Boss Energy Limited · ASX:BOE
Boss Energy — Q4 FY2025 Earnings Presentation
22 slides from Boss Energy's earnings presentation, Jul 28, 2025
Slide 1: June 2025 Quarterly Results
For personal use only A global multi-mine Uranium producer Honeymoon exceeds FY25 Guidance June 2025 Quarterly Results 28 July 2025 ASX: BOE | OTCQX: BQSSF bossenergy.com
Slide 2: Fourth Quarter and FY2025 result
For personal use only Fourth Quarter and FY2025 result
Slide 3: Boss has exceeded FY2025 production and cost guidance
Boss has exceeded FY2025 production and cost guidance Q4 and FY25 Highlights For personal use only Key ramp up Strong Financial Further ramp up milestones delivered Position and growth initiatives underway • Honeymoon exceeds FY2025 • $224 million in cash and liquid assets, • Continued Honeymoon dri
Slide 4: Boss exceeds FY25 production guidance
Boss exceeds FY25 production guidance Honeymoon Production Results HONEYMOON QUARTERLY PRODUCTION HONEYMOON PRODUCTION (4Q25) For personal use only lbs • Exceeded FY25 Production guidance of 850,000 lbs. 450,000 • Strong quarterly growth in U3O8 drummed of 53K lbs (18%) and 400,000 growth in IX prod
Slide 5: Alta Mesa continues to ramp up to nameplate capacity of 1.5 million pounds
Alta Mesa continues to ramp up to nameplate capacity of 1.5 million pounds Alta Mesa For personal use only • Production during the quarter from the Alta Mesa, a Joint Venture with enCore Energy (Boss ownership of 30%), totalled 204K lbs of U3O8, up from 98K lbs of U3O8 (on a 100% basis) in Q3. • Bos
Slide 6: Boss has achieved cost guidance in 2HFY2025
Boss has achieved cost guidance in 2HFY2025 Guidance performance 2HFY2025 For personal use only Cash Cost below guidance. Mainly due to Honeymoon Costs (AUD)1 Unit Q4 FY25 Q3 FY25 2HFY25 Total provisions for unforeseen ramp up costs not being realised. Cash Cost – Fixed $/lb 20 21 20 Cash Cost – Var
Slide 7: Strong financial position with $224 million in cash and liquid assets
Strong financial position with $224 million in cash and liquid assets Financial Position For personal use only Quarter ended Unit Q4 Q3 Q2 Q1 • Balance Sheet remains robust with circa $224 million in cash and liquid investments on hand Sales Lbs 100,000 150,000 200,000 200,000 and no debt, a decreas
Slide 8: Growth and Market update
For personal use only Growth and Market update
Slide 9: Continued to grow Boss' growth pipeline whilst remaining disciplined on capital
Continued to grow Boss’ growth pipeline whilst remaining disciplined on capital Growth pipeline For personal use only Boss Energy - Australian exploration 19.9% Shareholder of Laramide Resources South Australia Northern Territory Queensland & Northern Territory United States & Kazakhstan • AMC consu
Slide 10: Boss Energy well positioned to benefit from rising Long-Term price
Boss Energy well positioned to benefit from rising Long-Term price Market Update For personal use only • The second quarter reflected what could be a US$ positive turning point, reflected by several 160 positive catalysts. 140 • In the US, the Nuclear Fuel Security Act and the Department of Energy a
Slide 11: FY2026 Guidance
For personal use only FY2026 Guidance
Slide 12: Boss continues to ramp up production
Boss continues to ramp up production FY2026 Guidance For personal use only The FY26 plan that makes up guidance is as follows: Guidance Honeymoon FY2026 Unit AUD USD • Production: Production for FY26 is based on the operation of 9 wellfields by June 2026. Production Lbs (000’s) 1,600 1,600 Cash Cost
Slide 13: Production for FY2026 will be from the Honeymoon and East Kalkaroo domains
Production for FY2026 will be from the Honeymoon and East Kalkaroo domains FY2026 Guidance For personal use only Brooks Dam Honeymoon East Kalkaroo • Production for FY26 is based on Wellfields B1-B5 (Honeymoon) and B6-B9 (far East Kalkaroo). • The cost to bring on the infrastructure noted above has
Slide 14: FY2027 and Review
For personal use only FY2027 and Review
Slide 15: FY2027 Direction and Beyond
FY2027 Direction and Beyond For personal use only Now that Boss has been able to analyse the initial 12 months of actual performance and design for wellfields B1 to B5, and assess recent delineation drill results for wellfield development at East Kalkaroo (B6 to B9), Boss has identified potential ch
Slide 16: Transition Management
For personal use only Transition Management
Slide 17: Boss positioned for future operations and expansion
Boss positioned for future operations and expansion Management Transition For personal use only Board strengthened with Non-Executive Director appointments On 2 June 2025, the Company announced the appointment of two highly experienced Directors to help bolster its Board capability and further enhan
Slide 18: Appendices
For personal use only Appendices
Slide 19: Appendix 1: Quarterly Cashflow bridge
Appendix 1: Quarterly Cashflow bridge For personal use only Notes (1) Estimated cash balance assumes Boss sold an additional 293,034lbs U3O8 at US$70 per lb at AUD/USD of 0.65. (1) Other corporate costs include FX, interest income and repayment of leases Boss Energy | A global multi-mine Uranium pro
Slide 20: Appendix 2: Cost definitions
Appendix 2: Cost definitions For personal use only Cash cost fixed: Reflects onsite processing fixed costs such as labour, insurance, camp, maintenance, laboratory, site general and administration costs. It also includes the fixed component of other costs (e.g. power has a fixed network connection f
Slide 21: Disclaimer and Important Notices
Disclaimer and Important Notices IMPORTANT: You must read the following before continuing. Boss makes no representations as to the accuracy or completeness of any forward-looking statements or projections or that any forecasts will be achieved. Additionally Boss makes no representation or warranty,
Slide 22: Boss Energy Limited - Keep in touch
For personal use only Boss Energy Limited June 2025 Quarterly Results Keep in touch +61 (8) 6263 4494 boss@bossenergy.com ASX: BOE | OTCQX: BQSSF