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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.

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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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