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Kosmos Capital Markets Day – defining its strategic priorities
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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
This report includes the following images and tables:
- Kosmos production outlook: 2019 – 2025*
What's included
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