Lotus Resources Set to Get More Investor Attention -- Market Talk

Dow Jones

09/30

0032 GMT - Investors should pay more attention to Lotus Resources as commercial production at the Kayelekera uranium mine in Malawi nears, Ord Minnett says. The recent rally by the spot uranium price bolsters this view. Lotus is Ord Minnett's top pick among Australian uranium miners and developers. "Of the peers, the Boss Energy investment case is unclear until it completes a new study by the end of the year, while Paladin Energy has rallied strongly and its multiples now look stretched," analyst Matthew Hope says. "Lotus has remained largely overlooked but is now entering production on a derisked mine with past production." Initial production should be high cost at about US$50-60/lb in 2026, but this should fall as Lotus's acid plant starts up and grid power is connected, Ord Minnett says. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

September 29, 2025 20:32 ET (00:32 GMT)

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The recent rally by the spot uranium price bolsters this view. <a href=\"https://laohu8.com/S/LOT\">Lotus</a> is Ord Minnett's top pick among Australian uranium miners and developers. \"Of the peers, the <a href=\"https://laohu8.com/S/BOE.AU\">Boss Energy</a> investment case is unclear until it completes a new study by the end of the year, while <a href=\"https://laohu8.com/S/PDN.AU\">Paladin Energy</a> has rallied strongly and its multiples now look stretched,\" analyst Matthew Hope says. \"Lotus has remained largely overlooked but is now entering production on a derisked mine with past production.\" Initial production should be high cost at about US$50-60/lb in 2026, but this should fall as Lotus's acid plant starts up and grid power is connected, Ord Minnett says. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 29, 2025 20:32 ET (00:32 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lotus Resources Set to Get More Investor Attention -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLotus Resources Set to Get More Investor Attention -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-09-30 08:32</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0032 GMT - Investors should pay more attention to <a href=\"https://laohu8.com/S/LOT.AU\">Lotus Resources</a> as commercial production at the Kayelekera uranium mine in Malawi nears, Ord Minnett says. The recent rally by the spot uranium price bolsters this view. <a href=\"https://laohu8.com/S/LOT\">Lotus</a> is Ord Minnett's top pick among Australian uranium miners and developers. \"Of the peers, the <a href=\"https://laohu8.com/S/BOE.AU\">Boss Energy</a> investment case is unclear until it completes a new study by the end of the year, while <a href=\"https://laohu8.com/S/PDN.AU\">Paladin Energy</a> has rallied strongly and its multiples now look stretched,\" analyst Matthew Hope says. \"Lotus has remained largely overlooked but is now entering production on a derisked mine with past production.\" Initial production should be high cost at about US$50-60/lb in 2026, but this should fall as Lotus's acid plant starts up and grid power is connected, Ord Minnett says. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 29, 2025 20:32 ET (00:32 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PDN.AU","symbol_name":"PALADIN ENERGY LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2571367879","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2571367879","pubTimestamp":1759192320,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0032 GMT - Investors should pay more attention to Lotus Resources as commercial production at the Kayelekera uranium mine in Malawi nears, Ord Minnett says. The recent rally by the spot uranium price bolsters this view. Lotus is Ord Minnett's top pick among Australian uranium miners and developers. \"Of the peers, the Boss Energy investment case is unclear until it completes a new study by the end of the year, while Paladin Energy has rallied strongly and its multiples now look stretched,\" analyst Matthew Hope says. \"Lotus has remained largely overlooked but is now entering production on a derisked mine with past production.\" Initial production should be high cost at about US$50-60/lb in 2026, but this should fall as Lotus's acid plant starts up and grid power is connected, Ord Minnett says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PDN.AU":"PALADIN ENERGY LTD","LOT.AU":"Lotus Resources","BOE.AU":"BOSS ENERGY LTD","BK7095":"多种金属与采矿","BK7083":"煤与消费用燃料","BK7509":"中概股"},"translate_title":"莲花资源将受到更多投资者关注——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BOE.AU":0.9,"LOT.AU":0.9,"PDN.AU":0.9},"content_text":"0032 GMT - Investors should pay more attention to Lotus Resources as commercial production at the Kayelekera uranium mine in Malawi nears, Ord Minnett says. The recent rally by the spot uranium price bolsters this view. Lotus is Ord Minnett's top pick among Australian uranium miners and developers. \"Of the peers, the Boss Energy investment case is unclear until it completes a new study by the end of the year, while Paladin Energy has rallied strongly and its multiples now look stretched,\" analyst Matthew Hope says. \"Lotus has remained largely overlooked but is now entering production on a derisked mine with past production.\" Initial production should be high cost at about US$50-60/lb in 2026, but this should fall as Lotus's acid plant starts up and grid power is connected, Ord Minnett says. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 29, 2025 20:32 ET (00:32 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}