Boss Energy Limited · ASX:BOE
Boss Energy — Resources Rising Stars Gold Coast Conference 2024
23 slides from Boss Energy's conference presentation, Sep 4, 2024
Slide 1: An international multi-mine Uranium producer
For personal use only An international multi-mine Uranium producer Positioned to benefit from a rising Uranium market Resources Rising Stars Gold Coast Conference 4 September 2024 ASX: BOE | OTCQX: BQSSF bossenergy.com
Slide 2: Disclaimer and Important Notices
Disclaimer and Important Notices IMPORTANT: You must read the following before continuing. The Company advises that the EFS uses a portion of Inferred Resources in the first 3 years (less than 1%), in the first 5 years(5%) and over the 11-year life of mine(19%). The Company confirms that the use of
Slide 3: Honeymoon and Alta Mesa Resource Tables
Honeymoon and Alta Mesa Resource Tables HONEYMOON JORC EXPLORATION TARGETS AND MINERAL RESOURCE ALTA MESA NI 43-101 MINERAL RESOURCE ESTIMATE (2023) The information in this Presentation relating to the Enhanced Feasibility Study (“EFS”) is extracted from the For the purposes of Listing Rule 5.12, Bo
Slide 4: Honeymoon Uranium Mine History
Building mines takes time….Honeymoon took half a century from discovery to being a commercially viable mine… Honeymoon Uranium Mine History For personal use only Boss Energy | An international multi-mine Uranium producer 4
Slide 5: It's all about timing
It’s all about timing. Strategic Horizons Boss has delivered two producing mines and has a market capital growth of $1.1B and zero debt For personal use only Vision & Strategy Foundation & Development Organic Growth Mergers & Acquisitions - Be Australia’s Next Uranium - Proven Board & Management - F
Slide 6: An International multi-mine ISR producer in Two tier One locations
An International multi-mine ISR producer in Two tier One locations Global Uranium Platform in Tier 1 Locations HONEYMOON (100% ownership): 2.45Mlbs U308 p.a. ALTA MESA (30% ownership): 1.5Mlbs U308 p.a. For personal use only South Australia First drum produced Texas First drum expected Texas Alta Me
Slide 7: A disciplined approach to raising capital
A disciplined approach to raising capital. Out of $443 million raised, $274 million remains in cash and liquid assets 1 Shareholder returns Jun 22:Final Jul 24: Alta Mesa Investment restarts For personal use only Sep 16: Scoping Nov 17: Field Jan 20: Jun 21:Enhanced Jan 24: Acquires study complete L
Slide 8: Honeymoon Restart
Previous produced and sold U308 globally Honeymoon Restart For personal use only Uranium Mine Site
Slide 9: RO and Water Treatment Plant
For personal use only Boss Energy | Australia’s Next Clean Energy Producer RO and Water Treatment Plant 9 9
Slide 10: In-Situ Recovery (ISR) Mining
ISR is a proven cost-effective uranium extraction process with reduced environmental impact relative to traditional mining In-Situ Recovery (ISR) Mining For personal use only - ISR accounts for ~ 60% global uranium mined, used in Australia, Kazakhstan, USA - ESG friendly mining method - unlike conve
Slide 11: Wellfield construction update
Wellfield construction electrical, instrumentation, and piping materials on site has been installed Wellfield construction electrical, instrumentation, and piping materials on site and being installed For personal use only Boss Energy | Australia’s Next Clean Energy Producer 11 11
Slide 12: Barren Leach Solution / Pregnant Leach Solution Ponds
For personal use only Barren Leach Solution / Pregnant Leach Solution Ponds Boss Energy | An international multi-mine Uranium producer 12
Slide 13: Removing redundant Solvent Extraction pulse columns
For personal use only Boss owned 400T crane removing redundant Solvent Extraction pulse columns Boss Energy | Australia’s Next Clean Energy Producer 13 13
Slide 14: First NIMCIX elution column entering site
For personal use only First NIMCIX elution column entering Honeymoon uranium mine site Boss Energy | Australia’s Next Clean Energy Producer 14 14
Slide 15: Gypsum Pond Earthworks and First IX Column Lift
Gypsum Pond Earthworks First IX Column Lift Wellfield construction electrical, instrumentation, and piping materials on site and being installed For personal use only Boss Energy | Australia’s Next Clean Energy Producer 15 15
Slide 16: Completion of NIMCIX Columns
For personal use only Completion of Columns: #2 by September 2024 #3 by December 2024 #4-6 2025 Each NIMCIX column proportionately contributes to the production ramp up Specific ramp up profile and production rates set out in the published Feasibility Studies Boss Energy | An international multi-min
Slide 17: Ramp-up running ahead of Feasibility Study schedule
Ramp-up running ahead of Feasibility Study schedule, with 57,364lbs of U308 produced by June 30, 2024; A further 72,516lbs of U308 was produced in the combined months of July and August 2024. NIMCIX columns 2 is being commissioned and 3 almost constructed, paving way for ongoing production increases
Slide 18: Honeymoon Exploration Potential
Mining Licence of 36Mlb with a further defined 36Mlbs to be licenced Substantial Exploration Target of 58Mlbs to 190Mlbs at grades up to 1,080ppm U3O81 Honeymoon Exploration Potential For personal use only - In addition to the JORC Resource of 71.6Mlb, Honeymoon has a substantial Exploration Target1
Slide 19: Alta Mesa ISR Uranium project
High grade 1,200ppm ISR project in a Tier 1 jurisdiction with significant potential for growth Large ~200,000 acres of underexplored land package in a prolific uranium region Alta Mesa ISR Uranium project ALTA MESA PROCESSING FACILITY - Located in South Texas – a prolific US district for sandstone-h
Slide 20: Leading Development and Operating Experience
Partnership combines experience in development, commissioning and operating mining projects globally Leading Development and Operating Experience BOSS ENERGY For personal use only Wyatt Buck (Chair) Duncan Craib (CEO and MD) Jan Honeyman (NED) Bryn Jones (NED) • GM of McArthur River Uranium Mine • F
Slide 21: Uranium prices have never been this high at the start of a contracting cycle
Uranium prices have never been this high at the start of a contracting cycle Contracting activity and strategy Alta Mesa Central Processing Plant, Texas, USA Honeymoon Processing Plant and Wellfields, South Australia Boss has entered into two For personal use only binding sales agreement to sell 1.8
Slide 22: 4 Key Uranium Industry Considerations
Uranium Term prices are trading at 16-year highs ~ US$81/lb U308 4 Key Uranium Industry Considerations 1 Supply to 2030 is tight across the cycle, and if Russia cuts supply to the US in response For personal use only Supply is tight to US sanctions this would put immediate upward pressure on price.
Slide 23: Keep in touch
For personal use only Keep in touch +61 (8) 6263 4494 boss@bossenergy.com ASX: BOE | OTCQX: BQSSF
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