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Lotus Resources
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 summary4 Feb, 2026
Equity raising and financial flexibility
Raising approximately A$76M through a non-underwritten institutional placement and up to A$5M via a share purchase plan to enhance financial flexibility during ramp-up at Kayelekera.
Pro-forma unaudited cash post-raise is A$145M, supporting project execution, working capital, and contingency liquidity.
Offer price set at A$2.15 per share, a 25.3% discount to the last closing price, with new shares representing ~15% of issued capital.
Funds will support acid plant and grid connection projects, working capital, TSF lift, and Letlhakane development.
Additional liquidity options include inventory pre-payment facilities under negotiation.
Kayelekera project ramp-up and milestones
Targeting steady state production of ~200klb/month (~2.4Mlbpa) and first shipment in Q2 CY2026, with first cash receipts in Q3 CY2026.
First drummed uranium produced in Q3 CY2025, within the US$50M restart budget.
Acid plant commissioning expected by end of Q1 CY2026; grid connection completion targeted by end of CY2026.
Owner-operator mining implemented, with over 700 full-time employees and strong safety record.
Product qualification with converters ongoing, with final acceptance anticipated in February 2026.
Offtake strategy and market positioning
Strong contract book with high-quality counterparties secures attractive margins; ~80% of LOM production remains uncontracted for market upside.
Four binding offtake agreements for 3.5Mlbs with fixed, base-escalated pricing; initial forward contracts for 0.25Mlbs across 2026/27.
Ability to swap between converters provides delivery flexibility across contracts.
Patient, flexible offtake strategy maintains optionality for medium to long-term market exposure.
Product qualification delay impact
How does uncontracted LOM production create value?
Sulphuric acid cost mitigation strategy
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Next Lotus Resources earnings date
H1 202625 Feb, 2026
Lotus Resources
Next Lotus Resources earnings date
H1 202625 Feb, 2026
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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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