Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 330.5× sales vs its 1536.4× historical median P/S.
Fair value ≈ $2.21 · price $0.47 today
Undervalued · 78% below
Loading valuation…
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$LTSRF is a well-positioned emerging uranium producer with a clear strategy for growth. The restart of the Kayelekera mine, coupled with the long-term potential of Letlhakane and a bullish outlook for the uranium market, presents significant possibilities for the stakeholders.
Imo the share price of following companies in the uranium sector will go up significantly in coming days and couple of weeks:
Forsys Metals (FSY on TSX)
Mega Uranium (MGA on TSX)
Premier American Uranium (PUR on TSX)
Anfield Energy (AEC on TSX)
IsoEnergy (ISO on TSX)
F3 Uranium (FUU on TSX)
Lotus Resources (LOT on ASX)
…
$ISENF $LTSRF $ANLDF $FUUFF $MGA.TSX
Bullish bonus
Global X Uranium etf (URA) will be rebalanced between now and July 31th 2025
12 months ago Lotus Resources (LOT on ASX) was a developer, now LOT will be a producer again (coming weeks)
As of July 15 2025 URA etf:
- has 0.22% in cash and they already announced they would sell their Peninsula Energy (PEN) position entirely => more cash to be invested in other holdings of URA etf
- sell a bit of their nuclear company holdings, bc their percentage in the entire URA etf became too big, and use the cash to invest in lagging small caps and some others (Lotus Resources)
On July 31th, 2024 (11.5 month ago) after the rebalancing back then, LOT (developer) represented 0.428% of the entire URA etf
As of July 15 2025, LOT, a producer again now, only represents 0.28% of the entire URA etf
Producers tend to become bigger positions in uranium sector ETFs
(1/2)
$URA $URNM $LTSRF $NXE $BHP
Breaking news: Kayelekera mill has been restarted 🥳
Testing of the mill with mineralised waste has started
Next: feeding the mill with ore
=> uranium production start in Q3 2025 => Positive CF coming
Lotus resources (LOT on ASX) is fully funded for this production restart
Beautifull short squeeze in the making
$LTSRF $URA $URNM $URNJ $BHP
Lotus Resources (LOT on ASX) $LTSRF
Very soon positive news flow will start: hot commissioning (“July”) followed by announcement of 1st uranium produced,followed by lbs stockpiling for deliveries starting in2026
And LOT has lot of flexibility, bc fully funded & only 40% contracted
Shorters are ☠️
Why flexibility?
Gradual ramp up LOT production to 2.4Mlb/y uranium starting earlyQ3 2025
3.8Mlb contracted for2026-2029 delivery of ~9.6Mlb produced in2026-2029=> ~950klb/y contracted
Ramp up going well =>Example: 50klb better in2025 => 50klb can be:
- sold at spot
- lent out
1.5h to go on ASX today and only 1.57M LOT shares traded
At that rate shorters will need 188M/6M =31 trading days to close the short position without others buying LOT shares
188.83M/12.18M =15.5 trading days to close the short position without others buying LOT
$URA $URNM $URNJ $CCJ
This is huge and a complete surprise!
Sprott Physical Uranium Trust (SPUT) is now upsizing the bought deal from 100M to 200M USD to buy uranium in spotmarket
And now SPUT already traded over 1,500,000 shares above NAV => a lot more cash added today to buy even more uranium in spotmarket.
Fyi. Uranium spotprice just jumped to 76 USD/lb today from 69.5 yesterday
$URNJ $SRUUF $LTSRF $UEC $FSY.TSX
