Boss Energy Limited (BOE) Q4 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.071 -- 00:00:04.754 Thanks, Val. Good morning, everyone. Thanks for joining the Boss Energy June quarterly 00:00:04.754 -- 00:00:09.236 conference call. Joining me on the call is Justin Laird, our CFO. 00:00:09.236 -- 00:00:12.978 I'll provide an overview of the quarter and the full year results. 00:00:12.978 -- 00:00:16.520 And at the end of the call, we'll be happy to take questions. 00:00:16.520 -- 00:00:21.663 Turning to slide two. The June quarter was a strong finish to 00:00:21.663 -- 00:00:26.146 FY26. We delivered our revised production and cost guidance. 00:00:26.146 -- 00:00:28.978 We continue to strengthen our financial position. 00:00:28.978 -- 00:00:34.279 and we further established the operating platform required to support growth. 00:00:34.279 -- 00:00:39.220 Honeymoon production recovered strongly from the rain affected March quarter with drum 00:00:39.220 -- 00:00:44.501 production of 362,000 pounds up 79% 00:00:44.501 -- 00:00:46.801 from the prior quarter. 00:00:46.801 -- 00:00:50.082 For the full year, production was 1.41 00:00:50.082 -- 00:00:55.342 million pounds of uranium up 61% on FY25 00:00:55.342 -- 00:00:59.744 and within our revised guidance range. 00:00:59.744 -- 00:01:05.129 Cost performance was also within revised guidance with full year C1 00:01:05.129 -- 00:01:10.533 costs of $39 per pound and all in sustaining cost of $61 00:01:10.533 -- 00:01:12.794 per pound. 00:01:12.795 -- 00:01:17.920 During the quarter, the company completed and commissioned key operating 00:01:17.920 -- 00:01:22.984 infrastructure, including NIM6 columns four and five, the associated 00:01:22.984 -- 00:01:27.237 pumping systems and the East Katharoo trunk line. 00:01:27.237 -- 00:01:32.621 Together with six wellfields now in production, this i...