Kosmos Energy Ltd

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  • uploads///Loser
    Basic Materials

    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%.

    By Kurt Gallon
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    Consumer

    Why the Baupost Group adds new position in eBay

    The Baupost Group added a stake in eBay Inc. (EBAY) that accounted for 3.62% of the fund’s total second quarter portfolio. eBay is a global technology company that enables commerce through three reportable segments—Marketplaces, Payments, and Enterprise.

    By Samantha Nielson
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    Miscellaneous

    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.

    By Rabindra Samanta
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    Macroeconomic Analysis

    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.

    By Gordon Kristopher
  • uploads///Saudi Arabia
    Energy & Utilities

    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.

    By Gordon Kristopher
  • uploads///Seasonality Effect of May Month on Crude Oil Inventories
    Miscellaneous

    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.

    By Rabindra Samanta
  • uploads///TBPH
    Consumer

    Why the Baupost Group starts new position in Theravance Biopharma

    The Baupost Group added a position in Theravance Biopharma Inc. (TBPH) that accounted for 9.89% of the fund’s total second quarter portfolio. Theravance Biopharma was recently spun out of Theravance (THRX).

    By Samantha Nielson
  • Consumer

    Must-know: The Baupost Group’s 2Q14 positions

    The size of the fund’s U.S. long portfolio increased 48% to $6.14 billion in the second quarter from $4.14 billion in the first quarter. The fund’s top positions include Micron Technology, Idenix Pharmaceuticals, and Viasat.

    By Samantha Nielson
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    Energy & Utilities

    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.

    By Kurt Gallon
  • uploads///Energy MWU_ Analysts
    Energy & Utilities

    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.

    By Nicholas Chapman
  • uploads///Energy MWU_ UPSTREAM Losers
    Energy & Utilities

    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%.

    By Nicholas Chapman
  • uploads///KOS YTD Price
    Energy & Utilities

    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.

    By Nicholas Chapman
  • uploads///WTI Q Post Price
    Energy & Utilities

    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%.

    By Nicholas Chapman
  • uploads///Energy MWU_ UPSTREAM Losers
    Company & Industry Overviews

    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.

    By Nicholas Chapman
  • uploads///WTI Q Price
    Energy & Utilities

    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.

    By Nicholas Chapman
  • uploads///DVN Q Pre Short Interest
    Earnings Report

    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.

    By Nicholas Chapman
  • uploads///CIE WU_ Short Interest
    Company & Industry Overviews

    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.

    By Nicholas Chapman
  • uploads///consumption
    Macroeconomic Analysis

    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.

    By Gordon Kristopher
  • uploads///consumption
    Macroeconomic Analysis

    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.

    By Gordon Kristopher
  • uploads///NG consumption
    Energy & Utilities

    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.

    By Gordon Kristopher
  • uploads///NG consumption
    Energy & Utilities

    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.

    By Gordon Kristopher
  • uploads///NG consumption
    Energy & Utilities

    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.

    By Gordon Kristopher
  • uploads///Inventory Spread and Crude Oil Prices
    Energy & Utilities

    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.

    By Rabindra Samanta
  • uploads///NG consumption
    Macroeconomic Analysis

    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.

    By Gordon Kristopher
  • uploads///Dollar Index Driving The Crude Rally
    Macroeconomic Analysis

    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.

    By Rabindra Samanta
  • uploads///Correlation of SP  Index With Crude Oil Decoded
    Macroeconomic Analysis

    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.

    By Rabindra Samanta
  • uploads///Saudi Factor And US Crude Oil
    Miscellaneous

    Why Is Saudi Arabia Making Crude Oil Volatile?

    After Mohammad Bin Salman Al-Saud’s interview on April 1, investors turned bearish on crude oil. During the last two trading sessions, US crude oil lost about 6.8%.

    By Rabindra Samanta
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    Miscellaneous

    What Factors Are Impacting Crude Oil?

    The OPEC and non-OPEC deal and a weaker dollar helped crude oil prices rally in the last two weeks. However, crude may not be able to sustain its gains.

    By Rabindra Samanta
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    Miscellaneous

    Fuel-Gauging the Middle East at the Dawn of 2016: A Story of Constraint

    Middle East nations like Saudi Arabia and Iran are sensing the need to diversify their economies. Yet Saudi Arabia hasn’t yet signaled oil production cuts.

    By Rabindra Samanta
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    Miscellaneous

    Assessing the Geopolitical Tensions Surrounding the Kingdom

    Saudi Arabia has led the Middle East as well as OPEC for more than a decade. But the kingdom is Sunni-dominated, and Shia influence has begun to grow.

    By Rabindra Samanta
  • uploads///Performance of Different Production Mix
    Macroeconomic Analysis

    Low Crude Oil Prices Hurt XOP Stocks with a High Production Mix

    Within the SPDR S&P Oil & Gas Exploration & Production ETF (XOP), the stocks operating with a production mix of crude oil greater than 90% have fallen by 14.6% this month, as of January 9.

    By Rabindra Samanta
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    Miscellaneous

    How Could Differences and Alternative Energy Sources Impact OPEC?

    OPEC (Organization of the Petroleum Exporting Countries) has become the battleground for two different nations—Saudi Arabia and Iran.

    By Rabindra Samanta
  • uploads///Crude
    Miscellaneous

    Why the Momentum in Crude Oil May Be Short Lived

    February’s crude oil contract rose 4.6% in the seven days ended December 23. The major drivers of crude oil prices are falling crude oil inventories.

    By Rabindra Samanta
  • uploads///Capture
    Macroeconomic Analysis

    The US Dollar Index Slips to 1-Month Lows

    The US Dollar Index fell by nearly 1% as the basket of currencies that the US dollar is weighed against posted gains.

    By David Meyer
  • uploads///Crude oil inventory June
    Macroeconomic Analysis

    Will the API and EIA Stockpile Reports Mirror Each Other?

    Yesterday, the API reported that the crude oil stockpile fell by 3.2 MMbbls for the week ending June 19. It’s a precursor to Wednesday’s inventory report from the EIA.

    By Gordon Kristopher
  • uploads///Part_
    Fund Managers

    Does Performance in Oil Stocks Correlate with Hedging Activity?

    The US rig count fell by 40% compared to a year ago, but 9.6 million bpd were still pumped in the United States, the highest since 1970. Hedging by oil companies has helped.

    By Stuart McKenzie
  • uploads///SEMI
    Consumer

    The Baupost Group opens new position in SunEdison Semiconductor

    The Baupost Group added a position in SunEdison Semiconductor (SEMI) that accounted for 1.14% of the fund’s total second quarter portfolio. SunEdison Semiconductor develops, manufactures, and sells silicon wafers to the semiconductor industry.

    By Samantha Nielson
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