Boss the best value as uranium recovery beckons

Guy Keller

Tribeca Investment Partners

With the fundamentals for a uranium market recovery continuing to line up, we are bullish on Boss Resources (ASX: BOE) which we believe will be the first Australian producer to market when the uranium price re-rates.

It ticks so many of the boxes needed to achieve that with its Honeymoon project in South Australia fully permitted in terms of mining as well as exporting.

As a brownfields project, it has infrastructure in place with only low Capex needed and it has historically produced uranium. Boss has management with strong production experience and its timeline to production places it ahead of many of its peers. We see Boss as the best uranium pick on the ASX as I outlined in this snippet from a recent presentation.

If you would like to see the full presentation, covering the market dynamics, key drivers and opportunities for the uranium sector, you can access it here.

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Guy Keller
Commodities Analyst
Tribeca Investment Partners

Guy has 20 years of global commodity trading experience having worked in London, Singapore and Sydney. He spent the last 15 years as a Director with Macquarie, most recently in Singapore as Head of the Asia Base Metals Trading desk. Guy has run...

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