10 Feb 2017substantial holder notice● Neutral
Hotchkis and Wiley Capital Management, LLC reported a Kosmos Energy Ltd. shareholding of 30,431,505 shares (7.87% of votes) in a periodic institutional filing.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
10 Feb 2017substantial holder notice● Neutral
SailingStone Capital Partners LLC, SailingStone Holdings LLC, MacKenzie B. Davis, Kenneth L. Settles Jr reported a Kosmos Energy Ltd. shareholding of 28,362,063 shares (7.30% of votes) in a periodic institutional filing.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. Chief Exploration Officer Brian F Maxted received 89,500 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP, Gov't & External Affairs Michael James Anderson received 55,000 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. Chairman and CEO Andrew G Inglis received 124,500 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP and General Counsel Jason Doughty received 82,537 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP, Drilling Marvin M Garrett received 73,933 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP, Production & Development Eric Haas received 82,326 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. Senior VP, CAO Paul Nobel received 40,000 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP, Planning and Bus. Dev. Christopher James Ball received 64,370 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP and CFO Thomas P Chambers received 73,125 shares as part of the equity award.
2 Feb 2017director interest notice● Neutral
Kosmos Energy Ltd. Chief Exploration Officer Brian F Maxted gifted 27,642 shares.
20 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. 10%+ owner IV Gp L.L.C. Bcp sold 13,500,000 shares.
20 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. 10%+ owner Blackstone Holdings III L.P. sold 13,500,000 shares.
19 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. director David Benjamin Krieger sold 16,500,000 shares at $6.65.
19 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. director Warburg Pincus & CO. sold 48,902,874 shares.
18 Jan 2017material agreement● Neutral
Warburg Pincus and Blackstone sold another 30 million shares in a fourth secondary offering since the IPO, continuing to shrink their combined stake.
13 Jan 2017securities registration● Neutral
Kosmos Energy Ltd. filed a prospectus supplement covering resales by selling shareholders.
11 Jan 2017production update▼ BadMajor
Operator Tullow reported Jubilee field averaged 73,700 bopd in 2016 while ongoing FPSO turret repairs continue (insurance-covered), and confirmed the new TEN project came online but will run below plan (about 50,000 bopd in 2017) due to reservoir-pressure issues and a drilling freeze pending a Ghana/Cote d'Ivoire maritime border ruling.
11 Jan 2017securities registration● Neutral
Kosmos Energy Ltd. filed a prospectus supplement covering resales by selling shareholders.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. Senior VP, CAO Paul Nobel had 8,537 shares withheld for taxes on vesting stock.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP and General Counsel Jason Doughty had 11,185 shares withheld for taxes on vesting stock.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP, Drilling Marvin M Garrett had 15,075 shares withheld for taxes on vesting stock.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP, Planning and Bus. Dev. Christopher James Ball had 12,606 shares withheld for taxes on vesting stock.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP, Gov't & External Affairs Michael James Anderson had 5,975 shares withheld for taxes on vesting stock.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP, Production & Development Eric Haas had 15,422 shares withheld for taxes on vesting stock.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. Chairman and CEO Andrew G Inglis had 35,688 shares withheld for taxes on vesting stock.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. Chief Exploration Officer Brian F Maxted had 29,122 shares withheld for taxes on vesting stock.
5 Jan 2017director interest notice● Neutral
Kosmos Energy Ltd. SVP and CFO Thomas P Chambers had 25,514 shares withheld for taxes on vesting stock.
21 Dec 2016farm in farm out agreement▲ GoodMajor
Kosmos agreed to farm out most of its stake in the Mauritania and Senegal exploration blocks to BP, which will fund over $120 million in upfront and carry payments and take majority operating positions -- the deal that brought BP in as Kosmos's partner on what will become the Greater Tortue/Ahmeyim gas project.