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Lotus Resources
Lotus Resources (LOT) investor relations material
Lotus Resources Q4 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 TU earnings summary30 Jul, 2026
Executive summary
Achieved strong safety performance with no Lost Time Injuries and TRIFR improving to 3.97; Kayelekera reached 2,282 consecutive LTI-free days.
Mining and processing performance improved, with May delivering the highest output since restart; 155.9klb U3O8 produced in the quarter, nearly double the previous quarter.
Production was paused on June 10 due to sulphuric acid supply issues and acid plant commissioning delays.
Strategic funding package announced post-quarter: A$60.1M entitlement offer, A$35M convertible notes, and US$30M prepayment facility.
Financial highlights
Operating cost at Kayelekera for the quarter was A$24.6M, down from A$36.2M in the previous quarter.
Cash balance at 30 June 2026 was A$30.2M (unaudited), down from A$85.0M at 31 March 2026.
Net cash outflows from operating activities were A$26.0M; investing outflows were A$20.3M, mainly for Kayelekera capital projects.
Payments to directors totaled A$267k for the quarter.
Outlook and guidance
Operations expected to resume in coming weeks after acid plant remediation and sulphuric acid supply restoration.
First uranium shipment from Walvis Bay anticipated from September 2026, with converter credit expected October/November 2026.
Updated Mineral Resource Estimate for Letlhakane expected in H2 CY2026.
Fundraising package expected to provide sufficient liquidity for ongoing operations and ramp-up.
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Latest events from Lotus Resources
- Operational reset and funding secure Kayelekera's path to steady uranium production and growth.LOT
Investor presentation - Ramp-up advances with strong safety and cash, targeting first uranium shipment and steady-state soon.LOTQ3 2026 TU
- First uranium production achieved at Kayelekera, with strong financing and future cash flow outlook.LOTH2 2025
- Net assets surged to $127.4M after Letlhakane acquisition and $30M capital raise, despite a $24.5M loss.LOTH2 2024
- First yellowcake produced at Kayelekera, ramp-up funded by strong capital raises and financing.LOTH1 2026
- Kayelekera achieved first uranium production in 2025, targeting 2.4Mlbpa steady-state in 2026.LOTInvestor presentation
- A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand.LOTInvestor presentation
- Kayelekera ramps up uranium output as Letlhakane advances, leveraging strong market demand.LOT2025 Precious Metals Summit - Zurich
- First yellowcake produced at Kayelekera; ramp-up, contracts, and cost controls on track.LOTInvestor Update
Next Lotus Resources earnings date
H2 202622 Sep, 2026
Lotus Resources
Next Lotus Resources earnings date
H2 202622 Sep, 2026
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