Kosmos Energy Ltd

The asset is entrenched in a Stage 4 decline with a bearish bias across medium and long horizons. Price repeatedly fails at the falling 9/21 EMAs and the 50 DMA, signaling continued distribution. Short-term rallies into EMA resistance are rejected, making timing unfavorable for longs. Execution is optimal now on any bounce into the falling EMA zone.

• ↑Produced 75,000 BOE/day in Q1 2026, up 25% YoY on Jubilee & GTA
• ↑Q1 2026 revenue of $300 M shows operational recovery
• ↓Weak profitability metrics and poor earnings yield constrain cash flows