LOT Share Price Performance
AU$0
-2.01 (-100.00%)
Price AU$0
Fair ValueAU$1.74
Share Pricen/a
New Narrative • Jun 02
Lotus Resources Limited Stock Price
- 3 Narratives written by author
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LOT Community Narratives
AN
Fair Value
·Fair Value AU$1.74 70.0% undervalued intrinsic discount
Ramp Up Progress And Cost Improvements Will Support A Turning Point In Profitability
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AN
Fair Value
·Fair Value AU$0.7 25.7% undervalued intrinsic discount
Process Instability And Logistics Risks Will Challenge Uranium Ramp Up Yet Support Long Term Potential
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AN
Fair Value
·Fair Value AU$3.9 86.7% undervalued intrinsic discount
Grid Connection And Acid Plant Progress Will Transform This Uranium Producer’s Future Operations
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Process Instability And Logistics Risks Will Challenge Uranium Ramp Up Yet Support Long Term Potential
Lotus Resources is trying to bring the Kayelekera uranium mine back to steady production, but early hiccups in processing and old stockpiles could make output and profits lumpy for longer than hoped. The upside case leans on smoother operations, easier shipping to customers, and lower input costs, while the key watch-outs are costly materials and fragile logistics across multiple countries.Read more
AN
AU$0.7
25.7% undervalued intrinsic discount
Fair Value
Profit Margin
5.72%
Future PE
15.06x
Price in 2029
AU$0.86
Ramp Up Progress And Cost Improvements Will Support A Turning Point In Profitability
Lotus Resources is pushing to restart and ramp up its Kayelekera uranium mine, and the next phase depends on moving from old stockpiles to freshly mined ore while tightening up how the plant is run. Cost-cutting moves like an on-site acid plant, grid power, and better quality controls could help profits finally turn the corner—but only if ramp-up hiccups and logistics don’t drag on.Read more
AN
AU$1.74
70.0% undervalued intrinsic discount
Fair Value
Profit Margin
31.59%
Future PE
6.12x
Price in 2029
AU$2.13
Grid Connection And Acid Plant Progress Will Transform This Uranium Producer’s Future Operations
Catalysts About Lotus Resources Lotus Resources is working to restart and ramp up the Kayelekera uranium mine in Malawi and return it to steady-state production. What are the underlying business or industry changes driving this perspective?Read more
AN
AU$3.9
86.7% undervalued intrinsic discount
Fair Value
Profit Margin
40.2%
Future PE
5.9x
Price in 2029
AU$4.76
Trending Discussion
Recently Updated Narratives
AN
Process Instability And Logistics Risks Will Challenge Uranium Ramp Up Yet Support Long Term Potential
Fair Value: AU$0.7 25.7% undervalued intrinsic discount
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Ramp Up Progress And Cost Improvements Will Support A Turning Point In Profitability
Fair Value: AU$1.74 70.0% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
Grid Connection And Acid Plant Progress Will Transform This Uranium Producer’s Future Operations
Fair Value: AU$3.9 86.7% undervalued intrinsic discount
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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.
