Kosmos Energy Ltd (KOS) reported Q3 2023 revenue of $526.5 million, beating the consensus of $457.4 million. Net production was around 68,200 barrels of oil equivalent per day (boepd), with sales of about 73,100 boepd. The company also announced the Tiberius oil discovery in the U.S. Gulf of Mexico and the assumption of operatorship of the Yakaar-Teranga gas fields offshore Senegal. KOS expects Q4 production of 66,000 - 69,000 boe per day and capital expenditure of $225 million - $250 million. For FY23, the company now expects capital expenditure of ~$800 million and production of ~63,000 boe per day.