Kosmos Energy Ltd. · NYSE:KOS
Kosmos Energy — Investor Presentation (March 2015)
15 slides from Kosmos Energy's investor presentation, March 2015
Slide 1: Strictly Private and Confidential
" &$%' # Strictly Private and Confidential
Slide 2: Forward-looking statements
(!"' $'/'9 $$ #))"#)( (%'(#)*$#$#)#($'/'9!$$ #())"#)(/)#)"##$*$#=@$)-'*()$<A>>#*$#=<$)-'*( 0#)$<A>?5!!())"#)(4$)')#())"#)($()$'!)(4#!-#)(%'(#)*$#))'((*.*(4.#)($'.!$%"#)( )) $("$( #'1 )5 :7 $("$(8 $' ) 7$"%#18; 0%)(4 !.( $' #*%)( /!! $' "1 $-' # ) -)-' ' $'/'9!$$ # ())"#)(5 )$-) !"*# ) #'!)1 $ ) $'$#
Slide 3: Investor Presentation March 2015
" * ( , $"+% ' 4.,, ! ! ( '" !& $ ( ' )/2 /&0 ! ' & +/,&1,% ( $' ' +-$3 !# & ( % Investor Presentation March 2015 3
Slide 4: Investor Presentation March 2015
$ $ # + )& $ * ,125 $!$2014 + '%&( " * & % *3369 !2014 * $":100 * '! * %!509! * ! + * ,.20 % $ ,.10)" ! Investor Presentation March 2015 4
Slide 5: Investor Presentation March 2015
( ' # /-.0% #)7./- * ' 0&2# ( ' 0-6 .- .! ' "//-.1 ' #3- Investor Presentation March 2015 5
Slide 6: Investor Presentation March 2015
$ ! • 0 &$ " & • " ! '/ &$ (" • (!"," $! • " *, !( " • 0& "*,0' & "! • ' & - . • '"& ( * • )&$0 " # • ! " • &!' &,(!" ! Investor Presentation March 2015 6
Slide 7: Investor Presentation March 2015
! % $ # "# $ % " " $ $ # % %&' $ " $ &#' 2x Investor Presentation March 2015 7
Slide 8: Investor Presentation March 2015
" # ! Investor Presentation March 2015 8
Slide 9: Investor Presentation March 2015
% 1 (,,#***, &(/-* ' 0 +'!* !" 0 224/!" #$'$ +".!)+" 1 ! $ ! 0 !()!+!!"+"#)# $(!-".#! 0 ")3""02) !$-)!$'"#&! #!'"+"# 1 , !,*+. ! !"."#- #$ " . ! ! "!(! "!(! !". '#+ " ". !$ !$ Investor Presentation March 2015 9
Slide 10: Investor Presentation March 2015
% #)*%%%' $ *, " $ &)+(( $ # $ % ! (%-! % '%&*" $ Investor Presentation March 2015 10
Slide 11: Investor Presentation March 2015
! " ! ! Investor Presentation March 2015 11
Slide 12: Investor Presentation March 2015
$ 3 '%&)!#&+ + !&' '%&*& %( &*'# ! )'(* &("*+ ) 1) As of January 15, 2015 12 2) Assumes refinancing of $300 MM RCF Investor Presentation 3) 2015 CFO @ $50/bbl March 2015
Slide 13: Investor Presentation March 2015
# – # – $ – " " Investor Presentation March 2015 13
Slide 14: Investor Presentation March 2015
!) ( + #!*$ ' 4.,, ! ! ( &! % #' ' )/2 /&0 ! ' & +/,&1,% ( #& ' +-$3 !# & ( $ Investor Presentation March 2015 14
Slide 15: Investor Presentation March 2015
Investor Presentation March 2015 15