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: -0.02
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.835

04 May
2026

-0.065

OPEN

$0.89

-7.22%

HIGH

$0.89

8,586,917

LOW

$0.80

TARGET
$2.20 163.5% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
LOT: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 7.4 - 17.8 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

0.7

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

04/05/2026

3

Downgrade to Hold from Speculative Buy

$1.00

19.76%

Lotus Resources had what Ord Minnett describes as a "truly horrible March quarter" and two months after a $79m capital raising appears likely to be back for more in September. The company delivered just 80,000lb of uranium oxide output while burning $56m in cash.

Future earnings should justify a price of $2.75 a share but the broker points out it needs to get there first, and this will need funding of around $100m, perhaps some debt and more equity.

Ord Minnett considers the stock has been a "bad call" and expects equity concerns will constrain it until funding is resolved. Rating is downgraded to Hold from Speculative Buy and the target drops to $1.00 from $3.90.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -27.00 cents.
Ord Minnett forecasts a full year FY27 dividend of 0.00 cents and EPS of 3.90 cents.

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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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

08/04/2026

1

Buy

$3.10

271.26%

Canaccord Genuity maintains a Speculative Buy rating on Lotus Resources with a $3.10 price target following a fire in the drying and packaging area of the Kayelekera Uranium Mine.

The incident has resulted in a three-week suspension of processing, prompting the broker to lower near-term production forecasts and increase operating cost assumptions.

While commissioning of the new acid plant is deferred until production resumes, the facility is expected to eventually streamline logistics and eliminate costly sulphuric acid imports.

The broker continues to view steady-state production of approximately 200,000 lbs per month as achievable by the June quarter of 2026.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -27.40 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 5.10 cents.
Access Extra Coverage Research History >

LOT STOCK CHART

FNArena News on LOT

Latest Uranium News

1
Uranium Week: Mid-Term Price Pullback

Jun 07 2022 - Weekly Reports
2
Uranium Week: Follow The Leader

Jun 01 2022 - Weekly Reports
3
Uranium Week: Taking Advantage

May 24 2022 - Weekly Reports
4
Uranium Week: A Tale Of Two Markets

May 17 2022 - Weekly Reports
5
Uranium Week: Anxious Buyers

May 10 2022 - Weekly Reports
6
Uranium Week: Volatility And Uncertainty

May 03 2022 - Weekly Reports
7
Uranium Week: Speculation Implication

Apr 27 2022 - Weekly Reports
8
Uranium Week: Supply Deficit

Apr 20 2022 - Weekly Reports
9
Paladin Energy: Multi-Month Rally

Apr 19 2022 - Technicals
10
Uranium Week: Not Waiting For Sanctions

Apr 12 2022 - Weekly Reports