Kosmos Energy: Not The Time To Buy Tullow, Catalyst Around The Corner

Company Overview - Kosmos Energy (NYSE: KOS) is identified as an undervalued oil company poised for a significant transformation in the coming months [1] - The company is expected to increase production and reduce capital expenditures (CapEx) through its Winterfell and GTA new projects [1] Projects and Production - The Winterfell and GTA projects are key drivers for Kosmos Energy's future growth, with the potential to enhance production levels [1] - These projects are anticipated to generate operational efficiencies and cost savings, contributing to the company's financial performance [1] Analyst Background - Oriol Madaula, the author, is an experienced actuary with a Master's degree in Actuarial and Financial Sciences from the University of Barcelona [1] - He has a background in the insurance and financial sectors, with experience in consultancy and banking roles in Spain and the United Kingdom [1] - His investment approach is centered on value investing, with a focus on the shipping sector and a macroeconomic perspective [1]