reports
- Jonathan Moreland
XRAY DENTSPLY SIRONA INC.
WAT WATERS CORPORATION
TGL. TECNOGLASS INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SFM SPROUTS FARMERS MARKETS INC.
SFBS SERVISFIRST BANCSHARES INC
ROCK GIBRALTAR INDUSTRIES INC.
NSP INSPERITY INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
MYGN MYRIAD GENETICS INC.
MLAB MESA LABORATORIES INC.
IP INTERNATIONAL PAPER COMPANY
GOGO GOGO INC.
FFIN FIRST FINANCIAL BANKSHARES INC
COTY COTY INC. CLASS A
NXRT NEXPOINT RESIDENTIAL TRUST INC.
CRG CRH PLC
PLBC PLUMAS BANCORP
BWFG BANKWELL FINANCIAL GROUP
HOG HARLEY-DAVIDSON INC.
MPB MID PENN BANCORP INC.
SSP THE E.W. SCRIPPS COMPANY
SONO SONOS
KOS KOSMOS ENERGY LTD.
AVTR AVANTOR
AHCO INC.
CMTV ADAPTHEALTH
FOUR COMMUNITY BANCORP INC. VT
VERX SHIFT4 PAYMENTS
ADV INC.
EOSE VERTEX
CSU INC.
IMNM ADVANTAGE SOLUTIONS INC (A)
GRNT EOS ENERGY ENTERPRISES INC (A)
ACVA CAPITAL SENIOR LIVING
CPNG IMMUNOME
TKNO GRANIT SKOPKE
QSI ACV AUCTIONS INC.
TCBX COUPANG
BLCO ALPHA TEKNOVA
SMRT INC.
KRRO QUANTUM-SI INC
NCDL THIRD COAST BANCSHARES INC
FG BAUSCH + LOMB CORP
LYEL SMARTRENT INC
KORRO BIO INC
NUVEEN CHURCHILL DIRECT LENDING CORP
F AND G ANNUITIES AND LIFE
INC.
LYELL IMMUNOPHARMA INC.
- Stephane Foucaud
AUCTUS ON FRIDAY - 13.03.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A0.22 per share: Raising new equity for Austria and Italy – ADX has raised A$4.4 mm of new equity priced at A$0.027 per share. Participants will also receive one unlisted option for every two new shares with an exercise price of A$0.0405 per share. New Zealand Energy (NZ CN)C; Target price of C$1.25 per share: Positive well result. Supportive environment – Ngaere‑1 is currently producing around 1...
- Jonathan Moreland
TCBI TEXAS CAPITAL BANCSHARES INC.
STC STEWART INFORMATION SERVICES CORPORATION
ROCK GIBRALTAR INDUSTRIES INC.
PNNT PENNANTPARK INVESTMENT
PFLT PENNANTPARK FLOATING RATE CAPITAL LTD.
NMFC NEW MOUNTAIN FINANCE CORPORATION
LKFN LAKELAND FINANCIAL CORPORATION
DIN DINE BRANDS GLOBAL INC.
PATK PATRICK INDUSTRIES INC.
IP INTERPUMP GROUP S.P.A.
BBBY BED BATH & BEYOND INC.
BWFG BANKWELL FINANCIAL GROUP
KOS KOSMOS ENERGY LTD.
AEYE AUDIOEYE INC
LCTX LINEAGE CELL THERAPEUTICS
AHCO ADAPTHEALTH
CMTV COMMUNITY BANCORP INC. VT
IMNM IMMUNOME
GRNT GRANIT SKOPKE
FRST PRIMIS FINANCIAL CORP
EFSI EAGLE FINANCIAL SERVICES INC
SMRT SMARTRENT INC
KRRO KORRO BIO INC
NCDL NUVEEN CHURCHILL DIRECT LENDING CORP
Kosmos Energy Announces Pricing of Public Offering of Common Stock
Kosmos Energy Announces Pricing of Public Offering of Common Stock DALLAS, March 10, 2026 (GLOBE NEWSWIRE) -- Kosmos Energy Ltd. (“Kosmos” or the “Company”) (NYSE/LSE:KOS) announced today the pricing of its registered underwritten public offering of 97,500,000 shares of common stock (the “Offering”) at a price to the public of $1.90, resulting in gross proceeds to Kosmos of $185,250,000. In addition, Kosmos has granted the underwriters a 30-day option to purchase up to an additional 14,625,000 shares of common stock at the public offering price less underwriting discounts. The Offering is...
Kosmos Energy Announces Launch of Public Offering of Common Stock
Kosmos Energy Announces Launch of Public Offering of Common Stock DALLAS, March 10, 2026 (GLOBE NEWSWIRE) -- Kosmos Energy Ltd. (“Kosmos” or the “Company”) (NYSE/LSE:KOS) announced today that it has launched a registered underwritten public offering of $175,000,000 of shares of common stock (the “Offering”). In addition, Kosmos intends to grant the underwriters a 30-day option to purchase up to an additional $26,250,000 of shares of common stock at the public offering price less underwriting discounts. Kosmos intends to use the net proceeds from this offering to repay outstanding borrowi...
- Stephane Foucaud
AUCTUS ON FRIDAY - 06.03.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.22 per share: 3.5x resources estimates increase at Welchau incorporating deeper potential – As expected, prospective resource estimates at Welchau have been upgraded, now incorporating the deeper Duplex Array 2 gas‑condensate interval. The sands in this interval are estimated to contain 165–262 bcf of prospective gas (P50–Pmean), together with 5.8–9.2 mmbbl of associated condensate. Combined pr...
GALP GALP ENERGIA SGPS SA CLASS B
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
SNM SHAMARAN PETROLEUM CORP.
GKP GULF KEYSTONE PETROLEUM LTD.
FEC FRONTERA ENERGY CORP
KOS KOSMOS ENERGY LTD.
AXL. ARROW EXPLORATION LTD
HBR HARBOUR ENERGY PLC
PRD PREDATOR OIL & GAS HOLDINGS PLC
ADX ADX ENERGY LTD
PLSR PULSAR HELIUM INC.
Kosmos Energy Announces Fourth Quarter And Full Year 2025 Results
Kosmos Energy Announces Fourth Quarter And Full Year 2025 Results DALLAS, March 02, 2026 (GLOBE NEWSWIRE) -- Kosmos Energy Ltd. (“Kosmos” or the “Company”) (NYSE/LSE: KOS) announced today its financial and operating results for the fourth quarter of 2025. For the quarter, the Company generated a net loss of $377 million, or $0.79 per diluted share. When adjusted for certain items that impact the comparability of results, the Company generated an adjusted net loss(1) of $78 million, or $0.16 per diluted share for the fourth quarter of 2025. FOURTH QUARTER 2025 AND POST QUARTER END HIGHLIG...
- Stephane Foucaud
AUCTUS ON FRIDAY - 20.02.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of C$0.20 per share: Gas to surface at Welchau – Hydrocarbon gas (Methane - CH4) was observed at surface from the Reifling Formation for the first time within the shallowest part of the Welchau anticline following acidization. See website for full report Condor Energies (CDR CN)C; Target price of C$5.60 per share: Strong well test results point to meaningful reserves upgrade – The K‑45 vertical well ...
TLW TULLOW OIL PLC
UPL UPLAND RESOURCES
GTE GRAN TIERRA ENERGY
ENI ENI S.P.A.
REP REPSOL SA
FO. FALCON OIL & GAS LTD.
CHAR CHARIOT OIL & GAS
RBD REABOLD RESOURCES
JAY BLUEJAY MINING
KOS KOSMOS ENERGY LTD.
ANGS ANGUS ENERGY
PNOR PETRONOR E&P LTD
ADX ADX ENERGY LTD
CDR CONDOR ENERGIES INC
PLSR PULSAR HELIUM INC.
- Stephane Foucaud
AUCTUS ON FRIDAY - 02.06.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy Exploration (ADX AU)C; Target price of A$0.20 per share: Momentum accelerating. Potential resources increase in Austria – The Welchau‑1 well is scheduled for re‑entry in February to test the Reifling reservoir. An acid stimulation will be performed on the perforated interval to address wellbore damage and improve productivity in the carbonate section. The operation should also yield additional insight into the deeper Welchau...
EGY VAALCO ENERGY INC.
OMV OMV AG
SEY STERLING ENERGY PLC
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
SAVE SAVANNAH ENERGY
DNO DNO ASA CLASS A
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
OKEA OKEA
GAS GALP ENERGIA
JSE JADESTONE ENERGY
NOG NOSTRUM OIL & GAS PLC
ADX ADX ENERGY LTD
BWEFF BW ENERGY LTD
SHELL ROYAL DUTCH SHELL
IAECN ITHACA ENERGY
- Egor Fedorov
- James Wilson
EM Credit Spark/EM Credit & Trade Ideas update
2026 started with the well-anticipated burst of issuance in Emerging markets, along with plenty of geopolitical noise, but markets have remained resilient so far. We expect these trends to continue for the rest of the month, with the potential for spreads to move slightly wider amid the noise. Key Topics: • Kosmos Energy: The rally in Kosmos Energy bonds intensified following the company's announcement of a new issue and the buyback of KOS 7¾ 2027 Eurobonds; • Limak Cement in 9M25: Neutral Cred...
- Stephane Foucaud
AUCTUS ON FRIDAY - 09.01.2026
AUCTUS PUBLICATIONS ________________________________________ Condor Energies (CDR CN)C; Target price of C$5.60 per share: Accelerating drilling following C$13.65 mm financing – Following the closing of the C$13.65 mm convertible financing, Condor plans to accelerate its Uzbekistan drilling programme by deploying a second rig, enabling the drilling of 12 new wells in 2026. This programme has the potential to lift gross production to 18–20 mboe/d by YE26 and materially increase reserves. The C$13....
TXP TOUCHSTONE EXPLORATION
MUR MURPHY OIL CORPORATION
ALVOF ALVOPETRO ENERGY LTD
ZPHR ZEPHYR ENERGY
KOS KOSMOS ENERGY LTD.
KIST KISTOS PLC
RECO RECONNAISSANCE ENERGY AFRICA LTD
PRD PREDATOR OIL & GAS HOLDINGS PLC
SHELL ROYAL DUTCH SHELL
CDR CONDOR ENERGIES INC
PLSR PULSAR HELIUM INC.
- Stephane Foucaud
AUCTUS ON FRIDAY - 07/11/2025
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.30 per share: Busy 1H26 – 3Q25 WI sales averaged 251 boe/d, in line with expectations. The company held ~A$4 mm in cash at the end of September, also in line with forecasts. A busy operational period is anticipated in 1H26. Flow testing at Welchau is scheduled to recommence in January, starting with fluid sampling and pressure measurements in the already perforated Reifling formation—the shallo...
GPRK GEOPARK
OMV OMV AG
ENI ENI S.P.A.
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
SQZ SERICA ENERGY
DNO DNO ASA CLASS A
XOM EXXON MOBIL CORPORATION
BP. BP P.L.C.
MAY MELBANA ENERGY LIMITED
DGOC DIVERSIFIED GAS & OIL
BLOE BLOCK ENERGY
KOS KOSMOS ENERGY LTD.
ANGS ANGUS ENERGY
OKEA OKEA
BWE BW ENERGY
CRCL CORCEL
HBR HARBOUR ENERGY PLC
ADX ADX ENERGY LTD
TNZ TENAZ ENERGY CORP
PLSR PULSAR HELIUM INC.
- Stephane Foucaud
AUCTUS ON FRIDAY - 08/08/2025
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.30 per share: High production at Z&G. Low risk exploration drilling in Austria to start in 4Q25/1Q26 – 2Q25 net production of 303 boe/d was higher than our expectations of ~270 boe/d following a 5 well intervention programme at the Zisterdorf and Gaiselberg fields in the Vienna Basin. The programme included (1) repair of subsurface equipment, (2) clean out of a down hole sand control (3) perfor...
EOG EUROPA OIL & GAS (HOLDINGS) PLC
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
EGY VAALCO ENERGY INC.
GENL GENEL ENERGY
ALVOF ALVOPETRO ENERGY LTD
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
VLE VALEURA ENERGY INC.
SQZ SERICA ENERGY
FEC FRONTERA ENERGY CORP
BP. BP P.L.C.
CNE CANACOL ENERGY LTD
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
ADX ADX ENERGY LTD
TNZ TENAZ ENERGY CORP
- Egor Fedorov
- James Wilson
EM Credit Spark/EM credit and trade ideas update
Plenty of macro news continues to keep EM investors on their toes. This week's jobs numbers clearly point to a slowing US economy and increases the chances of rate cuts sooner rather than later, which should see spread levels ease wider from their current tight levels. EM corporates are actively releasing 2Q/1H 2025 financial results, though few have significantly impacted bond pricing so far. We were impressed by the strong performance of Ford Otosan and Endeavour Mining, while Kosmos Energy's ...
- Stephane Foucaud
AUCTUS ON FRIDAY - 06/06/2025
Criterium Energy (CEQ CN)C; Target price of C$0.35 per share: On track for first gas in 1Q26 – 1Q25 production of 988 boe/d had been previously reported. Criterium held ~C$1.6 mm in cash at the end of 1Q25. The company has reduced its accounts payable by ~C$3.5 mm while inventory + amounts receivable were flat vs. YE24. Operations are expected to commence at North MGH in June. Four wells were shut-in in 2014 due to high GOR. Criterium is looking to re-open some of the wells in the area. No resou...
- Stephane Foucaud
AUCTUS ON FRIDAY - 09/05/2025
AUCTUS PUBLICATIONS ________________________________________ Panoro Energy (PEN NO)C; Target price of NOK49 per share: ~12 mbbl/d in 1Q25. Re-iterating FY25 guidance – 1Q25 production was ~12 mbbl/d, including 6,841 bbl/d in Gabon, 3,661 bbl/d in Equatorial Guinea and 1,492 bbl/d in Tunisia. Production in Gabon and Equatorial Guinea was previously reported by BW Energy and Kosmos Energy. Equatorial Guinea output was temporarily impacted by unplanned downtime at the Ceiba Cluster, but operations ...
EQNR EQUINOR ASA
GPRK GEOPARK
MSMN MOSMAN OIL AND GAS
CNE CAIRN ENERGY PLC
TXP TOUCHSTONE EXPLORATION
GENL GENEL ENERGY
MUR MURPHY OIL CORPORATION
PXT PAREX RESOURCES INC.
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
SQZ SERICA ENERGY
ZPHR ZEPHYR ENERGY
KOS KOSMOS ENERGY LTD.
BWE BW ENERGY
HBR HARBOUR ENERGY PLC
IGAS IGAS ENERGY PLC
TNZ TENAZ ENERGY CORP
- Stephane Foucaud
AUCTUS ON FRIDAY - 28/02/2025
AUCTUS PUBLICATIONS ________________________________________ Condor Energies (CDR CN)C; Target price of C$5.60 per share: 2nd success at bypassed carbonate formation intervals boosts production to >12 mboe/d - Condor has successfully perforated and brought online bypassed carbonate formations at a second well. As a result, production has increased from 11,455 boe/d reported last week to an average of 12,004 boe/d over the last six days. Using a combination of legacy data and reprocessed 3-D seis...
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
CVX CHEVRON CORPORATION
ENI ENI S.P.A.
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
CASP CASPIAN SUNRISE
PEN PANORO ENERGY ASA
SQZ SERICA ENERGY
AOI AFRICA OIL CORP
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
JSE JADESTONE ENERGY
CRCL CORCEL
PXEN PROSPEX ENERGY PLC
ATOM ATOME ENERGY PLC
IGAS IGAS ENERGY PLC
J4V VAR ENERGI ASA
BP. BP PLC
HEVI HELIUM EVOLUTION
CDR INC. (HEVI)
CNECN CONDOR ENERGIES INC
CANACOL
- Stephane Foucaud
AUCTUS ON FRIDAY - 20/12/2024
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; Target price of £0.80 per share: Material discovery at Alberta Llanos - The AB-1 (Alberta Llanos) exploration well has encountered four main hydrocarbon bearing reservoirs with a total true vertical depth of 121 feet, including the C7, Gacheta, Guadalupe, and Ubaque formations. The main pre-drill targets were the C7 and the Ubaque formations. The Gacheta and Guadalupe formations carried a higher risk, an...
TLW TULLOW OIL PLC
OMV OMV AG
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
CAD CADOGAN PETROLEUM
ENQ ENQUEST PLC
DNO DNO ASA CLASS A
FEC FRONTERA ENERGY CORP
ZPHR ZEPHYR ENERGY
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
OKEA OKEA
TAO TAG OIL LTD
AXL. ARROW EXPLORATION LTD
PXEN PROSPEX ENERGY PLC
J4V VAR ENERGI ASA
BP. BP PLC
CDR CONDOR ENERGIES INC
AST ASCENT RESOURCES PLC
Form 8.3 - The Vanguard Group, Inc.: Kosmos Energy Ltd.
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Kosmos Energy Ltd. 17-Dec-2024 / 14:18 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
Form 8.3 - The Vanguard Group, Inc.: Kosmos Energy Ltd.
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Kosmos Energy Ltd. 16-Dec-2024 / 14:18 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
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