Jun. 16 at 3:08 PM
Talos trades at just 2.3x FY25 EBITDA with a 21% free cash flow yield—underscoring deep value for investors.
🔹 FY25 EBITDA est. at
$1.1B on 93.4 Mboe/d avg. production (69% oil)
🔹
$354M FY25 free cash flow est., with 50% allocated to buybacks (~11% of shares)
🔹 Strong oil leverage: 86% of 1Q25 revenue from oil,
$39/Boe cash margin
🔹 New wells Sunspear & Katmai West #2 to flow in 2Q; high-impact Daenerys well up next
Talos continues to deliver operational strength and capital returns. Subscribe at our website to follow along with Jeffrey Robertson!
https://www.watertowerresearch.com/doc?docID=UR_TALO_06022025
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