Boss Energy Ltd

BOE.ASX

Energy

Boss Energy Limited is a multi-asset energy company primarily focused on the development of its 100%-owned Honeymoon Uranium Project, South Australia. Boss Energy also has an interest in the Alta Mesa Uranium Project in Texas, USA.

Market Data

Price

$1.285

+0.0%
Market Cap

$527.3M

P/E Ratio

-100000.0x

EPS

$-0.079

Div. Yield

0.00%

52-Week Change

-0.6%

Latest Earnings

December 2025 Half-year Financial Results Summary

26 February 2026

Revenue
$81.80
+71.0% YoY
NPAT
-$7.90
-17.0% YoY

Boss Energy reported a 71% revenue increase to $81.8M for H1 FY2026, driven by higher uranium production (842k lbs vs 227k lbs) and sales volumes (750k lbs vs 400k lbs). Despite a net loss of $7.9M due to accounting treatment of inventory, the company generated strong positive operating cash flow of $36.2M and maintains a robust balance sheet with $208M in cash and liquid assets. Production costs improved significantly with C1 cost guidance reduced from $41-45/lb to $36-40/lb. Key points: Strong production ramp-up with 842k lbs produced vs 227k lbs in prior period (271% increase); Positive operating cash flow of $36.2M (107% increase) despite net loss; C1 production cost guidance improved from $41-45/lb to $36-40/lb due to operational efficiencies

Recent Announcements

29 Apr 2026 Sph Neutral

Becoming a substantial holder

The Bank of New York Mellon Corporation (BNY) became a substantial holder.

23 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

UBS Group AG ceased to be a substantial holder.

21 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

The Bank of New York Mellon Corporation (BNY) ceased to be a substantial holder.

20 Apr 2026 Sph Neutral

Becoming a substantial holder

UBS Group AG became a substantial holder (5.01%).

10 Apr 2026 Sph Neutral

Becoming a substantial holder

The Bank of New York Mellon Corporation (BNY) became a substantial holder.

23 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

The Bank of New York Mellon Corporation (BNYMC) ceased to be a substantial holder.

16 Mar 2026 Sph Neutral

Becoming a substantial holder

The Bank of New York Mellon Corporation (BNYMC) became a substantial holder.

5 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

The Bank of New York Mellon Corporation (BNYMC) ceased to be a substantial holder.

5 Mar 2026 Guidance Neutral

Rain impacts Honeymoon production, FY26 Guidance maintained

Boss Energy Limited reports that heavy rain has disrupted production at its Honeymoon Uranium Operation in South Australia, reducing expected Q3 FY26 drummed uranium production to 240k-270k lbs (from prior guidance of higher levels), but the company maintains its full-year FY26 production guidance of 1.6M lbs U3O8 drummed, expecting recovery by mid-March and a record quarter in Q4 FY26 after completing planned infrastructure upgrades.

26 Feb 2026 Actual Results Positive

December 2025 Half-year Financial Results Summary

Boss Energy reported a 71% revenue increase to $81.8M for H1 FY2026, driven by higher uranium production (842k lbs vs 227k lbs) and sales volumes (750k lbs vs 400k lbs). Despite a net loss of $7.9M due to accounting treatment of inventory, the company generated strong positive operating cash flow of $36.2M and maintains a robust balance sheet with $208M in cash and liquid assets. Production costs improved significantly with C1 cost guidance reduced from $41-45/lb to $36-40/lb. Key points: Strong production ramp-up with 842k lbs produced vs 227k lbs in prior period (271% increase); Positive operating cash flow of $36.2M (107% increase) despite net loss; C1 production cost guidance improved from $41-45/lb to $36-40/lb due to operational efficiencies

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