BOE 3.96% $5.78 boss energy ltd

Contracting, page-3

  1. 367 Posts.
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    I agree. To be fair Boss are playing a blinder and, when everyone was hyping new contract signing 9 months ago with spot at $50.00, Boss didn't get involved. That must have been hard thing to do, especially when their pounds have such a cheap cost and you want to secure your mine and your employees future.

    I was watching an interview the other day where Bram Vanderelst (Curzon Trading) was commenting that Boss is the only company in the whole Uranium space that hasn't put a foot wrong so far. And that list is the who's who: Kazatomprom have under delivered on product and had cost blowouts, Cameco have all sorts of issues (staff, machines, issues @ McArthur, issues @ Cigar), Paladin Restart had a cost blow out - 87m to 118m, Peninsular with their processing issues ... etc. etc.

    I just hope they get some M+A sorted before the valuations run away but, apart from that, I'm comfortable (and they've earned it) that Boss will do the right thing.

 
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