Boss Energy's Honeymoon Review Shows Post-Fiscal 2027 Pivot to Wider-Spaced In-Situ Recovery Mining, Jefferies Says

MT Newswires Live12-22 07:37

Boss Energy's (ASX:BOE) Honeymoon review presents a clear strategy change after fiscal 2027, moving to a wider-spaced in-situ recovery mining approach, according to a Dec. 19 Jefferies note.

The company said last week it has formally withdrawn the enhanced feasibility study for Honeymoon after a review indicated an expected "material and significant" deviation from the assumptions underpinning the review.

Jefferies said that the company's new approach still needs to be proven in real operations to reduce the risk associated with using a relatively new application method.

The investment firm said that while BOE's valuation does not appear demanding, the risks linked to the strategy shift and lack of clarity are higher than the potential upside at this stage.

"Boss continues to offer a unique exposure to the uranium thematic," the note added.

Jefferies kept a hold rating on BOE and reduced its price target to AU$1.35 from AU$1.90.

Boss Energy's shares shed 1% in recent Monday trade.

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