Lotus Res. (LOT) is held by 2 ASX ETFs. Over the last 3 months it fell 68.2%: on $10,000, −$6818. We explain 4 big moves in that time.
About LOT
- SectorMaterials
- IndustryMaterials
- Size$117.6m
- Held by2 ETFs
- Big moves4 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −26.1%30 Jul 2026· Capital Raise
Lotus Resources completed a deeply discounted A$60.1M underwritten capital raise following a Kayelekera production halt, causing massive dilution and a sharp selloff.
- +26.0%peak +40.0%28 Jul 2026· Short Interest
Lotus Resources rebounded sharply after returning from a trading suspension following a deeply discounted capital raise, triggering short-covering by heavily shorted investors as the stock found a floor after crashing 57% on resumption the prior day
- −62.1%peak −66.7%27 Jul 2026· Capital Raise
Lotus Resources crashed 57% on resumption of trading after completing a deeply discounted institutional entitlement offer capital raise, with new shares issued at a price far below the previous trading price.
- −33.3%20 Jul 2026· Operational
Lotus Resources deferred uranium deliveries due to acid plant damage at Kayelekera, delaying production ramp-up.
Held by 2 ETFs
Of every $10,000 in each fund, how much is in LOT today.
Why did LOT fall 33.3% on 20 Jul 2026?
Lotus Res.
Lotus Resources deferred uranium deliveries due to acid plant damage at Kayelekera, delaying production ramp-up.
The only news directly tied to the price move date (July 20) is the operational update regarding acid plant damage and delivery deferral, which would justify a significant drop. Other news items (capital raise, warrant issue) came after the move. The magnitude and ATR multiple suggest a major negative operational event.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
What it did to the 2 ETFs holding LOT
On $10,000 in each fund, at the weight it holds today