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