Core Viewpoint - The article emphasizes the importance of value investing and highlights Stone Energy (TALO) as a strong value stock based on various financial metrics [2][3][6] Company Analysis - Stone Energy (TALO) currently holds a Zacks Rank of 2 (Buy) and has an A grade for Value, indicating it is among the best value stocks available [3][6] - TALO has a Price-to-Sales (P/S) ratio of 0.9, significantly lower than the industry average P/S of 2.14, suggesting it may be undervalued [4] - The company also has a Price-to-Cash Flow (P/CF) ratio of 1.51, compared to the industry's average P/CF of 5.32, further indicating its undervaluation based on cash flow strength [5][6] - TALO's P/CF has fluctuated between 1.46 and 2.79 over the past year, with a median of 1.90, showcasing its stable cash flow performance [5] Industry Insights - Value investing remains a popular strategy across various market environments, focusing on identifying undervalued companies through fundamental analysis [2] - The P/S ratio is favored by value investors as it is less susceptible to manipulation compared to earnings metrics, making it a more reliable performance indicator [4]

HOUSTON, Feb. 6, 2025 /PRNewswire/ -- Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) intends to release fourth quarter 2024 results for the period ended December 31, 2024, on Wednesday, February 26, 2025, after the U.S. financial market closes. In addition to this release, Talos will host a conference call, broadcast live over the internet, on Thursday, February 27, 2025, at 10:00 AM Eastern Time (9:00 AM Central Time).Listeners can access the conference call through a webcast link on the Company ...

Core Viewpoint - Talos Energy Inc. has appointed Paul Goodfellow as President and CEO, effective March 1, 2025, aiming to leverage his extensive experience in the oil and natural gas industry to enhance the company's performance and shareholder value [1][5]. Company Overview - Talos Energy is an independent energy company focused on maximizing long-term value through its Upstream Exploration & Production business in the U.S. Gulf of Mexico and offshore Mexico [6]. Leadership Background - Paul Goodfellow brings over thirty years of experience in the oil and natural gas industry, having held various senior executive roles at Shell, including leadership of Shell's global deepwater business [2][3]. - Goodfellow has served as Executive Vice President and Group Chief Internal Auditor at Shell, overseeing the internal audit function, and has held multiple leadership positions in deepwater and unconventional resources [3][4]. Strategic Intent - Goodfellow plans to spend his first 100 days understanding Talos's business and identifying key drivers of success, with the intention to collaborate with the leadership team to define the next phase of growth and develop a strategic plan [5]. - The Board of Directors expresses confidence in Goodfellow's ability to drive Talos's strategy, particularly in deepwater exploration and development, to create value for shareholders [5].

Core Insights - Talos Energy Inc. has discovered significant quantities of oil and natural gas at the Katmai West 2 well in the U.S. Gulf of Mexico, with plans to conclude casing and suspension by late January 2025 [1] - The well was completed under budget and ahead of schedule, with production expected to start in the second quarter of 2025 [2] - The Tarantula facility has been upgraded to handle larger volumes, increasing its capacity to approximately 35 Mboe/d [3] Production and Resource Potential - The production capacity of the Katmai West 2 well aligns with pre-drill expectations of approximately 15-20 MBoe/d, increasing the estimated ultimate recovery (EUR) of the Katmai West Field to about 50 million barrels of oil equivalent (MMBoe) [5] - Total recoverable resources from the region are projected to be around 100 MMBoe, with significant value expected to be generated in 2025 [6] Operational Constraints - Despite the increased capacity of the Tarantula facility, production from the Katmai wells is expected to be rate-constrained to maintain a flat-to-low decline production over time [4]

Core Viewpoint - Talos Energy Inc. has successfully drilled the Katmai West 2 well in the U.S. Gulf of Mexico, encountering commercial quantities of oil and natural gas, which positions the company for strong value creation in 2025 [1][4]. Drilling and Production Details - The Katmai West 2 well was drilled by the drillship West Vela, starting in late October 2024, and is expected to be cased and suspended by late January 2025, with production anticipated to begin in the second quarter of 2025 [3][7]. - The well will connect to the existing subsea infrastructure leading to the Tarantula facility, which has been expanded to a capacity of 35 MBoe/d [3][7]. - Talos holds a 50% working interest in the Katmai West field, with Ridgewood Energy Corporation managing the other 50% [3]. Financial and Operational Efficiency - The drilling of the Katmai West 2 well was completed approximately 35% under budget and more than a month ahead of schedule, showcasing the company's operational efficiency [4][7]. - Expected deliverability from the well aligns with pre-drill estimates of approximately 15 to 20 MBoe/d gross [7]. Resource Potential - The successful drilling and appraisal of the Katmai West 2 well have nearly doubled the Proved Estimated Ultimate Recovery (EUR) of the Katmai West field to approximately 50 million barrels of oil equivalent (MMBoe) gross, affirming the company's total resource potential of around 100 MMBoe gross [7].

Core Viewpoint - Talos Energy Inc. has announced the sale of an additional 30.1% interest in its Mexican subsidiary, Talos Mexico, to Zamajal, S.A. de C.V., which is primarily owned by Grupo Carso, S.A.B. de C.V. [1][2] Group 1: Transaction Details - Talos will receive $49.7 million in cash at closing, with an additional $33.0 million due upon first commercial production from the Zama Field, totaling $82.7 million for the transaction [2] - After the transaction, Talos Mexico will be owned 20.0% by Talos Energy and 80.0% by Zamajal, with Talos Mexico holding a 17.4% interest in the Zama Field [2] - Talos expects to receive a total of $82.9 million in cash contingent considerations upon achieving commercial production from the Zama Field, which includes $33.0 million from the current transaction and $49.9 million from a previous equity interest transaction [3] Group 2: Management Statements and Agreements - Talos's Interim President and CEO Joseph Mills expressed satisfaction with the transaction, highlighting its benefits for stockholders and the company's continued involvement in the Zama project [4] - Talos has entered into a cooperation agreement with Control Empresarial De Capitales, which restricts Control Empresarial from acquiring additional shares of Talos common stock that would exceed 25% of total shares until December 16, 2025 [4] Group 3: Corporate Actions - Talos announced an amendment to its stockholder rights plan, which will be terminated effective at 5:00 p.m. New York time on the date of execution of the amendment [5] Group 4: Company Overview - Talos Energy is an independent energy company focused on maximizing long-term value through its upstream exploration and production business in the U.S. Gulf of Mexico and offshore Mexico, emphasizing safe and efficient operations and environmental responsibility [6]

Company Overview - Talos Energy Inc (NYSE: TALO) recently reported the sale of certain subsidiaries, including Talos Low Carbon Solutions LLC, and new acquisitions in the US Gulf of Mexico [1] - The company's recent transactions may create potential new synergies that could have a positive effect on its operations [1] Analyst Background - The analyst has close to 14 years of experience in the financial industry, having worked for an equity research firm in NY, an investment fund in Mexico, and an investment bank in Ireland [1] - Currently a private investor, the analyst focuses on mature industries such as mining, oil and gas, real estate, and others [1] - The analyst typically targets investments with an internal rate of return of close to 5%-7% and appreciates M&A deals, deep value investments, and dividend investing [1] Disclosure - The analyst has a beneficial long position in Talos Energy Inc (TALO) through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not receiving compensation for it other than from Seeking Alpha [2] - The analyst has no business relationship with any company whose stock is mentioned in the article [2]

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, 2024 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) Q3 2024 Earnings Conference Call November 12, 2024 8:30 AM ET Company Participants Clay Jeansonne - Vice President of Investor Relations Joseph Mills - Interim President and Chief Executive Officer Sergio Maiworm - Chief Financial Officer Conference Call Participants Leo Mariani - Roth Capital Partners, LLC Greta Drefke - Goldman Sachs Paul Diamond - Citigroup Inc. Michael Furrow - Pickering Energy Partners Operator Good morning, ladies and gentlemen, and welcome to the Talos E ...

TALOS 1 3Q 2024 Earnings Conference Call & Webcast November 12, 2024 Cautionary Statements 2 Cautionary Statements The information in this presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements, other than statements of historical fact included in this presentation, regarding our strategy, future operations, fi ...