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Time Author Thesis Company / ticker Signal Since call Position Source
19:42
Sep 24
mintzmyer
KOS worth $5-$6 on Brent premium
Author sees KOS worth $5-$6, with quoted analysis highlighting its West African crude selling at a ~$20/bbl premium to Brent as an overlooked catalyst.
KOS Kosmos Energy Ltd. Long — —
23:21
Jul 21
mintzmyer
Kosmos Energy range raised on Jubilee output
Author signals lifting his Kosmos Energy valuation range to $5-$6, citing the quoted development that Jubilee field production has reached ~95,000 bbl/d — a multi-year high that supports the investment case.
KOS Kosmos Energy Ltd. Long — —
19:52
Jul 18
mintzmyer
Added heavily to KOS, plans staged exits
The author says he recently added heavily to KOS (Kosmos Energy) and still holds the position. He plans to trim some at $3, $3.50 and $4, and would probably be fully out at $5. In his thread root he argues KOS should already trade at $4+ based on oil spot and futures curves. He sees $5+ only if Q2 results and guidance are solid and oil is above $90. None of these sales have happened yet.
KOS Kosmos Energy Ltd. Long Position: Added —
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About KOS Investor Commentary

Across the available history and selected sources, Buzzberg tracks KOS (Kosmos Energy Ltd.) across 7 sources: 18 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 75% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 24 total trade ideas tracked. Latest voices: mintzmyer.