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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Lotus Resources (LOT) investor relations material
Lotus Resources Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary13 Oct, 2025
Strategic project portfolio and production milestones
Two key uranium projects: Kayelekera (Malawi, 85% owned) and Letlhakane (Botswana, 100% owned), targeting significant cashflow, scale, and mine life extension opportunities.
Kayelekera achieved first production in Q3 2025, with ramp-up to steady-state 2.4Mlbs U3O8 per annum targeted for Q1 2026; robust 10-year mine life and production upside from exploration.
Letlhakane holds a 114Mlb U3O8 resource, with optimisation studies underway and a PFS targeted for 2H 2026.
Recent A$65M equity raise strengthens liquidity, supporting offtake strategy, inventory, and capital optimisation.
Market capitalisation at A$597M (US$388M) with no debt and inclusion in the ASX300 index.
Offtake, marketing, and uranium market dynamics
Four binding offtake agreements for 3.5–3.8Mlbs uranium sales (2026–2029) at fixed, escalated prices, covering a significant portion of C1 costs.
Strategy now focuses on market-linked contracts to capture upside, with ~40% uncontracted in the first four years and 100% uncontracted after 2029.
Uranium term prices have risen to US$84/lb, with market fundamentals indicating a tightening supply and strong long-term demand growth.
Global nuclear buildout is accelerating, with major expansions in China, India, and the US, and a growing supply gap post-2030.
Utilities’ contract coverage rates drop sharply after 2026, increasing leverage for new suppliers.
Operational execution and infrastructure
Kayelekera restart delivered on time and budget (US$50M capex), with plant refurbishment, owner-operator mining, and TSF expansion underway.
Acid plant rebuild (250t/day) to be commissioned in Q1 2026; grid connection project (US$21M) to reduce costs and emissions, completion targeted for Q4 2026.
Logistics optimised for export via Dar-es-Salaam port, with contracts in place for conversion at major facilities in France, US, and Canada.
Mining method is simple open pit with low strip ratio (1.8:1), 96% of production from Ore Reserves, and a 10-year LOM.
Owner-operator mining reduces costs and enhances control, with synergies in TSF construction and road maintenance.
Offtake strategy for uncontracted volume?
Detail cost savings from grid/acid plant.
What is the growth pathway beyond Kayelekera?
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Next Lotus Resources earnings date
H1 202625 Feb, 2026
Next Lotus Resources earnings date
H1 202625 Feb, 2026
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Eferix Drawings Google Play
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Frequently asked questions
Lotus Resources Limited is an Australian mineral exploration and development company focused on the uranium sector. The company’s primary asset is the Kayelekera Uranium Project located in Malawi, which has a history of uranium production. The company is headquartered in Perth, Western Australia, and its shares are listed on the ASX.
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