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
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.195

24 Mar
2025

-0.005

OPEN

$0.20

-2.50%

HIGH

$0.20

8,218,657

LOW

$0.19

TARGET
$0.45 130.8% 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 - 0.7 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 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

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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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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Macquarie

10/03/2025

1

Outperform

$0.38

94.87%

Lotus Resources' board transition is almost finished, Macquarie observes, with the shift to a production company from what the analyst describes as an "entrepreneurial mindset."

The company has also re-confirmed first uranium production in 3Q 2025, with the project fully funded. Lotus had $132m in cash at December end.

Macquarie tweaks EPS forecasts by -0.3c for 1H25 results and lifts FY26 by 2% on slight cost reductions.

Outperform rating and 38c target remain.

FORECAST
Macquarie forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -0.70 cents.
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of 1.40 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

Petra Capital

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Canaccord Genuity

18/03/2025

1

Speculative Buy

$0.34

74.36%

Lotus Resources signed another offtake agreement for the Kayelekera restart project in Malawi with a large North American power utility for 0.6Mlbs covering the period 2026-29.

The company reiterated the Q32025 timeline for the first production and 2026 for first sales.

Canaccord Genuity notes the price is fixed based on published long-term prices (currently US$80/lb) and offers limited upside potential, given its own long-term price forecast is US$90/lb.

However, the cash margin would still be healthy given the production cost of US$44.8/lb. Target price of 34c and Speculative Buy rating remains.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -0.50 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.50 cents.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

1
Australian Broker Call *Extra* Edition – Mar 18, 2025

Mar 18 2025 - Daily Market Reports
2
Uranium Week: Tariff Paralysis

Mar 18 2025 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Mar 17, 2025

Mar 17 2025 - Daily Market Reports
4
Uranium Week: Capitulation Near The Bottom?

Mar 11 2025 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Mar 10, 2025

Mar 10 2025 - Daily Market Reports

Latest Uranium News

1
Uranium Week: Small Positives

Mar 25 2025 - Weekly Reports
2
Uranium Week: Tariff Paralysis

Mar 18 2025 - Weekly Reports
3
Uranium Week: Capitulation Near The Bottom?

Mar 11 2025 - Weekly Reports
4
Uranium Week: Let’s Wait & See What Happens

Mar 04 2025 - Weekly Reports
5
Uranium Week: Russia Come-Back Uncertainty

Feb 25 2025 - Weekly Reports
6
Uranium Week: Confusing Spot Weakness

Feb 18 2025 - Weekly Reports
7
Uranium Week: Sharpen Your Bullish Horns

Feb 11 2025 - Weekly Reports
8
Uranium Week: Tariffs & DeepSeek Worries

Feb 04 2025 - Weekly Reports
9
Uranium Week: Trump Weighs On Sentiment

Jan 28 2025 - Weekly Reports
10
Uranium Week: Trump Tariff Concerns

Jan 21 2025 - Weekly Reports