Lotus Resources Limited (ASX: LOT) - ETF Exposure

- Current share price for LOT : $0.185

Lotus Resources Limited (LOT, formerly Hylea Metals Limited) is an ASX-listed company and is held by a number of exchange traded funds (ETFs). It is an ASX listed uranium developer headquartered in Perth, WA, with scale and resources. Lotus holds an 85% interest in the Kayelekera Uranium Project in Malawi, and 100% of the Letlhakane Uranium Project in Botswana.

LOT General Information ⁺

ASX Code	LOT
Website	http://www.lotusresources.com.au
Industry/Sector	Coal & Consumable Fuels
Market Cap ($M)	101
LOT Share Price	$0.185
Day High	$0.188
Day Low	$0.180
Last Close	$0.185
LOT Share Price Movement	- ( No change )

Prices as at 16:40, 3 Nov 2026

⁺Security prices are delayed by at least 20 minutes and are indicative only.

Already own an Australian ETF? You may already have meaningful exposure to LOT

Lotus Resources Limited (LOT) is held across 10 ETFs spanning strategies that include coal & consumable fuels exposure . Its weighting in those funds means performance can have an outsized influence - when LOT moves, funds like URNM, ATOM, ISO, DACE and SSO that hold it can move with it.

For more concentrated exposure, ETFs such as URNM (BetaShares Global Uranium ETF) allocate about 0.4% to LOT , while the average exposure across all 10 ETFs that hold it is around 0.1% .

Top ETF holdings

BetaShares Global Uranium ETF (URNM) ~ 0.4%
Global X Uranium ETF (ATOM) ~ 0.1%
iShares S&P/ASX Small Ordinaries ETF Index Fund (ISO) ~ 0%
Dimensional Australian Core Equity (Managed Fund) (DACE) ~ 0%
State Street SPDR S&P/ASX Small Ordinaries ETF (SSO) ~ 0%

Last updated: ETF data and holdings as at 1 November 2026

Own LOT directly or through an ETF?

How does holding Lotus Resources Limited (LOT) shares directly compare to ETFs that include it?

	LOT Direct	URNM ASX	ATOM ASX	ISO ASX	DACE ASX	SSO ASX
Holdings	1 company	74 holdings	62 holdings	218 holdings	510 holdings	219 holdings
LOT Weight	100%	0.4%	0.1%	0%	0%	0%
Diversification	Single Stock	Broad	Broad	Broad	Broad	Broad
Annual Cost	Brokerage only	0.69% p.a.	0% p.a.	0.55% p.a.	0.28% p.a.	0.5% p.a.
Approx. Yield	0%	3.09%	11.29%	4.65%	3.18%	9.91%
Star Ratings	-

Yields and costs are approximate. ETF yields reflect the fund's dividend distributions, not LOT's direct yield. Annual cost uses each ETF's MER.

LOT Exposure on $10,000 investment

How a $10,000 investment in Lotus Resources Limited (LOT) one week ago compares with ETFs that hold it.

Security	Investment type	Current price	7-day price movement	Dollar change	Value today
Lotus Resources Limited (LOT)	Direct share	$0.185	-2.63%	-$263	$9,737
BetaShares Global Uranium ETF (URNM)	Equity - Global Sectors	$7.930	-2.10%	-$210	$9,790
Global X Uranium ETF (ATOM)	Equity - Global Sectors	$15.450	-4.51%	-$451	$9,549
iShares S&P/ASX Small Ordinaries ETF Index Fund (ISO)	Equity - Australia Small/Mid Cap	$4.700	0.86%	+$86	$10,086
Dimensional Australian Core Equity (Managed Fund) (DACE)	Equity - Australia Strategy	$18.540	-0.11%	-$11	$9,989
State Street SPDR S&P/ASX Small Ordinaries ETF (SSO)	Equity - Australia Small/Mid Cap	$13.540	0.30%	+$30	$10,030

Assumes $10,000 invested 7 days ago. Figures are based on price movement only and exclude distributions, fees and brokerage.

Lotus Resources Limited (LOT) ETFs

10 ETFs hold Lotus Resources Limited (LOT).

ETF	LOT Weight	MER	Yield
BetaShares Global Uranium ETF (URNM)	0.4%	0.69%	3.09%
Global X Uranium ETF (ATOM)	0.1%	0%	11.29%
iShares S&P/ASX Small Ordinaries ETF Index Fund (ISO)	0%	0.55%	4.65%
Dimensional Australian Core Equity (Managed Fund) (DACE)	0%	0.28%	3.18%
State Street SPDR S&P/ASX Small Ordinaries ETF (SSO)	0%	0.5%	9.91%
Vanguard Australian Shares Index ETF (VAS)	0%	0.07%	3.14%

View all 10 ETFs

Lotus Resources Limited (LOT) Upcoming Dividends & Yields

Distribution Type	Dividend	Franking	Ex-dividend date	Payment date	Current Price⁺	Price 7D Avg	Dividend Yield

See all dividends from Lotus Resources Limited (LOT) or use our Upcoming Dividends tool to search for dividends across all ASX-listed securities.

Lotus Resources Limited (LOT) price-sensitive announcements

LOT - Inaugural Uranium Concentrate Shipment Departs Kayelekera

Lotus Resources Limited announced a major milestone at its Kayelekera operation with the i

Lotus Resources Limited (LOT)
2 Nov 2026 | 8:48 AM

LOT - Quarterly Activities and Cash Flow Report - September 2026

Lotus Resources Limited’s September 2026 Quarterly Activities and Cash Flow Report outline

Lotus Resources Limited (LOT)
29 Oct 2026 | 8:47 AM

LOT - Kayelekera Set for First Export

Lotus Resources Limited announced that it has secured the final approval needed to transpo

Lotus Resources Limited (LOT)
26 Oct 2026 | 9:32 AM

LOT - Inventory Prepayment Facility and Export Permitting

Lotus Resources Limited announced that it has signed and executed key full-form documents

Lotus Resources Limited (LOT)
8 Oct 2026 | 9:59 AM

Lotus Resources Limited (LOT) Recent ASX Announcements

Company	Sector	Market Cap ($m)	Headline	Release date/time⁺	Price at release⁺	Current price⁺	Gain/Loss
Lotus Resources Limited (LOT) ORDINARY FULLY PAID	Energy	$101	Inaugural Uranium Concentrate Shipment Departs Kayelekera	2 Nov 2026 8:48AM	$0.185	$0.185	fallen by 0%
Lotus Resources Limited (LOT) ORDINARY FULLY PAID	Energy	$101	Quarterly Activities and Cash Flow Report - September 2026	29 Oct 2026 8:47AM	$0.210	$0.185	fallen by 11.90%
Lotus Resources Limited (LOT) ORDINARY FULLY PAID	Energy	$101	Kayelekera Set for First Export	26 Oct 2026 9:32AM	$0.165	$0.185	risen by 12.12%
Lotus Resources Limited (LOT) ORDINARY FULLY PAID	Energy	$101	Notice of 2026 Annual General Meeting/Proxy Form	21 Oct 2026 12:59PM	$0.168	$0.185	risen by 10.45%
Lotus Resources Limited (LOT) ORDINARY FULLY PAID	Energy	$101	Change in substantial holding	19 Oct 2026 7:31PM	$0.170	$0.185	risen by 8.82%
Lotus Resources Limited (LOT) ORDINARY FULLY PAID	Energy	$101	Change in substantial holding	14 Oct 2026 8:21AM	$0.160	$0.185	risen by 15.63%

LOT Financial Summary

Year to Jun	NPAT	EPS	EPS chg (%)	Yield (%)	Franking (%)
2028F	C2	-$0.40	-97.20%	0.00%	0.0%
2027F	C2	-$14.20	-37.70%	0.00%	0.0%
2026A	-$100.13	-$22.80	400.90%	0.00%	0.0%

LOT Peer Comparison

Company	Mkt Cap	EPS Growth (%)			P/E (%)			Dividend Yield (%)
Company	Mkt Cap	2026 A	2027 F	2028 F	2026 A	2027 F	2028 F	2026 A	2027 F	2028 F
Lotus Resources Limited (LOT)	$101M	4.0088	0.0000	0.0000	0.0000	0.0000	0.0000	0.00%	0.00%	0.00%
New Hope Corporation Limited (NHC)	$5,006M	-0.6440	2.0522	0.1651	36.0049	11.7963	10.1246	6.75%	6.01%	6.74%
Paladin Energy Ltd (PDN)	$3,406M	-1.1333	4.8101	1.3536	293.7984	50.5670	21.4853	0.00%	0.00%	0.00%
Whitehaven Coal Limited (WHC)	$6,335M	1.0448	1.3963	0.2269	24.8711	10.3791	8.4593	1.30%	2.89%	3.55%
Yancoal Australia Limited (YAL)	$8,015M	-0.6058	0.7862	-0.2059	15.9443	8.9265	11.2407	3.03%	0.00%	0.00%

LOT Market Comparison

	Earnings	P/E Ratio	P/B Ratio	P/E Growth
Company	0.00	0.00	0.55	0.00
Market	0.30	13.10	1.02	0.74
Sector	0.80	12.30	1.00	0.23

LOT Directors

Name	Position	Start Date
Mr Gregory John Bittar	Chief Executive Officer, Managing Director	12 Dec 2024
Mr Michael Phillip Bowen	Non-Executive Chairman, Non-Executive Director	22 Feb 2021
Ms Leanne Heywood	Non-Executive Director	3 Feb 2025
Mr Simon Hay	Non-Executive Director	3 Feb 2025

Lotus Resources Limited (LOT) Changes in Directors' Interest & Trades

Date of change	Director	Buy/Sell	Security Type	Qty	Trade Price	Value
20 Aug 2026	BOWEN, Michael	Issued	Indirect Shares	515,234	$0.220	$113,351.480
20 Aug 2026	HAY, Simon	Issued	Indirect Shares	42,674	$0.220	$9,388.280
20 Aug 2026	BITTAR, Gregory	Issued	Indirect Shares	93,495	$0.220	$20,568.900

See all changes in directors' interest & trades for Lotus Resources Limited (LOT) or use our Changes in directors' interest tool to search for changes & trades across all ASX-listed securities.

LOT Management

Name	Position
Melissa Roberts	Company Secretary
Fletcher Hancock	Company Secretary,General Counsel

LOT Substantial Shareholders

Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in Lotus Resources Limited (LOT). However, you won't necessarily see their names in the company’s annual report, as many trade under nominee names. These shareholders are obliged to provide ongoing substantial notices relating to any change of 1% or more.

Holding	Name
63,815,718 (11.67%)	Sprott Inc and each of its controlled bodies corporate
60,948,593 (11.14%)	State Street
29,841,562 (5.46%)	JPMorgan Chase & Co

LOT Calendar of Events

Date	Event
28 October 2027	Report (Quarterly)
27 September 2027	Report (Annual)
29 July 2027	Report (Quarterly)
29 April 2027	Report (Quarterly)
29 January 2027	Report (Quarterly)
20 November 2026	AGM

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