Pla2na/iStock via Getty Images Talos Energy Inc. (NYSE:TALO) may see production increases in 2024 from the Sunspear discovery as well as Venice and Lime Rock. In my view, thanks to the CO2 storage market growing at close to 21% CAGR and TALOS's storage portfolio, the company may receive significant demand for the stock. There are obvious risks associated with future crude price volatility or lower oil reserves than expected, however, TALO does look very cheap at its current valuation. Talos Energy Talos Ene ...

HOUSTON, Dec. 22, 2023 /PRNewswire/ -- Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) today announced that it was named as the apparent high bidder on 13 deepwater blocks comprising approximately 74,000 gross acres (approximately 48,000 net acres) in the U.S. Gulf of Mexico Outer Continental Shelf Federal Lease Sale 261 held by the Bureau of Ocean Energy Management ("BOEM") on December 20, 2023. Leases for all blocks remain subject to normal-course, formal award by the Department of the Interior. ...

财务数据和关键指标变化 - 第三季度公司产量为63,700桶油当量/天,其中76%为原油,83%为液体 [24] - 上游业务收入为3.83亿美元,调整后EBITDA为2.55亿美元,EBITDA净利润率接近45美元/桶,在公众E&P公司中排名较高 [24][25] - 第三季度资本支出(包括封井和解除委托义务)为1.81亿美元,其中CCS业务投资1,400万美元,上游业务自由现金流约900万美元 [25] - 第三季度末净债务约为10亿美元,抽取额度为2.15亿美元,流动性超过7.5亿美元 [27] 各条业务线数据和关键指标变化 - 上游业务方面,公司正在推进Lime Rock和Venice项目向首次投产迈进,并在Lobster平台钻了一口新的开发井 [11][12] - 在墨西哥,公司完成了与Grupo Carso的49.9%少数股权交易,为Zama项目进一步推进创造条件 [16][17] - CCS业务方面,公司提交了首个EPA Class VI许可申请,并在10月提交了第二个申请,计划在2024年提交更多申请 [18][19] 各个市场数据和关键指标变化 - 第三季度受到环流影响,Phoenix和Tornado油田产量损失约2,000桶油当量/天,全年损失约4,000桶油当量/天 [14] - Claiborne非运营井也在第三季度关闭,导致额外损失1,200桶油当量/天 [14] 公司战略和发展方向及行业竞争 - 公司将在2024年大幅降低资本支出,专注于自由现金流的增长,为股东回报、偿还债务和并购创造空间 [31][32] - 公司认为海湾地区存在大量潜在的并购机会,将保持谨慎乐观的态度,关注创造长期价值 [72][73][74] - CCS业务方面,公司与Equinor等战略合作伙伴的合作有助于提升项目的可商业化性 [75][76] 管理层对经营环境和未来前景的评论 - 管理层认为第三季度的天气相关事件是暂时的,公司将在2023年底和2024年初恢复强劲的产量增长 [10][33] - 管理层表示未来将更加谨慎地管理资本支出,以增加自由现金流,为股东回报和并购创造空间 [46][47][48] - 管理层对CCS业务的发展前景持乐观态度,认为该业务将为公司创造长期价值 [75][76][92][93][94][95] 问答环节重要的提问和回答 问题1 **Nate Pendleton 提问** 关于联邦政府推迟海上租赁计划的影响 [36][37][38][39] **Timothy Duncan 回答** 公司对此感到沮丧,但仍将积极参与未来的租赁销售,并通过与Repsol等合作开发新的勘探前景来应对 [40][41][42][43] 问题2 **Michael Scialla 提问** 关于公司2024年的产量增长和资本支出计划 [45][46][47][48][49][50] **Timothy Duncan 和 Sergio Maiworm 回答** 公司将大幅降低2024年的资本支出,专注于自由现金流的增长,同时保持适度的产量增长 [46][47][48][49][50][51][52] 问题3 **Subhasish Chandra 提问** 关于公司的并购策略 [67][72][73][74] **Timothy Duncan 回答** 公司将保持谨慎乐观的并购策略,关注创造长期价值,并保持良好的资产负债表状况 [72][73][74]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38497 Talos Energy Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 82-3532642 (State or other jurisdicti ...

Talos Energy, Inc. (NYSE:TALO) Q2 2023 Earnings Conference Call August 9, 2023 10:00 AM ET Company Participants Sergio Maiworm - SVP & CFO Timothy Duncan - Founder, President, CEO & Director Robin Fielder - EVP, Low Carbon Strategy & Chief Sustainability Officer Conference Call Participants Leo Mariani - ROTH MKM Partners Subhasish Chandra - The Benchmark Company Jeffrey Robertson - Water Tower Research Michael Scialla - Stephens Inc. Nathaniel Pendleton - Stifel, Nicolaus & Company Operator Good day, and w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38497 Talos Energy Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 82-3532642 (State or other jurisdiction of ...

Talos Energy Inc. (NYSE:TALO) Q1 2023 Earnings Conference Call May 9, 2023 10:00 AM ET Company Participants Sergio Maiworm - VP, Finance, IR & Treasurer Tim Duncan - President & Chief Executive Officer Shane Young - Executive Vice President & Chief Financial Officer Robin Fielder - Executive Vice President, Low Carbon Strategy & Chief Sustainability Officer Conference Call Participants Michael Scialla - Stephens Leo Mariani - ROTH MKM Partners Subash Chandra - Benchmark Company Nate Pendleton - Stifel Tim R ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38497 Talos Energy Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 82-3532642 (State or other jurisdiction o ...

业绩总结 - Talos Energy在2023年的资产基础多样化，推动增长和现金流生成[14] - Talos目前的PDP储量为109MMBoe，SEC PV-10价值为$3,453MM[16] - Talos的ESG报告中显示，环境方面的Scope 1强度较去年下降了9%，较XOP指数平均值降低了27%[17] - Talos当前的钻井计划将通过2026年实现8-9%的复合年增长率[25] 用户数据 - Talos拥有广泛的深水区域地产，涵盖多个富产和新兴地质趋势，总面积为1.5百万英亩[19] - Talos拥有独特的催化剂组合，为长期价值创造奠定基础[23] - Talos拥有大量的资源库存，支持未来几年的潜在增长[24] - Talos的深水作业技术需要广泛的技术、商业和行政专业知识[28] 未来展望 - Talos的碳捕获计划将永久封存超过25.0+ MMTPA的二氧化碳，远远超过其现有上游运营的年排放量[30] - Talos计划平衡增长投资、持续减少债务和适当时进行防御性股份回购[1] - Talos可能参与任何重要的私募股东销售[1] 新产品和新技术研发 - Talos利用地震技术和并购来通过全生命周期的机会创造价值[18] - Lime Rock和Venice发现将为Ram Powell生产带来长达15年未见的产量水平[22] - Talos的碳捕获计划将永久封存超过25.0+ MMTPA的二氧化碳，远远超过其现有上游运营的年排放量[30] 市场扩张和并购 - Talos通过Ram Powell案例研究展示了优化现有基础设施、商业交易和新探索的生产演变策略[21] - Talos的公开流通股份正在增加，私募股权持有者持有的比例正在下降[37] - Talos可能参与任何重要的私募股东销售[1] 负面信息 - 无相关信息 其他新策略和有价值的信息 - Talos将继续投资于催化剂，同时注意信用健康和将多余现金流返还给股东[1] - Talos计划平衡增长投资、持续减少债务和适当时进行防御性股份回购[1]

Talos Energy Inc. (NYSE:TALO) Q4 2022 Earnings Conference Call March 1, 2023 10:00 AM ET Company Participants Sergio Maiworm - VP, Finance, IR and Treasurer Tim Duncan - President and CEO Shane Young - EVP and CFO Robin Fielder - EVP, Low Carbon Strategy and Chief Sustainability Officer Conference Call Participants Nate Pendleton - Stifel Subash Chandra - Benchmark Company Jeff Robertson - Water Tower Research Leo Mariani - MKM Partners Operator Good day, and welcome to the Talos Energy Fourth Quarter and F ...