Boss Energy Limited · ASX:BOE
Boss Energy — Q4 FY2026 Earnings Presentation
13 slides from Boss Energy's earnings presentation, Jul 30, 2026
Slide 1: A global multi-mine Uranium producer: June 2026 Quarterly Results Presentation
For personal use only A global multi-mine Uranium producer Strong finish to FY26 with FY26 production & cost guidance achieved June 2026 Quarterly Results Presentation 30 July 2026 ASX: BOE | OTCQX: BQSSF bossenergy.com
Slide 2: Q4 and FY26 Highlights
A strong finish to FY26 with delivery of revised guidance and positive free cash flow Q4 and FY26 Highlights For personal use only FY26 Production Guidance1 FY26 Cost Guidance1 Financial Position 362Klbs 1.41Mlbs C1 A$39/lb AISC A$61/lb $207.3M Q4 production of U₃O₈ FY26 production of U₃O₈ FY26 Resu
Slide 3: Commissioned substantial supporting infrastructure to support record flow
Commissioned substantial supporting infrastructure to support record flow Honeymoon Operation For personal use only Honeymoon Quarterly production – U₃O₈ (kLbs) Production recovery in Q4 and delivery of FY26 guidance: • Strong recovery in production for Q4 +79% vs Q3. klbs Strong 500 recovery in Q4
Slide 4: Continue to plan and construct new wellfields to support future production
Continue to plan and construct new wellfields to support future production Honeymoon Wellfields For personal use only Wellfield activities across Honeymoon Commissioned wellfields and supporting infrastructure • Wellfield B6 began producing in line with expectations. • East Kalkaroo Trunkline commis
Slide 5: Met FY26 revised cost guidance
Met FY26 revised cost guidance Cost Performance For personal use only Full Year Guidance Guidance Cost in line with revised cost guidance: FY26 Key Metric (AUD) Unit Q4 Q3 Actual Revised2 Initial • Delivered revised cost guidance (revised lower in January following C1 Cash Cost $/lb 45 60 39 36-40 4
Slide 6: Strengthened financial position with cash and inventory growth
Strengthened financial position with cash and inventory growth Sales and Financial Position For personal use only Sales and Inventory Units Q4 FY26 Q3 FY26 FY26 Cashflow Positive Sales and loan repayments US$000’s 24,421 23,906 111,541 • Boss was cashflow positive as a whole in FY26, consistent with
Slide 7: Cashflow positive for FY26 during a capital-intensive year
Cashflow positive for FY26 during a capital-intensive year Quarterly and FY26 Cashflow bridge For personal use only • +$11.6M Cash increase in Q4FY26 with continued Q4 Cashflow investment in project and supporting infrastructure. • Positive operating cashflow in Q4FY26 demonstrates strength in wellf
Slide 8: Production increase relies on permitting
Production increase relies on permitting Alta Mesa JV Production Results For personal use only Alta Mesa Quarterly production (100%) – U₃O₈ (kLbs) • Drummed production of 45 klbs of U3O8 compared to the previous quarter's drummed production of 97 klbs of U3O8 (on a 100% basis). Drummed (lbs) 250,000
Slide 9: Proceeding directly to feasibility-level outcome ahead of schedule
Proceeding directly to feasibility-level outcome ahead of schedule Status of New Feasibility Study Key Takeaway: Increasing confidence that wide-spaced wellfield design can improve project economics For personal use only Feasibility priorities for Honeymoon • Bring in low-grade mineralisation into t
Slide 10: Accelerated development and permitting of satellite deposits
45Mlbs contained U3O81 - Accelerated development and permitting of satellite deposits Gould’s Dam and Jasons Deposit Findings from Honeymoon New Feasibility Study improve prospects for satellite deposits For personal use only Resource Ore Grade Metal Category1 Mt Ppm U₃O₈ Mlbs U3O8 GOULD’S DAM Indic
Slide 11: Established a strong operating platform in a raising market
Established a strong operating platform in a raising market Summary For personal use only Continued to strengthen Grew inventory by balance sheet with cash 172klbs and cash by Continue to accelerate and liquid assets of $13.1M in FY26 despite Gould’s and Jasons for $207.3, including total being a ca
Slide 12: 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 13: Contact Information
For personal use only June 2026 Quarterly Results Contact Information +61 (8) 6263 4494 boss@bossenergy.com ASX: BOE | OTCQX: BQSSF