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ASX:BOE
Boss Energy Ltd
Investment Summary
The fund managers believe that Boss Energy Ltd has shown substantial promise, with a notable share price increase of 38.2% in January 2024. In their opinion, this positive trend is largely attributed to the growing global sentiment towards nuclear energy as a reliable and low carbon energy source. The fund managers note that the market is tightening, further enhancing the appeal of uranium investments. Thus, they view Boss Energy as a significant player in the uranium sector, aligning with the broader shift towards sustainable energy solutions.
Commentary From The Managers
Milford Asset Management
31 Jan 2024
$5.57
- Milford Asset Management updates its investment thesis on Boss Energy Ltd.
- Performance in the month was led by Boss Energy, which gained 38.2%.
- The increase in performance is linked to improving sentiment towards nuclear energy.
- The market for uranium is continuing to tighten.
- There is a growing global perspective that uranium is a reliable and low carbon energy source.
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
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