Price, volume & events
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- Last 2026-11-06
- A$1.4
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$581.3M
- EV
- A$510.7M
- Cash
- A$39.2M
- Debt
- A$0
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Sign in or enter a guest codeAnnouncements
Latest 12 of 21All sources ▸- September 2026 Quarterly Activities Report (28 Oct 2026)Results
- September 2026 Quarterly Results Presentation (28 Oct 2026)Presentation
- Appendix 2A quotation of performance-right conversions (16 Oct 2026)Corporate Action
- Peter Botten commences as Boss Energy Chair (30 Sep 2026)Governance
- Appendix 2A quotation of performance-right conversions (25 Sep 2026)Corporate Action
- Notification of cessation of securities (25 Sep 2026)Corporate Action
- Boss Energy 2026 Market Day presentation (15 Sep 2026)Presentation
- 2026 Annual Report to Shareholders and Appendix 4E (FY2026)Results
- Honeymoon New Feasibility Study and MRE Update (27 Aug 2026)Study
- FY2026 Results and New Feasibility Study presentation (27 Aug 2026)Presentation
- FY2026 Financial Results and FY2027 Guidance (27 Aug 2026)Guidance
- June 2026 Quarterly Activities Report (30 Jul 2026)Results
Event calendar · next 12 months
10 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| Expected in Q2 FY27 (December 2026 quarter) | Final flushing and first leaching data for wellfield EKT1 (wide-spaced design) | Production | Company Guided | High | First operating test of the NFS recovery and flushing assumptions for the wide-spaced design. |
| Referral decision expected in the December 2026 quarter | EPBC referral decision for the Honeymoon Mine Extension | Permitting | Company Guided | High | Gate for the Honeymoon Mine Extension and the regional-hub plan; the decision is not in the NFS life-of-mine plan. |
| Q3 FY27 (January to March 2027) | HMT1 wellfield starts production | Construction Or Commissioning | Company Guided | High | Adds output in FY27 towards the 1.25-1.30 Mlb guidance. |
| H2 FY27 | Legacy contract deliveries of about 250klbs | Economic Arrangement | Company Guided | Medium | Sales timing and realised price for part of FY27 volume. |
| Late January 2027, consistent with the January timing of the prior-year December quarter report | December 2026 quarterly activities report (Q2 FY27) | Results | Inferred | Medium | Realised price, production and cost trend for Q2 FY27 and the EKT1 data. |
| Q4 FY27 | EKT2 wellfield starts production | Construction Or Commissioning | Company Guided | High | Second wide-spaced wellfield in the FY27 ramp. |
| Q4 FY27 | Water treatment plant Stage 1 delivered | Construction Or Commissioning | Company Guided | Medium | Water capacity for the wide-spaced ramp. |
| Q1 FY28 | EKT3 wellfield starts production | Construction Or Commissioning | Company Guided | High | Third wide-spaced wellfield; tests the production ramp after FY27. |
| August 2027, consistent with the FY2026 results date (27 Aug 2026) | FY2027 annual results and FY2028 guidance | Results | Inferred | High | FY27 production and cost outcome against 1.25-1.30 Mlb and AISC A$83-92/lb, and FY28 guidance. |
| Q3 FY28 (per company) | Water treatment plant Stage 2 delivered | Construction Or Commissioning | Company Guided | Medium | Needed for the FY28 production step-up; the window extends beyond the horizon. |
Executive roster
As of 2026-11-02Background checks ▸KMP named in the FY2026 annual report (Chief Executive and Managing Director, Chief Financial Officer, Company Secretary; AR pp.35-41) and the wider senior team (General Counsel, General Manager, Wellfields Technical Lead) from the Boss management-team page as captured in the local management assessment, not verified against primary filings. Non-executive directors (Chair Peter Botten from 30 Sep 2026, Wyatt Buck, Duncan Craib) are excluded.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Matthew Dusci | Managing Director and Chief Executive Officer | Executive Director · Chief Executive | 2025-10-01 | Boss appoints experienced resources executive as Managing Director (1 Oct 2025) · 2026 Annual Report to Shareholders and Appendix 4E (FY2026) |
| Justin Laird | Chief Financial Officer | Finance | 2024-03-01 | 2026 Annual Report to Shareholders and Appendix 4E (FY2026) · Local management assessment (management/BOE/summary.md) |
| Kathryn Walker | General Counsel | Senior Management | — | Local management assessment (management/BOE/summary.md) |
| Conrad Wilkins | General Manager | Operations | — | Local management assessment (management/BOE/summary.md) |
| Olivier Regnault | Wellfields Technical Lead | Technical | — | Local management assessment (management/BOE/summary.md) |
| Derek Hall | Company Secretary | Company Secretary | 2023-03-31 | 2026 Annual Report to Shareholders and Appendix 4E (FY2026) · Local management assessment (management/BOE/summary.md) |
devCoverage status: Partial
Portfolio detail
Assets
Core asset
Honeymoon Uranium Operation (ISR, South Australia)
AU
Ramping Producer100% ownedUranium
Producing; wide-spaced wellfield transition under the NFS life-of-mine plan (13.8 Mlb drummed FY2027-FY2035)
- Production annualised (attributable)
- 1.4m lbd
- Production (last FY, 100%)
- 1.4m lb
- AISC (latest quarter)
- A$79.00/lb
- AISC margin at spot
- —
- Delivery vs guidance
- 9,870.0%d
- Reserve life
- —
- Head grade
- —
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Published study economicsIssuer or study metrics
Operating cost79AUD/lb U3O8
Discount rate10%Published study basis
NFS 10% real post-tax discount rate and US$90/lb, AUD:USD 0.70 apply to the wellfield comparisons only; whole-project NPV not published. Operating cost is the FY27-FY34 weighted AISC.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | indicated | 12.1 Mt | 510 ppm U3O8 | Uranium | 2026-06-30 |
| Mineral Resource | inferred | 9.3 Mt | 350 ppm U3O8 | Uranium | 2026-06-30 |
| Mineral Resource | total | 21.4 Mt | 440 ppm U3O8 | Uranium | 2026-06-30 |
Tenements1
Milestones6
- Final flushing and first leaching data from wide-spaced wellfield EKT1
Pending · High materiality
- HMT1 wellfield starts production (Q3 FY27)
Pending · High materiality
- EKT2 wellfield starts production (Q4 FY27)
Pending · High materiality
- EKT3 wellfield starts production (Q1 FY28)
Pending · High materiality
- Water treatment plant Stage 1 delivered (Q4 FY27)
Pending · Medium materiality
- Water treatment plant Stage 2 delivered (Q3 FY28)
Pending · Medium materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| EPBC referral for Honeymoon Mine Extension | Commonwealth (EPBC Act) | Pending | — | Yes |
Economic studies2
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Honeymoon New Feasibility Study (wide-spaced wellfield design) | Updated Feasibility | Current | 2026-08-27 | NFS: 13.8 Mlb drummed over nine years (FY27-FY35), LT price US$90/lb, AUD:USD 0.70, C1 about A$50/lb and AISC about A$79/lb (FY27-FY34), sustaining A$308m, total capital A$366m. No whole-project NPV is disclosed; NPV is shown for wellfield comparisons only. |
| 2021 Enhanced Feasibility Study (withdrawn) | PFS | Superseded | 2025-12-17 | Withdrawn in December 2025 after operating data showed key continuity and leachability assumptions needed reassessment; FY26 production guidance was revised from 1.6 Mlb to 1.40-1.45 Mlb. |
Material
Alta Mesa Uranium Operation (30% JV, enCore manager)
US
Ramping Producer30% ownedUranium
In-situ recovery JV producing (491klbs 100% basis FY26); Boss received no product in Q1 FY27; wellfield development continuing
- Production annualised (attributable)
- 12.0k lbd
- Production (last FY, 100%)
- 491.0k lb
- AISC (latest quarter)
- —
- AISC margin at spot
- —
- Delivery vs guidance
- —
- Reserve life
- —
- Head grade
- —
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Material
Gould's Dam and Jason's satellite deposits (Honeymoon region)
AU
Resource Stage100% ownedUranium
JORC resources (31 Dec 2025, reported Mar 2026); permitting and studies underway; not in the NFS life-of-mine plan; tenements 100% owned by Boss (Gould s Dam report)
- Contained metal (attributable)
- 33.1m lbd
- Resource grade
- 388 ppm U3O8
- % Measured + Indicated
- 23.3%d
- Resource tonnes
- 38.70 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
- Contained metal (attributable)
- 12.0m lbd
- Resource grade
- 410 ppm U3O8
- % Measured + Indicated
- 40.8%d
- Resource tonnes
- 13.30 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves6
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | total | 38.7 Mt | 388 ppm U3O8 | Uranium | 2025-12-31 |
| Mineral Resource | indicated | 7.5 Mt | 465 ppm U3O8 | Uranium | 2025-12-31 |
| Mineral Resource | inferred | 31.2 Mt | 369 ppm U3O8 | Uranium | 2025-12-31 |
| Mineral Resource | total | 13.3 Mt | 410 ppm U3O8 | Uranium | 2025-12-31 |
| Mineral Resource | indicated | 4.8 Mt | 464 ppm U3O8 | Uranium | 2025-12-31 |
| Mineral Resource | inferred | 8.5 Mt | 380 ppm U3O8 | Uranium | 2025-12-31 |
Milestones1
- Gould's Dam and Jason's permitting and technical studies (no date)
Pending · Medium materiality
Material
Laramide Resources shareholding (Westmoreland, Queensland; Churchrock, New Mexico)
AU · US
Resource Stage19.6% ownedUranium
Listed minority holding (55.7m shares, 19.6% undiluted); Westmoreland in Queensland under a state uranium mining moratorium
- Investee
- Laramide Resources Ltd (TSX and ASX: LAM)
- Holding
- 1,960.0%
- Shares held
- 55.70m
- Market value
- —
- % of holder's market cap
- —
- Cost basis
- —
d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
No debt and no committed funding. Cash and liquid assets A$194.9m at 30 Sep 2026 (book) fell A$12.4m in Q1 FY27 as inventory was built, and the company is deliberately under-contracted. Restricted security bonds (A$16.8m at 30 Jun 2026) excluded from cash. Liquidity depends on continued production and realised price.
Inventory composition1
1.641 Mlb drummed U3O8 at 30 Sep 2026 carried at A$124.2m (lower of cost and NRV). estimated_realizable_value marks the quantity at the 30 Oct 2026 UxC/CME daily spot (US$92.55/lb) and the 2 Nov 2026 AUD per USD rate (1.4236) before selling costs; the carrying value is book.
- Drummed U3O8 on hand (finished product, 1.641 Mlb at 30 Sep 2026)
- A$124.2M carrying · 1,641,000 lb U3O8
Capital structure
Ownership and dilution
- Ordinary shares
- 415.2M
- Fully diluted
- 416.8M
Ordinary shares: 415,175,320 at 30 Jun 2026 (AR p.88), plus 23,678 quoted 25 Sep 2026 and 2,656 quoted 16 Oct 2026 = 415,201,654. Prior year-end 414,921,511 (30 Jun 2025, AR comparative). Performance rights: 2,079,213 outstanding at the AR date (AR p.38), less 454,164 lapsed 25 Sep 2026 and an assumed 26,334 converted after the AR date, giving about 1,598,715 (estimate). Fully diluted about 416,800,369.
Security classes2
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| BOE ordinary fully paid shares | Ordinary Share | 415.2M | — | — |
| Performance rights (nil exercise price) outstanding, estimated after report date | Performance Right | 1.6M | A$0 | — |
Actuals and forecasts
Financial statements
| AUD | Unit | Trend | FY2025A | FY2026A |
|---|---|---|---|---|
| Operations | ||||
| Drummed production (100%, full year) | lb U3O8 | 872,000 | 1,407,000 | |
| Unit costs | ||||
| C1 cost per pound | AUD/lb U3O8 | 35.0 | 39.0 | |
| AISC per pound (incl. sustaining capital) | AUD/lb U3O8 | — | 61.0 | |
| Profit and loss | ||||
| Revenue | AUDm | 75.6 | 151.1 | |
| Operating costs excluding depreciation | AUDm | 69.1 | 93.8 | |
| Corporate and exploration cost excluding depreciation and fair value movements | AUDm | 23.2 | 25.4 | |
| EBITDA (includes fair value movements in FY25-26) | AUDm | (16.7) | 31.9 | |
| Depreciation and amortisation (forecast: opening PP&E over nine years, estimate) | AUDm | 18.7 | 28.5 | |
| EBIT | AUDm | (35.4) | 3.4 | |
| Net financing income (cost); forecast nil (no interest modelled) | AUDm | 3.8 | (1.7) | |
| Income tax expense (benefit); forecast is cash tax from the DCF basis | AUDm | 2.6 | (0.8) | |
| Net profit after tax | AUDm | (34.2) | 2.5 | |
| Cash flow | ||||
| Operating cash flow | AUDm | 17.4 | 73.6 | |
| Capex (FY25-26 total payments for mine properties and plant; forecast sustaining plus process facilities) | AUDm | 56.5 | 66.8 | |
| Free cash flow (operating cash flow less capex) | AUDm | (39.1) | 6.8 | |
| Balance sheet | ||||
| Cash and cash equivalents (year end) | AUDm | 36.5 | 49.7 | |
| Interest-bearing debt | AUDm | 0.0 | 0.0 | |
| Net debt (negative is net cash) | AUDm | (36.5) | (49.7) | |
| Book equity (year end) | AUDm | 483.7 | 477.6 | |
| Per share | ||||
| Shares on issue (year end; forecast held flat) | m shares | 414.9 | 415.2 | |
| Basic earnings per share (reported; forecast on year-end shares) | AUD/share | (0.08) | 0.01 | |
| Dividends per share | AUD/share | 0.00 | 0.00 | |
| Multiples and ratios | ||||
| EV / EBITDA (x, current EV) | x | (31.7) | 16.7 | |
| P / E (x, current market cap) | x | (17.6) | 236.7 | |
| FCF yield (current market cap) | % | -6.5% | 1.1% | |
| EBITDA margin | % | -22.2% | 21.1% | |
| Net debt / EBITDA (x) | x | 2.2 | (1.6) | |
KPI history
Operating metrics
Operating metric source table20
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Honeymoon drummed production FY2026 (100%) | Honeymoon | FY2026 | Year | 1,407,000 lb U3O8 | Reported |
| Honeymoon drummed production FY2025 (100%) | Honeymoon | FY2025 | Year | 872,000 lb U3O8 | Reported |
| Honeymoon drummed production Q1 FY2027 (100%) | Honeymoon | Q1 FY2027 | Quarter | 359,335 lb U3O8 | Reported |
| Honeymoon drummed production Q4 FY2026 (100%) | Honeymoon | Q4 FY2026 | Quarter | 362,152 lb U3O8 | Reported |
| Honeymoon drummed production Q3 FY2026 (100%, rain affected) | Honeymoon | Q3 FY2026 | Quarter | 203,000 lb U3O8 | Reported |
| Honeymoon drummed production Q2 FY2026 (100%) | Honeymoon | Q2 FY2026 | Quarter | 456,000 lb U3O8 | Reported |
| Honeymoon drummed production Q1 FY2026 (100%) | Honeymoon | Q1 FY2026 | Quarter | 386,000 lb U3O8 | Reported |
| Honeymoon AISC FY2026 (A$/lb drummed) | Honeymoon | FY2026 | Year | 61 AUD/lb U3O8 | Reported |
| Honeymoon C1 cost FY2026 (A$/lb drummed) | Honeymoon | FY2026 | Year | 39 AUD/lb U3O8 | Reported |
| Honeymoon AISC Q1 FY2027 | Honeymoon | Q1 FY2027 | Quarter | 79 AUD/lb U3O8 | Reported |
| Honeymoon C1 cost Q1 FY2027 | Honeymoon | Q1 FY2027 | Quarter | 47 AUD/lb U3O8 | Reported |
| Uranium sold FY2026 (includes purchased uranium) | Honeymoon | FY2026 | Year | 1,400,000 lb U3O8 | Reported |
| Uranium sold Q1 FY2027 | Honeymoon | Q1 FY2027 | Quarter | 301,000 lb U3O8 | Reported |
| Average realised price FY2026 (A$/lb) | Honeymoon | FY2026 | Year | 111 AUD/lb U3O8 | Reported |
| Alta Mesa drummed production FY2026 (100% basis) | Alta Mesa | FY2026 | Year | 491,000 lb U3O8 | Reported |
| Alta Mesa production received by Boss FY2026 (30%) | Alta Mesa | FY2026 | Year | 162,000 lb U3O8 | Reported |
| Alta Mesa drummed production Q1 FY2027 (100% basis); Boss received no product in the quarter | Alta Mesa | Q1 FY2027 | Quarter | 10,000 lb U3O8 | Reported |
| Cash and cash equivalents, 30 Jun 2026 | Company | 30 Jun 2026 | Point In Time | 49,671,000 AUD | Reported |
| Cash on hand, 30 Sep 2026 | Company | 30 Sep 2026 | Point In Time | 39,200,000 AUD | Reported |
| Interest-bearing debt, 30 Sep 2026 (none) | Company | 30 Sep 2026 | Point In Time | 0 AUD | Reported |
Company guidance5
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Production | honeymoon | FY2027 | 1.25 | 1.3 Mlb U3O8 | Current |
| C1 Cost | honeymoon | FY2027 | 51 | 56 AUD/lb U3O8 | Current |
| AISC | honeymoon | FY2027 | 83 | 92 AUD/lb U3O8 | Current |
| CAPEX | honeymoon | FY2027 | 58 | 65 AUD million | Current |
| Production | honeymoon | FY2026 | 1.4 | 1.45 Mlb U3O8 | Achieved |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2025-03-13 | Raising | A$11.7 | 5.2M | — | Completed | — |
Contracts and ownership
Material economic arrangements These are deals that can affect sales, costs, funding or ownership. An arrangement marked “Included in valuation” may already be built into a project estimate or the bridge to shareholder value. A separate amount is shown only when one can be estimated; do not add it again.
Live arrangements from the FY2026 annual report, NFS, Sept 2026 quarterly and presentation. Honeymoon royalty and state royalty terms, and the legacy offtake counterparty, are not disclosed in the documents read; they sit inside AISC or as named gaps.
30% non-operated interest in Alta Mesa (ISR, South Texas) through JV Alta Mesa LLC; enCore is manager. Boss received no product in Q1 FY27 and the JV programme is subject to the joint venture budget.
Joint Venture · Active- Counterparties
- enCore Energy Corp (manager, 70%)
- Applies to
- Alta Mesa Uranium Operation (30% JV, enCore manager) · Uranium
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- Boss participating interest: 30 pct
Boss FY26 share of production: 162,000 lb U3O8
How it affects our valuation
No valuation treatment is available for this arrangement.
Legacy contract deliveries of about 250klbs in H2 FY27 at a price the company has not disclosed; the rest of the output is sold spot or under the company's under-contracted position.
Offtake · Active- Counterparties
- Legacy contract counterparty (not disclosed)
- Applies to
- Honeymoon Uranium Operation (ISR, South Australia) · Uranium
- Economic direction
- Benefit
- Period
- Dates not stated
- Key terms
- Legacy contract deliveries H2 FY27: 250,000 lb U3O8
How it affects our valuation
No valuation treatment is available for this arrangement.
Uranium loan to enCore fully repaid in FY2026 (A$15.5m financing cash receipt); no further receipts due.
Other · Expired- Counterparties
- enCore Energy Corp
- Applies to
- Company-wide · Uranium
- Economic direction
- Benefit
- Period
- Through 2025-08-26; start date not stated
- Key terms
- Uranium loan to enCore repaid in FY26: 15,482,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
Foreign exchange option contracts held by the Group at 30 June 2026 (liability A$1.4m, fair value through profit and loss). Terms (notional and strike) are not disclosed in the annual report text read.
FX Hedge · Active- Counterparties
- Bank counterparty (not disclosed)
- Applies to
- Honeymoon Uranium Operation (ISR, South Australia) · Uranium
- Economic direction
- Mixed
- Period
- Dates not stated
- Key terms
- FX option contracts: liability at 30 Jun 2026: 1,417,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
Valuation
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Sensitivity lab
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Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
The current six-person roster combines relevant uranium operations, processing, ISR technical, finance, major-project legal and company-secretariat backgrounds. FY2026 Honeymoon production and financial results improved and production met revised guidance after a material feasibility-study reset. The official South Australian incident register records repeated contained releases; Boss’s annual-report incident count is not reconciled to the visible register entries, and no individual causal responsibility is established. Most biographies and financial outcomes remain issuer-reported, while adverse-record and credential checks are incomplete.
Decision-relevant facts
Material summary
Matthew Dusci
Managing Director and Chief Executive Officer
Role FitAnalyst Inference · Medium materiality
Relevant mining-operations leadership supports CEO role fit
The selected roster and issuer biography show a progression through Chief Growth Officer, COO and Acting CEO roles at IGO, followed by Boss COO from September 2024 and CEO from October 2025. The experience is relevant to an operating uranium producer, but the chronology is issuer-reported and independent evidence of attributable prior operating outcomes is limited.
Responsibility not applicable · This is a role-fit assessment, not a finding of individual responsibility for company outcomes or the earlier Honeymoon study assumptions.
Annual Report 2023 · director biography, PDF text lines 822–834
Management Team · leadership biography, lines 84–89
Board and Management Transition · page 1, CEO appointment and COO start
Company SuccessIssuer Reported · Medium materiality
Honeymoon operating ramp during COO tenure
Boss stated in July 2025 that Dusci had overseen the Honeymoon ramp-up since joining as COO in September 2024. The mine exceeded first-year production guidance (850,000 lb) and reached 872,000 lb drummed in FY2025. Company attribution is supported, but the production outcome reflects the broader operation and team.
Role overlaps event; causation unproven · He was COO throughout the reported ramp-up; the cited sources do not isolate his individual decisions or contribution.
Board and Management Transition · page 1, Board and Management Transition
Global Uranium Conference presentation · pages 6 and 18, first-year production guidance outcome
FailureIssuer Reported · High materiality
Honeymoon technical review and revised FY26 production plan
During FY2026 Boss withdrew its 2021 Enhanced Feasibility Study after operating data and updated technical work showed key continuity and leachability assumptions needed reassessment. Production guidance was revised from the initial 1.6 million lb target to 1.40–1.45 million lb; actual FY2026 production was 1.407 million lb, within revised guidance. The annual report describes a material share-price decline following the withdrawal. This is an employer/project setback and subsequent delivery against revised guidance, not a finding of individual fault.
Role overlaps event; causation unproven · Dusci was COO from September 2024 and CEO from October 2025, overlapping the review and FY26 plan. The technical assumptions originated in the earlier study; available evidence does not identify his personal responsibility for them.
Global Uranium Conference presentation · page 13, operational review and original 1.6Mlb guidance
Annual Report 2026 · shareholder letter and Honeymoon review, pages 9 and 14-18
Company SuccessIssuer Reported · Medium materiality
Honeymoon delivered revised FY2026 production and cost guidance
Boss reported 1.407 million pounds of FY2026 production, up from 872,000 pounds in FY2025, within the revised 1.40–1.45 million pound guidance. The annual report also reports C1 cost of A$39/lb and AISC of A$61/lb, within the revised cost guidance. These are issuer-reported operation-level outcomes.
Role overlaps event; causation unproven · Dusci was CEO during FY2026 and had been COO since September 2024; no source isolates his individual contribution to production, cost or guidance delivery.
Annual Report 2026 · FY2026 annual report, shareholder letter and Honeymoon operational review, pages 9 and 14–18
Global Uranium Conference presentation · page 13, revised operational guidance
SafetyIssuer Reported · Medium materiality
Honeymoon FY26 reportable incidents and no fatalities
Boss reports that no fatalities occurred at Honeymoon in FY2026, while incidents requiring statutory notification were reported to SafeWork SA. The annual report records three externally reportable incidents and says corrective actions were completed within agreed timeframes; it also says the total recordable injury frequency rate remained elevated. These are issuer disclosures, not an independent regulator audit.
Role overlaps event; causation unproven · Dusci was CEO during FY2026; no individual incident responsibility is identified.
Annual Report 2026 · work health, safety and wellbeing; pages 43 and 50-51
EnvironmentDocumented · Medium materiality
Regulator register records repeated contained Honeymoon releases
The South Australian DEM incident register lists five Honeymoon events from May 2025 through July 2026: a small UOC release after filtration failure, a 48,000-litre barren-leach-solution spill, a 25,912-litre solution emergence at an injection well, and UOC releases of about 25 litres in February 2026 and 3 litres in July 2026. The register describes containment/remediation and reports no identified public exposure or off-site harm for the events summarized. It does not establish personal fault. The register shows two entries dated within FY2026, while Boss’s annual report says three externally reportable incidents; the public records reviewed do not reconcile the counts/categories.
Role overlaps event; causation unproven · Dusci was COO/CEO during this operating period; the regulator summaries identify site causes and controls, not his personal actions or causal responsibility.
Honeymoon Uranium Mine incident report summary · incident entries dated 24 May 2025, 25 May 2025, 18 August 2025, 3 February 2026 and 18 July 2026
Annual Report 2026 · FY2026 annual report, work health, safety and wellbeing, pages 43 and 50–51
Evidence gaps · 5
- Exact departure date, detailed role sequence and independently corroborated employment records for IGO, PMI Gold, Gold Fields and WMC Resources were not established.
- The issuer sources give slightly different names for the geology degree; no independent university award record was located.
- The 2021 Honeymoon feasibility assumptions and individual responsibility for the later study withdrawal are not established by reviewed evidence.
- Boss reports three externally reportable FY2026 events, while the reviewed DEM summary displays two dated events within that fiscal year; event categories/counts were not reconciled.
- The official site register records containment actions but does not establish executive-specific causal responsibility; broader SafeWork SA, EPA, ASIC, court, sanctions and criminal-record searches were not exhaustive.
Justin Laird
Chief Financial Officer
Role FitAnalyst Inference · Medium materiality
Commercial finance background is relevant to CFO responsibilities
Issuer sources describe approximately nine years of Wesfarmers commercial, business-development and transaction experience, earlier EY and Vodafone Ireland finance roles, and a March 2024 appointment as Boss CFO. The record supports relevant exposure but lacks independently verified credentials and person-attributed prior outcomes.
Responsibility not applicable · No individual credit for FY2026 company financial results is inferred from role overlap.
Annual Report 2024 · printed page 22 / PDF page 23, CFO appointment and career summary
Management Team · leadership biography, lines 93–99
EducationIssuer Reported · Medium materiality
Chartered Accountant qualification
Boss’s 2024 annual report states Laird is a Chartered Accountant. No register or degree verification was obtained.
Responsibility not applicable · Reported professional qualification is relevant to CFO responsibilities; independent membership verification was not performed.
Annual Report 2024 · printed page 22 / PDF page 23, CFO appointment and career summary
Role FitAnalyst Inference · Medium materiality
Commercial and strategic finance background before CFO appointment
The FY2024 annual report records a March 2024 CFO appointment after approximately nine years in business-development, transaction and commercial/strategic positions at Wesfarmers, with earlier audit and finance-analyst work at EY and Vodafone Ireland. The evidence supports relevant exposure but does not independently document specific transactions or outcomes.
Responsibility not applicable · The issuer describes career and qualification history; individual outcome attribution was not established.
Annual Report 2024 · printed page 22 / PDF page 23, CFO appointment and career summary
Management Team · leadership biography, lines 93-99
Company SuccessIssuer Reported · Medium materiality
FY2026 revenue and operating cash flow improved
The FY2026 annual report records revenue of A$151.072 million versus A$75.596 million in FY2025, profit after tax of A$2.544 million versus a A$34.168 million loss, and operating cash inflow of A$73.636 million versus A$17.381 million. Laird was CFO through the reporting year; the figures are company-level outcomes, not isolated personal performance.
Role overlaps event; causation unproven · The CFO role overlapped the results period, but the sources do not isolate Laird’s personal contribution or separate operating/commodity effects.
Annual Report 2026 · FY2026 annual report, financial highlights and cash-flow discussion
2026 Annual Report · FY2026 annual report, CFO and leadership disclosures
Evidence gaps · 4
- Specific dates and detailed responsibilities across Wesfarmers, EY and Vodafone Ireland are incomplete; no personally attributable transaction or business outcome was established.
- The Chartered Accountant designation is issuer-reported and was not checked against CA ANZ membership records; no university degree record was located.
- FY2026 company financial outcomes overlap the CFO tenure, but no source isolates Laird’s contribution or separates operating and commodity effects.
- Targeted regulator, court, safety, environmental, ASIC, sanctions and criminal-record searches were incomplete; no clearance is implied.
Kathryn Walker
General Counsel
Role FitAnalyst Inference · Medium materiality
Major-project legal experience aligns with General Counsel role
Boss reports more than 20 years advising on major projects and identifies prior General Counsel and partner roles in energy, infrastructure and natural-resources work. Independent reporting confirms her 2018 move to Piper Alderman; Eldercare’s 2024 magazine records former Deputy Board Chair service. No named client outcome is attributed.
Responsibility not applicable · This is a fit judgment based on disclosed practice and governance roles; it does not imply a specific legal outcome or current outside directorship.
Management Team · leadership biography, lines 101–106
Partner takes up new post at Piper Alderman · article body, 13 December 2018
Eldercare magazine 2024 · 2024 magazine, board profile and retirement note
Role FitAnalyst Inference · Medium materiality
Major-project legal and regulatory experience
Boss reports more than 20 years advising on complex major projects and identifies prior General Counsel work at Symphony Infrastructure Partners and partnership at Piper Alderman. A 2018 industry publication records her move to Piper’s Adelaide energy/environment/infrastructure practice. No client-specific confidential matter or personal delivery outcome is inferred.
Responsibility not applicable · Sources document practice areas and titles, not outcomes on individual matters.
Management Team · leadership biography, lines 101-106
Partner takes up new post at Piper Alderman · article body, 13 Dec 2018
Evidence gaps · 3
- Exact dates and matters at Symphony Infrastructure Partners, Piper Alderman and Cowell Clarke are incomplete; client-confidential work cannot be assessed from public sources.
- The issuer-reported AICD credential and director experience have not been verified against professional-body or appointment records; no current outside directorship was found in the sources reviewed.
- Public-web legal searches do not substitute for comprehensive court, disciplinary or regulator checks; no adverse conclusion is implied.
Conrad Wilkins
General Manager
Role FitAnalyst Inference · Medium materiality
Process-engineering and uranium-operations background fits General Manager remit
Boss describes more than 20 years in process engineering and project delivery, prior WGA process technical leadership, and qualifications including chemical engineering and professional engineering designations. The February 2026 and September 2026 descriptions give conflicting Boss tenure/start timing; exact chronology is unresolved, and no individually attributable Honeymoon delivery outcome is established.
Responsibility not applicable · No personal causation is inferred for Honeymoon incidents; current role and event-period overlap are considered only as operating oversight context.
Management Team · leadership biography, lines 109–112
Exploration and Development Managers Conference 2026 presentation · page 11, management biography
Market Day 2026 transcript · management remarks, Conrad Wilkins introduction
EducationIssuer Reported · Medium materiality
Chartered engineer and AusIMM Fellow
Boss reports that Wilkins is a Chartered Engineer and Fellow of the Australasian Institute of Mining and Metallurgy. An October 2025 company presentation additionally lists BE (Chemical) Honours, MBA, CPEng, NER and FAusIMM. The report records issuer disclosure only; the credential register and degree were not independently checked.
Responsibility not applicable · These qualifications are relevant to process/operations oversight; no independent credential confirmation obtained.
Management Team · leadership biography, lines 109-112
Global Uranium Conference presentation · page 12, technical team biography
Role FitAnalyst Inference · Medium materiality
Process and project engineering experience
Boss identifies Wilkins as General Manager and says he joined from WGA’s process technical lead position, with more than 20 years in process engineering and project/design management. An October 2025 presentation lists prior work with Inception Group and Heathgate Resources. No specific personally delivered project outcome was established.
Responsibility not applicable · Issuer sources state titles and experience but do not link him to an individually measured project outcome.
Management Team · leadership biography, lines 109-112
Global Uranium Conference presentation · page 12, technical team biography
EnvironmentDocumented · Medium materiality
Two 2026 Honeymoon releases overlap General Manager tenure
The South Australian DEM register describes an approximately 25-litre UOC release outside thickener secondary containment on 3 February 2026, attributed in the register to a missing flange nut and compressed-air pressure, and an approximately 3-litre release on 18 July 2026 during blockage clearing with a pipe unsecured. The summaries state material was recovered/remediated and report no identified health, radiological or off-site environmental harm. Conrad Wilkins is listed as General Manager in 2026 issuer materials, though the exact start date is inconsistent across the February and September descriptions.
Role overlaps event; causation unproven · The events occurred during the disclosed General Manager period. The regulator summaries do not connect Wilkins personally to the causes, response or any failure of duty.
Honeymoon Uranium Mine incident report summary · incident entries dated 3 February 2026 and 18 July 2026
Exploration and Development Managers Conference 2026 presentation · page 11, management biography
Market Day 2026 transcript · management remarks, Conrad Wilkins introduction
Evidence gaps · 5
- Two issuer descriptions conflict on whether Boss tenure began around March 2025 or September 2025 after an initial contract role; exact current-role start date remains null.
- Dates and scope at WGA, Inception Group and Heathgate Resources are incomplete; the historic Beverley incident archive could not be connected to a verified Wilkins tenure.
- Professional registrations and the BE/MBA credentials are issuer-reported and were not independently checked.
- Honeymoon incidents overlap the disclosed operations leadership period but the regulator summaries identify no personal responsibility; the FY2026 annual-report/register count difference is unresolved.
- Broader ASIC, court, sanctions, criminal, SafeWork SA, EPA and overseas checks were not exhaustive.
Olivier Regnault
Wellfields Technical Lead
Role FitAnalyst Inference · Medium materiality
ISR hydrogeology and technical research support wellfields role fit
Issuer disclosures describe more than 15 years in uranium operations and a PhD in hydrogeology/geochemistry. A peer-reviewed ISR reactive-transport paper lists Regnault as co-author, and a self-reported profile adds prior AREVA, KATCO and Orano roles. These sources support relevant specialization but do not independently establish his personal operating results; title variants remain unresolved.
Responsibility not applicable · The paper demonstrates co-authorship only; it does not establish responsibility for mine outcomes or current site events.
Management Team · leadership biography, lines 114–117
Three-dimensional reactive transport simulation of Uranium in situ recovery: Large-scale well field applications in Shu Saryssu Basin, Tortkuduk deposit (Kazakhstan) · article abstract and author list
Olivier Regnault professional profile · self-reported experience and education
Market Day 2026 transcript · management remarks, Olivier Regnault introduction
EducationIssuer Reported · Medium materiality
PhD in hydrogeology and geochemistry
Boss reports that Regnault holds a PhD in Hydrogeology and Geochemistry; the FY2026 earnings-call transcript identifies Mines Paris-PSL in his education remarks, and his research profile lists corresponding education. The exact award date and independent university credential verification were not located.
Responsibility not applicable · Education is relevant to ISR and groundwater work; the transcript and profile are not primary degree records.
Management Team · leadership biography, lines 114–117
Boss Energy Limited Q4 2026 earnings call transcript · management education remarks, lines 156–159
Olivier Regnault professional profile · self-reported education section
Role FitAnalyst Inference · Medium materiality
International ISR and uranium-operations experience
Boss reports more than 15 years in mining operations across Kazakhstan, France, Canada and Africa and expertise in uranium in-situ leach, mine planning and modelling. The Oct-2025 presentation identifies KATCO in Kazakhstan and Orano as prior employers and a former KATCO managing-director position; individual operational results in those roles were not separately corroborated.
Responsibility not applicable · The sources establish background and technical remit, not personal accountability for employer-level operating outcomes.
Management Team · leadership biography, lines 114-117
Global Uranium Conference presentation · page 12, technical team biography
Evidence gaps · 4
- Exact education award date and independent degree verification were not obtained; the education source is company/transcript/profile rather than a university record.
- Self-reported KATCO/Orano role dates and the former Managing Director title were not independently verified; current title varies across issuer sources.
- The 2022 co-authored paper demonstrates research publication, not personal operational outcomes at KATCO, Orano or Boss.
- Foreign regulator, court, sanctions and criminal databases across the disclosed jurisdictions were not systematically searched; no clearance is implied.
Derek Hall
Company Secretary
Role FitAnalyst Inference · Medium materiality
Listed-company secretariat experience supports Company Secretary role
Boss appointment and annual-report sources establish Hall’s Company Secretary role from March 2023. A secondary professional profile lists earlier secretariat roles and accounting/governance credentials, although the details and current concurrent engagements have not been checked against issuer filings or professional-body registers.
Responsibility not applicable · This fit assessment does not establish personal involvement in a governance event or independently verify every profile claim.
Appointment of Company Secretary · appointment announcement, 31 March 2023
Annual Report 2023 · page 12, secretary appointment
2026 Annual Report · FY2026 Annual Report, corporate directory, printed page 110
Derek Hall professional profile · profile, listed career roles and qualifications
EducationDocumented · Medium materiality
Accounting and governance credentials
Business News Australia identifies Hall as a Chartered Accountant, Fellow of the Financial Services Institute, associate member of Chartered Secretaries Australia and Fellow of the Governance Institute. The profile is secondary and credentials were not checked directly with professional bodies.
Responsibility not applicable · Qualifications are pertinent to company secretariat and governance duties.
Derek Hall professional profile · profile lines 162-202; company secretary and credentials
Role FitAnalyst Inference · Medium materiality
Listed-company secretariat experience
The annual report lists Derek Hall as Boss company secretary in FY2026; a business profile records his appointment at Boss in 2023 and prior company-secretary roles at StreamPlay Studio and Vection Technologies. The profile also lists a Regency Corporate finance/company-secretarial practice role. Dates and concurrent engagements are not fully resolved.
Role overlaps event; causation unproven · Issuer annual report confirms the current role; professional profile provides secondary evidence of prior roles, with date precision limited.
2026 Annual Report · Annual Report FY2026, corporate directory, printed page 110
Derek Hall professional profile · profile lines 162-202; company secretary and credentials
Evidence gaps · 4
- Hall is a common name; beyond the issuer’s company-secretary appointment, identity matching is limited.
- Concurrent client and company-secretary engagements and end dates at prior issuers are not fully mapped.
- Reported accounting and governance memberships were not independently verified with professional bodies.
- No exhaustive ASIC, court, professional-disciplinary, sanctions or criminal-record check was performed.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-07-31
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 22.30% | 92,600,400 | |
| 2 | 10.64% | 44,191,009 | |
| 3 | 7.92% | 32,888,981 | |
| 4 | 2.92% | 12,124,744 | |
| 5 | 2.34% | 9,705,855 | |
| 6 | 2.08% | 8,652,183 | |
| 7 | 1.00% | 4,165,131 | |
| 8 | 0.53% | 2,200,000 | |
| 9 | 0.46% | 1,914,588 | |
| 10 | 0.40% | 1,675,288 | |
| 11 | 0.40% | 1,660,455 | |
| 12 | 0.34% | 1,400,000 | |
| 13 | 0.33% | 1,358,967 | |
| 14 | 0.26% | 1,100,000 | |
| 15 | 0.26% | 1,077,719 | |
| 16 | 0.24% | 987,790 | |
| 17 | 0.24% | 976,108 | |
| 18 | 0.23% | 963,026 | |
| 19 | 0.23% | 960,371 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- The register is a dated list of registered accounts, not a complete beneficial-ownership register. Nominee and custody accounts may represent multiple underlying investors.
- Substantial-holder notices after the cited annual-report snapshot were not individually reconciled for this candidate; holdings may have changed by the review cutoff.
Sources
- 2026 Annual Report to Shareholders and Appendix 4E
ASX / Boss Energy Limited · Published 2026-08-27 · Accessed 2026-10-09
Dated registered ordinary-shareholder top-20 table and quantities/percentages.
2026/2026-08-27_2026 Annual Report to Shareholders and Appendix 4E_773f6e1116466f7c.pdf, PDF page 108; shareholder register section
Disclosed activity
Insider transactions
Trading activity4 buys · 3 sells shownNet cash last 12 months A$102.5kShow chartHide chart
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2025-12-29 | Wyatt BuckWyatt Buck
Details & evidence for Wyatt Buck on 2025-12-29As disclosed: On-market trade: 38,000 ordinary shares acquired at $1.38 per share.
Change of Director's Interest Notices (x2) ↗ Change of Director's Interest Notices (x2) ↗ | PurchaseFully paid ordinary shares | 38,000 | AUD 52,440.00 | AUD 1.38Disclosed price | 208,000 |
| 2025-12-29 | Matthew DusciMatthew Dusci
Details & evidence for Matthew Dusci on 2025-12-29Notice reports 36,900 total shares acquired across two dates; this row is one component, so no per-date intermediate position is inferred. As disclosed: Shares acquired on market: 29,240 at $1.37 per share; total consideration is the calculated product of quantity and disclosed unit price.
Change of Director's Interest Notices (x2) ↗ | PurchaseFully paid ordinary shares | 29,240 | AUD 40,058.80 | AUD 1.37Disclosed price | 36,900 |
| 2025-12-23 | Matthew DusciMatthew Dusci
Details & evidence for Matthew Dusci on 2025-12-23Notice says 36,900 shares were acquired across two dates and 152,381 Performance Rights remained; this row is the 7,660-share component, and no per-date holding position is inferred. As disclosed: Shares acquired on market: 7,660 at $1.31 per share; total consideration is the calculated product of quantity and disclosed unit price.
Change of Director's Interest Notices (x2) ↗ | PurchaseFully paid ordinary shares | 7,660 | AUD 10,034.60 | AUD 1.31Disclosed price | — |
| 2025-12-16 | Jan HoneymanJan Honeyman
Details & evidence for Jan Honeyman on 2025-12-16As disclosed: 200,000 unquoted options expired in accordance with their issue terms; exercisable at $2.88 on or before 16 December 2025.
Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | ExpiryUnquoted options, exercise price AUD 2.88, expiry 2025-12-16 | 200,000 | —Non Cash | — | 0 |
| 2024-08-05 | Duncan CraibDuncan Craib
Details & evidence for Duncan Craib on 2024-08-05As disclosed: 299,063 shares acquired on exercise of long-term options; nil per exercised option.
Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | ExerciseFully paid ordinary shares issued on exercise of long-term unquoted options | 299,063 | —Non Cash | — | 1,040,736 |
| 2024-08-05 | Duncan CraibDuncan Craib
Details & evidence for Duncan Craib on 2024-08-05Companion security leg to the shares issued on exercise; not an additional economic trade. As disclosed: 299,063 long-term zero-exercise-price options disposed on exercise into ordinary shares.
Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | ExerciseLong-term unquoted options, zero exercise price, expiring on or before 2026-06-30 | 299,063 | —Non Cash | — | 0 |
| 2024-05-30 | Jan HoneymanJan Honeyman
Details & evidence for Jan Honeyman on 2024-05-30Cash consideration calculated as quantity multiplied by the disclosed unit price. As disclosed: On-market purchase of 21,739 shares at A$4.60 per share.
Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | PurchaseFully paid ordinary shares | 21,739 | AUD 99,999.40 | AUD 4.6Disclosed price | 44,367 |
| 2024-05-27 | Duncan CraibDuncan Craib
Details & evidence for Duncan Craib on 2024-05-27As disclosed: 250,938 shares acquired on exercise of 250,938 zero-exercise-price short-term options; nil per exercised option.
Change of Director's Interest Notices (x3) ↗ Change of Director's Interest Notices (x3) ↗ | ExerciseFully paid ordinary shares issued on exercise of short-term unquoted options | 250,938 | —Non Cash | — | — |
| 2024-05-27 | Duncan CraibDuncan Craib
Details & evidence for Duncan Craib on 2024-05-27Companion security leg to the shares issued on exercise; not an additional economic trade. As disclosed: 250,938 zero-exercise-price short-term options disposed on exercise into ordinary shares.
Change of Director's Interest Notices (x3) ↗ Change of Director's Interest Notices (x3) ↗ | ExerciseShort-term unquoted options, zero exercise price, expiring on or before 2025-06-30 | 250,938 | —Non Cash | — | 0 |
| 2024-05-21to 2024-05-24 | Duncan CraibDuncan Craib
Details & evidence for Duncan Craib on 2024-05-21Notice reports the after position after both the sale and a later option exercise; an intermediate post-sale balance is not stated. As disclosed: On-market sale of 3,750,000 shares over 21–24 May 2024 at $5.63 per share.
Change of Director's Interest Notices (x3) ↗ Change of Director's Interest Notices (x3) ↗ | SaleFully paid ordinary shares | 3,750,000 | AUD 21,112,500.00 | AUD 5.63Disclosed price | — |
| 2024-05-21 | Wyatt BuckWyatt Buck
Details & evidence for Wyatt Buck on 2024-05-21Consideration is quantity multiplied by the disclosed per-share figure. As disclosed: On-market sale of 291,777 shares at $5.63 per share.
Change of Director's Interest Notices (x3) ↗ Change of Director's Interest Notices (x3) ↗ | SaleFully paid ordinary shares | 291,777 | AUD 1,642,704.51 | AUD 5.63Disclosed price | 170,000 |
| 2024-05-21 | Bryn JonesJones Family A/C
Details & evidence for Bryn Jones on 2024-05-21Separate from the 163,123 shares in the Tawel Super Fund account. Consideration is quantity multiplied by disclosed price. As disclosed: On-market sale of 600,000 shares at $5.63 per share from the Jones Family A/C; Mr Jones is a beneficiary.
Tawel Super Fund A/C · joint holder with spouse of securities in this super fund account Jones Family A/C · beneficiary of account held jointly with spouse Change of Director's Interest Notices (x3) ↗ Change of Director's Interest Notices (x3) ↗ | SaleFully paid ordinary shares | 600,000 | AUD 3,378,000.00 | AUD 5.63Disclosed price | 181,844 |
Disclosed holding observations6 dated positions
Initial, final and threshold notices describe positions; these are not counted as purchases or sales.
| Holding at | Person / group | Type / security | Quantity | Percentage |
|---|---|---|---|---|
| 2025-06-02 | Bryn Jones
Details & evidence for Bryn Jones on 2025-06-02Final interest at cessation as director; Mr Jones is identified as beneficiary in the preceding notice.
Tawel Super Fund A/C · joint holder with spouse of securities in this super fund account Jones Family A/C · beneficiary of account held jointly with spouse Final Director's Interest Notice ↗ | FinalFully paid ordinary shares | 181,844 | — |
| 2025-06-02 | Bryn Jones
Details & evidence for Bryn Jones on 2025-06-02Final interest at cessation as director; Mr Jones and Ms Jones are named joint holders.
Tawel Super Fund A/C · joint holder with spouse of securities in this super fund account Jones Family A/C · beneficiary of account held jointly with spouse Final Director's Interest Notice ↗ | FinalFully paid ordinary shares | 163,123 | — |
| 2023-03-31 | Peter O’Connor
Details & evidence for Peter O’Connor on 2023-03-31Mr O’Connor disclosed he was a beneficiary of Avonmore Holdings Group Limited.
Bestrate Group Limited · director of related company Avonmore Holdings Group Limited · beneficiary of related entity Sally O’Connor · spouse account Appendix 3Z - Final Director's Interest Notice - P O'Connor ↗ | FinalOrdinary shares | 600,000 | — |
| 2023-03-31 | Peter O’Connor
Details & evidence for Peter O’Connor on 2023-03-31Mr O’Connor disclosed he was a director of Bestrate Group Limited.
Bestrate Group Limited · director of related company Avonmore Holdings Group Limited · beneficiary of related entity Sally O’Connor · spouse account Appendix 3Z - Final Director's Interest Notice - P O'Connor ↗ | FinalOrdinary shares | 1,476,351 | — |
| 2023-03-31 | Peter O’Connor
Details & evidence for Peter O’Connor on 2023-03-31Final director interest on cessation.
Bestrate Group Limited · director of related company Avonmore Holdings Group Limited · beneficiary of related entity Sally O’Connor · spouse account Appendix 3Z - Final Director's Interest Notice - P O'Connor ↗ | FinalOrdinary shares | 56,875 | — |
| 2023-03-31 | Peter O’Connor
Details & evidence for Peter O’Connor on 2023-03-31Mrs Sally Margaret O’Connor identified as spouse.
Bestrate Group Limited · director of related company Avonmore Holdings Group Limited · beneficiary of related entity Sally O’Connor · spouse account Appendix 3Z - Final Director's Interest Notice - P O'Connor ↗ | FinalOrdinary shares | 48,125 | — |
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Sign in or enter a guest codeChronological evidenceSource-document inventory27 documents
BOE daily close, ASX (reference price, 2 Nov 2026)Market Data · HighExtracted
Latest eligible local ASX close on the cutoff: A$1.45 on 2 Nov 2026 (open 1.38, high 1.455, low 1.365, volume 3.72m), from the local price database (market data provider history). Registered as the reference price.
- Document ID
- boe-price-2026-11-02
- Published UTC
- 2026-11-02T05:00:00Z
- Projects
- —
- Commodities
- uranium
Market snapshot (miners.v8db.market_snapshot BOE, cutoff 2 Nov 2026)Market Data · MediumExtracted
Market snapshot: market cap A$602.0m at A$1.45 on 415.2m shares, 20-day average traded value A$7.7m, 12-month return -27.1%, 3-year return -68.2%, 52-week range A$1.01 to A$2.05. Peer database has no uranium peer rows; peers were completed from outside research only where accessible.
- Document ID
- boe-market-snapshot
- Published UTC
- 2026-11-02T06:00:00Z
- Projects
- —
- Commodities
- uranium
Uranium U3O8 daily spot (CME UxC daily close, 30 Oct 2026)Commodity Data · MediumExtracted
UxC/CME uranium daily close of US$92.55/lb on 30 October 2026 from the local metals database, the latest spot before the cutoff, with the IMF monthly series (about US$71/lb in August 2026) as a lagging cross-check. Used as spot for inventory marking and the deck anchor.
- Document ID
- boe-uranium-spot-2026-10-30
- Published UTC
- 2026-10-30T06:00:00Z
- Projects
- —
- Commodities
- uranium
Insider dealings, directors (miners.insider_transactions show BOE)Governance · LowMetadata Only
Insider transaction database view for directors (status partial). Used for the insider dealings section: for example Wyatt Buck bought 38,000 shares at A$1.38 on 29 December 2025 (on-market).
- Document ID
- boe-insider-dealings
- Published UTC
- 2026-10-30T00:00:00Z
- Projects
- —
- Commodities
- uranium
September 2026 Quarterly Activities Report (28 Oct 2026)Results · HighExtracted
Q1 FY27: drummed production 359klbs, C1 A$47/lb, AISC A$79/lb, capex A$13m, realised US$82/lb, sales 301klbs. Cash A$39.2m, investments A$31.4m, inventory 1,641klbs; cash and liquid assets A$194.9m. FY27 guidance restated; Alta Mesa 100% production 10klbs with no product received by Boss; Chair change; aspiration to 2.5Mlb (aspirational only).
- Document ID
- boe-sep26-qar
- Published UTC
- 2026-10-27T21:18:50Z
- Projects
- honeymoon
- Commodities
- uranium
September 2026 Quarterly Results Presentation (28 Oct 2026)Presentation · MediumExtracted
Quarterly presentation: cash A$39.2m, inventory 1,641klbs, cash and liquid assets A$194.9m (book), illustrative market value A$281.6m at US$90/lb and 0.70; legacy contract deliveries of about 250klbs in H2 FY27.
- Document ID
- boe-sep26-pres
- Published UTC
- 2026-10-27T21:19:00Z
- Projects
- honeymoon
- Commodities
- uranium
Appendix 2A quotation of performance-right conversions (16 Oct 2026)Corporate Action · LowExtracted
Quotation of 2,656 ordinary shares issued on 16 October 2026 on conversion of performance rights.
- Document ID
- boe-quote-1019
- Published UTC
- 2026-10-18T20:31:14Z
- Projects
- —
- Commodities
- uranium
Local management assessment (management/BOE/summary.md)Other · LowMetadata Only
Repository management assessment with external background checks for the six current executives (Dusci, Laird, Walker, Wilkins, Regnault, Hall). It records FY26 delivery against revised guidance, the regulator incident register for Honeymoon, and incomplete credential and adverse-record checks. Used for the management section; its own assessment score is not an input to our scorecard.
- Document ID
- boe-management-assessment
- Published UTC
- 2026-10-08T22:00:00Z
- Projects
- —
- Commodities
- uranium
Local top-holder register (ownership/BOE/investors.json)Other · MediumExtracted
Top-20 ordinary share register as of 31 July 2026 (19 accounts; nominee accounts do not identify beneficial owners). Largest line: HSBC Custody Nominees with 92.6m shares (22.3% of issued capital).
- Document ID
- boe-ownership-register
- Published UTC
- 2026-10-09T00:00:00Z
- Projects
- —
- Commodities
- uranium
Peter Botten commences as Boss Energy Chair (30 Sep 2026)Governance · MediumExtracted
Confirmation that Peter Botten commenced as Chair on 30 September 2026; Wyatt Buck remains a non-executive director.
- Document ID
- boe-chair-commence-2026
- Published UTC
- 2026-09-30T02:14:54Z
- Projects
- —
- Commodities
- uranium
Appendix 2A quotation of performance-right conversions (25 Sep 2026)Corporate Action · LowExtracted
Quotation of 23,678 ordinary shares issued on 25 September 2026 on conversion of performance rights (employee incentive scheme).
- Document ID
- boe-quote-0925
- Published UTC
- 2026-09-25T04:34:43Z
- Projects
- —
- Commodities
- uranium
Notification of cessation of securities (25 Sep 2026)Corporate Action · LowExtracted
Lapse of 454,164 performance rights (not ordinary shares) because conditions were not satisfied; no change to the ordinary share count.
- Document ID
- boe-cess-0925
- Published UTC
- 2026-09-25T04:32:08Z
- Projects
- —
- Commodities
- uranium
Boss Energy 2026 Market Day presentation (15 Sep 2026)Presentation · MediumExtracted
Market Day strategy presentation: aspiration for a regional hub producing 2.5Mlb a year at AISC A$65/lb by the early 2030s. The company labels these statements aspirational and not a production target; they are not used as valuation inputs.
- Document ID
- boe-marketday-2026
- Published UTC
- 2026-09-14T22:11:04Z
- Projects
- honeymoon · satellite_deposits
- Commodities
- uranium
2026 Annual Report to Shareholders and Appendix 4E (FY2026)Results · HighExtracted
Audited FY2026 annual report (year to 30 June 2026): revenue A$151.1m, NPAT A$2.5m, operating cash flow A$73.6m, debt-free with cash A$49.7m and A$207.3m cash and liquid assets incl. inventory. Reports 415.2m shares at 30 June 2026, no dividend, Honeymoon MRE depleted to 20.8Mlb, satellite MREs and the 30% Alta Mesa JV.
- Document ID
- boe-ar-fy2026
- Published UTC
- 2026-08-26T21:38:49Z
- Projects
- honeymoon
- Commodities
- uranium
Honeymoon New Feasibility Study and MRE Update (27 Aug 2026)Study · HighExtracted
New Feasibility Study for Honeymoon on a wide-spaced wellfield design: 13.8Mlb drummed over nine years (to FY2035), LT price US$90/lb and AUD:USD 0.70, C1 about A$50/lb and AISC about A$79/lb (2027-34), sustaining capital A$308m and total capital A$366m. Also the updated Honeymoon MRE (20.8Mlb depleted). The study reports no whole-project NPV; NPV is shown only for wellfield comparisons.
- Document ID
- boe-nfs-honeymoon-2026
- Published UTC
- 2026-08-26T21:39:24Z
- Projects
- honeymoon
- Commodities
- uranium
FY2026 Results and New Feasibility Study presentation (27 Aug 2026)Presentation · HighExtracted
Results presentation: FY26 production 1,407klbs, realised price A$111/lb (US$74/lb), C1 A$39/lb and AISC A$61/lb, inventory 1.581Mlb (about A$195m at spot), cash and liquid assets A$207.3m, debt-free. Presents NFS wellfield comparison (NPV A$3m vs A$17m for EKT1) and the 9-year plan.
- Document ID
- boe-fy26-results-pres
- Published UTC
- 2026-08-26T21:39:39Z
- Projects
- honeymoon
- Commodities
- uranium
FY2026 Financial Results and FY2027 Guidance (27 Aug 2026)Guidance · HighExtracted
FY27 guidance: production 1.25-1.30Mlb, C1 A$51-56/lb, AISC A$83-92/lb. FY26 corporate costs A$14.6m, remaining revenue tax losses A$52.6m (subject to a fraction rate), and the FY26 result details.
- Document ID
- boe-fy26-results-guidance
- Published UTC
- 2026-08-26T21:39:09Z
- Projects
- honeymoon
- Commodities
- uranium
June 2026 Quarterly Activities Report (30 Jul 2026)Results · HighExtracted
Q4 FY26 drummed production 362klbs; FY26 production 1,407klbs against revised guidance of 1.40-1.45Mlb; FY26 C1 A$39/lb, AISC A$61/lb and capex A$65.9m; Q4 realised price A$107/lb (US$75/lb); cash and liquid assets A$207.3m.
- Document ID
- boe-jun26-qar
- Published UTC
- 2026-07-29T22:34:59Z
- Projects
- honeymoon
- Commodities
- uranium
June 2026 Quarterly Cashflow Report (30 Jul 2026)Results · MediumExtracted
Appendix 5B for the June 2026 quarter; cash flow context for FY26 operating and investing cash flows (see the audited annual report for figures used).
- Document ID
- boe-jun26-cf
- Published UTC
- 2026-07-29T22:35:24Z
- Projects
- honeymoon
- Commodities
- uranium
Boss Achieves FY26 Guidance and Accelerates Feasibility Study (3 Jul 2026)Study · MediumExtracted
Announcement that FY26 production guidance was achieved and the feasibility study was accelerated to August 2026.
- Document ID
- boe-jul26-guidance
- Published UTC
- 2026-07-02T22:17:48Z
- Projects
- honeymoon
- Commodities
- uranium
Appointment of Chair and Board update (3 Jul 2026)Governance · MediumExtracted
Appointment of Peter Botten as independent non-executive director and Chair from 30 September 2026; Wyatt Buck to remain as non-executive director.
- Document ID
- boe-chair-2026
- Published UTC
- 2026-07-02T22:25:53Z
- Projects
- —
- Commodities
- uranium
March 2026 Quarterly Activities Report (30 Apr 2026)Results · MediumExtracted
March 2026 quarterly activities: Honeymoon production and cost history, rain impacts and FY26 guidance tracking.
- Document ID
- boe-mar26-qar
- Published UTC
- 2026-04-29T22:17:45Z
- Projects
- honeymoon
- Commodities
- uranium
March 2026 Quarterly Cashflow Report (30 Apr 2026)Results · LowExtracted
Appendix 5B for the March 2026 quarter; cash flow history used for quarterly context only.
- Document ID
- boe-mar26-cf
- Published UTC
- 2026-04-29T22:18:00Z
- Projects
- honeymoon
- Commodities
- uranium
Gould s Dam and Jason s Mineral Resource and Permitting Update (19 Mar 2026)Resource Update · HighExtracted
Satellite MREs effective 31 Dec 2025: Gould s Dam 38.7Mt at 388ppm for 33.1Mlb (23% Indicated), Jason s 13.3Mt at 410ppm for 12.0Mlb (41% Indicated). Permitting in progress; resources are not in the NFS life-of-mine plan.
- Document ID
- boe-gouldsdam-2026
- Published UTC
- 2026-03-18T22:12:21Z
- Projects
- satellite_deposits
- Commodities
- uranium
December 2025 Half-year Financial Report and Appendix 4D (26 Feb 2026)Results · MediumExtracted
Half-year accounts to 31 December 2025, used for balance sheet and cash history context; superseded by the audited FY26 accounts.
- Document ID
- boe-h1-fy26
- Published UTC
- 2026-02-25T22:20:58Z
- Projects
- honeymoon
- Commodities
- uranium
Boss appoints experienced resources executive as Managing Director (1 Oct 2025)Leadership · HighExtracted
Matthew Dusci appointed Managing Director and Chief Executive Officer from 1 October 2025, succeeding Duncan Craib; Dusci had been COO for the prior twelve months.
- Document ID
- boe-md-2025
- Published UTC
- 2025-09-30T22:28:31Z
- Projects
- —
- Commodities
- uranium
Boss acquires shares in Queensland uranium developer (13 Mar 2025)Transaction · MediumExtracted
Agreement to acquire 23.5m Laramide Resources shares (about 9%) at C$0.60 for about A$15.5m (A$3.9m cash, A$11.7m scrip through about 5.2m Boss shares). Westmoreland project in Queensland remains under a state moratorium.
- Document ID
- boe-laramide-2025
- Published UTC
- 2025-03-12T21:26:05Z
- Projects
- —
- Commodities
- uranium
Evidence facts74
151.072 AUD million
2026-06-30122.033 AUD million
2026-06-302.544 AUD million
2026-06-3073.636 AUD million
2026-06-3066.734 AUD million
2026-06-3049.671 AUD million
2026-06-30123.789 AUD million
2026-06-30415175320 shares
2026-06-30414921511 shares
2025-06-300.327 AUD million
2026-06-3017.989 AUD million
2026-06-3036.205 AUD million
2026-06-304.851 AUD million
2026-06-300 AUD
2026-06-3020.8 Mlb U3O8
2026-06-3013.7 Mlb U3O8
2026-06-3033.1 Mlb U3O8
2026-03-3112.0 Mlb U3O8
2026-03-31162 klb U3O8
2026-06-3013.8 Mlb U3O8
2035-06-309 years
2035-06-3090 US$/lb U3O8
2026-08-2750 A$/lb U3O8
2034-06-3079 A$/lb U3O8
2034-06-30308 AUD million
2035-06-30366 AUD million
2035-06-3058 AUD million
2026-08-2717 AUD million
2026-08-271.3 Mlb U3O8
2027-06-301.407 Mlb U3O8
2026-06-30111 A$/lb U3O8
2026-06-3074 US$/lb U3O8
2026-06-301.581 Mlb U3O8
2026-06-30207.312 AUD million
2026-06-301.25 Mlb U3O8
2027-06-301.3 Mlb U3O8
2027-06-3051 A$/lb U3O8
2027-06-3083 A$/lb U3O8
2027-06-3014.6 AUD million
2026-06-3052.6 AUD million
2026-06-300.359 Mlb U3O8
2026-09-3047 A$/lb U3O8
2026-09-3079 A$/lb U3O8
2026-09-3013 AUD million
2026-09-300.301 Mlb U3O8
2026-09-3039.2 AUD million
2026-09-3031.428 AUD million
2026-09-301.641 Mlb U3O8
2026-09-30194.864 AUD million
2026-09-300.01 Mlb U3O8
2026-09-3058 AUD million
2027-06-3039.2 AUD million
2026-09-301641 klb U3O8
2026-09-30250 klb U3O8
2027-06-301.41 Mlb U3O8
2026-06-30107 A$/lb U3O8
2026-06-3065.9 AUD million
2026-06-3033.1 Mlb U3O8
2025-12-317.7 Mlb U3O8
2025-12-3112.0 Mlb U3O8
2025-12-314.9 Mlb U3O8
2025-12-312.5 Mlb U3O8 per year
2033-06-3015.5 AUD million
2025-03-131 appointment
2025-10-0123678 shares
2026-09-252656 shares
2026-10-16454164 rights
2026-09-251.45 AUD per share
2026-11-0292.55 USD/lb U3O8
2026-10-301.4236 AUD per USD
2026-11-0292600400 shares
2026-07-31602.042398 AUD million
2026-11-02-0.2714 fraction
2026-11-027.733084 AUD million
2026-11-02