Dilution profile // every instrument, one screen, from SEC filings

Kosmos Energy Ltd. (KOS)

CIK 1509991 · all EDGAR filings →

Overall dilution risk
HIGHworst of 3 computed sub-ratings (offering ability)
= the worst band among the computed sub-ratings, no hidden weighting
not every sub-rating was computable; treat as a floor
Offering ability
HIGHS-3ASR on file 2024-06-20
= is there a registration (S-1/S-3 family) on file without a later withdrawal
no structured fee data on the live registrations, so this is a yes/no, not a size
Overhead supply
NOT COMPUTEDno warrant count tagged in XBRL
= warrant shares outstanding divided by current shares outstanding
absence of a tag is not proof of absence of warrants
Historical dilution
LOW+29% O/S in 3y
= share count now vs 3 years ago (bands: 30% / 100%); a reverse split pushes this negative
Cash need
LOWoperating cash flow positive
= cash vs trailing operating burn (bands: 6mo / 24mo; positive operating CF = low)

Same rating bands the category standard uses, but free, with the formula on the chip and the gaps in the data said out loud.

Shares outstanding over time

2021-02-152026-10-29

Latest: 595.6M shares as of Oct 29, 2026 (10-Q).

⊙
EVIDENCE — filed/published fact
SourceSEC XBRL, cover-page share count
Fielddei:EntityCommonStockSharesOutstanding
As of2026-10-29
HowThe newest cover-page count as filed. It is used as the current count only while it is no more than about 15 months older than the company’s newest periodic filing; the float checker applies a 200-day rule and sets it beside the balance-sheet count.
Open the source document →

Cash runway

Self-funding

generates cash

Full breakdown: cash runway tool · source filing →

Warrants

No warrant figures tagged in this filer’s XBRL facts. That means the company has not reported them in structured form; it does not prove no warrants exist. The exhibits are the ground truth.

Convertible notes

NotePrincipalCarryingConv. priceRateIf converted
3.125 Convertible Senior Notes Due 2030$400.0M$400.0M$7.023.125%~57.0M sh

If every note above converted at its tagged price: ~57.0M new shares on 595.6M currently outstanding. An estimate from principal ÷ conversion price, with inputs carrying different as-of dates; make-whole adjustments, capped calls and partial repurchases are not modeled.

Notes exactly as the company dimensioned them in its 10-Q filed Nov 2, 2026 →. Principal is face amount as tagged, not what remains after repurchases unless the filer updated the tag. A note the filer did not dimension is absent here, not absent from the balance sheet; the exhibits stay the ground truth.

Fully diluted build-up

Shares outstanding plus every potential-share instrument the filer tagged in XBRL, each at its own as-of date. An estimate assembled from filed figures, not a filing figure itself.

Shares outstanding595.6MOct 29, 2026
+ 3.125 Convertible Senior Notes Due 2030 (if fully converted)57.0MMar 31, 2024
Fully diluted estimate652.5M+9.6% vs O/S

Still excluded, because the filer does not tag them in countable form: employee options and RSUs, any instrument living only in exhibit prose, and instruments above missing a share count. Inputs carry different as-of dates, shown per row. Each figure traces to the tranche and note tables above and their cited filings.

Registrations and offerings

S-3ASRJun 20, 2024no structured fee exhibit in this filing (predates fee-data XBRL or fee deferred)filing →

Last 12 months: 1 executed · 0 registered.

EXECUTEDMar 12, 2026Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5 →
UPDATEMar 10, 2026Prospectus update — often a resale registration, not necessarily new capital424B3 →
REGISTEREDJun 20, 2024Automatic shelf registration — effective immediately (large filers)S-3ASR →
EXECUTEDMar 8, 2024Unregistered share sale disclosed (8-K item 3.02)8-K →
EXECUTEDOct 15, 2021Shelf takedown priced — shares or notes (small-caps: usually shares; open the filing to confirm)424B5 →
UPDATEOct 14, 2021Prospectus update — often a resale registration, not necessarily new capital424B3 →
REGISTEREDJun 21, 2021Automatic shelf registration — effective immediately (large filers)S-3ASR →
REGISTEREDMar 14, 2019Automatic shelf registration — effective immediately (large filers)S-3ASR →
UPDATENov 28, 2018Resale prospectus — existing holders registering to sell424B7 →
MARKETINGNov 26, 2018Free-writing prospectus — offering being marketedFWP →
UPDATENov 26, 2018Resale prospectus — existing holders registering to sell424B7 →
EXECUTEDSep 20, 2018Unregistered share sale disclosed (8-K item 3.02)8-K →

Full history and shelf status: offering checker · S-3 shelf checker

Source: SEC EDGAR XBRL company facts and filing metadata, fetched live and cached briefly. Share counts are cover-page figures with their form named. Warrant tranches and convertible notes come from the dimensioned facts in the latest 10-Q/10-K instance document, exactly as the company tagged them; untagged tranches and notes are absent, not disproven. Nothing on this page is manually verified and nothing is behind a login: what free data supports is shown, what it cannot support is stated. Not investment advice.

Keep going: float checker · offering calendar · short-squeeze screener · full KOS workspace

Free to use. No account, no card.