BOE Price sensitive 27 Aug 2026, 7:39 AM

Honeymoon New Feasibility Study and MRE Update

Boss Energy Ltd

Boss Energy Honeymoon New Feasibility Study and MRE Update

Key points

  • Successful NFS confirms economic production pathway
  • Wider well spacing materially lowers costs
  • Favourable deposit characteristics enable wide-spaced design
  • Benchmarking against established ISR operations
  • World-class technical approach to ISR mine planning

Full summary

Boss Energy's updated feasibility study for its Honeymoon Uranium Operation confirms a wide-spaced wellfield design, reducing costs and supporting economic uranium production until at least FY34. The study highlights that the new design will support continued economic production with an estimated 13.8 million pounds of uranium drummed over a nine-year operating period. The wider well spacing reduces life-of-mine All-In Sustaining Costs (AISC) by approximately $30 per pound compared to the original design. The study also reveals that the wide-spaced design leverages Honeymoon's unique deposit characteristics, including high permeability and hydraulic connectivity, to enable more effective uranium recovery. The new design has been benchmarked against several in-situ recovery (ISR) operations in Kazakhstan. The study incorporates an updated mineral resource estimate and advanced reactive transport modeling, providing a robust pathway for long-term economic uranium production.

Guidance

Approximately 13.8Mlbs U3O8 drummed over a nine-year operating period, AISC of A$79/lb

Outlook

The NFS provides a high-confidence base-case production plan from an established operating platform, with the processing plant and core infrastructure already in place. There remains significant scope to further optimise well spacing, recovery, production, costs and mine life as operating data continues to build.

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