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Boss Energy (BOE) investor relations material
Boss Energy H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record uranium production at Honeymoon (842k lbs) and Alta Mesa (348,930 lbs, 100% basis), with increased sales volumes and operational milestones met at both sites.
Revenue rose 71% year-over-year to $81.8 million, driven by higher production and sales volumes.
Net loss after tax narrowed to $7.9 million from $9.5 million in the prior period, mainly due to higher operating costs and inventory accounting.
CEO transition completed, with Matthew Dusci appointed and Wyatt Buck set to step down as Chair.
Financial highlights
Revenue: $81.8 million (up 71% year-over-year).
Net loss after tax: $7.9 million (improved from $9.5 million loss year-over-year).
EBITDA: $8.6 million (vs. -$15.3 million prior year).
Operating cash flow: $36.2 million (up 107% year-over-year).
Cash and liquid assets: $208.0 million, with no debt.
Outlook and guidance
Focus on delivering a New Feasibility Study for Honeymoon, with milestones set for updated resource statements and feasibility completion through Q3 CY26.
C1 cash cost guidance for FY2026 reduced to $36–$40/lb (US$24–26/lb) due to cost optimization.
Accelerated drilling and resource modeling underway to support future production and satellite deposit development.
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