Boss Energy Limited · ASX:BOE
Boss Energy — Bell Potter Unearthed Natural Resources Conference 2026
17 slides from Boss Energy's conference presentation, Feb 11, 2026
Slide 1: Boss Energy Presentation to the Bell Potter Unearthed Conference
ASX Release 11 February 2026 Boss Energy Presentation to the Bell Potter Unearthed Conference Boss Energy Limited (ASX: BOE; OTCQX: BQSSF) is pleased to provide a copy of the presentation to be delivered by Chief Financial Officer Mr Justin Laird, at the 2026 Bell Potter Unearthed Natural Resources
Slide 2: A global multi-mine Uranium producer
For personal use only A global multi-mine Uranium producer Bell Potter Unearthed 11 February 2026 ASX: BOE | OTCQX: BQSSF bossenergy.com
Slide 3: Boss has expanded its portfolio of assets
Boss has expanded its portfolio of assets Our Business For personal use only Uniquely positioned with operating assets….. …. and organic growth and value creation opportunities Honeymoon Alta Mesa JV (30%) Goulds Dam & Jasons Laramide Resources Exploration Production Production Study + Permitting 19
Slide 4: Near term guidance on track but medium-term uncertainty identified
Near term guidance on track but medium-term uncertainty identified Overview • Delivered Yr 1 guidance of 850 klbs drummed U3O8 and C1 cost guidance For personal use only Delivering to • On track for Yr 2 guidance of 1.6 Mlbs drummed U3O8 guidance • Reduced FY26 C1 cost guidance by $5/lb to $36-$40/l
Slide 5: Cost guidance revised down and remain on track for production guidance
Cost guidance revised down and remain on track for production guidance Honeymoon Production and Cost Honeymoon Quarterly Production Honeymoon Quarterly Realised Price and AISC For personal use only lbs A$ 500,000 125 450,000 100 75 400,000 50 350,000 25 300,000 0 Q1FY26 Q2FY26 250,000 AISC Realised
Slide 6: Boss is well positioned to self-fund and growth opportunities
Boss is well positioned to self-fund New Feasibility Study and growth opportunities Financial Strength For personal use only Sales and Inventory Q2 FY26 Q1 FY26 Sales and loan repayments1 US$000’s 25,886 37,329 • Balance sheet remains strong with $208M in cash and liquid assets. Sales and loan repay
Slide 7: Alta Mesa JV continues to bring on new wellfields
Alta Mesa JV continues to bring on new wellfields Alta Mesa JV Alta Mesa JV Quarterly Production (100%) For personal use only Drummed (lbs) • Drummed production in Q2 FY26 of 143 klbs, down 64 klbs (31%) on the 250,000 previous quarter’ of 206 klbs (on a 100% basis). 200,000 • Boss received 68 klbs
Slide 8: Identified a potential pathway forward and initiated a study to validate
Identified a potential pathway forward and initiated a New Feasibility Study to validate New Feasibility Study For personal use only The Challenge: identified through Honeymoon Review Our understanding of the There is extensive lower-grade Need to fundamentally change assumptions underpinning the mi
Slide 9: Reducing cutoff grade will increase the life-of-mine and annual production rate
Reducing cutoff grade will increase the life-of-mine and annual production rate New Feasibility Study For personal use only The opportunity to reduce cutoff grade • From initial modeling ~49% U3O8 of contained metal is 40% 49% between 100-400ppm 400+ppm 100-400ppm • Lowering the cut-off will improve
Slide 10: Current understanding to be validated through technical studies and trials
Current understanding to be validated through technical studies and trials New Feasibility Study For personal use only Honeymoon Deposit Characteristics – Current Understanding Significant metal with good continuity at lower-grades Good permeability across the deposit which enables maintaining high
Slide 11: A wide-spaced wellfield design could materially improve economics for low-grade
A wide-spaced wellfield design could materially improve economics for low-grade New Feasibility Study For personal use only Initial modelling of impact to key wellfield drivers Variance to current design (%) 550 500 - Higher grade 450 - Longer time (days) to recovery 400 350 300 250 200 150 100 50 W
Slide 12: Boss continues to build strong technical capability
Boss continues to build strong technical capability Technical team For personal use only Olivier Regnault Steve Telford Caren Kosgei Matt Williams Wellfields Technical Lead Process Manager Senior Process Engineer Senior Hydrogeologist 4 Months with Boss 4 Months with Boss 3.5 Years with Boss 4.5 Yea
Slide 13: The early development of the Satellite Deposits has been accelerated
The early development of the Satellite Deposits has been accelerated Satellite Deposits For personal use only • The early development of Gould’s Dam and Jason’s Deposit remains a key near-term opportunity for the Company. • An updated resource statement and timetable of work required to bring these
Slide 14: Review and Pathway Forward
Review and Pathway Forward Key Catalysts For personal use only Key Program – Est. Completion Date (CY) Q1 Q2 Q3 Guidance and results • New Feasibility Study to be completed in Q3 3QFY26 Quarterly Results CY26 FY27 Guidance Gould’s Dam and Jason’s Deposit JORC resource and permitting pathway • Accele
Slide 15: Boss on track to meet FY26 Guidance
Boss on track to meet FY26 Guidance Summary For personal use only • Strongest quarter of drummed production in Q2 FY26 and a reduction in operating cost guidance reflects ongoing operational improvements at Honeymoon. • On-track to ensure safe delivery of FY26 production guidance. • Retain strong ba
Slide 16: Disclaimer and Important Notices
Disclaimer and Important Notices IMPORTANT: You must read the following before continuing. EFFECT OF ROUNDING This investor presentation (“Presentation”) has been prepared by Boss Energy Limited (ACN 116 834 336) (Boss Energy or A number of figures, amounts, percentages, estimates, calculations of v
Slide 17: Keep in touch
For personal use only Bell Potter Unearthed Keep in touch +61 (8) 6263 4494 boss@bossenergy.com ASX: BOE | OTCQX: BQSSF
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