Jakub Pasich

[Jakub Pasich @JakubPasich]

@Dreambox219 @ADMAEnergy @PowderHoundPup In my opinion
EBITDAX 2026 ~1,13 mld
DEBT/EBITDAX 2026 ~2,1x
CFO per share 2026 → 2027E ~1,1 → 1,4
EBITDAX 2027E ~1,32 mld
EV/EBITDAX 2027E 3,5–4,0x ( 3 – 4 USD)

[Jakub Pasich @JakubPasich]

@ADMAEnergy @PowderHoundPup LNG is 100% unhedged & HLS trades at a $2-4 premium over WTI. My main concern is the Jubilee/TEN differential: higher Suezmax freight pushed it to -$7 off Dated Brent vs historical from march $3-4 premium.

[Jakub Pasich @JakubPasich]

@ADMAEnergy @PowderHoundPup Fair point on the de-risking, but keep in mind $KOS still has ~45% of its 2027 production hedged with ceilings capped around $85/bbl. That capped upside puts a clear ceiling on FCF expansion if Brent stays elevated.

[Jakub Pasich @JakubPasich]

$KOS Does anyone know the current crude differentials for the Jubilee and TEN fields? Trying to track how Kosmos Energy prices its oil (Dated Brent + differential). Any insights appreciated!

[Jakub Pasich @JakubPasich]

@delarosa99999 @great_martis I saw that slide, but interestingly, it has been removed from the deck. Is it normal for them to do this?"
https://t.co/h98ljOzVVK

[Jakub Pasich @JakubPasich]

@delarosa99999 @great_martis Please note that this presentation reflects conditions prior to the Bab-el-Mandeb Strait closure, when freight was at $3/bbl. Since then, freight rates have surged toward $30.

[Jakub Pasich @JakubPasich]

@AyusoValue There is a $10 to $19 per barrel discount on Jubilee and TEN.

[Jakub Pasich @JakubPasich]

@delarosa99999 @great_martis Where is the source $15 ~$20/ barrel premium Jubilee and Ten (Ghuana).

[Jakub Pasich @JakubPasich]

@AyusoValue The company sells at Dated Brent + differential (-$19).
• Unhedged (50%): ~$130 Dated Brent - $19 = $111/bbl • Hedged (50%): capped at ~$75 ceiling - $19 = $56/bbl
Kosmos hedges its total portfolio rather than separating individual Ghana cargoes.

[Jakub Pasich @JakubPasich]

@Peter_Lukacs_R Nice video. Have you taken into account the upcoming windfall tax in Europe?

[Jakub Pasich @JakubPasich]

@insidermonkey Why this stock is so lagging to other energy stocks ?

[Jakub Pasich @JakubPasich]

@wolfofwalkerst I agree but why so big sell off ? what do you think

[Jakub Pasich @JakubPasich]

@joshyoung @grok What do think about $vtle earnigs ?

[Jakub Pasich @JakubPasich]

Samooszukiwanie - nieświadomy mechanizm obronny, który powoduje, że ludzie nie widzą oczywistych prawd https://t.co/diOpa5bOAK

[Jakub Pasich @JakubPasich]

https://t.co/ozQ3wfUvtq

[Jakub Pasich @JakubPasich]

https://t.co/CRbQUQmuod

[Jakub Pasich @JakubPasich]

Gdy, człowiek odkrywa, że jego przeznaczeniem jest cierpieć, musi potraktować to cierpienie jako zadanie do wypełnienia - jedyne i wyjątkowe zarazem. Musi przyjąć do wiadomości, że także w cierpieniu pozostaje kimś... https://t.co/VwjbDlJlna

[Jakub Pasich @JakubPasich]

https://t.co/9C4r3oBuJy

[Jakub Pasich @JakubPasich]

Pasja, to efekt dobrze zaprojektowanego życia a nie jego przyczyna - Burnett Bill ,Evans Dave

[Jakub Pasich @JakubPasich]

Piękne :) Życzę każdemu, tak marnować czas ... https://t.co/sWsJafsqOr