LOTUS RESOURCES LIMITED (LOT)
Share Price Analysis and Chart

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LOT - LOTUS RESOURCES LIMITED

FNArena Sector : Uranium
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -0
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.18

23 Dec
2024

0.000

OPEN

$0.18

0.000

HIGH

$0.18

0

LOW

$0.18

TARGET
$0.547 203.7% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
LOT: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 1.5 - 0.4 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx-1.5
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx7.1
Net Operating Cash Flow xxxxxxxxxxxxxxx-7.3 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx-29.72 %
Return on Invested Capital xxxxxxxxxxxxxxx-29.72 %
Return on Assets xxxxxxxxxxxxxxx-20.37 %
Return on Equity xxxxxxxxxxxxxxx-29.72 %
Return on Total Capital xxxxxxxxxxxxxxx-18.48 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-8.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx0 M
Total Debt xxxxxxxxxxxxxxx0 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx34 M
Price To Book Value xxxxxxxxxxxxxxx4.80

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx3.5 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx1 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx14 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

15/10/2024

1

Speculative Buy

$0.50

177.78%

Lotus Resources announced an earlier restart of its Kayelekera Mine in 3Q2025 which will result in some of the upfront costs being deferred according to Bell Potter.

The capital restart cost is now expected at -US$49.7m with total capital cost including deferred at -US$89.2m, a rise of 1.7%.

Changes to the ore sorting upgrade, delay to the connection of the electricity grid and ground stabilisation for the plant's terrace are the essential changes, the analyst notes.

Adjusting for the update, Bell Potter lowers EPS forecasts by -46% in FY26.

Speculative Buy rating and 50c target.

FORECAST
Bell Potter forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -0.40 cents.
Bell Potter forecasts a full year FY26 dividend of 0.00 cents and EPS of 3.00 cents.

Shaw and Partners

xx/xx/xxxx

1

xxx, xxxx xxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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Petra Capital

09/12/2024

1

Buy

$0.37

105.56%

Lotus Resources announced a binding offtake agreement for 700klbs and agreed terms for an additional 800klbs based on a long-term contract price with a 3% escalation for delivery.

Petra Capital highlights the offtake agreement with Curzon Uranium and the term sheet with North American utility PSEG Nuclear. The former includes an unsecured loan debt of US$15m.

The analyst estimates current offtake agreements represent around 20% of assumed 2026-2029 production.

The target price decreases to 37c from 41c. The Buy rating remains unchanged.

FORECAST
Petra Capital forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -0.20 cents.
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of 1.80 cents.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

1
Uranium Week: Outlook For 2025

Dec 17 2024 - Weekly Reports
2
Uranium Week: Assad, Iran, Russia & The US

Dec 10 2024 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Dec 10, 2024

Dec 10 2024 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Dec 09, 2024

Dec 09 2024 - Daily Market Reports
5
Uranium Unplugged: Nuclear Rebirth Meets Geo-Politics

Nov 29 2024 - Commodities

Latest Uranium News

1
Uranium Week: Outlook For 2025

Dec 17 2024 - Weekly Reports
2
Uranium Week: Assad, Iran, Russia & The US

Dec 10 2024 - Weekly Reports
3
Uranium Week: Gen Ai & Small Modular Reactors

Dec 03 2024 - Weekly Reports
4
Uranium Unplugged: Nuclear Rebirth Meets Geo-Politics

Nov 29 2024 - Commodities
5
Uranium Week: Supply Misses And Geo-Politics

Nov 26 2024 - Weekly Reports
6
Uranium Week: From Russia With Love

Nov 19 2024 - Weekly Reports
7
Uranium Week: Trump, Cameco & NextDC

Nov 12 2024 - Weekly Reports
8
Uranium Week: Spot Price Fades Into Month’s End

Nov 05 2024 - Weekly Reports
9
Paladin Energy’s Storm In A Teacup

Oct 30 2024 - Small Caps
10
Uranium Week: US$94lb Spot In Reach?

Oct 29 2024 - Weekly Reports