Lotus Resources
@Lotus_Resources • 2,636 subscribers
A leading Africa-focused #uranium player with significant scale and resources. ASX: $LOT, OTCQX: $LTSRF
Videos
"When you just look at the nuts and bolts of how many reactors are in the world, how many new reactors are coming online, how many are closing... and then, is there enough economically viable #uranium to feed those beasts? The answer is no." Sachem Cove CIO and uranium guru Mike Alkin Mike Alkin is interviewed on the LEVRD podcast by LEVRD Matty, discussing uranium supply and demand, global reactor rollout, views on nuclear fuel buyers and SPUT, plus more. Full interview ➡️
Lotus Resources10,267 görüntüleme • 5 ay önce
Today we announced first U3O8 production from our 85%-owned Kayelekera #Uranium Mine in Malawi. This major milestone is a key final step in Kayelekera’s successful processing plant commissioning, with production planned to ramp up to 2.4M lbs of U3O8 per annum in Q1 of 2026. Hear Lotus' $LOT Managing Director Greg Bittar discuss in the investor webinar held earlier today – watch it here:
Lotus Resources13,848 görüntüleme • 11 ay önce
'Math is math': The #uranium price has to go much higher to meet demand, experts say 📈📺 In a recent VRIC panel hosted by Jesse Day, Sachem Cove Co-founder and CIO Mike Alkin Mike Alkin and editor and founder of Uranium Insider Justin Huhn discuss recent price action in the sector and crunch the numbers on uranium – their conclusion is that higher prices are inevitable, with supply deficits having not yet been priced into the market and demand continuing to ramp up. Watch:
Lotus Resources10,313 görüntüleme • 1 yıl önce
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