Boss Energy's Legacy Contract Sours In-Line 2Q Result -- Market Talk

Dow Jones

Jan 28

2358 GMT - While uranium miner Boss Energy's 2Q result was broadly in line with expectations, there were some negatives in the company's guidance that outweighed positive outcomes, says Ord Minnett. Boss reported 2Q output of 456,000 pounds of U308, a common compound of uranium. That was above consensus expectations of 409,000 lbs. Still, analyst Matthew Hope highlights a first mention of a legacy contract with pricing of some 65%-70% of spot. First deliveries under this contract are due to happen in the next six months. "This will go on for a few years as a total of 1.7 million lbs owed at max 250,000 lbs per annum, dragging down the realized price," Ord Minnett says. Boss is up 6.1% at A$1.91. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

January 27, 2026 18:58 ET (23:58 GMT)

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Boss reported 2Q output of 456,000 pounds of U308, a common compound of uranium. That was above consensus expectations of 409,000 lbs. Still, analyst Matthew Hope highlights a first mention of a legacy contract with pricing of some 65%-70% of spot. First deliveries under this contract are due to happen in the next six months. \"This will go on for a few years as a total of 1.7 million lbs owed at max 250,000 lbs per annum, dragging down the realized price,\" Ord Minnett says. Boss is up 6.1% at A$1.91. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 27, 2026 18:58 ET (23:58 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boss Energy's Legacy Contract Sours In-Line 2Q Result -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoss Energy's Legacy Contract Sours In-Line 2Q Result -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-28 07:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2358 GMT - While uranium miner <a href=\"https://laohu8.com/S/BOE.AU\">Boss Energy</a>'s 2Q result was broadly in line with expectations, there were some negatives in the company's guidance that outweighed positive outcomes, says Ord Minnett. Boss reported 2Q output of 456,000 pounds of U308, a common compound of uranium. That was above consensus expectations of 409,000 lbs. Still, analyst Matthew Hope highlights a first mention of a legacy contract with pricing of some 65%-70% of spot. First deliveries under this contract are due to happen in the next six months. \"This will go on for a few years as a total of 1.7 million lbs owed at max 250,000 lbs per annum, dragging down the realized price,\" Ord Minnett says. Boss is up 6.1% at A$1.91. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 27, 2026 18:58 ET (23:58 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BOE.AU","symbol_name":"BOSS ENERGY LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2606751697","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2606751697","pubTimestamp":1769558280,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2358 GMT - While uranium miner Boss Energy's 2Q result was broadly in line with expectations, there were some negatives in the company's guidance that outweighed positive outcomes, says Ord Minnett. Boss reported 2Q output of 456,000 pounds of U308, a common compound of uranium. That was above consensus expectations of 409,000 lbs. Still, analyst Matthew Hope highlights a first mention of a legacy contract with pricing of some 65%-70% of spot. First deliveries under this contract are due to happen in the next six months. \"This will go on for a few years as a total of 1.7 million lbs owed at max 250,000 lbs per annum, dragging down the realized price,\" Ord Minnett says. Boss is up 6.1% at A$1.91. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BOE.AU":"BOSS ENERGY LTD","BK7083":"煤与消费用燃料"},"translate_title":"Boss Energy的遗留合同恶化，符合第二季度业绩——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BOE.AU":0.9},"content_text":"2358 GMT - While uranium miner Boss Energy's 2Q result was broadly in line with expectations, there were some negatives in the company's guidance that outweighed positive outcomes, says Ord Minnett. Boss reported 2Q output of 456,000 pounds of U308, a common compound of uranium. That was above consensus expectations of 409,000 lbs. Still, analyst Matthew Hope highlights a first mention of a legacy contract with pricing of some 65%-70% of spot. First deliveries under this contract are due to happen in the next six months. \"This will go on for a few years as a total of 1.7 million lbs owed at max 250,000 lbs per annum, dragging down the realized price,\" Ord Minnett says. Boss is up 6.1% at A$1.91. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 27, 2026 18:58 ET (23:58 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}