Boss Energy (BOE; BQSSF)

This conversation between me and Duncan Craib, Boss Energy’s CEO took place on November 12, 2021.

Boss Energy calls itself “Australia’s next uranium producer”. So, that’s something I dived in and asked around.

I also got to see a side of Duncan that he hasn’t shown in other interviews as we discussed his past, present and potential future.

We also discussed the state of the uranium market today, where the market is going, which uranium stocks Duncan likes and how he plans on exiting the sector.

TIMESTAMPS:
00:00 Important note
02:05 Who is Duncan Craib?
10:50 How much does Duncan make as a CEO of Boss Energy?
14:20 How much has Duncan invested in Boss Energy?
16:45 What can Duncan get better at?
20:50 Is Boss really Australia’s next uranium producer?
24:25 Why did Uranium One sell Honeymoon for $9M?
27:30 Honeymoon virtual walk-through
37:00 Cashflow or takeover target?
40:00 Exploration program: what, how, why, when
45:00 Is Boss interested in M&A?
47:25 When will Boss produce uranium?
51:00 Is Boss behind schedule because of rapidly increasing uranium price?
54:25 The contracting cycle of this bull cycle in uranium
01:01:20 Is the volatility in the price over?
01:03:30 How far up this cycle are we?
01:06:40 When will the largest move come along?
01:09:50 Are uranium stocks overvalued?
01:12:50 Does Duncan invest in uranium stocks?
01:14:00 Duncan’s top 3 uranium stocks
01:17:00 Duncan’s exiting strategy
01:21:30 The importance of a strong team

Although I greatly appreciate your presence here, you shouldn’t appreciate mine and you shouldn’t put any importance on what I have to say, what I do nor what I think. I’m an inexperienced 26-year-old who has a high risk appetite and will likely lose a lot of money before he learns how not to. So, please seek professional investment advice and don’t take actions on anything said in this video. Before continuing, you must read and understand the full disclaimer which is displayed at the beginning of this video. I, and/or the guest, might own or have interest in some and/or all of the companies mentioned herein. Please consider both of us biased and don’t put too much importance on our opinions.