08/05/2025 09:19

Boss Energy (BOE) or Paladin Energy (PDN)

As subscribers know, we remain bullish on the uranium thematic, but it's been a painful journey for most of the sector in 2025, except BOE, which has bounced strongly.

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01/05/2025 09:27

Boss Energy Ltd (BOE) $3.17

It's not been a good year for the shorts in BOE with the stock up +30% so far in 2025, the traders have sold into the bounce, but they must be getting uncomfortable. On Tuesday, it pleased the market with its quarterly update from its South Australian Honeymoon facility.

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17/12/2024 09:37

Boss Energy Ltd (BOE) $2.40

Investment bank UBS has lowered its outlook for uranium over the next two years by 9% to $US78 a pound in 2025 and 2026 and cut its share price target for Boss Energy (BOE) by 3% to $3.40.

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19/11/2024 09:11

Boss Energy Ltd (BOE) $3.07

BOE surged +7.3% on Monday, but after correcting over 60% through 2024, more is required to help suffering shareholders. BOE operates the Honeymoon project in South Australia, and having restarted operations in 2024, they are ramping up to full production of 2.4Mlb in FY27.

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22/10/2024 09:20

Boss Energy Ltd (BOE) $3.76

Uranium stock BOE surged +6.2% on Monday, although it's still down 6.7% Year-to-date compared to Paladin (PDN), which has rallied over 32%. BOE operates the Honeymoon project in South Australia, and having restarted operations in 2024, they are ramping up to full production of 2.4Mlb in FY27

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18/10/2024 09:57

Boss Energy Ltd (BOE) $3.65

BOE has underperformed its peers both on the way down and in the recent recovery, however, we view BOE as a lower risk, lower beta way of investing in the Uranium sector. They operate the Honeymoon project in South Australia which we like, and having restarted operations in 2024, they are ramping up to full production of 2.4Mlb in FY27.

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13/09/2024 09:15

Boss Energy Ltd (BOE) $2.89

BOE has underperformed as it commissions the Honeymoon project. That is not a significant surprise, and BOE has been our least preferred company in the sector for most of the past year. It is still not cheap relative to peers, and we would prefer Peninsula Energy (PEN), at the speculative end of the curve, which provides a similar exposure for a fraction of the price.

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12/07/2024 09:08

Boss Energy Ltd (BOE) $3.98

BOE surged +6.1% on Thursday, tracking solid gains by the uranium names on overseas bourses, following a hike in extraction taxes in Kazakhstan, which will potentially limit future supply growth, a bullish development right after Biden signed the ADVANCE Act on Tuesday to support nuclear power. Two upcoming events may provide a catalyst for ongoing gains by uranium prices:

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04/07/2024 09:27

Boss Energy Ltd (BOE) $4.19

The average gain of the three ASX200 uranium miners on Wednesday was almost 6%, with BOE, the weakest advancing +4.75%—not bad for a relatively average performer. We had been calling BOE down to the $4 area for months, a move which unfolded rapidly after the CEO  sold around 70% of his holding in one fell swoop in late May.

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25/06/2024 09:09

Boss Energy Ltd (BOE) $3.95

We haven’t been fans of BOE through 2024 and in May it looked like the CEO agreed as he unloaded 70% of his holding onto the market, not a great look. This is a volatile space but we’ve been targeting the $4 area for BOE hence we have reversed our outlook back to a bullish one, though we reiterate our preference towards PDN for sector exposure.

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