•
Mar 31, 2023

Talos Energy Q1 2023 Earnings Report

Talos Energy's financial performance was announced for the first quarter of 2023.

Key Takeaways

Talos Energy reported revenue of $322.6 million and net income of $89.9 million for the first quarter of 2023. The company authorized a $100 million share repurchase program and completed the acquisition of EnVen.

Authorized a $100.0 million share repurchase program in March 2023 and repurchased 1.9 million shares through the end of the first quarter.

Executed a 21,000-acre onshore CO2 sequestration lease near the Company’s River Bend CCS project.

Completed the acquisition of EnVen and progressed integration activities; synergy capture estimates are on track.

Submitted the Zama Unit Development Plan for formal approval.

Total Revenue
$323M
Previous year: $414M
-22.0%
EPS
-$0.01
Previous year: $0.77
-101.3%
Gross Profit
$175M
Previous year: $255M
-31.4%
Cash and Equivalents
$16.2M
Previous year: $78.3M
-79.4%
Total Assets
$4.8B
Previous year: $2.81B
+70.6%

Talos Energy

Talos Energy

Forward Guidance

Talos Energy now expects average daily production for the full year 2023 to be in the range of 66.0 to 71.0 MBoe/d.

Challenges Ahead

  • Recent production levels from selected new wells are below expected pre-drill contributions for the year.
  • Certain existing wells exhibited production rate declines earlier than planned.
  • Talos expects its operated Neptune facility to require intermittent production shut-ins resulting in a full-year 2023 production impact of 1.0 – 1.5 MBoe/d.
  • Delays in first production from new wells.
  • Lower than expected initial production rates from the Bulleit and Mt. Hunter wells.