Notes due 2027, repay certain borrowings under its reserve-based lending facility, and for general corporate purposes. The bonds will be offered under Rule 144A and Regulation S and will not be registered under the Securities Act.

Kosmos Energy (NYSE: KOS) provided an operational and financial update on January 5, 2026. Key operational items include a completed Jubilee well (J-74) with ~50 meters net pay and expected flowback >10,000 bopd, taking gross Jubilee to nearly 70,000 bopd with J-74 online; Q4 2025 gross Jubilee averaged ~59,000 bopd. Partners approved five additional wells for 2026. License extensions were approved to 2040 with GNPC increasing its share +10% from July 2036.

GTA LNG hit nameplate capacity (~2.7 mtpa) and peaked ~3.0 mtpa; cargo liftings should nearly double in 2026. Financially, Kosmos issued a $100m borrowing notice, plans redemption of remaining 2026 unsecured notes on Jan 13, 2026, and received RBL bank waiver to allow new secured financing subject to documentation.

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Kosmos Energy (NYSE/LSE: KOS) will release its third quarter 2025 results on Monday, November 3, 2025 before the UK market opens via Business Wire, Regulatory News Service, and the company's website.

A conference call and webcast will be held on Monday, November 3, 2025 at 11:00 a.m. ET. Dial-in numbers include Toll Free 1-877-407-0784, Toll/International 1-201-689-8560, and UK Toll Free 0800 756 3429. Live webcast and replay are available at investors.kosmosenergy.com, with the replay accessible for approximately 90 days after the event.

Kosmos Energy (NYSE/LSE: KOS) has announced several positive financial developments. The company successfully completed its semi-annual reserve-based lending (RBL) facility re-determination, maintaining a borrowing base above $1.35 billion. Additionally, Kosmos secured a $250 million senior secured term loan from Shell Trading, with $150 million allocated to redeem 2026 unsecured notes.

The company has enhanced its hedging position for 2026, securing 8.5 million barrels of oil with an average floor price of $66 per barrel. Kosmos confirms full compliance with all RBL facility covenants, with the next tests scheduled for March 2026.

Kosmos Energy (NYSE/LSE: KOS) has secured a senior term loan facility of up to $250 million from Shell Trading (US) Company, structured in two tranches. The first tranche of $150 million will be drawn at closing to partially redeem 2026 unsecured notes, while a second tranche of $100 million will be available until April 2026.

The facility carries an interest rate of SOFR + 3.75%, is secured against Gulf of America assets, and matures in four years. The company aims to improve balance sheet resilience and address near-term maturities while leveraging record-high production levels and multi-year low capital requirements.

Kosmos Energy (NYSE: KOS) reported Q2 2025 results with a net loss of $88 million ($0.18 per share). Key operational metrics include net production of 63,500 boepd and revenues of $393 million. The company achieved significant milestones, including the Commercial Operations Date for the Gimi FLNG vessel at GTA and lifted 3.5 LNG cargos during Q2.

The company is focusing on three priorities: increasing production, reducing costs, and enhancing balance sheet resilience. Capital expenditure guidance was revised down to $350 million from $400 million, with a targeted $25 million overhead reduction by year-end. Post-quarter, Kosmos agreed to indicative terms for a $250 million Gulf of America term loan to repay 2026 maturities.

Production guidance for 2025 was adjusted to 65,000-70,000 boepd, with GTA expected to reach its 2.7 mtpa nameplate capacity in Q4 2025. The company exited Q2 with $2.85 billion of net debt and $400 million in available liquidity.

Kosmos Energy (NYSE/LSE: KOS) has scheduled its second quarter 2025 financial results announcement for Monday, August 4, 2025. The earnings release will be published before the UK market opens through Business Wire, Regulatory News Service, and the company's website.

A conference call will be held the same day at 11:00 a.m. ET, accessible via telephone and webcast. The webcast replay will remain available on the investor relations website for approximately 90 days after the event.

Kosmos Energy announced that Golar LNG's FLNG Gimi has achieved Commercial Operations Date for the Greater Tortue Ahmeyim project offshore Mauritania and Senegal, marking a significant milestone in their 20-year agreement with BP. The facility has successfully ramped up LNG production to approximately 2.4 million tonnes per annum, reaching 90% of its 2.7mtpa nameplate capacity. Following first LNG production in February and initial cargo in April, three additional cargos were exported or are being loaded, with a fifth cargo expected in Q3. Kosmos forecasts 3.5 gross cargos for Q2 2025, demonstrating strong operational progress and collaboration between project partners and Golar.