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2Q 2019 Earnings Presentation – Kosmos Energy

Kosmos Energy · Aug 2, 2019 · 13 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 1
    2Q 2019 Results 5 August 2019 NYSE/LSE: KOS 2Q 2019 Results August 5, 2019 0 Strictly Private and Confidential
  2. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 2
    2019 KEY MESSAGES Cash Strong 2Q 2019 FCF of 136 million Generation On track to deliver 200 million FCF in 2019 at current prices Infrastructure Led First success in 2Q 2019 Exploration (ILX) Four well ILX program in 2H 2019…
  3. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 3
    2Q HIGHLIGHTS Maintained Momentum in 2Q:19 Numerous Catalysts In 2H:19 Cash Generation Record production of 71,100 boepd in 2Q:19; anticipate 2019 volumes to be at low end of the guidance range due to operational issues at TEN,…
  4. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 4
    2Q HIGHLIGHTS Maintained Momentum in 2Q:19 Numerous Catalysts In 2H 2019 Infrastructure-Led Exploration Gulf of Mexico Gladden Deep success, first oil expected in 4Q:19 Awarded all 9 leases of which we were deemed apparent high…
  5. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 5
    GULF OF MEXICO ILX SUCCESS: GLADDEN DEEP Subsea Tieback Close To Existing Infrastructure Quick To Production Medusa Spar / Gladden Deep ILX Strategy Paying Dividends Strong Economics Initial success in first of four well program…
  6. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 6
    GULF OF MEXICO 2H ACTIVITY Three Kosmos Operated ILX Wells To Be Drilled In 2H 2019 Targeting 100 MMboe of Net Resource Moneypenny Resolution Oldfield Estimated Gross Estimated Gross 100 200 Estimated Gross 30+ MMboe 17 MMboe…
  7. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 7
    EQUATORIAL GUINEA ILX Drilling To Commence In 2H:19 G-13 Area Well Location Salt G-13-1 G-13-2 S-5 S-3 G-13-3 Exploitation Strategy ILX Strategy S-5 Well Discovered Oil (500m Oil Column) First well in EG…
  8. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 8
    MAURITANIA & SENEGAL Building A 30 MTPA LNG Business 3 Exploration/Appraisal Wells in 2019 Greater Tortue Ahmeyim-1 50-100 TCF GIIP1 Underpinning 30 MTPA Of LNG Liquefaction Appraisal Well Further expanded Tortue resource base…
  9. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 9
    SHARE REGISTER Founding Private Equity Shareholders Have Exited The Register Private Equity Private Shares Equity % of%Shares of Shares Outstanding1 Outstanding 60% 50% 25% 40% 30% 13% 9% 20% 30% 12% 10%…
  10. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 10
    2Q:19 KEY FINANCIAL HIGHLIGHTS Record Production And Strong Free Cash Flow. Significant Growth With Minimal Shareholder Dilution 2Q:19 2Q:18 Change PRODUCTION 71 mboepd1 43 mboepd1 +65% REVENUE 396 million 284 million +39%…
  11. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 11
    Appendix Strictly Private and Confidential
  12. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 12
    FY2019 GUIDANCE FY 2019 Production1,2 69,000 73,000 boe/day Opex 12.00-15.00/boe DD&A 22.00-25.00/boe G&A3 115-125 million Exploration Expense 30 million average/quarter Net Interest 35-37 million/quarter Tax 3.00-5.00/boe…
  13. 2Q 2019 Earnings Presentation – Kosmos Energy – slide 13
    2Q 2019 Results August 5, 2019 13

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