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Kosmos Capital Markets Day – defining its strategic priorities
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Report summary
Kosmos held its Capital Markets Day on Tuesday, 25th February 2019. The headline announcement was Kosmos' intention to reduce its stake in its Mauritania/Senegal licences from 30% to around 10%. We noted that the company's exposure to LNG does not sit well in the portfolio and a farm-down was likely. The company also declared its first quarterly cash dividend. The market was impressed and the share price was up almost 10% by close of business.
Table of contents
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1.Strengthening the financial framework
- 1.1 Capital outlook
- 2. Creating value in Senegal/Mauritania
- 3. Maximising value from the base portfolio
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4. Infrastructure-led exploration – near term catalyst
- 4.1 High impact exploration on back burner for now
Tables and charts
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Kosmos production outlook: 2019 – 2025*
What's included
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