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

$2.25

03 Mar
2026

0.010

OPEN

$2.36

0.45%

HIGH

$2.44

3,076,970

LOW

$2.16

TARGET
$3.533 57.0% upside
OTHER COMPANIES IN THE SAME SECTOR
1AE . AEE . AGE . AKN . ASN . BKY . BMN . BOE . BSN . C29 . CXO . CXU . DEV . DYL . EL8 . EL8 . ERA . HAR . I88 . KOB . LAM . MEU . NXG . ORP . PDN . PEN . SLX . TOE . WCN .
FNARENA'S MARKET CONSENSUS FORECASTS
LOT: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 7.4 - 10.6 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-7.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx115.2
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

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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Ord Minnett

09/02/2026

1

Speculative Buy

$3.90

73.33%

Management at Lotus Resources has announced an $81m equity raising at a -25% discount to the latest share price. Ord Minnett explains this dilutes recent share price gains and reflects delayed cash receipts from production ramp-up issues.

The broker attributes the funding need to acid shortages and a longer-than-expected wait for first sales, now forecast for September 2026 following initial shipments in June.

While Kayelekera’s restart faces typical start-up challenges, the slow monetisation heightens the risk of further capital raisings if setbacks persist, caution the analysts.

Ord Minnett retains a Speculative Buy rating and lowers its target to $3.90 from $4.20.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -19.00 cents.
Ord Minnett forecasts a full year FY27 dividend of 0.00 cents and EPS of 13.00 cents.

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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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

03/03/2026

1

Speculative Buy

$3.90

73.33%

Management at Lotus Resources is managing wet season disruptions at Kayelekera, with Canaccord Genuity noting recent plant testing achieved nameplate throughput and 85% recovery.

The company remains on track to reach a 200k/month production run-rate in the June quarter, with the broker also noting the balance sheet has been reinforced post a $76m capital raising.

Ore stockpiles total around 1.4Mt at 695ppm, including 156kt at 917ppm, highlight the analysts, while acid supply logistics have been stabilised ahead of acid plant completion in March.

The broker updates its model for a higher long-term uranium price of US$110/lb from US$90/lb, adjusts for the capital raising and assumes first sales revenue in 2H of 2026. There was pro-forma cash of $145m at December 31.

Canaccord retains a Speculative Buy rating and raises its target price to $3.90 from $3.60.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -21.60 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 15.20 cents.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

1
Australian Broker Call *Extra* Edition – Mar 03, 2026

Mar 03 2026 - Daily Market Reports
2
Uranium Week: Prices Reset Lower In February

Mar 03 2026 - Weekly Reports
3
Uranium Week: Volatility Kicks Up A Gear

Feb 10 2026 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Feb 09, 2026

Feb 09 2026 - Daily Market Reports
5
Uranium Week: Back Above US$100lb

Feb 03 2026 - Weekly Reports

Latest Uranium News

1
Paladin Poised For Another Big Breakout

Mar 03 2026 - Technicals
2
Uranium Week: Prices Reset Lower In February

Mar 03 2026 - Weekly Reports
3
Uranium Week: Burgeoning SuperCycle

Feb 24 2026 - Weekly Reports
4
Uranium Week: Yellow Cake Raises US$110m

Feb 17 2026 - Weekly Reports
5
Uranium Week: Volatility Kicks Up A Gear

Feb 10 2026 - Weekly Reports
6
Uranium Week: Back Above US$100lb

Feb 03 2026 - Weekly Reports
7
Uranium Week: No Shortage Of Bullish Sentiment

Jan 27 2026 - Weekly Reports
8
Uranium Week: 2026 Off To The Races

Jan 20 2026 - Weekly Reports
9
Uranium Week: Boss, Is The Honeymoon Over?

Dec 23 2025 - Weekly Reports
10
Uranium Week: Sprott Buying & ASX Upgrades

Dec 16 2025 - Weekly Reports