Argues Boss Energy is an undervalued uranium miner with low cash costs, zero debt, and a physical uranium stockpile.
BOE.AX — LONG The author argues Boss Energy is one of the few established uranium miners not trading at huge multiples. He cites 1.6 million pounds of uranium production expected by 2026, cash costs near US$22/lb, zero debt, and A$212 million in liquidity including a 1.44 million pound physical stockpile, which he believes leaves a wide profit margin and makes it the best current play.
Seems like the best current play.
This Reddit post, published January 24, 2026, features u/c-u-in-da-ballpit discussing BOE.AX. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/c-u-in-da-ballpit · Tickers: BOE.AX