secwatch.observer — SEC 8-K summary
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Issuer:     TALOS ENERGY INC. (TALO)
CIK:        0001724965
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001193125-25-267483
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Talos Q3 2025 net loss $95.9M; production beat, $103.4M adj. free cash flow, Daenerys discovery
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- Production averaged 95.2 MBoe/d (70% oil, 76% liquids). Net loss $95.9M ($0.55/diluted) including $60.2M non-cash ceiling test impairment.
- Adjusted net loss $33.0M ($0.19/diluted). Adjusted EBITDA $301.2M. Capital expenditures $104.6M.
- Generated adjusted free cash flow of $103.4M. Repurchased 5.0M shares for $48.1M; over $100M returned to shareholders year-to-date.
- Announced discovery at Daenerys exploration prospect; appraisal well planned for Q2 2026.
- Improved FY2025 guidance: higher production, lower opex and capex. Optimal Performance Plan achieved $40M (exceeded $25M target).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1724965/000119312525267483/0001193125-25-267483-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1724965/000119312525267483/talo-20251105.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-267483

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