[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @gabcasla Gabriel Castro, CFA Gabriel Castro, CFA posts on X about $kos, investment, cash flow, debt the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1460173795/interactions)  - X Week XXXXXX +39% - X Month XXXXXX -XX% - X Months XXXXXXX +136% - X Year XXXXXXX +67% ### Mentions: XX [#](/creator/twitter::1460173795/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XX +108% - X Year XXX +50% ### Followers: XXXXXX [#](/creator/twitter::1460173795/followers)  - X Week XXXXXX +0.37% - X Month XXXXXX +1.60% - X Months XXXXXX +9.80% - X Year XXXXXX +17% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1460173795/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [gaming](/list/gaming) XXXX% **Social topic influence** [$kos](/topic/$kos) #3, [investment](/topic/investment) 25%, [cash flow](/topic/cash-flow) #186, [debt](/topic/debt) #816, [sentiment](/topic/sentiment) #179, [$glng](/topic/$glng) #3, [pandemic](/topic/pandemic) #185, [balance sheet](/topic/balance-sheet) #1810, [$3918hk](/topic/$3918hk) #1, [the first](/topic/the-first) XXXXX% **Top accounts mentioned or mentioned by** [@alwaysbuycheapp](/creator/undefined) [@capitalvalor](/creator/undefined) [@valueinvest73](/creator/undefined) [@locodldividendo](/creator/undefined) [@vallisoleti1](/creator/undefined) [@allventured](/creator/undefined) [@vgdeepdive](/creator/undefined) [@vicblancan](/creator/undefined) [@marek58198355](/creator/undefined) [@nickalobeultra](/creator/undefined) [@agbarlor](/creator/undefined) [@yiannisdeligia5](/creator/undefined) [@makervalue](/creator/undefined) [@valuestreamen](/creator/undefined) [@joinyellowbrick](/creator/undefined) **Top assets mentioned** [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Golar LNG Ltd (GLNG)](/topic/$glng) [Edu3Labs (NFE)](/topic/$nfe) ### Top Social Posts Top posts by engagements in the last XX hours "$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 $XXX million RBL facility X. The" [X Link](https://x.com/gabcasla/status/1992663555103945139) 2025-11-23T18:36Z 21.6K followers, 22.8K engagements "$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](https://x.com/gabcasla/status/1948375998279393433) 2025-07-24T13:33Z 21.6K followers, 69.1K engagements "Nagacorp posted its best results since the pandemic with a staggering XX% profit growth. The mass market saw significant growth and has now surpassed pre-pandemic levels. The company's financials are strong with a healthy balance sheet ($175M in net cash) impressive margins (80.7% gross margin XXXX% EBITDA margin and XXXX% net profit margin) and a promising outlook. As a result the company announced a cash interim dividend of HK$0.0783 per share which implies a payout ratio of XX% down from the pre-pandemic range of 50-70% and marks its first cash dividend since 2020. Nagacorp continues to be" [X Link](https://x.com/gabcasla/status/1959989857024958618) 2025-08-25T14:42Z 21.6K followers, 14.7K engagements "Carta del segundo trimestre de Sigma Internacional Repasamos las novedades en las principales posiciones: Golar Alibaba Nagacorp y Zegona" [X Link](https://x.com/gabcasla/status/1962449095563354584) 2025-09-01T09:34Z 21.6K followers, 20.7K engagements "NagaCorp reported its best results since Covid with accelerating growth compared to the first half which was also its best performance since before the pandemic. In terms of EBITDA the company has achieved double-digit quarter-over-quarter growth indicating that Cambodia's market is recovering. Flights and foreign investment saw significant growth benefiting NagaCorp. I would like to highlight that Chinese President Xi Jinping's visit to Cambodia in April marked a key turning point representing a clear 'before and after.' NagaCorp reported 200m EBITDA (including tax) in the 1H XX but based on" [X Link](https://x.com/gabcasla/status/1973380193432592626) 2025-10-01T13:31Z 21.6K followers, 10.6K engagements "@AlwaysBuyCheapp They only give the balance sheet P&L and cashflow twice a year. So audited figures only on the half and full year earnings. But below you can find the quarterly results:" [X Link](https://x.com/gabcasla/status/1973471909892464795) 2025-10-01T19:35Z 21.6K followers, XXX engagements "@CapitalValor Looks great for Nagacorp ✌" [X Link](https://x.com/gabcasla/status/1982536116625461453) 2025-10-26T19:53Z 21.6K followers, 1547 engagements "$KOS reported results in line with positive developments on Jubilee cost control and Q4 guidance confirming the core thesis. However the stock price might weaken due to headlines about an earnings miss and FCF miss. I believe this potential drop will be temporary as the results confirm that the investment case is progressing as expected. In production GTA underperformed consensus estimates while Ghana performed slightly better than expected. We were not surprised by GTA as we tracked six gross LNG cargos over the quarter driven by a slow start. The positive development is that we completed" [X Link](https://x.com/gabcasla/status/1985308072475009420) 2025-11-03T11:28Z 21.6K followers, 28.5K engagements "$KOS shares and bonds have been trading weakly over the past month mainly due to declining oil prices and negative sentiment. Additionally news of the war's end does not improve the situation. Analysts expect oil to trade in the mid-50s for Q4 2025 and the first half of 2026 putting significant pressure on Kosmos ability to meet its debt obligations. The market remains cautious about the debt especially the maturities in 2027 and 2028. Furthermore Kosmos likely needs a waiver from the RBL since its almost impossible that they are in compliance with the debt covenant by year end. I do not" [X Link](https://x.com/gabcasla/status/1992432683419304004) 2025-11-23T03:19Z 21.6K followers, 36.9K engagements "$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](https://x.com/gabcasla/status/1995495922743087593) 2025-12-01T14:11Z 21.6K followers, 23.3K engagements
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@gabcasla Gabriel Castro, CFA
Gabriel Castro, CFA posts on X about $kos, investment, cash flow, debt the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +39%
- X Month XXXXXX -XX%
- X Months XXXXXXX +136%
- X Year XXXXXXX +67%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XX +108%
- X Year XXX +50%
Followers: XXXXXX #
- X Week XXXXXX +0.37%
- X Month XXXXXX +1.60%
- X Months XXXXXX +9.80%
- X Year XXXXXX +17%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXX% technology brands XXXX% gaming XXXX%
Social topic influence $kos #3, investment 25%, cash flow #186, debt #816, sentiment #179, $glng #3, pandemic #185, balance sheet #1810, $3918hk #1, the first XXXXX%
Top accounts mentioned or mentioned by @alwaysbuycheapp @capitalvalor @valueinvest73 @locodldividendo @vallisoleti1 @allventured @vgdeepdive @vicblancan @marek58198355 @nickalobeultra @agbarlor @yiannisdeligia5 @makervalue @valuestreamen @joinyellowbrick
Top assets mentioned Kosmos Energy Ltd. (KOS) Golar LNG Ltd (GLNG) Edu3Labs (NFE)
Top Social Posts
Top posts by engagements in the last XX hours
"$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 $XXX million RBL facility X. The"
X Link 2025-11-23T18:36Z 21.6K followers, 22.8K engagements
"$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, 69.1K engagements
"Nagacorp posted its best results since the pandemic with a staggering XX% profit growth. The mass market saw significant growth and has now surpassed pre-pandemic levels. The company's financials are strong with a healthy balance sheet ($175M in net cash) impressive margins (80.7% gross margin XXXX% EBITDA margin and XXXX% net profit margin) and a promising outlook. As a result the company announced a cash interim dividend of HK$0.0783 per share which implies a payout ratio of XX% down from the pre-pandemic range of 50-70% and marks its first cash dividend since 2020. Nagacorp continues to be"
X Link 2025-08-25T14:42Z 21.6K followers, 14.7K engagements
"Carta del segundo trimestre de Sigma Internacional Repasamos las novedades en las principales posiciones: Golar Alibaba Nagacorp y Zegona"
X Link 2025-09-01T09:34Z 21.6K followers, 20.7K engagements
"NagaCorp reported its best results since Covid with accelerating growth compared to the first half which was also its best performance since before the pandemic. In terms of EBITDA the company has achieved double-digit quarter-over-quarter growth indicating that Cambodia's market is recovering. Flights and foreign investment saw significant growth benefiting NagaCorp. I would like to highlight that Chinese President Xi Jinping's visit to Cambodia in April marked a key turning point representing a clear 'before and after.' NagaCorp reported 200m EBITDA (including tax) in the 1H XX but based on"
X Link 2025-10-01T13:31Z 21.6K followers, 10.6K engagements
"@AlwaysBuyCheapp They only give the balance sheet P&L and cashflow twice a year. So audited figures only on the half and full year earnings. But below you can find the quarterly results:"
X Link 2025-10-01T19:35Z 21.6K followers, XXX engagements
"@CapitalValor Looks great for Nagacorp ✌"
X Link 2025-10-26T19:53Z 21.6K followers, 1547 engagements
"$KOS reported results in line with positive developments on Jubilee cost control and Q4 guidance confirming the core thesis. However the stock price might weaken due to headlines about an earnings miss and FCF miss. I believe this potential drop will be temporary as the results confirm that the investment case is progressing as expected. In production GTA underperformed consensus estimates while Ghana performed slightly better than expected. We were not surprised by GTA as we tracked six gross LNG cargos over the quarter driven by a slow start. The positive development is that we completed"
X Link 2025-11-03T11:28Z 21.6K followers, 28.5K engagements
"$KOS shares and bonds have been trading weakly over the past month mainly due to declining oil prices and negative sentiment. Additionally news of the war's end does not improve the situation. Analysts expect oil to trade in the mid-50s for Q4 2025 and the first half of 2026 putting significant pressure on Kosmos ability to meet its debt obligations. The market remains cautious about the debt especially the maturities in 2027 and 2028. Furthermore Kosmos likely needs a waiver from the RBL since its almost impossible that they are in compliance with the debt covenant by year end. I do not"
X Link 2025-11-23T03:19Z 21.6K followers, 36.9K engagements
"$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, 23.3K engagements