LOT Share Price Performance
AU$0
-1.73 (-100.00%)
Price AU$0
Fair ValueAU$1.15
Share Pricen/a
Narrative Update • Aug 07
Lotus Resources Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 58 Fair Values set on narratives written by author
LOT Community Narratives
AN
Fair Value
·Fair Value AU$1.15 78.3% undervalued intrinsic discount
Ramp Up Progress And Cost Improvements Will Support A Turning Point In Profitability
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value
·Fair Value AU$2.58 90.3% undervalued intrinsic discount
Grid Connection And Acid Plant Progress Will Transform This Uranium Producer’s Future Operations
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value
·Fair Value AU$0.15 67.3% overvalued intrinsic discount
Process Instability And Logistics Risks Will Challenge Uranium Ramp Up Yet Support Long Term Potential
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Process Instability And Logistics Risks Will Challenge Uranium Ramp Up Yet Support Long Term Potential
Lotus Resources is trying to restart its Kayelekera uranium mine, but shaky plant performance and messy “from-mine-to-customer” logistics could slow early shipments and cash coming in. The upside case leans on getting the processing circuit and supply chain running smoothly so production can ramp and costs can settle down over time.Read more
AN
AU$0.15
67.3% overvalued intrinsic discount
Fair Value
Profit Margin
23.7%
Future PE
0.69x
Price in 2029
AU$0.15
Ramp Up Progress And Cost Improvements Will Support A Turning Point In Profitability
Lotus Resources is trying to restart and scale up uranium production at its Kayelekera mine, and a smoother ramp-up could flip the business from losses to profits. But the story hinges on whether the plant runs reliably and costs fall as planned, or whether fuel, chemicals, and logistics problems keep eating into results.Read more
AN
AU$1.15
78.3% undervalued intrinsic discount
Fair Value
Profit Margin
21.05%
Future PE
6.02x
Price in 2029
AU$1.15
Grid Connection And Acid Plant Progress Will Transform This Uranium Producer’s Future Operations
Lotus Resources is trying to bring its Kayelekera uranium mine back to reliable production, with upgrades that could make output steadier and costs easier to control. The big question is whether new power and acid supply plans arrive on time and the ramp-up runs smoothly, or whether delays and costly logistics keep results volatile.Read more
AN
AU$2.58
90.3% undervalued intrinsic discount
Fair Value
Profit Margin
37.92%
Future PE
6.76x
Price in 2029
AU$2.57
Trending Discussion
No trending discussion available.
Recently Updated Narratives
AN
LOT: Rights Offering Will Likely Pressure Shares Given Depressed Earnings Multiple
Fair Value: AU$0.15 67.3% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
LOT: Rights Offering Will Support Future Margin Strength And Earnings Multiple
Fair Value: AU$1.15 78.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
LOT: Higher Discount Rate Will Support Long Term Earnings Quality
Fair Value: AU$2.58 90.3% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Lotus Resources Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.12
- -12,026.79%
- -16,406.67%
- 1.5%
About LOT
- Founded
- 2006
- Employees
- n/a
- CEO
- WebsiteView website
Lotus Resources Limited engages in the exploration and development of uranium projects in Africa. The company owns an 85% interest in the Kayelekera uranium project located in Malawi; and owns 100% interest in the Letlhakane uranium project situated in Botswana. The company was formerly known as Hylea Metals Limited and changed its name to Lotus Resources Limited in August 2019. Lotus Resources Limited was incorporated in 2006 and is headquartered in Perth, Australia.
