LOTUS RESOURCES LIMITED (LOT)
Share Price Analysis and Chart

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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

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.245

14 Oct
2025

0.025

OPEN

$0.23

11.36%

HIGH

$0.25

41,488,111

LOW

$0.23

TARGET
$0.295 20.4% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
LOT: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 0.6 - 0.7 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 © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-0.6
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx10.0
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

0.8

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

03/09/2025

1

Speculative Buy

$0.35

42.86%

Lotus Resources has achieved its first production at Kayelekera in Malawi, with three samples being sent to three converters for qualification before production dispatches towards the end of 2025.

Bell Potter highlights the producer is aiming for 200klbs per month in 1Q26 at a 2.4mlb run rate.

Around 65% of 2026-2029 production is at fixed price contracts, and management is not seeking any more. First shipment is aimed for the end of 2026, with steady state at 4-6 containers per month.

The acid plant is due to be commissioned early 2026, to be followed by power grid connection by end 2026.

Bell Potter retains a Buy (Speculative) rating and 35c target.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -1.30 cents.

Shaw and Partners

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx 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

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

10/09/2025

1

Buy

$0.27

10.20%

Lotus Resources has produced its first yellowcake at Kayelekera, the first output since the mine was placed into care and maintenance by Paladin Energy ((PDN)) in 2014, highlights Petra Capital.

Initial production is from stockpiles, with the company targeting 200,000lbs per month, or 2.4mlbs annually, at steady state by March quarter 2026. This production outlook compares to Paladin’s earlier definitive feasibility study assumption of 3.3mlbs, notes the analyst.

While restarting production is an achievement, the broker cautions achieving consistent operations will be more challenging. Lotus is expected to air freight small sample volumes to converters for requalification, with the first shipment anticipated before year end.

Petra Capital expects cash inflows from sales only by June quarter 2026 due to freight, acceptance and payment timelines.

Existing fixed-price offtake contracts extend to 2029, and the company is not pursuing further fixed-price agreements while long-term prices remain elevated.

Petra Capital lowers its target price to 27c from 30c and retains a Buy rating.

FORECAST
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of 1.30 cents.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

1
Australian Broker Call *Extra* Edition – Oct 08, 2025

Oct 08 2025 - Daily Market Reports
2
Uranium Week: September Spot Price Rips

Oct 07 2025 - Weekly Reports
3
Uranium Week: Buyers Strike Pre Major Deals

Sep 16 2025 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Sep 10, 2025

Sep 10 2025 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – Sep 09, 2025

Sep 09 2025 - Daily Market Reports

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