Just got this in an email today...Friday, 11 April 2025
BOE - BOSS ENERGY LIMITED
Macquarie rates BOE as Outperform (1) - Boss Energy drummed 295.8klbs U308 at Honeymoon project in 2Q25, beating Macquarie's forecast by 7.6%, and is well-placed to beat 850klbs FY25 guidance.
The broker's estimate for FY25 is 912klbs. Cash receipt, including payment from enCore, was US$22.4m, with the balance loan repayment of 100klbs due as cash at the end of June.
The broker notes Alta Mesa is performing well, with 0.7Mlb/year run-rate in March, and IX3 expected to commence in 2026.
FY25 net profit forecast lifted on improved production and interest revenue, and FY26 raised on increased production from Honeymoon and Alta Mesa.
Outperform. Target rises to $4.60 from $4.50.
Target price is $4.60 Current Price is $2.62 Difference: $1.98 If BOE meets the Macquarie target it will return approximately 76% (excluding dividends, fees and charges). Current consensus price target is $3.80, suggesting upside of 45.0%(ex-dividends)The company's fiscal year ends in June.
Forecast for FY25:
Macquarie forecasts a full year FY25 dividend of 0.00 cents and EPS of minus 2.40 cents . At the last closing share price the stock's estimated Price to Earnings Ratio (PER) is minus 109.17. How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 3.0, implying annual growth of -74.2%. Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A. Current consensus EPS estimate suggests the PER is 87.3.
Forecast for FY26:
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of 14.70 cents . At the last closing share price the stock's estimated Price to Earnings Ratio (PER) is 17.82. How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 27.2, implying annual growth of 806.7%. Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A. Current consensus EPS estimate suggests the PER is 9.6.
Market Sentiment: 0.9All consensus data are updated until yesterday. FNArena's consensus calculations require a minimum of three sources
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Last
$3.68 |
Change
-0.130(3.41%) |
Mkt cap ! $1.526B | |||
| Open | High | Low | Value | Volume |
| $3.83 | $3.87 | $3.64 | $16.73M | 4.516M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9998 | $3.68 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.69 | 50975 | 8 |
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| Last trade - 16.10pm 13/06/2025 (20 minute delay) ? |
| BOE (ASX) Chart |