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Boss Resources (BOE:ASX)

PFS results – Valuation update & analysis

1 Video - May 17

Boss Resources has released a positive Pre-Feasibility Study for their Honeymoon uranium project in South Australia.  The results of the study were impressive as it confirmed our belief that the Honeymoon project is on track to become the next uranium producing asset in Australia.  The analysis includes:

  • Valuation update
  • Highlight of the key factors in the PFS; and
  • Future catalysts.

AGM Presentation

1 Video - Dec 16

AGM Presentation – Executive Director - Grant Davey

Valuation Update – Option Study

1 Video - Oct 16
  • Boss has announced a positive Option Study for their Honeymoon project.
  • The Study highlighted capital cost to re-commence production of US$7m (0.8Mlbs pa) whilst the cost to expand production up to 2Mlbs pa would be US$57m.
  • We review the results of the study and updated our valuation.

Valuation Update – 4Mlbs pa operation

1 Video - Aug 16
  • Given the recent announcement on the option study and the increase to the resource (57.8Mlbs) we have increased our long term production at the Honeymoon project to 4Mlbs pa.
  • This has resulted in our valuation increasing to $0.27 / share.

Management update – June 2016

1 Video - Jun 16

We interviewed Executive Director, Grant Davey for an update on:

  • The resource upgrade;
  • The exploration strategy for 2016; and
  • Strategy for the rest of 2016.

Archive

Presentation

1 Video - May 16

Presentation at the RRS conference – gold Coast – 2016

Valuation update: Resource increased to 52.5Mlbs

1 Video - Apr 16

Boss announced a maiden resource at their Gould’s Dam region to 25Mlb at a grade of 510ppm.  This has increased the total resource at the Honeymoon Uranium Project to 52.5 Mlbs U3O8 at a grade of 640ppm.  This analysis:

  • Updates our valuation for Boss;
  • Reviews the resource upgrade;
  • Peer analysis with Peninsular Energy.

 

Peer comparison: Boss vs. Peninsular Energy

1 Video - Apr 16

A high level peer comparison between Boss Resources and Peninsular Energy (ASX:PEN).

Valuation Update: Resource upgrade

5 Videos - Jan 16
  • Boss Resources (ASX:BOE)  announced a resource upgrade at their Honeymoon Uranium Project of 27.6 Mlbs U3O8 at a grade of 820ppm.
  • The increase comes less than two months since Boss acquired the Honeymoon Project, which is one of only four uranium projects in Australia to be fully permitted for uranium mining.
  • We increased our valuation from $0.14 to $0.17 per share.

Virtual Site trip – Honeymoon uranium project

1 Video - Jan 16
  • The Honeymoon Uranium Project is located in South Australia.
  • The Project was put into care & maintenance during 2013 due to the fall in the uranium price post the Fukashima disaster.
  • Approximately $170m was spent on infrastructure at the Project which remains in excellent condition.
  • The SX facility has a current production capacity is 880,000 lbs pa.

Uranium – Demand, Supply & Pricing

1 Video - Jan 16

Detailed review of the fundamentals for uranium.  Includes analysis on the:

  • Supply – Current & future;
  • Demand  - Current & future;
  • Unique pricing characteristics – spot vs. long term contracts.

Initiation Report

12 Videos - Dec 15

Initiation Report includes:

  • Valuation & Investment Analysis;
  • Review of the uranium market (supply, demand & pricing).
  • Site trip to the Honeymoon Uranium Project;
  • Review of the Exploration Potential; and
  • Management Interviews.