Kosmos Energy Ltd
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Kosmos Energy: Why Analysts Are Bullish on This Non-Permian Stock
Kosmos Energy (KOS) is in sixth place in terms of analysts’ ratings among upstream companies.
Analysts Still Bullish on Permian-Based Upstream Stocks
In this series, we’ll look at the top seven upstream companies that Wall Street analysts like the most.
Last Week’s Strongest Exploration and Production Stocks
Black Stone Minerals (BSM), a mineral interest owner structured as an MLP, was the strongest E&P (exploration and production) stock last week, rising 11.1%.
Analyzing Wall Street’s Targets for GPOR, KOS, IO, and BAS
To conclude our series on the biggest movers in the upstream and oilfield service sectors, we’ll now look at Wall Street’s recommendations for this week’s strongest and weakest stocks.
Weakest Upstream Stocks This Week: KOS, OAS, MRO, WLL, and MUR
This week, Kosmos Energy (KOS) has fallen ~6.9% from $8.45 to $7.87. On June 26, KOS closed the day with a loss of ~2.6%.
Analyzing Institutional Investor Activity in These Upstream Stocks
In 4Q17, 99 funds bought Kosmos Energy (KOS) stock, and 52 funds sold the stock.
Upstream Energy’s Top 7 Free Cash Flow Stocks in 2017
Free cash flow (or FCF) is an important metric for the crude oil (USO) and natural gas (UNG) production sector.
US Crude Oil above $65: Which Oil-Weighted Stocks Are Gaining?
Between January 17 and January 24, 2018, oil-weighted stocks rose 2.4%. Over this period, US crude oil March futures rose 2.6%.
Crude Oil Futures Continued to Rally, Wall Street Fell
February WTI crude oil futures contracts also rose 1% to $63.57 per barrel on January 10, 2018. It’s the highest settlement since December 2014.
Are Oil-Weighted Stocks Underperforming Oil?
On December 6–13, 2017, our list of oil-weighted stocks fell 1.6%, while US crude oil prices rose 1.1%. US crude oil outperformed these oil-weighted stocks.
Analyzing Wall Street Targets for the Best-Performing Upstream Stocks
Currently, ~69.0% of Wall Street analysts tracking Kosmos Energy (KOS) rate it as a “strong buy” or “buy.”
The Fourth-Best-Performing Upstream Stock Year-to-Date
In 9M17, KOS’s production increased ~107.0% to ~7.8 million barrels when compared with 9M16.
Will W&T Offshore’s Stock Rally Resume?
So far in 2H17, W&T Offshore (WTI) stock price rose from $1.96 at the end of June 2017 to $3.15 as of November 16 – a very strong rise of ~61%.
Kosmos Energy’s Losses Rose by More Than 193% in 1Q17
Kosmos Energy (KOS) announced its 1Q17 earnings before the market opened on May 8, 2017. KOS reported a worse-than-expected loss of ~$43 million in 1Q17.
Upstream Losers: JONE, TELL, KOS, LPI, and ERF
In the week starting October 2, 2017, Jones Energy (JONE) has fallen ~9.0%, from $1.92 to $1.74. It has fallen every day so far this week.
Why W&T Offshore Stock Is Outperforming the Upstream Sector
So far in September 2017, W&T Offshore (WTI) stock has risen from $1.91 at the end of August to $2.57 as of September 19, 2017, a ~35.0% rise.
Will Saudi Arabia’s Production and Exports Support Crude Oil Futures?
The EIA (U.S. Energy Information Administration) estimates that Saudi Arabia’s crude oil production rose by 50,000 bpd (barrels per day) to 10.20 MMbpd (million barrels per day) in July 2017 compared to the previous month.
Analyzing Short Interest in Devon Energy Stock
As of June 30, 2017, Devon Energy’s (DVN) total shares shorted (or short interest) stood at ~10.4 million, whereas its average daily volume was ~5.9 million.
Cobalt International Energy: Analyzing Wall Street Ratings
As of May 26, 2017, Cobalt International Energy (CIE) has one “strong buy,” two “buy,” four “hold,” and one “strong sell” recommendation.
Cobalt International Energy Stock: Analyzing Short Interest
As of May 15, 2017, the short interest ratio in Cobalt International Energy’s (CIE) stock is ~9.1x.
Short Interest in Kosmos Energy Stock Is on the Rise
On May 15, 2017, Kosmos Energy’s (KOS) total shares shorted (or short interest) stood at ~32.4 million, and its average daily volume was ~14.3 million.
What Factors Impacted Kosmos’s 1Q17 Crude Oil Sales Volumes?
In 1Q17, Kosmos Energy (KOS) reported total crude oil (USO) sales volumes of 2.0 MMBbls (million barrels), ~4% higher compared to its 1Q16 crude oil sales volumes of 1.9 MMBbls.
Kosmos Has Outperformed Oil and Its Peers since Its 1Q17 Results
Kosmos Energy released its 1Q17 earnings before the market opened on May 8, 2017. Since its earnings release, KOS stock has been on a strong upward trend, rising from $5.95 to $6.65.
US Natural Gas Consumption Fell: Is It Bearish for Prices?
PointLogic reported that US natural gas consumption fell 10% from March 16–22, 2017. Consumption fell 5.5% from the same period in 2016.
Will Trump Impact US Natural Gas Consumption?
US natural gas consumption rose 13.5% between January 25, 2017, and February 1, 2017. The rise in consumption is bullish for natural gas prices.
Oil’s Flip-Flop: Which Oil-Weighted Stocks to Track?
Oil prices fell because of growing concerns about rising US crude oil production. The US oil rig count rose by 15 to 566 for the week ending on January 27.
How Does US Natural Gas Consumption Impact Prices?
The EIA estimates that US natural gas consumption could average 75.4 Bcf per day in 2017 and 76.9 Bcf per day in 2018.
US Natural Gas Consumption: Bullish or Bearish for Prices?
The EIA estimated that monthly US natural gas consumption rose by 19 Bcf per day to 91 Bcf per day in December 2016—compared to the previous month.
Have Energy Stocks Outperformed Crude Oil in 2016?
On February 11, US crude oil touched a 12-year low. From February 11 to December 12, the active futures contracts rose 101.6% on a closing price basis.
Are Oil-Weighted Stocks Outperforming Crude Oil after OPEC Deal?
From November 28 to December 5, 2016, an equally weighted basket of oil stocks rose 15.8% compared to a 10.0% rise in WTI crude oil futures contracts for January.
Have Oil-Weighted Stocks Outperformed Crude Oil?
On February 11, US crude oil touched a 12-year low. From February 11–November 21, US crude oil active futures contracts rose 65.3% on a closing price basis.
Will Energy Stocks Outperform Crude Oil?
In last five days, energy stocks outperformed crude oil. The rise in energy stocks against a 3.5% fall in oil prices coincides with Trump’s energy policy.
Crude Oil’s Bumpy Ride: How Are Oil-Weighted Stocks Performing?
Crude oil–weighted stocks outperformed crude oil in the last five trading sessions, but underperformed it since oil’s 2016 low in February.
US Natural Gas Consumption Rose for the 7th Time in 8 Weeks
Market intelligence company PointLogic reported that US natural gas consumption rose by 4.4% between July 21–July 27, 2016. Gas consumption rose for the seventh time in the last eight weeks.
US Natural Gas Consumption Rose for the Sixth Time in 7 Weeks
PointLogic reported that US natural gas consumption rose by 2% from July 14–20. Natural gas consumption rose for the sixth time in the last seven weeks.
Which Energy ETF Tracks Crude Oil Closer?
The SPDR S&P Oil & Gas Exploration & Production ETF (XOP) had the highest correlation of 84.4% with US crude oil between June 21 and July 21, 2016.
US Natural Gas Consumption Rose in the Week Ended July 13
Market intelligence company PointLogic reported that US natural gas consumption rose by 4.4% for the week ended July 13, 2016. compared with the previous week.
Why US Natural Gas Consumption Fell for the First Time in 5 Weeks
PointLogic reported that US natural gas consumption fell by 3.7% between June 30, 2016, and July 6, 2016. This was the first fall in the last five weeks.
Oil Inventories: What Do They Indicate for Oil Prices?
The relationship between crude oil inventories and crude oil prices is inverse. Crude oil prices bottomed out in early 2016. Inventories topped out as well.
Weekly US Natural Gas Consumption Is Higher for the Second Week
PointLogic reported that US natural gas consumption rose marginally for the second straight week for the week ending June 15—compared to the previous week.
Why the Weekly Natural Gas Consumption Rose Marginally
PointLogic reported that US natural gas consumption rose marginally by 0.2% for the week ending June 1, 2016—compared to the previous week.
Why Is May the Magic Month for Crude Oil Inventories?
In 2012 and 2014, crude oil inventories fell in May. The five-year average from 2011 to 2015 also indicates that crude oil inventories typically fall in May.
Does Seasonality Impact the Crude Oil Inventory?
US commercial crude oil (USO) (UWTI) inventories fell by 3.4 MMbbls (million barrels) compared to the previous week for the week ending May 6, 2016.
Crude Oil or Natural Gas: Which Drives Top Energy ETFs?
Among the top energy ETFs that track oil and gas–related companies, XOP had the highest correlation of 64.4% with US crude oil.
What’s the Correlation between Crude Oil Inventories and Prices?
US commercial crude oil inventories rose by 2.8 million barrels compared to the previous week.
Oil-Weighted Stocks after Crude Oil’s 2016 High and Low
On February 11, 2016, US crude oil (USL) touched a 12-year low. Between February 11, 2016, and May 9, 2016, US crude oil gained 65.7%.
Why Is the US Dollar Index Limited in Driving Crude Oil Prices?
From February 26, 2016, to April 22, 2016, the US Dollar Index has fallen around 3%. The last 30-day correlation with crude oil stood at -24% on April 22.
How Are Crude Oil Prices and the S&P 500 Correlated?
Historically, crude oil prices and the S&P 500 index have influenced each other.
What’s the Long-Term Forecast for US Natural Gas Consumption?
The EIA forecast that US natural gas consumption could average 76.2 Bcf per day in 2016. It could rise more to 77.4 Bcf per day in 2017.
How Saudi Arabia and Iran Are Adding to Energy Investors’ Woes
At the Doha conference on April 17, 2016, Saudi Arabia reaffirmed that it won’t commit to a production freeze without Iran.
