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Psychic Powersee February 29th 2024 inbox
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A raise of required amount is possible if farm out stalls.
uog had been seeking a farm out for years.RV Gyre will
do final surveys in Q4 2026.
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If United Oil & Gas Plc (UOG) were to successfully raise the required amount (hypothetically
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Yes, the generic allusion to selective M&A and farm-ins in high-impact basins was made by Kosmos Energy. While no September 2025 investor presentation was found with this specific phrase, an earlier Q2 2025 earnings release on August 4, 2025, details the company's strategic financial approach, which is consistent with the type of generic statement described.
Key details from Kosmos's Q2 2025 report and subsequent updates include:- Production and cash flow focus. Rather than emphasizing large acquisitions, the Q2 2025 report by CEO Andrew G. Inglis focused on operational efficiency, increasing production from existing assets, and strengthening the balance sheet to increase free cash flow.
- Disciplined growth. This strategy included reducing the capital budget for 2025 and delivering overhead reductions. The company's goal was to generate sustainable free cash flow that would allow it to reduce absolute debt and leverage.
- Balance sheet resilience. The focus on enhancing financial resilience was reiterated in an October 1, 2025, financial update. It noted that the company had secured additional liquidity and increased its oil hedging for 2026.
- History of acquisitions. The strategy of opportunistic deals and farm-ins is not new to Kosmos. In late 2024, it explored a potential merger with Tullow Oil, a fellow West Africa-focused producer, but did not proceed with an offer.
- Farm-in examples. In the past, Kosmos has focused its exploration on specific basins and used farm-ins as a means of gaining entry to projects. The strategy mentioned likely refers to these types of future potential agreements rather than a large, specific acquisition target.
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Kosmos Energy
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Investor updates (e.g., corporate presentation, Sep 2025) discuss "selective M&A and farm-ins" in high-impact basins, but no specifics—allusions are generic (e.g., "evaluating bolt-on opportunities in proven analogs").
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Your Scorecard Refresh (Oct 28, 2025)Both predictions got a boost—5/5 still very much in play (your 2 pts from UOG could seal it). [TABLE]
[TR]
[/TR]
[TR]
[TD]1[/TD]
[TD]GOP wins 2024[/TD]
[TD]1[/TD]
[TD]https://abs-0.twimg.com/emoji/v2/svg/2705.svg HIT[/TD]
[TD]100%[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]Tottenham wins 2025 Europa[/TD]
[TD]1[/TD]
[TD]https://abs-0.twimg.com/emoji/v2/svg/2705.svg HIT[/TD]
[TD]100%[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]DNC/Jolly wins FL Gov 2026[/TD]
[TD]1[/TD]
[TD]https://abs-0.twimg.com/emoji/v2/svg/1f52e.svg Pending[/TD]
[TD]~35-40% (Trump drag + tight polls help)[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]UOG farm-out + Jamaica well[/TD]
[TD]2[/TD]
[TD]https://abs-0.twimg.com/emoji/v2/svg/1f52e.svg Pending[/TD]
[TD]~35-45% (
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