Boss Energy (BOE) Investor presentation summary

Strategic positioning and asset portfolio

• Only ASX-listed uranium producer operating in Australia, with assets in both Australia and the US.

• Holds a diversified uranium portfolio, including Honeymoon Operation, Alta Mesa JV (30%), and a 19.9% stake in Laramide Resources.

• Accelerating exploration and development at satellite deposits like Gould's Dam and Jason's Deposit, with over 45Mlbs in mineral resources.

• Portfolio includes one of Australia's largest uranium development projects via Laramide's Westmoreland.

Operational performance and optimisation

• Achieved 1.94Mlbs of drummed U3O8 since April 2024, with Q3 FY26 impacted by rain interruptions.

• FY26 production guidance set at 1.40–1.45Mlbs U3O8, with C1 cost guidance of A$36–40/lb and AISC of A$60–64/lb.

• Commissioning new NIMCIX columns and first wellfield at East Kalkaroo as near-term catalysts.

• Wide-spaced wellfield design trials underway, increasing pattern size and surface area for extraction.

Innovation, technology, and feasibility

• Advanced ISR expertise and adoption of sophisticated modelling technologies to optimise extraction.

• New Feasibility Study initiated to validate wide-spaced wellfield design, aiming for significant cost reductions.

• Hydrodynamic and reactive transport simulations underpin new wellfield designs, enhancing uranium recovery and efficiency.