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@gabcasla Gabriel Castro, CFAGabriel Castro, CFA posts on X about $kos, $glng, investment, cash flow the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence $kos #2, $glng #1, investment 18.18%, cash flow 18.18%, debt #1218, sentiment #296, the first 18.18%, if you 9.09%, $nfe 9.09%, business XXXX%
Top accounts mentioned or mentioned by @alwaysbuycheapp @capitalvalor @marek58198355 @valueinvest73 @vicblancan @joinyellowbrick @locodldividendo @vallisoleti1 @allventured @vgdeepdive
Top assets mentioned Kosmos Energy Ltd. (KOS) Golar LNG Ltd (GLNG) Edu3Labs (NFE)
Top posts by engagements in the last XX hours
"$KOS I've been keeping an eye on Kosmos Energy since 2018 because of its connection with $GLNG but I hadn't actually invested until now. Today I'm sharing the investment case. I'm making this open to everyone so I'd appreciate it if you could share it"
X Link 2025-07-24T13:33Z 21.6K followers, 69.5K engagements
"$KOS Investors are worried about the debt pile. Its understandable to be concerned about their large debt in a cyclical business. I want to clarify that Kosmos is neither $NFE nor $TLW. Kosmos owns assets that generate cash flow unlike NFE which has assets that consume cash. I expect the cash breakeven to decrease significantly this year once Jubilee boosts production the TEN FPSO agreement is signed and GTA ramp-up costs along with FPSO refinancing are completed. Additionally Kosmos can manage short-term oil price drops using several tools: X. An undrawn $XXX million RBL facility X. The"
X Link 2025-11-23T18:36Z 21.6K followers, 23.5K engagements
"@AlwaysBuyCheapp They only give the balance sheet P&L and cashflow twice a year. So audited figures only on the half and full year earnings. But below you can find the quarterly results:"
X Link 2025-10-01T19:35Z 21.6K followers, XXX engagements
"Carta del segundo trimestre de Sigma Internacional Repasamos las novedades en las principales posiciones: Golar Alibaba Nagacorp y Zegona"
X Link 2025-09-01T09:34Z 21.6K followers, 20.7K engagements
"NagaCorp reported its best results since Covid with accelerating growth compared to the first half which was also its best performance since before the pandemic. In terms of EBITDA the company has achieved double-digit quarter-over-quarter growth indicating that Cambodia's market is recovering. Flights and foreign investment saw significant growth benefiting NagaCorp. I would like to highlight that Chinese President Xi Jinping's visit to Cambodia in April marked a key turning point representing a clear 'before and after.' NagaCorp reported 200m EBITDA (including tax) in the 1H XX but based on"
X Link 2025-10-01T13:31Z 21.6K followers, 10.6K engagements
"$KOS shares and bonds have been trading weakly over the past month mainly due to declining oil prices and negative sentiment. Additionally news of the war's end does not improve the situation. Analysts expect oil to trade in the mid-50s for Q4 2025 and the first half of 2026 putting significant pressure on Kosmos ability to meet its debt obligations. The market remains cautious about the debt especially the maturities in 2027 and 2028. Furthermore Kosmos likely needs a waiver from the RBL since its almost impossible that they are in compliance with the debt covenant by year end. I do not"
X Link 2025-11-23T03:19Z 21.6K followers, 37.6K engagements
"$GLNG Argentinas Southern Energy has entered into an 8-year LNG supply agreement (2 mtpa) with SEFE beginning late 2027. The volumes account for roughly one-third of Southern Energys expected annual LNG production and primarily serve the Hilli FLNG. This deal represents Argentinas first large-scale LNG sales agreement. SEFE owned by the German government is considered a highly reliable counterparty. Its quite challenging to justify Golars stock price from a fundamental perspective. The Argentina project remains on schedule and the GTA project is scaling up as expected generating more free"
X Link 2025-12-01T14:11Z 21.6K followers, 24K engagements