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莲花资源有限公司.pdf

上传人: 芦苇 编号:1146494 2026-02-14 27页 5.64MB

1、BUILDING A GLOBAL URANIUM GROWTH STORYNovember 2025Corporate Presentation2LOTUSRESOURCES.COM.AU|LOT:ASX|LTSRF:OTCQX|FORWARD LOOKING STATEMENTForward-looking information is subject to known and unknown risks,uncertainties and other factors that may cause actual results to be materially different from

2、 those expressed or implied by such forward-looking information,including risks associated with investments in publicly listed companies such as Lotus Resources(Lotus or Company);risks associated with general economic conditions;the risk that further funding may be required but unavailable for the o

3、ngoing development of the Companys projects or future acquisitions;changes in government regulations,policies or legislation;unforeseen expenses;fluctuations in commodity prices;fluctuation in exchange rates;litigation risk;restrictions on the repatriation of funds by the Companys subsidiaries;the i

4、nherent risks and dangers of mining exploration and operations in general;risk of continued negative operating cashflow;the possibility thatrequired permits may not be obtained;environmental risks;uncertainty in the estimation of mineral resources and mineral reserves;general risks associated with t

5、he feasibility and development of the Companys projects;foreign investment risks in Malawi and in Botswana;changes in laws or regulations;future actions by government;breach of any of the contracts through which the Companyholds property or other rights;defects in or challenges to the Companys prope

6、rty interests;uninsured and uninsurable hazards;disruptions to the Companys supplies or service providers;reliance on key personnel and the retention of key employees.Forward-looking information is based on the reasonable assumptions,estimates,analysis and opinions of management and of the Board of

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1. **双项目战略**:Lotus Resources通过马拉维Kayelekera(85%股权)和博茨瓦纳Letlhakane(100%股权)项目,从开发商转型为生产商,拥有全球165Mlb U3O8矿产资源。 2. **Kayelekera重启进展**:Q3 2025实现首批生产,目标Q1 2026达稳产2.4Mlbs/年,初始重启资本支出5000万美元,稳态AISC预计45美元/磅。 3. **Letlhakane开发路径**:114Mlb U3O8资源,2026下半年完成预可行性研究(PFS),优化后目标产能3Mlbs/年,降低酸消耗70%。 4. **财务与市场**:现金储备9670万澳元,无债务;长期固定价格合同覆盖部分C1成本,剩余产量挂钩现货价格;当前估值较NAV折价43%(0.57x P/NAV)。 5. **行业趋势**:铀供应紧张,长期价格看涨;美国政策推动核电扩张,2030年后供需缺口扩大。
铀价会涨吗? 项目进展如何? 投资风险大吗?
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