Past year: ▲ 70%(9.81 – 17.26 USD)
Each one in plain English, with the numbers worked through for a shareholder.
7 May 2020quarterly activities report▼ Bad
Talos reported first-quarter 2020 net income of $157.7 million and Adjusted EBITDA of $147.6 million, with production of 58.1 MBoe/d. It cut its 2020 capital program by about 40% and updated guidance in response to COVID-19 and the oil price drop.
8 Apr 2020agm notice● Neutral
Talos issued its proxy statement for the annual meeting on May 12, 2020, asking stockholders to elect three Class II directors, ratify Ernst & Young as auditor, and hold a non-binding advisory vote on executive pay.
1 Apr 2020director interest notice● Neutral
TALOS ENERGY INC. director Riverstone Holdings LLC exercised stock options for 11,000,000 shares and disposed of 110,000 shares.
1 Apr 2020director interest notice● Neutral
TALOS ENERGY INC. director Riverstone Energy Partners V, L.p. exercised stock options for 11,000,000 shares and disposed of 110,000 shares.
18 Mar 2020substantial holder notice● Neutral
Riverstone Talos Energy Equityco LLC, Riverstone Talos Energy Debtco LLC, ILX Holdings, LLC, ILX Holdings II, LLC, Riverstone V Talos Holdings, L.P, Riverstone Energy Partners V, L.P, Riverstone Energy GP V, LLC, Riverstone Energy GP V Corp, Riverstone Holdings LLC, Riverstone/Gower Mgmt Co Holdings, L.P, Riverstone Management Group, L.L.C, David M. Leuschen, Pierre F. Lapeyre, Jr reported a TALOS ENERGY INC. shareholding of 25,926,683 shares (39.80% of votes) in a periodic institutional filing.
12 Mar 2020quarterly activities report● Neutral
Talos reported fourth quarter 2019 revenue of $233.2 million and net income of $0.3 million ($0.01 per diluted share), with adjusted EBITDA of $155.8 million. It also cut its 2020 spending guidance by more than $125 million.
11 Mar 2020director interest notice● Neutral
TALOS ENERGY INC. director Riverstone Holdings LLC received a stock option grant for 110,000 shares.
9 Mar 2020director interest notice● Neutral
TALOS ENERGY INC. director Neal P Goldman received a stock option grant for 17,491 shares.
9 Mar 2020director interest notice● Neutral
TALOS ENERGY INC. officer Abendschein Robert D. received 45,628 shares as part of the equity award.
9 Mar 2020director interest notice● Neutral
TALOS ENERGY INC. officer Young, III Shannon E. received 58,936 shares as part of the equity award.
9 Mar 2020director interest notice● Neutral
TALOS ENERGY INC. director Charles M Sledge received a stock option grant for 12,168 shares.
2 Mar 2020asset acquisition disposition▲ GoodMajor
Talos closed a $385 million cash-plus-preferred-stock acquisition of Gulf of Mexico assets from ILX Holdings and Castex Energy entities - sellers affiliated with Riverstone, which along with Apollo already held a majority of Talos's stock, making this a related-party deal disclosed as such. The 110,000 preferred shares issued will convert into about 11 million common shares.
7 Feb 2020substantial holder notice● Neutral
BlackRock, Inc disclosed a new substantial TALOS ENERGY INC. shareholding (5.90% of votes).
5 Feb 2020substantial holder notice● Neutral
Franklin Resources, Inc, Charles B. Johnson, Rupert H. Johnson, Jr reported no remaining TALOS ENERGY INC. shareholding in its periodic institutional filing.
31 Jan 2020quarterly activities report● Neutral
Talos filed a preliminary Schedule 14C information statement for its acquisition of ILX Holdings affiliates, expected to close by March 16, 2020 if the SEC does not review it. It also gave Gulf of Mexico updates, including Orlov first oil and the Puma West suspension.
6 Nov 2019quarterly activities report● Neutral
Talos reported third quarter 2019 revenue of $228.9 million and net income of $73.3 million, with production of 52.6 MBoe/d. It also announced a Block 31 discovery in offshore Mexico.
6 Nov 2019quarterly activities report● Neutral
Talos filed its quarterly report on Form 10-Q for the period ended September 30, 2019, covering its Gulf of Mexico and offshore Mexico operations, hedging and debt arrangements.
8 Aug 2019quarterly activities report● Neutral
Talos reported second quarter 2019 results: revenue of $286.8 million, net income of $94.8 million and production of 59.0 MBoe/d. Adjusted EBITDA was $206.9 million, and the Zama appraisal program was concluded.
7 Aug 2019quarterly activities report● Neutral
Talos Energy filed its 10-Q for the quarter ended June 30, 2019, covering the second quarter and first half of 2019, including its Stone Energy combination, Gunflint acquisition, debt and hedging.
10 July 2019debt financing▲ GoodMajor
Talos raised its JPMorgan-led credit facility commitments from $600 million to $850 million and added three lenders. Lenders unanimously reaffirmed the $850 million borrowing base at the semi-annual redetermination.
4 June 2019securities registration● Neutral
TALOS ENERGY INC. registered a securities offering with the SEC using its shelf eligibility.
28 May 2019asset acquisition disposition▲ GoodMajor
Talos and Hokchi Energy, a Pan American Energy subsidiary, signed a 30-year production sharing contract with Mexico's CNH for Block 31, where Hokchi operates and Talos holds 25%. The consortium must complete a roughly $34.8 million minimum work program, completing the Block 2/Block 31 cross-assignment.
20 May 2019director interest notice● Neutral
TALOS ENERGY INC. officer Young, III Shannon E. received 21,755 shares as part of the equity award.
16 May 2019director interest notice● Neutral
TALOS ENERGY INC. officer Heitzman Stephen E. had 427 shares withheld for taxes on vesting stock.
16 May 2019director interest notice● Neutral
TALOS ENERGY INC. officer Harding Michael L. II had 427 shares withheld for taxes on vesting stock.
16 May 2019director interest notice● Neutral
TALOS ENERGY INC. officer Duncan Timothy S. had 1,078 shares withheld for taxes on vesting stock.
16 May 2019director interest notice● Neutral
TALOS ENERGY INC. officer Moss William S. III had 427 shares withheld for taxes on vesting stock.
16 May 2019director interest notice● Neutral
TALOS ENERGY INC. director Kendall Donald R Jr. exercised stock options for 4,175 shares and disposed of 5,845 shares.
16 May 2019director interest notice● Neutral
TALOS ENERGY INC. director John B Juneau exercised stock options for 4,175 shares and disposed of 5,845 shares.
16 May 2019director interest notice● Neutral
TALOS ENERGY INC. director James M Trimble exercised stock options for 4,175 shares and disposed of 5,845 shares.
