Apr. 29 at 9:43 PM
Lotus Resources (LOT on ASX,
$LTSRF on US stock exchange)
Significantly undervalued
Fully financed uranium prod restart (Q3 2025)
+ Additional bank facilities as back up working capital
40% of 2026-2029 production contracted at LT price = securing cash inflow with certain margin starting in 2026
60% of future uranium production available for other sales, meaning:
- Lotus Resources is not overcontracted like some other uranium producers producing less than their commitments towards clients
- Lotus Resource can lend uranium to other producers earning rent, while waiting for higher price to sell into
$URA $URNM $DYLLF $CCJ