LOTUS RESOURCES LIMITED (LOT)
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LOT

LOT - LOTUS RESOURCES LIMITED

FNArena Sector : Uranium
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -0.02
Index: ASX300 | ALL-ORDS

Lotus Resources owns the Kayelekera uranium mine in Malawi and the Letlhakane uranium development project in Botswana.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.255

30 Jul
2026

-0.090

OPEN

$0.33

-26.09%

HIGH

$0.33

27,901,975

LOW

$0.26

TARGET
$1.443 466.0% upside
OTHER COMPANIES IN THE SAME SECTOR
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FNARENA'S MARKET CONSENSUS FORECASTS
LOT: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 4.9 - 18.5 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 © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-4.9
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx76.8
Net Operating Cash Flow xxxxxxxxxxxxxxx-10.3 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-7.50 %
Return on Invested Capital xxxxxxxxxxxxxxx-7.49 %
Return on Assets xxxxxxxxxxxxxxx-6.14 %
Return on Equity xxxxxxxxxxxxxxx-7.50 %
Return on Total Capital xxxxxxxxxxxxxxx-10.42 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-68.1 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx0 M
Total Debt xxxxxxxxxxxxxxx0 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx76 M
Price To Book Value xxxxxxxxxxxxxxx1.95

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx63.4 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx1 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx18 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

0.3

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Ord Minnett

27/07/2026

3

Hold

$0.38

49.02%

Ord Minnett assesses Lotus Resources' $95m capital raising provides a pathway to restart operations but does not eliminate significant funding and execution risks.

The broker cuts its target to 38c from $1.00, largely reflecting substantial shareholder dilution from the discounted rights issue and convertible notes.

Beyond funding, commentary notes successful production depends on reliable sulphuric acid supply, transport permits and achieving on-spec uranium output.

While operational milestones could lift the share price above the 22c raising price, Ord Minnett retains a Hold rating given the elevated risks.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -25.10 cents.
Ord Minnett forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -16.30 cents.

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

09/04/2026

1

Buy

$3.10

1115.69%

Canaccord Genuity maintains a Speculative Buy rating on Lotus Resources with a $3.10 price target following a fire in the drying and packaging area of the Kayelekera Uranium Mine.

The incident has resulted in a three-week suspension of processing, prompting the broker to lower near-term production forecasts and increase operating cost assumptions.

While commissioning of the new acid plant is deferred until production resumes, the facility is expected to eventually streamline logistics and eliminate costly sulphuric acid imports.

The broker continues to view steady-state production of approximately 200,000 lbs per month as achievable by the June quarter of 2026.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -27.40 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 5.10 cents.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

1
Uranium Week: Pricing And Shares Disconnect

Jul 21 2026 - Weekly Reports
2
Uranium Week: India Boosts U308 Demand

Jul 14 2026 - Weekly Reports
3
Treasure Chest: Paladin Energy

Jul 01 2026 - Treasure Chest
4
Uranium Week: Paladin’s Joy, Lotus In Pain

Jun 30 2026 - Weekly Reports
5
Uranium Week: Super Cycle Demand For Power

Jun 23 2026 - Weekly Reports

Latest Uranium News

1
Uranium Week: New Record, But Sentiment Rules

Jul 28 2026 - Weekly Reports
2
Uranium Week: Pricing And Shares Disconnect

Jul 21 2026 - Weekly Reports
3
Uranium Week: India Boosts U308 Demand

Jul 14 2026 - Weekly Reports
4
Uranium Week: Boss Energy’s Upside Surprise

Jul 07 2026 - Weekly Reports
5
Treasure Chest: Paladin Energy

Jul 01 2026 - Treasure Chest
6
Uranium Week: Paladin’s Joy, Lotus In Pain

Jun 30 2026 - Weekly Reports
7
Uranium Week: Super Cycle Demand For Power

Jun 23 2026 - Weekly Reports
8
Uranium Week: Bannerman’s Etango In Focus

Jun 16 2026 - Weekly Reports
9
Uranium Week: Spot Above US$100/lb Soon?

Jun 09 2026 - Weekly Reports
10
Uranium Week: U308 Spot Price Slips In May

Jun 02 2026 - Weekly Reports