Capital Markets Day Webcast

This is the archive webcast of the presentation at 14:00 GMT on Monday, 25 February 2019

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Capital Markets EventCapital Markets Event
DISCLAIMERDISCLAIMER
THE KOSMOS TEAMTHE KOSMOS TEAM
SCHEDULESCHEDULE
INTRODUCTIONINTRODUCTION
CAPITAL MARKETS EVENT: KEY TAKEAWAYSCAPITAL MARKETS EVENT: KEY TAKEAWAYS
WHAT MAKES KOSMOS UNIQUE?WHAT MAKES KOSMOS UNIQUE?
WHAT DOES THE KOSMOS BUSINESS MODEL DELIVER?WHAT DOES THE KOSMOS BUSINESS MODEL DELIVER?
SAFE OPERATIONS UNDERPIN LICENSE TO OPERATESAFE OPERATIONS UNDERPIN LICENSE TO OPERATE
GROWTH THROUGH ORGANIC AND INORGANIC ACTIVITYGROWTH THROUGH ORGANIC AND INORGANIC ACTIVITY
2019: AN ACTIVE YEAR FOR EXPLORATION2019: AN ACTIVE YEAR FOR EXPLORATION
SUSTAINABLE GROWTH FROM A DEEP AND BALANCED PORTFOLIOSUSTAINABLE GROWTH FROM A DEEP AND BALANCED PORTFOLIO
DISCIPLINED CAPITAL ALLOCATIONDISCIPLINED CAPITAL ALLOCATION
DISCIPLINED CAPITAL ALLOCATIONDISCIPLINED CAPITAL ALLOCATION
DELIVERY OF FREE CASH FLOWDELIVERY OF FREE CASH FLOW
BALANCE SHEET STRENGTH AND FINANCIAL FLEXIBILITYBALANCE SHEET STRENGTH AND FINANCIAL FLEXIBILITY
FOCUS ON SHAREHOLDER RETURNSFOCUS ON SHAREHOLDER RETURNS
WE HAVE THE RIGHT PORTFOLIO AND CAPABILITY TO EXECUTE THE STRATEGYWE HAVE THE RIGHT PORTFOLIO AND CAPABILITY TO EXECUTE THE STRATEGY
PRODUCTION OPTIMIZATION & EXPLOITATIONPRODUCTION OPTIMIZATION & EXPLOITATION
PRODUCTION OPTIMIZATION & EXPLOITATION: KEY TAKEAWAYSPRODUCTION OPTIMIZATION & EXPLOITATION: KEY TAKEAWAYS
GULF OF MEXICO OVERVIEWGULF OF MEXICO OVERVIEW
STRONG TRACK RECORD OF DELIVERING SUCCESSSTRONG TRACK RECORD OF DELIVERING SUCCESS
GULF OF MEXICO: WHY NOW?GULF OF MEXICO: WHY NOW?
GULF OF MEXICO: WHY NOW?GULF OF MEXICO: WHY NOW?
GULF OF MEXICOGULF OF MEXICO
GULF OF MEXICOGULF OF MEXICO
EQUATORIAL GUINEAEQUATORIAL GUINEA
EQUATORIAL GUINEAEQUATORIAL GUINEA
EQUATORIAL GUINEAEQUATORIAL GUINEA
GHANAGHANA
GHANAGHANA
BASE BUSINESS NPV10 UNDERPINS THE VALUE OF KOSMOSBASE BUSINESS NPV10 UNDERPINS THE VALUE OF KOSMOS
INFRASTRUCTURE-LED EXPLORATIONINFRASTRUCTURE-LED EXPLORATION
INFRASTRUCTURE-LED EXPLORATION: KEY TAKEAWAYSINFRASTRUCTURE-LED EXPLORATION: KEY TAKEAWAYS
GULF OF MEXICOGULF OF MEXICO
LACK OF COMPETITION ENABLES ACCESS TO SIGNIFICANT RESOURCELACK OF COMPETITION ENABLES ACCESS TO SIGNIFICANT RESOURCE
GULF OF MEXICO - EXISTING CORE AREAGULF OF MEXICO - EXISTING CORE AREA
CORE ANCHOR FIELD: ODD JOBCORE ANCHOR FIELD: ODD JOB
CREATING THE NEXT CORE AREA –PARTNERING WITH BPCREATING THE NEXT CORE AREA –PARTNERING WITH BP
WHY DOES THE OPPORTUNITY EXIST?WHY DOES THE OPPORTUNITY EXIST?
RESOLUTION PROSPECTRESOLUTION PROSPECT
MULTI-YEAR SUBSEA TIEBACK INVENTORYMULTI-YEAR SUBSEA TIEBACK INVENTORY
GULF OF MEXICOGULF OF MEXICO
HISTORY OF KOSMOS IN EQUATORIAL GUINEAHISTORY OF KOSMOS IN EQUATORIAL GUINEA
EQUATORIAL GUINEA –INFRASTRUCTURE-LED EXPLORATIONEQUATORIAL GUINEA –INFRASTRUCTURE-LED EXPLORATION
G-13 OPPORTUNITYG-13 OPPORTUNITY
EQUATORIAL GUINEA –AN ACQUISITION WITH SIGNIFICANT UPSIDEEQUATORIAL GUINEA –AN ACQUISITION WITH SIGNIFICANT UPSIDE
Q&A / BreakQ&A / Break
Q&A / BreakQ&A / Break
Q&A / BreakQ&A / Break
Q&A / BreakQ&A / Break
Q&A / BreakQ&A / Break
Q&A / BreakQ&A / Break
WORLD-SCALE DISCOVERIESWORLD-SCALE DISCOVERIES
WORLD SCALE DISCOVERIES: KEY TAKEAWAYSWORLD SCALE DISCOVERIES: KEY TAKEAWAYS
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGALWORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGALWORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
THE MOST COMPETITIVE PROJECTS GET SANCTIONEDTHE MOST COMPETITIVE PROJECTS GET SANCTIONED
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGALWORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
SUPERMAJORS “RE-GASIFYING” PORTFOLIOSSUPERMAJORS “RE-GASIFYING” PORTFOLIOS
MAURITANIA & SENEGAL: PORTFOLIO OPTIMIZATIONMAURITANIA & SENEGAL: PORTFOLIO OPTIMIZATION
VIDEOVIDEO
TORTUE –A SANCTIONED 10 MILLION TON PER ANNUM LNG PROJECTTORTUE –A SANCTIONED 10 MILLION TON PER ANNUM LNG PROJECT
TORTUE: KEY FIGURES (10% WORKING INTEREST)TORTUE: KEY FIGURES (10% WORKING INTEREST)
MAURITANIA & SENEGAL: GROWING SOURCE OF LONG-TERM CASH FLOWMAURITANIA & SENEGAL: GROWING SOURCE OF LONG-TERM CASH FLOW
BASIN-OPENING EXPLORATIONBASIN-OPENING EXPLORATION
BASIN OPENING EXPLORATION: KEY TAKEAWAYSBASIN OPENING EXPLORATION: KEY TAKEAWAYS
KOSMOS’ FRONTIER EXPLORATION STRATEGY HAS NOT CHANGEDKOSMOS’ FRONTIER EXPLORATION STRATEGY HAS NOT CHANGED
2019 BASIN-OPENING EXPLORATION ACTIVITY2019 BASIN-OPENING EXPLORATION ACTIVITY
2019: MAURITANIA2019: MAURITANIA
2020: SURINAME2020: SURINAME
2020: SAO TOME & PRINCIPE / EQUATORIAL GUINEA2020: SAO TOME & PRINCIPE / EQUATORIAL GUINEA
2021: COTE D’IVOIRE2021: COTE D’IVOIRE
2021: NAMIBIA2021: NAMIBIA
THE VALUE OF PARTNERSHIPSTHE VALUE OF PARTNERSHIPS
2019 –2021 BASIN-OPENING EXPLORATION ACTIVITY SCHEDULE2019 –2021 BASIN-OPENING EXPLORATION ACTIVITY SCHEDULE
DISCIPLINED BALANCE SHEET MANAGEMENTDISCIPLINED BALANCE SHEET MANAGEMENT
FINANCE: POWERING THE PLATFORMFINANCE: POWERING THE PLATFORM
FINANCE: KEY TAKEAWAYSFINANCE: KEY TAKEAWAYS
GROWING LIQUIDITYGROWING LIQUIDITY
NO NEAR TERM DEBT MATURITIESNO NEAR TERM DEBT MATURITIES
ACTIVE HEDGING POLICY PROTECTS DOWNSIDEACTIVE HEDGING POLICY PROTECTS DOWNSIDE
FOCUS ON SHAREHOLDER RETURNSFOCUS ON SHAREHOLDER RETURNS
2019 GUIDANCE SLIDE2019 GUIDANCE SLIDE
CONCLUSIONCONCLUSION
CONCLUSIONCONCLUSION
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A
Q&AQ&A


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Capital Markets Event
PRODUCTION OPTIMIZATION & EXPLOITATION
INFRASTRUCTURE-LED EXPLORATION
Q&A
WORLD-SCALE DISCOVERIES
BASIN-OPENING EXPLORATION
FINANCE: POWERING THE PLATFORM
CONCLUSION
Q&A
Slides
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Capital Markets Event
Capital Markets Event
DISCLAIMER
DISCLAIMER
THE KOSMOS TEAM
THE KOSMOS TEAM
SCHEDULE
SCHEDULE
INTRODUCTION
INTRODUCTION
CAPITAL MARKETS EVENT: KEY TAKEAWAYS
CAPITAL MARKETS EVENT: KEY TAKEAWAYS
WHAT MAKES KOSMOS UNIQUE?
WHAT MAKES KOSMOS UNIQUE?
WHAT DOES THE KOSMOS BUSINESS MODEL DELIVER?
WHAT DOES THE KOSMOS BUSINESS MODEL DELIVER?
SAFE OPERATIONS UNDERPIN LICENSE TO OPERATE
SAFE OPERATIONS UNDERPIN LICENSE TO OPERATE
GROWTH THROUGH ORGANIC AND INORGANIC ACTIVITY
GROWTH THROUGH ORGANIC AND INORGANIC ACTIVITY
2019: AN ACTIVE YEAR FOR EXPLORATION
2019: AN ACTIVE YEAR FOR EXPLORATION
SUSTAINABLE GROWTH FROM A DEEP AND BALANCED PORTFOLIO
SUSTAINABLE GROWTH FROM A DEEP AND BALANCED PORTFOLIO
DISCIPLINED CAPITAL ALLOCATION
DISCIPLINED CAPITAL ALLOCATION
DISCIPLINED CAPITAL ALLOCATION
DISCIPLINED CAPITAL ALLOCATION
DELIVERY OF FREE CASH FLOW
DELIVERY OF FREE CASH FLOW
BALANCE SHEET STRENGTH AND FINANCIAL FLEXIBILITY
BALANCE SHEET STRENGTH AND FINANCIAL FLEXIBILITY
FOCUS ON SHAREHOLDER RETURNS
FOCUS ON SHAREHOLDER RETURNS
WE HAVE THE RIGHT PORTFOLIO AND CAPABILITY TO EXECUTE THE STRATEGY
WE HAVE THE RIGHT PORTFOLIO AND CAPABILITY TO EXECUTE THE STRATEGY
PRODUCTION OPTIMIZATION & EXPLOITATION
PRODUCTION OPTIMIZATION & EXPLOITATION
PRODUCTION OPTIMIZATION & EXPLOITATION: KEY TAKEAWAYS
PRODUCTION OPTIMIZATION & EXPLOITATION: KEY TAKEAWAYS
GULF OF MEXICO OVERVIEW
GULF OF MEXICO OVERVIEW
STRONG TRACK RECORD OF DELIVERING SUCCESS
STRONG TRACK RECORD OF DELIVERING SUCCESS
GULF OF MEXICO: WHY NOW?
GULF OF MEXICO: WHY NOW?
GULF OF MEXICO: WHY NOW?
GULF OF MEXICO: WHY NOW?
GULF OF MEXICO
GULF OF MEXICO
GULF OF MEXICO
GULF OF MEXICO
EQUATORIAL GUINEA
EQUATORIAL GUINEA
EQUATORIAL GUINEA
EQUATORIAL GUINEA
EQUATORIAL GUINEA
EQUATORIAL GUINEA
GHANA
GHANA
GHANA
GHANA
BASE BUSINESS NPV10 UNDERPINS THE VALUE OF KOSMOS
BASE BUSINESS NPV10 UNDERPINS THE VALUE OF KOSMOS
INFRASTRUCTURE-LED EXPLORATION
INFRASTRUCTURE-LED EXPLORATION
INFRASTRUCTURE-LED EXPLORATION: KEY TAKEAWAYS
INFRASTRUCTURE-LED EXPLORATION: KEY TAKEAWAYS
GULF OF MEXICO
GULF OF MEXICO
LACK OF COMPETITION ENABLES ACCESS TO SIGNIFICANT RESOURCE
LACK OF COMPETITION ENABLES ACCESS TO SIGNIFICANT RESOURCE
GULF OF MEXICO - EXISTING CORE AREA
GULF OF MEXICO - EXISTING CORE AREA
CORE ANCHOR FIELD: ODD JOB
CORE ANCHOR FIELD: ODD JOB
CREATING THE NEXT CORE AREA –PARTNERING WITH BP
CREATING THE NEXT CORE AREA –PARTNERING WITH BP
WHY DOES THE OPPORTUNITY EXIST?
WHY DOES THE OPPORTUNITY EXIST?
RESOLUTION PROSPECT
RESOLUTION PROSPECT
MULTI-YEAR SUBSEA TIEBACK INVENTORY
MULTI-YEAR SUBSEA TIEBACK INVENTORY
GULF OF MEXICO
GULF OF MEXICO
HISTORY OF KOSMOS IN EQUATORIAL GUINEA
HISTORY OF KOSMOS IN EQUATORIAL GUINEA
EQUATORIAL GUINEA –INFRASTRUCTURE-LED EXPLORATION
EQUATORIAL GUINEA –INFRASTRUCTURE-LED EXPLORATION
G-13 OPPORTUNITY
G-13 OPPORTUNITY
EQUATORIAL GUINEA –AN ACQUISITION WITH SIGNIFICANT UPSIDE
EQUATORIAL GUINEA –AN ACQUISITION WITH SIGNIFICANT UPSIDE
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
Q&A / Break
WORLD-SCALE DISCOVERIES
WORLD-SCALE DISCOVERIES
WORLD SCALE DISCOVERIES: KEY TAKEAWAYS
WORLD SCALE DISCOVERIES: KEY TAKEAWAYS
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
THE MOST COMPETITIVE PROJECTS GET SANCTIONED
THE MOST COMPETITIVE PROJECTS GET SANCTIONED
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
WORLD SCALE GAS RESOURCE: MAURITANIA & SENEGAL
SUPERMAJORS “RE-GASIFYING” PORTFOLIOS
SUPERMAJORS “RE-GASIFYING” PORTFOLIOS
MAURITANIA & SENEGAL: PORTFOLIO OPTIMIZATION
MAURITANIA & SENEGAL: PORTFOLIO OPTIMIZATION
VIDEO
VIDEO
TORTUE –A SANCTIONED 10 MILLION TON PER ANNUM LNG PROJECT
TORTUE –A SANCTIONED 10 MILLION TON PER ANNUM LNG PROJECT
TORTUE: KEY FIGURES (10% WORKING INTEREST)
TORTUE: KEY FIGURES (10% WORKING INTEREST)
MAURITANIA & SENEGAL: GROWING SOURCE OF LONG-TERM CASH FLOW
MAURITANIA & SENEGAL: GROWING SOURCE OF LONG-TERM CASH FLOW
BASIN-OPENING EXPLORATION
BASIN-OPENING EXPLORATION
BASIN OPENING EXPLORATION: KEY TAKEAWAYS
BASIN OPENING EXPLORATION: KEY TAKEAWAYS
KOSMOS’ FRONTIER EXPLORATION STRATEGY HAS NOT CHANGED
KOSMOS’ FRONTIER EXPLORATION STRATEGY HAS NOT CHANGED
2019 BASIN-OPENING EXPLORATION ACTIVITY
2019 BASIN-OPENING EXPLORATION ACTIVITY
2019: MAURITANIA
2019: MAURITANIA
2020: SURINAME
2020: SURINAME
2020: SAO TOME & PRINCIPE / EQUATORIAL GUINEA
2020: SAO TOME & PRINCIPE / EQUATORIAL GUINEA
2021: COTE D’IVOIRE
2021: COTE D’IVOIRE
2021: NAMIBIA
2021: NAMIBIA
THE VALUE OF PARTNERSHIPS
THE VALUE OF PARTNERSHIPS
2019 –2021 BASIN-OPENING EXPLORATION ACTIVITY SCHEDULE
2019 –2021 BASIN-OPENING EXPLORATION ACTIVITY SCHEDULE
DISCIPLINED BALANCE SHEET MANAGEMENT
DISCIPLINED BALANCE SHEET MANAGEMENT
FINANCE: POWERING THE PLATFORM
FINANCE: POWERING THE PLATFORM
FINANCE: KEY TAKEAWAYS
FINANCE: KEY TAKEAWAYS
GROWING LIQUIDITY
GROWING LIQUIDITY
NO NEAR TERM DEBT MATURITIES
NO NEAR TERM DEBT MATURITIES
ACTIVE HEDGING POLICY PROTECTS DOWNSIDE
ACTIVE HEDGING POLICY PROTECTS DOWNSIDE
FOCUS ON SHAREHOLDER RETURNS
FOCUS ON SHAREHOLDER RETURNS
2019 GUIDANCE SLIDE
2019 GUIDANCE SLIDE
CONCLUSION
CONCLUSION
CONCLUSION
CONCLUSION
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A

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