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Kosmos downgraded to Hold at Benchmark ahead of ‘transitional’ 2025

As previously reported, Benchmark downgraded Kosmos (KOS) to Hold from Buy and removed the firm’s prior $7 price target on the shares. The firm, which is reducing its FY25 estimates to account for guidance and incorporating the latest reserve report, notes that its free cash flow forecast declines to $250M from over $400M and adds that its assumed $80 per barrel Brent price in its model “may be aspirational with impending tariffs and rising OPEC+ supply.”

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