Boss Energy Limited · ASX:BOE
Boss Energy — Diggers & Dealers Mining Forum 2026
18 slides from Boss Energy's conference presentation, Aug 4, 2026
Slide 1: Boss Energy Presentation to the Diggers and Dealers Mining Forum 2026
ASX Release 4 August 2026 Boss Energy Presentation to the Diggers and Dealers Mining Forum 2026 Boss Energy Limited (ASX: BOE; OTCQX: BQSSF) is pleased to provide a copy of the presentation to be delivered by Managing Director and CEO Mr Matthew Dusci, at the Diggers and Dealers Mining Forum 2026 in
Slide 2: A global multi-mine Uranium producer
A global multi-mine Uranium producer For personal use only Diggers & Dealers Mining Forum 4 August 2026 ASX: BOE | OTCQX: BQSSF bossenergy.com
Slide 3: Australia's only ASX-listed uranium producer with domestic production
Australia’s only ASX-listed uranium producer with domestic production Uniquely positioned to drive shareholder value For personal use only Australia’s only ASX-listed uranium company producing domestically Developed unique uranium operational expertise including in ISR mining Strong balance sheet of
Slide 4: Multi decade production and growth pipeline
Multi decade production and growth pipeline Our global portfolio For personal use only Honeymoon Operation (100%) Alta Mesa JV Operation (30%) Goulds Dam & Jasons Deposit Laramide Resources Production (South Australia) Production (USA, South Texas) Study + Permitting (South Australia) 19.9% Sharehol
Slide 5: Developing capability, ramping up production, unlocking value
Developing capability, ramping up production, unlocking value Boss Energy Today… For personal use only Developing Best-in-Class ISR Capability Continuing Production Ramp Up Developing unique expertise and deep Entering 3rd year of production, applying technical capability in ISR learnings across wel
Slide 6: Nuclear Embedded in the Energy Transition
One of the most reliable, cleanest, safest and most efficient sources of energy Nuclear Embedded in the Energy Transition Uranium the most energy-dense The cleanest, with very low White House nuclear US govt, Cameco and lifecycle emissions executive orders package, Brookfield announce fuel source 75
Slide 7: The Uranium Market - Demand
Demand confidence given reactors in operation, under construction and policy settings The Uranium Market - Demand For personal use only Governments embedding nuclear in their long-term energy 438 79 strategy Reactors Reactors under currently in construction Supportive policy environment facilitates
Slide 8: The Uranium Market – Supply is Structurally Constrained
An emerging supply deficit is driving increased contracting and driving the price up The Uranium Market – Supply is Structurally Constrained Pipeline Vulnerability: ~150Mlbs of unproven For personal use only An annual deficit of 217Mlbs to 325Mlbs is emerging production required by 2040 to meet dema
Slide 9: Honeymoon Operation
Honeymoon Operation For personal use only One of only three producing uranium mines in Australia One of only two ISR mines in Australia Successful restart of Honeymoon Operation with first production April 2024 The majority of the capital is in place with 5 NIMCIX columns operational
Slide 10: Honeymoon ISR Mining
For personal use only Honeymoon ISR Mining
Slide 11: A proven, cost-effective extraction process used across our portfolio
A proven, cost-effective extraction process used across our portfolio Low Impact from In-Situ Recovery (ISR) Mining For personal use only 58% of global uranium output comes from ISR mining How ISR works Inject 1 Lixiviant is injected to dissolve uranium underground Recover 2 Uranium-rich solution is
Slide 12: Investment in infrastructure supports production growth
Investment in infrastructure supports production growth Honeymoon provides platform for growth Production - U3O8 Drummed (klbs) For personal use only Demonstrated operating capability Honeymoon restarted and revised FY26 production +61% achieved, with six wellfields (B1–B6) producing in line with e
Slide 13: Production data strengthens confidence in wide-spaced wellfields
Production data strengthens confidence in wide-spaced wellfields Completing New Feasibility Study For personal use only Honeymoon Deposit Characteristics Unique characteristics and extensive lower-grade mineralisation support wide-spaced wellfield design Significant change to Cost Structure Reductio
Slide 14: Adjacent deposits provide a future growth pathway
Adjacent deposits provide a future growth pathway Gould’s Dam and Jasons Deposit extend opportunity beyond Honeymoon Resource Ore Grade Metal For personal use only Category1 Mt Ppm U₃O₈ Mlbs U3O8 Total combined Mineral Resource Estimate of GOULD’S DAM Indicated 7.5 465 7.7 45Mlbs Inferred Total 31.2
Slide 15: Well funded to support organic growth
Well funded to support organic growth Financial Strength Operational economics (A$/lbs)1,2 For personal use only Current spot price A$121 Realised price (Q4 FY26) A$107 $207M1 1,581K lbs1 Inventory on hand AISC (Q4) A$70 Cash and liquid assets Inventory valuation (A$M)1,2 Market value A$192M Nil1 $5
Slide 16: Positioned to deliver shareholder value
Established production, financial strength and capital-efficient growth opportunities Positioned to deliver shareholder value For personal use only Producing Uranium Capital and Financial Strength Significant growth in Supportive macro Uranium production infrastructure in place Positive operating th
Slide 17: Disclaimer and Important Notices
Disclaimer and Important Notices IMPORTANT: You must read the following before continuing. FORWARD LOOKING STATEMENTS This investor presentation (“Presentation”) has been prepared by Boss Energy Limited (ACN 116 834 336) (Boss Energy or This announcement contains certain forward-looking statements p
Slide 18: Thank You
For personal use only Thank You Diggers & Dealers Mining Forum Contact Information +61 (8) 6263 4494 boss@bossenergy.com ASX: BOE | OTCQX: BQSSF