Boss Energy Limited · ASX:BOE
Boss Energy — 2026 Macquarie Australia Conference
17 slides from Boss Energy's conference presentation, May 6, 2026
Slide 1: Macquarie Australia Conference Presentation (ASX Release)
ASX Release 6 May 2026 Macquarie Australia Conference Presentation 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 2026 Macquarie Australia Conference, Sydney on 6 May 2026. Boss will
Slide 2: A global multi-mine Uranium producer
For personal use only A global multi-mine Uranium producer Macquarie Australia Conference 6 May 2026 ASX: BOE | OTCQX: BQSSF bossenergy.com
Slide 3: Uniquely positioned to drive shareholder value
Uniquely positioned to drive shareholder value Multi-mine Uranium Producer For personal use only Australia’s only ASX-listed uranium company producing in Australia. Operating assets based in Australia and US. Developed uranium operational expertise and increasing application of technology for ISR. S
Slide 4: Boss has a deep portfolio of assets
Boss has a deep portfolio of assets Our Uranium Portfolio Uniquely positioned with operating assets….. …. and organic growth and value creation opportunities For personal use only Honeymoon Alta Mesa JV Goulds Dam & Jasons Laramide Resources Exploration Operation Operation (30%) Study + Permitting 1
Slide 5: Maximising and Optimising our Assets
Maximising and Optimising our Assets Capability and focus For personal use only Strengthening ISR Capability Leveraging Existing Infrastructure Developing unique expertise and deep Existing operating technical capacity in ISR. infrastructure in place. Unlock the resource potential Fully-funded for o
Slide 6: Structural demand shift driven by AI, decarbonisation, and energy security
Structural demand shift driven by AI, decarbonisation, and energy security Uranium Demand Western Uranium Requirements (demand) by country For personal use only Millions Lbs U3O8 350 AI race is existential: Technology firms are now viewing AI as 300 essential to supporting continued viability. 250 2
Slide 7: Meeting Accelerating Global Demand
Meeting Accelerating Global Demand The Looming Supply Gap Global forecast requirements (demand) and production For personal use only Pipeline Vulnerability: ~150 Mlbs 350 Millions lbs U3O8 of unproven production required by 2040 to meet demand targets. 300 250 Legacy Asset Depletion: Existing 200 pr
Slide 8: Soft Q3FY26 with recent rain interruption events
Soft Q3FY26 with recent rain interruption events Honeymoon Honeymoon Quarterly Production Operational performance For personal use only 1.94Mlbs of drummed U3O8 since ramp-up commenced. lbs Recent rain interruption impacting Q3 FY26. 500,000 400,000 300,000 Guidance FY26 production guidance of
Slide 9: Identified our pathway forward and initiated a New Feasibility Study to validate
Identified our pathway forward and initiated a New Feasibility Study to validate New Feasibility Study Optimisation of Honeymoon For personal use only The Challenge: Identified through Honeymoon Review1 Assumptions Honeymoon Deposit Characteristics Our understanding of the assumptions Unique charact
Slide 10: Coupling hydrodynamics with chemical interactions between the fluid and host sequence
Coupling hydrodynamics with chemical interactions between the fluid and host sequence Forming basis of the New Feasibility Study Permeability Distribution For personal use only 1. Key inputs • Hydrodynamic parameters Grade Distribution • Uranium distribution Wellfield Design & Flow Rates • Spatial d
Slide 11: Wide-spaced trial patterns are being established
Wide-spaced trial patterns are being established Wide-spaced Wellfield East Kalkaroo and Honeymoon wide-spaced wellfield designs For personal use only Commenced works to establish East Kalkaroo Domain: Wellfield Designs wide-spaced wellfield trials across existing domains. Honeymoon Domain: Wellfiel
Slide 12: The early development of the satellite deposits has been accelerated
The early development of the satellite deposits has been accelerated Gould’s Dam & Jason’s Deposit Gould’s Dam and Jason’s Deposit Resource Distribution For personal use only Total Resource Total Mineral Resource of over 45Mlbs.1 Gould’s Dam Jason’s Deposit Leverage Honeymoon Infrastructure Proximal
Slide 13: Balanced contracting protects downside while preserving price upside
Balanced contracting protects downside while preserving price upside Market & Sales Strategy For personal use only Why our sales strategy drives Shareholder values UNDER CONTRACTED Upside to price Benefit from increases in market price without having to sell into the spot market. Strategic decision
Slide 14: Well funded to support organic growth
Well funded to support organic growth Financial Strength Unit economics (A$/lbs)1,2 For personal use only $211M1 1,530K lbs1 Cash and liquid assets Inventory on hand Current spot price A$119 Realised price (Q3 FY26) A$106 Nil1 $34.5M AUD1 FY26 AISC Guidance A$64 Corporate debt Sales in Q3 FY26 Margi
Slide 15: Uniquely positioned to drive shareholder value
Uniquely positioned to drive shareholder value Summary For personal use only Uniquely positioned as Strong balance sheet of Australia’s only ASX-listed $211M1 including strategic uranium company uranium inventory producing in Australia Clear pathway forward with increased confidence Operational asse
Slide 16: Disclaimer and Important Notices
Disclaimer and Important Notices IMPORTANT: You must read the following before continuing. PAST PERFORMANCE This investor presentation (“Presentation”) has been prepared by Boss Energy Limited (ACN 116 834 336) (Boss Energy or Company). Past performance information, including past share price perfor
Slide 17: Keep in touch
For personal use only Investor Presentation Keep in touch +61 (8) 6263 4494 boss@bossenergy.com ASX: BOE | OTCQX: BQSSF