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: -0.12
Index: ALL-ORDS

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

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.175

21 Oct
2026

0.005

OPEN

$0.17

2.94%

HIGH

$0.18

3,390,100

LOW

$0.17

TARGET
$0.25 42.9% upside
OTHER COMPANIES IN THE SAME SECTOR
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FNARENA'S MARKET CONSENSUS FORECASTS
LOT: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx - 22.8 - 6.9 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 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx-22.8
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx67.5
Net Operating Cash Flow xxxxxxxxxxxxxxx-114.9 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx-32.50 %
Return on Invested Capital xxxxxxxxxxxxxxx-31.94 %
Return on Assets xxxxxxxxxxxxxxx-27.13 %
Return on Equity xxxxxxxxxxxxxxx-32.50 %
Return on Total Capital xxxxxxxxxxxxxxx-39.06 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-181.5 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx2 M
Long Term Debt xxxxxxxxxxxxxxx9 M
Total Debt xxxxxxxxxxxxxxx11 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx30 M
Price To Book Value xxxxxxxxxxxxxxx0.65

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx68.9 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx5 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx94 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

0.0

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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

03/09/2026

0

Cessation of coverage

Macquarie is ceasing coverage of Lotus Resources amid a reallocation of resources and estimates, recommendations and targets should no longer be relied on.

FORECAST
Macquarie forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -0.70 cents.
Access Stockbroker Research History >
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

13/10/2026

1

Speculative Buy

$0.70

300.00%

Canaccord Genuity maintains a Speculative Buy rating for Lotus Resources with its target price decreased to $0.70 from $2.30 following an operational update highlighting restart progress alongside ongoing acid supply and power constraints.

Operations produced approximately 100k pounds of uranium over 31 days following a mid-August restart, equating to an annualised rate of 1.18m pounds.

The analyst notes regional sulphuric acid availability remains restricted, with the onsite acid plant operating at 50% to 60% of design capacity and nameplate rates not expected until early 2027.

The execution of a US$30m prepayment facility with Mercuria bolsters the balance sheet and reduces cash tied up in inventory through the working capital cycle.

Canaccord Genuity updates financial models to reflect a $60m equity raising, a $35m convertible note, and revised sales schedules, driving the significant valuation reduction.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

1
Uranium Week: Shares Down, Outlook Unchanged

Oct 13 2026 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Oct 13, 2026

Oct 13 2026 - Daily Market Reports
3
Uranium Week: U308 Price Bucks Rising Yields

Oct 06 2026 - Weekly Reports
4
Uranium Week: Deep Yellow’s Tumas Moment

Sep 29 2026 - Weekly Reports
5
Uranium Week: DevEx, Silex & Westinghouse IPO

Sep 22 2026 - Weekly Reports

Latest Uranium News

1
Uranium Week: Stocks Tickle 52-Week Lows

Oct 20 2026 - Weekly Reports
2
Uranium Week: Shares Down, Outlook Unchanged

Oct 13 2026 - Weekly Reports
3
Uranium Week: U308 Price Bucks Rising Yields

Oct 06 2026 - Weekly Reports
4
Uranium Week: Deep Yellow’s Tumas Moment

Sep 29 2026 - Weekly Reports
5
Uranium Week: DevEx, Silex & Westinghouse IPO

Sep 22 2026 - Weekly Reports
6
Uranium Week: Contracting Season Heats Up

Sep 15 2026 - Weekly Reports
7
Uranium Week: Nuclear Conference Momentum

Sep 08 2026 - Weekly Reports
8
Uranium Week: Can U308 Feed The AI Machine?

Sep 01 2026 - Weekly Reports
9
Uranium Week: Price Momentum, Results & BHP

Aug 25 2026 - Weekly Reports
10
Uranium Week: NexGen Speculation Heats Up

Aug 18 2026 - Weekly Reports