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Patient Capital Management's investment thesis on Kosmos Energy Ltd. ($KOS) — Q4 2024 | Buyside Digest

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$KOSNYSEKosmos Energy Ltd.

BULL

Patient Capital Management—KOS

Fund Letter

Q4 2024

Published January 13, 2025

View Fund Profile

$2.78USD

+0.0% vs last month

$3.59Pitched

-22.6% since pitch

Market Cap$1.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager believes Kosmos Energy's intrinsic value is three times its current market price, driven by a looming inflection in free cash flow. As capital expenditures...

— Christina Siegel Malbon

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