Carlos Slim Group Discloses Significant Stake in Talos Energy

TL;DR

**Carlos Slim's group just revealed a big stake in Talos Energy, signaling a bullish long-term view.**

AI Summary

Carlos Slim Helu and his family group, including Control Empresarial de Capitales, S.A. de C.V., have filed a Schedule 13D indicating their ownership of Talos Energy Inc. common stock. This filing, triggered by an event on January 17, 2024, shows that the Slim family, a significant and influential investor group, holds a substantial stake in Talos Energy. This matters to investors because a major, long-term investor like Carlos Slim taking a significant position can signal confidence in the company's future, potentially influencing other investors and the stock's performance.

Why It Matters

A prominent investor group led by Carlos Slim Helu has formally disclosed a substantial ownership stake in Talos Energy, signaling potential long-term interest and confidence in the company's prospects.

Risk Assessment

Risk Level: low — This filing indicates a major investor's position, which is generally seen as a positive or neutral development, not inherently risky.

Analyst Insight

A smart investor would research Talos Energy Inc.'s fundamentals and recent performance, considering that a highly influential investor group like Carlos Slim's has taken a significant position, which could indicate perceived long-term value.

Key Numbers

• $0.01 — Par Value per Share (Par value of Talos Energy Inc. Common Stock)

Key Players & Entities

• Carlos Slim Helu (person) — lead reporting person and influential investor
• Control Empresarial de Capitales, S.A. de C.V. (company) — group member reporting the stake
• Talos Energy Inc. (company) — the subject company whose stock is owned
• Carlos Slim Domit (person) — group member
• Johanna Monique Slim Domit (person) — group member
• Marco Antonio Slim Domit (person) — group member
• Maria Soumaya Slim Domit (person) — group member
• Patrick Slim Domit (person) — group member
• Vanessa Paola Slim Domit (person) — group member
• $0.01 (dollar_amount) — par value per share of Talos Energy common stock

Forward-Looking Statements

• The presence of a major investor group like Carlos Slim's could attract more institutional interest in Talos Energy Inc. (Talos Energy Inc.) — medium confidence, target: Within 6-12 months
• Carlos Slim's group will likely maintain or increase their stake in Talos Energy Inc. over the long term, given their history as strategic investors. (Carlos Slim Helu) — high confidence, target: Within 1-2 years

FAQ

Key Financial Figures

• $0.01 — me of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securiti
• $229,999,992 — hares at an aggregate purchase price of $229,999,992.30, thereby increasing its holdings in

Filing Documents

• ef20019428_sc13d.htm (SC 13D) — 253KB
• 0001140361-24-003140.txt ( ) — 255KB

From the Filing

SC 13D 1 ef20019428_sc13d.htm SC 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934* Talos Energy Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 87484T108 (CUSIP Number) 333 Clay Street, Suite 3300 Houston, Texas (713) 328-3000 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) With copies to: Jorge U. Juantorena, Esq. Kyle A. Harris, Esq. Cleary Gottlieb Steen & Hamilton LLP One Liberty Plaza New York, NY 10006 January 17, 2024 (Date of Event which Requires Filing of this Statement) If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 87484T108 SC13D Page 2 of 13 1 NAMES OF REPORTING PERSONS Carlos Slim Hel 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS (SEE INSTRUCTIONS) WC 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E) Not Applicable 6 CITIZENSHIP OR PLACE OF ORGANIZATION United Mexican States NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 7 SOLE VOTING POWER 0 8 SHARED VOTING POWER 34,747,781 Common Shares 9 SOLE DISPOSITIVE POWER 0 10 SHARED DISPOSITIVE POWER 34,747,781 Common Shares 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 34,747,781 Common Shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 22.6% of the total Common Shares outstanding (1) 14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN (1) Based on approximately 154,080,361 Common Shares issued and outstanding as of January 22, 2024, as reported in the Issuer's prospectus supplement filed pursuant to Rule 424(b)(3), as filed with the Securities and Exchange Commission ("SEC") on January 19, 2024. CUSIP No. 87484T108 SC13D Page 3 of 13 1 NAMES OF REPORTING PERSONS Carlos Slim Domit 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS (SEE INSTRUCTIONS) WC 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United Mexican States NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 7 SOLE VOTING POWER 0 8 SHARED VOTING POWER 34,747,781 Common Shares 9 SOLE DISPOSITIVE POWER 0 10 SHARED DISPOSITIVE POWER 34,747,781 Common Shares 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 34,747,781 Common Shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 22.6% of the total Common Shares outstanding (1) 14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN (1) Based on approximately 154,080,361 Common Shares issued and outstanding as of January 22, 2024, as reported in the Issuer's prospectus supplement filed pursuant to Rule 424(b)(3), as filed with the SEC on January 19, 2024. CUSIP No. 87484T108 SC13D Page 4 of 13 1 NAMES OF REPORTING PERSONS Marco Antonio Slim Domit 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS (SEE INSTRUCTIONS) WC 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(D) OR 2(E) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United Mexican States NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 7 SOLE VOTING POWER 0 8 SHARED VOTING POWER 34,747,781 Common Shares 9 SOLE DISPOSITIVE POWER 0 10 SHARED DISPOSITIVE POWER 34,747,781 Common Shares 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 34,747,781 Common Shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 22.6% of the total Common Shares outstanding (1) 14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN (1) Based on approximately 154,080,361 Common Shares issued and outstanding as of January 22, 2024, as report

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