Deep Yellow（JMI）株式概要ディープ・イエロー・リミテッドは、その子会社とともに、ナミビアとオーストラリアでウラン探鉱会社を運営している。 詳細JMI ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績3/6財務の健全性6/6配当金0/6報酬収益は年間65.43%増加すると予測されています 今年は黒字化を達成 リスク分析収益が 100 万ドル未満 ( A$0 )今後3年間の収益は年平均55.5%減少すると予測されている。 German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るJMI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.96該当なし内在価値ディスカウントEst. Revenue$PastFuture-28m3m2016201920222025202620282031Revenue AU$12.4Earnings AU$0AdvancedSet Fair ValueView all narrativesDeep Yellow Limited 競合他社EnviTec BiogasSymbol: XTRA:ETGMarket cap: €320.8mH2APEX GroupSymbol: XTRA:H2AMarket cap: €54.7mVerbioSymbol: XTRA:VBKMarket cap: €2.3bFriedrich Vorwerk GroupSymbol: XTRA:VH2Market cap: €1.4b価格と性能株価の高値、安値、推移の概要Deep Yellow過去の株価現在の株価AU$0.9652週高値AU$1.7352週安値AU$0.64ベータ0.791ヶ月の変化-18.49%3ヶ月変化-36.11%1年変化43.29%3年間の変化160.05%5年間の変化86.47%IPOからの変化-42.73%最新ニュースお知らせ • Feb 02Deep Yellow Limited Announces Resignation of Gillian Swaby as Executive Director, Effective February 2, 2026Deep Yellow Limited announces hat Ms Gillian Swaby has decided to resign as an Executive Director of the Company, effective February 2, 2026. Ms Swaby will remain with the Company on a consulting basis until the end of February 2026. Ms Swaby joined Deep Yellow in 2005, initially as a Non-executive Director before taking on the role of Executive Director in 2016. During her time with Deep Yellow Ms Swaby played a key role in securing and advancing the Company's flagship uranium development opportunities, Tumas and Mulga Rock.お知らせ • Jan 14+ 1 more updateDeep Yellow Limited Announces Appointment of Greg Field as Managing Director, Effective February 2, 2026Deep Yellow Limited confirmed that the announcement regarding the appointment of Mr. Greg Field as Managing Director. The Board is pleased to confirm that Mr. Field will commence with the company, effective February 2, 2026.お知らせ • Sep 09Deep Yellow Limited, Annual General Meeting, Nov 20, 2025Deep Yellow Limited, Annual General Meeting, Nov 20, 2025. Location: perth Australiaお知らせ • Dec 20Deep Yellow Limited Announces Updated Ore Reserve Upgrades Tumas ProjectDeep Yellow Limited announced updated Ore Reserve Estimate for Tumas completed with an 18% increase to 7G.3 Mlb U3O8 at 2G8 ppm using a 100 ppm U3O8 cut-off. This is sufficient for 30-years Life of Mine (LOM) and includes: Proved Reserves of 28.4 Mlb at 287 ppm U3O8. Probable Reserves of 50.9 Mlb at 305 ppm U3O8. The reserve upgrade and extended LOM was achieved using the increased throughput announced in the DFS of a maximum of 4.2 Mt pa or production rate of 3.6 Mlb pa U3O8. Significant potential exists to further increase LOM by upgrading the remaining Inferred Mineral Resources - approximately 30% of the highly prospective Tumas Palaeochannel system remains to be adequately tested.お知らせ • Sep 30Deep Yellow Limited Appoints Jim Morgan as Head of Project DeliveryDeep Yellow Limited announced the appointment of Mr. Jim Morgan as Head of Project Delivery. Mr. Morgan is a seasoned mining executive with over 35 years of experience on high-value uranium and resource sector projects. Mr. Morgan is well known to the Deep Yellow team, as he was previously Executive General Manager Project Development for Paladin Energy from 2005-2012, during the period when John Borshoff was Paladin CEO. Mr. Morgan played a critical role in Paladin's successful construction of the Langer Heinrich uranium mine in Namibia (Stages 1 & 2) and the Kayelekera uranium mine in Malawi. Following his time at Paladin, Mr. Morgan was CEO of Carbine Tungsten Limited from 2012-2017 and, more recently, Managing Director of a private mining and infrastructure development consultancy firm. The appointment of Mr. Morgan further strengthens the Company's sector-leading team at a time when global support for uranium continues to rapidly grow, due to the fundamental role nuclear power will now need to play in providing baseload power and meeting clean energy targets. Deep Yellow continues to methodically progress the development of its two advanced projects: the flagship Tumas Project in Namibia, and the Mulga Rock Project in Western Australia. In his capacity, Mr. Morgan will take on the role of Project Director for Tumas, with a Final Investment Decision expected late fourth quarter 2024 aiming for production startup late 2026. Key development activities continue at Mulga Rock, with commencement of production scheduled for 2028.Reported Earnings • Sep 27Full year 2024 earnings released: AU$0.013 loss per share (vs AU$0.014 loss in FY 2023)Full year 2024 results: AU$0.013 loss per share. Net loss: AU$10.6m (loss widened 5.1% from FY 2023). Revenue is forecast to grow 108% p.a. on average during the next 2 years, compared to a 1.3% decline forecast for the Oil and Gas industry in Europe.最新情報をもっと見るRecent updatesお知らせ • Feb 02Deep Yellow Limited Announces Resignation of Gillian Swaby as Executive Director, Effective February 2, 2026Deep Yellow Limited announces hat Ms Gillian Swaby has decided to resign as an Executive Director of the Company, effective February 2, 2026. Ms Swaby will remain with the Company on a consulting basis until the end of February 2026. Ms Swaby joined Deep Yellow in 2005, initially as a Non-executive Director before taking on the role of Executive Director in 2016. During her time with Deep Yellow Ms Swaby played a key role in securing and advancing the Company's flagship uranium development opportunities, Tumas and Mulga Rock.お知らせ • Jan 14+ 1 more updateDeep Yellow Limited Announces Appointment of Greg Field as Managing Director, Effective February 2, 2026Deep Yellow Limited confirmed that the announcement regarding the appointment of Mr. Greg Field as Managing Director. The Board is pleased to confirm that Mr. Field will commence with the company, effective February 2, 2026.お知らせ • Sep 09Deep Yellow Limited, Annual General Meeting, Nov 20, 2025Deep Yellow Limited, Annual General Meeting, Nov 20, 2025. Location: perth Australiaお知らせ • Dec 20Deep Yellow Limited Announces Updated Ore Reserve Upgrades Tumas ProjectDeep Yellow Limited announced updated Ore Reserve Estimate for Tumas completed with an 18% increase to 7G.3 Mlb U3O8 at 2G8 ppm using a 100 ppm U3O8 cut-off. This is sufficient for 30-years Life of Mine (LOM) and includes: Proved Reserves of 28.4 Mlb at 287 ppm U3O8. Probable Reserves of 50.9 Mlb at 305 ppm U3O8. The reserve upgrade and extended LOM was achieved using the increased throughput announced in the DFS of a maximum of 4.2 Mt pa or production rate of 3.6 Mlb pa U3O8. Significant potential exists to further increase LOM by upgrading the remaining Inferred Mineral Resources - approximately 30% of the highly prospective Tumas Palaeochannel system remains to be adequately tested.お知らせ • Sep 30Deep Yellow Limited Appoints Jim Morgan as Head of Project DeliveryDeep Yellow Limited announced the appointment of Mr. Jim Morgan as Head of Project Delivery. Mr. Morgan is a seasoned mining executive with over 35 years of experience on high-value uranium and resource sector projects. Mr. Morgan is well known to the Deep Yellow team, as he was previously Executive General Manager Project Development for Paladin Energy from 2005-2012, during the period when John Borshoff was Paladin CEO. Mr. Morgan played a critical role in Paladin's successful construction of the Langer Heinrich uranium mine in Namibia (Stages 1 & 2) and the Kayelekera uranium mine in Malawi. Following his time at Paladin, Mr. Morgan was CEO of Carbine Tungsten Limited from 2012-2017 and, more recently, Managing Director of a private mining and infrastructure development consultancy firm. The appointment of Mr. Morgan further strengthens the Company's sector-leading team at a time when global support for uranium continues to rapidly grow, due to the fundamental role nuclear power will now need to play in providing baseload power and meeting clean energy targets. Deep Yellow continues to methodically progress the development of its two advanced projects: the flagship Tumas Project in Namibia, and the Mulga Rock Project in Western Australia. In his capacity, Mr. Morgan will take on the role of Project Director for Tumas, with a Final Investment Decision expected late fourth quarter 2024 aiming for production startup late 2026. Key development activities continue at Mulga Rock, with commencement of production scheduled for 2028.Reported Earnings • Sep 27Full year 2024 earnings released: AU$0.013 loss per share (vs AU$0.014 loss in FY 2023)Full year 2024 results: AU$0.013 loss per share. Net loss: AU$10.6m (loss widened 5.1% from FY 2023). Revenue is forecast to grow 108% p.a. on average during the next 2 years, compared to a 1.3% decline forecast for the Oil and Gas industry in Europe.お知らせ • Sep 17Deep Yellow Limited, Annual General Meeting, Nov 15, 2024Deep Yellow Limited, Annual General Meeting, Nov 15, 2024.お知らせ • Sep 12Deep Yellow Limited Announces an Updated Mineral Resource Estimate for the Tumas 1, 1 East, 2 and 3 Deposits Located in the Erongo Region of NamibiaDeep Yellow Limited announced an updated Mineral Resource Estimate (MRE) for the Tumas 1, 1 East, 2 and 3 Deposits, located on Mining Licence 237 (ML237) in the Erongo Region of Namibia. The deposit is held by Deep Yellow through its wholly owned subsidiary Reptile Uranium Namibia (Pty) Ltd. (RUN). The Mineral Resource status upgrade is required to enable the definition of sufficient Proven Mineral Reserves for the first six years of operation and to support project financing. The objective of the program was to improve drill spacing in parts of Tumas 3 to 50 m x 50 m to enable the conversion of approximately 20 Mlb U3O8 from the Indicated to Measured JORC Mineral Resource status and collect additional core samples to enhance the density database of the orebodies. HIGHLIGHTS: Tumas 3 Measured Mineral Resource upgraded to 22.5 Mlb at 300 ppm eU3O8; At a 100 ppm cut-off, the updated Tumas 3 MRE has a Measured and Indicated Mineral Resource totalling 58.2 Mlb at 320 ppm eU3O8; Tumas 1, 2 and 3 Measured Mineral Resource upgraded to 38.5 Mlb at 253 ppm eU3O8; Remaining Indicated Mineral Resources include 63.6 Mlb at 278 ppm eU3O8; Total Measured and Indicated Mineral Resources of Tumas 1, 1 East, 2 and 3 a 102.1 Mlb at 268 ppm eU3O8; Mineral Resource Estimate upgrade follows 660 hole, 12,727 m RC resource infill drill program completed in June 2024; Tumas Project successfully achieves targeted +30-year Life-of-Mine; Significant upside potential remains to further increase the resource base associated with this highly prospective target; Ongoing resource drilling is planned to the west of Tumas 3 during FY2025, focusing on identifying an additional 30 Mlb to achieve a +35-year Life-of-Mine; The Ore Reserve Estimate for the Project, using current pricing points, will now be revised based on this upgraded Mineral Resource Estimate.New Risk • Aug 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Revenue is less than US$1m (AU$35k revenue, or US$23k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$28m net loss in 2 years). Shareholders have been diluted in the past year (28% increase in shares outstanding).お知らせ • Jul 23Deep Yellow Limited Announces Chief Financial Officer ChangesDeep Yellow Limited announced the appointment of experienced mining finance executive Mr. Craig Barnes as Chief Financial Officer (CFO), commencing 1 August 2024. The appointment follows the resignation of Mr. Mark Pitts. Mr. Barnes is a Chartered Accountant with more than 25 years’ experience in senior finance and financial management roles within the mining industry both in Africa and Australia, including direct exposure to uranium development and production in Namibia. Mr. Barnes holds a Bachelor of Commerce degree from the University of the Witwatersrand, Johannesburg, and an Honours Bachelor of Accounting Science degree from the University of South Africa. Before joining Deep Yellow, he held the position of CFO of Galena Mining Limited and prior to that was CFO of Paladin Energy Limited for more than five years and CFO of DRDGOLD Limited and its affiliated subsidiaries for more than seven years.お知らせ • May 23Deep Yellow Limited Announces Executive ChangesDeep Yellow Limited announced the appointment of Ms Susan Park as Company Secretary following the resignation of Mr. Mark Pitts. Ms Park is a governance professional with over 25 years' experience in the corporate financeindustry and extensive experience in Company Secretary and Non-Executive Director roles in ASX, AIM and TSX listed companies. Ms Park holds a Bachelor of Commerce from the University of Western Australia, is a member of Chartered Accountants Australia and New Zealand, a Fellow of the Financial Services Institute of Australasia, a Graduate Member of the Australian Institute of Company Directors and a Fellow of the Governance Institute of Australia. She is currently Company Secretary of several ASX listed companies. Mr. Pitts will remain available to the Company on a consulting basis and in his role as Chief Financial Officer.Reported Earnings • Mar 15First half 2024 earnings released: AU$0.008 loss per share (vs AU$0.008 loss in 1H 2023)First half 2024 results: AU$0.008 loss per share (in line with 1H 2023). Net loss: AU$6.19m (loss widened 22% from 1H 2023). Revenue is forecast to grow 144% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Mar 11+ 1 more updateDeep Yellow Limited has filed a Follow-on Equity Offering in the amount of AUD 29.999999 million.Deep Yellow Limited has filed a Follow-on Equity Offering in the amount of AUD 29.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 24,489,795 Price\Range: AUD 1.225 Discount Per Security: AUD 0.049Recent Insider Transactions • Nov 28Executive Director recently sold €419k worth of stockOn the 23rd of November, Gillian Swaby sold around 600k shares on-market at roughly €0.70 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Oct 24Deep Yellow Limited Announces Resignation of M Greene as Non-Executive Director with Effect from 23 November 2023Deep Yellow Limited announced that Mr. M Greene has informed the Company that he will resign as a Non-Executive Director with effect from 23 November 2023.お知らせ • Sep 29Deep Yellow Limited, Annual General Meeting, Nov 24, 2023Deep Yellow Limited, Annual General Meeting, Nov 24, 2023.Reported Earnings • Sep 28Full year 2023 earnings released: AU$0.014 loss per share (vs AU$0.018 loss in FY 2022)Full year 2023 results: AU$0.014 loss per share. Net loss: AU$10.1m (loss widened 48% from FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.8% growth forecast for the Oil and Gas industry in Germany.New Risk • Sep 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$25m free cash flow). Share price has been highly volatile over the past 3 months (9.0% average weekly change). Earnings are forecast to decline by an average of 45% per year for the foreseeable future. Revenue is less than US$1m (AU$795k revenue, or US$510k). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 3 years (AU$38m net loss in 3 years). Shareholders have been diluted in the past year (3.7% increase in shares outstanding).New Risk • Sep 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$25m free cash flow). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings are forecast to decline by an average of 45% per year for the foreseeable future. Revenue is less than US$1m (AU$795k revenue, or US$507k). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 3 years (AU$38m net loss in 3 years). Shareholders have been diluted in the past year (3.7% increase in shares outstanding).New Risk • Jul 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$25m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$25m free cash flow). Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings are forecast to decline by an average of 45% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Revenue is less than US$1m (AU$795k revenue, or US$530k). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (AU$38m net loss in 3 years).Board Change • May 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Jackson was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 18Deep Yellow Limited Appoints Tim Lindley as Non-Executive DirectorDeep Yellow Limited announced the appointment of Mr. Tim Lindley as Non-Executive Director, further strengthening the Board as the Company continues its strategy to establish a globally diversified, Tier-1 uranium platform with 10+Mlb production p.a. Mr. Lindley is an experienced investment banker who brings a proven track record and background in project finance, debt, equity capital markets and M&A. During his 25-year career, Mr. Lindley has held several senior and executive roles in both Australia and internationally, including Country Head (Australia) of Barclays Bank and a Managing Director of Morgan Stanley (Australia). Mr. Lindley has led and completed more than 100 financing transactions for resource companies operating across jurisdictions including Africa, Asia and Australia. He led several transactions for the Langer Heinrich mine and Paladin Energy Ltd. Mr. Lindley was previously a Non-Executive Director and Chair of the Audit and Risk committee for Onsite Rentals Group Pty Ltd. and Little Wings. Date of appointment is 17 May 2023.Reported Earnings • Mar 11First half 2023 earnings released: AU$0.008 loss per share (vs AU$0.008 loss in 1H 2022)First half 2023 results: AU$0.008 loss per share (in line with 1H 2022). Net loss: AU$5.07m (loss widened 79% from 1H 2022). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.お知らせ • Feb 16Deep Yellow Limited Announces the Commonwealth Department of Climate Change, Energy, the Environment and Water Approves the Mulga Rock Project Sandhill Dunnart Conservation PlanDeep Yellow Limited announced the Commonwealth Department of Climate Change, Energy, the Environment and Water (DCCEEW) has approved the Mulga Rock Project Sandhill Dunnart Conservation Plan (SDCP), in accordance with condition 2 of the Environment Protection and Biodiversity Conservation Act 1999 (EPBC Act) for the project. Implementation of the Mulga Rock Project (MRP) was approved under Ministerial Statement No. 1046 (MS 1046) on 16 December 2016. Under Condition 2 of MS 1046, the Company was required to prepare the SDCP to manage the potential impact to the Sandhill Dunnart marsupial associated with the implementation of the project and reduce the threat to the Sandhill Dunnart posed by feral animals within the defined area. Condition 2 of MS1046 required further that the proposed defined area of the SDCP be located outside of the MRP development envelope and within the project boundary, contain at least 6,000ha of suitable habitat and contain a local population of Sandhill Dunnart.お知らせ • Feb 02Deep Yellow Limited Announces to Release the Results of the Tumas DFS, Showing the Uranium Project as a Potential World-Class Operation Delivering Robust Returns to ShareholdersDeep Yellow Limited announced to release the results of the Tumas DFS, showing the uranium project as a potential world-class operation delivering robust returns to shareholders. The Tumas DFS Executive Summary prepared by DFS lead engineer, Ausenco Services Pty Ltd, with key input and direction from the Deep Yellow subject matter experts. A key feature of the DFS, compared to the Pre-Feasibility Study (PFS) outcome, is the increased production capacity of the plant from 3Mlbpa U3O8 to 3.6Mlbpa U3O8 and the increased throughput from 3.75Mtpa to 4.15Mtpa (11%). This has allowed positive economics to flow, despite a 26% increase in initial capital as a result of inflationary (and Covid) impacts over the past 2.25 years and the 20% increase in capacity. The Company is satisfied that the increase in both capital and operating costs identified in the DFS is reflective of the increased plant capacity and inflationary forces experienced in the 2.25 years since the PFS was completed. These inflationary and Covid-related pressures appear to have been most significant over the past year and to have reached a peak, with some costs now showing signs of reducing. This robust outcome underlines the prudent approach the Company and its development team take to each consecutive stage of project development, from Scoping Study to operations. The Tumas DFS, even under these difficult circumstances, has delivered strong results due to improved productivity and the conservative cost assumptions applied in the preceding studies. The experienced project development team has been consistent since September 2019 when the Tumas Scoping Study was commenced. Sustainability: Deep Yellow intends to adopt world-class sustainability initiatives in the development of Tumas. An Environmental Impact Assessment, meeting the requirements of the Namibian Government regulations, was completed by an independent third-party and involved extensive consultation with Government and community stakeholders. Consultation will continue with stakeholders of the three major towns of Swakopmund, Walvis Bay and Windhoek in Namibia before final submission to Government. Potential areas of environmental impact have been identified and detailed management plans, mitigation measures and monitoring requirements are detailed in the Environmental Management Plan. Key highlights include amendments to the mine plan sequencing to avoid or minimise disturbance to areas of ecological importance. The process plant has been specifically designed to produce a benign tailings stream that will not have any long-term environmental impacts once final rehabilitation and closure of the project has been completed. The predicted tailings behaviour, with respect to groundwater impact, has achieved independent, third-party endorsement from the Commonwealth Scientific and Industrial Research Organisation (CSIRO). Tumas will utilise mined-out areas for the storage of the benign tailings meaning open pits will be filled, covered and rehabilitated back to the original landform. The Company also intends to utilise solar farm technology to reduce the requirement for grid power and lower CO2 emissions by an estimated 850,000t over the life of the mine. The uranium produced by the mine will displace approximately 34,200,000 tonnes of black coal over the LOM, resulting in an additional reduction in CO2 emissions of 89,300,000 t over the LOM. Development of the Tumas Project is expected to result in significant, positive socio-economic impacts for the local, regional, and national economy including benefits in the creation of approximately 800 jobs in construction, approximately 520 direct jobs (including site contractors) and a further approximately 1,900 to 2,550 indirect jobs during operations.お知らせ • Jan 31Deep Yellow Limited Announces Resignation of Wayne Bramwell as DirectorDeep Yellow Limited announced that Mr. Wayne Bramwell has resigned as a director of Deep Yellow due to his increasing executive responsibilities. The Board appreciates Mr. Bramwell's contribution during the integration of Vimy Resources Limited and wishes him well in his future endeavours. Date that director ceased to be director 31 January 2023.お知らせ • Jan 21Deep Yellow Limited Provides Critical Minerals Assessment of Mulga Rock ProjectDeep Yellow Limited provided a progress update on the evaluation program undertaken on the Mulga Rock Project (MRP or Project), located in the Great Victoria Desert in Western Australia, 290km by road ENE of Kalgoorlie. As advised on 25 November 2022, Deep Yellow initiated an evaluation program, following on from its pre-merger work, after identifying an opportunity for a significant potential uplift in Project value by increasing the focus on recovery of critical minerals located within the existing Mulga Rock resource shells. This work and the possible future recovery of critical minerals will be completed within the existing approvals framework for the Project, seeking to better utilise the resource base of the MRP. The evaluation program is assessing the potential value of metals such as copper, nickel, cobalt, zinc, and rare earths (particularly neodymium and praseodymium), known to be present in these deposits. Preliminary work already completed by the Company demonstrated that optimising the process flow sheet and mining schedules, within approved pit boundaries, by considering the full economic mineral endowment of these polymetallic deposits, rather than focusing solely on uranium, may add substantial value to the Project. Drilling completed to date by Deep Yellow, associated with this program, has been restricted to the Mulga Rock East deposits (Ambassador and Princess). These deposits are richer in critical minerals and uranium, represent the majority of the known mineral resources and consequently will be mined before the lower grade deposits to the west in MRP's mining schedule, providing up to 20-years operating life. To help better define the assessment for value uplift at the MRP, a 63-hole, 4,099m geo-metallurgical aircore drill program was completed on 8 of December 2022. The program aimed to provide sample material for metallurgical analysis to determine ore variability and estimated process recoveries for critical minerals with 1,552 individual samples collected for metallurgical testing. Additionally, 1,862 samples will be submitted for multi-element geochemical analysis to support the metallurgical test work and re-assessment. Results will be reported once they become available. In support of the revised MRP DFS, a 600 to 800-hole aircore drill program is planned for completion in first half calendar year 2023 to better define reserve/resource variability, upgrade the resource classification for uranium and critical minerals and provide additional material for metallurgical analysis.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Victoria Jackson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Victoria Jackson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 24Full year 2022 earnings released: AU$0.018 loss per share (vs AU$0.017 loss in FY 2021)Full year 2022 results: AU$0.018 loss per share (further deteriorated from AU$0.017 loss in FY 2021). Net loss: AU$6.83m (loss widened 42% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Non-Executive Chairman Chris Salisbury was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 17First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: AU$0.008 loss per share (vs AU$0.008 loss in 1H 2021). Net loss: AU$2.83m (loss widened 36% from 1H 2021). Revenue exceeded analyst estimates by 25%. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Executive Departure • Dec 01Non-Executive Director Christophe Urtel has left the companyOn the 29th of November, Christophe Urtel's tenure as Non-Executive Director ended after 9.1 years in the role. We don't have any record of a personal shareholding under Christophe's name. Christophe is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.08 years.Reported Earnings • Sep 25Full year 2021 earnings released: AU$0.017 loss per share (vs AU$0.012 profit in FY 2020)Full year 2021 results: Net loss: AU$4.82m (down 268% from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Apr 04Non-Executive Director recently sold €419k worth of stockOn the 29th of March, Christophe Urtel sold around 935k shares on-market at roughly €0.45 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Mar 09First half 2021 earnings released: AU$0.008 loss per share (vs AU$0.009 loss in 1H 2020)First half 2021 results: Net loss: AU$2.07m (loss narrowed 2.0% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 15New 90-day high: €0.56The company is up 167% from its price of €0.21 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 33% over the same period.Is New 90 Day High Low • Jan 07New 90-day high: €0.37The company is up 87% from its price of €0.20 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 35% over the same period.Is New 90 Day High Low • Dec 08New 90-day high: €0.32The company is up 129% from its price of €0.14 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 44% over the same period.Is New 90 Day High Low • Nov 12New 90-day high: €0.23The company is up 60% from its price of €0.14 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 30% over the same period.株主還元JMIDE Oil and GasDE 市場7D-10.0%-4.6%2.0%1Y43.3%56.7%-0.1%株主還元を見る業界別リターン: JMI過去 1 年間で56.7 % の収益を上げたGerman Oil and Gas業界を下回りました。リターン対市場: JMI過去 1 年間で-0.1 % の収益を上げたGerman市場を上回りました。価格変動Is JMI's price volatile compared to industry and market?JMI volatilityJMI Average Weekly Movement10.0%Oil and Gas Industry Average Movement10.8%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: JMIの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: JMIの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1985n/aGreg Fielddeepyellow.com.auディープ・イエロー・リミテッドは、その子会社とともに、ナミビアとオーストラリアでウラン探鉱会社を運営している。主要鉱区はナミビアにある100％所有のトゥマス・プロジェクト。また、鉄鉱石探鉱や不動産投資事業にも携わっている。ディープ・イエロー社は1985年に設立され、本社はオーストラリアのスビアコにある。もっと見るDeep Yellow Limited 基礎のまとめDeep Yellow の収益と売上を時価総額と比較するとどうか。JMI 基礎統計学時価総額€927.67m収益（TTM）€1.14m売上高(TTM)n/a814.2xPER（株価収益率0.0xP/SレシオJMI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計JMI 損益計算書（TTM）収益AU$0売上原価AU$707.97k売上総利益-AU$707.97kその他の費用-AU$2.56m収益AU$1.85m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.0019グロス・マージン0.00%純利益率0.00%有利子負債／自己資本比率0%JMI の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 09:18終値2026/05/20 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Deep Yellow Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedRegan BurrowsBell PotterJames WilliamsonBell Potter13 その他のアナリストを表示
お知らせ • Feb 02Deep Yellow Limited Announces Resignation of Gillian Swaby as Executive Director, Effective February 2, 2026Deep Yellow Limited announces hat Ms Gillian Swaby has decided to resign as an Executive Director of the Company, effective February 2, 2026. Ms Swaby will remain with the Company on a consulting basis until the end of February 2026. Ms Swaby joined Deep Yellow in 2005, initially as a Non-executive Director before taking on the role of Executive Director in 2016. During her time with Deep Yellow Ms Swaby played a key role in securing and advancing the Company's flagship uranium development opportunities, Tumas and Mulga Rock.
お知らせ • Jan 14+ 1 more updateDeep Yellow Limited Announces Appointment of Greg Field as Managing Director, Effective February 2, 2026Deep Yellow Limited confirmed that the announcement regarding the appointment of Mr. Greg Field as Managing Director. The Board is pleased to confirm that Mr. Field will commence with the company, effective February 2, 2026.
お知らせ • Sep 09Deep Yellow Limited, Annual General Meeting, Nov 20, 2025Deep Yellow Limited, Annual General Meeting, Nov 20, 2025. Location: perth Australia
お知らせ • Dec 20Deep Yellow Limited Announces Updated Ore Reserve Upgrades Tumas ProjectDeep Yellow Limited announced updated Ore Reserve Estimate for Tumas completed with an 18% increase to 7G.3 Mlb U3O8 at 2G8 ppm using a 100 ppm U3O8 cut-off. This is sufficient for 30-years Life of Mine (LOM) and includes: Proved Reserves of 28.4 Mlb at 287 ppm U3O8. Probable Reserves of 50.9 Mlb at 305 ppm U3O8. The reserve upgrade and extended LOM was achieved using the increased throughput announced in the DFS of a maximum of 4.2 Mt pa or production rate of 3.6 Mlb pa U3O8. Significant potential exists to further increase LOM by upgrading the remaining Inferred Mineral Resources - approximately 30% of the highly prospective Tumas Palaeochannel system remains to be adequately tested.
お知らせ • Sep 30Deep Yellow Limited Appoints Jim Morgan as Head of Project DeliveryDeep Yellow Limited announced the appointment of Mr. Jim Morgan as Head of Project Delivery. Mr. Morgan is a seasoned mining executive with over 35 years of experience on high-value uranium and resource sector projects. Mr. Morgan is well known to the Deep Yellow team, as he was previously Executive General Manager Project Development for Paladin Energy from 2005-2012, during the period when John Borshoff was Paladin CEO. Mr. Morgan played a critical role in Paladin's successful construction of the Langer Heinrich uranium mine in Namibia (Stages 1 & 2) and the Kayelekera uranium mine in Malawi. Following his time at Paladin, Mr. Morgan was CEO of Carbine Tungsten Limited from 2012-2017 and, more recently, Managing Director of a private mining and infrastructure development consultancy firm. The appointment of Mr. Morgan further strengthens the Company's sector-leading team at a time when global support for uranium continues to rapidly grow, due to the fundamental role nuclear power will now need to play in providing baseload power and meeting clean energy targets. Deep Yellow continues to methodically progress the development of its two advanced projects: the flagship Tumas Project in Namibia, and the Mulga Rock Project in Western Australia. In his capacity, Mr. Morgan will take on the role of Project Director for Tumas, with a Final Investment Decision expected late fourth quarter 2024 aiming for production startup late 2026. Key development activities continue at Mulga Rock, with commencement of production scheduled for 2028.
Reported Earnings • Sep 27Full year 2024 earnings released: AU$0.013 loss per share (vs AU$0.014 loss in FY 2023)Full year 2024 results: AU$0.013 loss per share. Net loss: AU$10.6m (loss widened 5.1% from FY 2023). Revenue is forecast to grow 108% p.a. on average during the next 2 years, compared to a 1.3% decline forecast for the Oil and Gas industry in Europe.
お知らせ • Feb 02Deep Yellow Limited Announces Resignation of Gillian Swaby as Executive Director, Effective February 2, 2026Deep Yellow Limited announces hat Ms Gillian Swaby has decided to resign as an Executive Director of the Company, effective February 2, 2026. Ms Swaby will remain with the Company on a consulting basis until the end of February 2026. Ms Swaby joined Deep Yellow in 2005, initially as a Non-executive Director before taking on the role of Executive Director in 2016. During her time with Deep Yellow Ms Swaby played a key role in securing and advancing the Company's flagship uranium development opportunities, Tumas and Mulga Rock.
お知らせ • Jan 14+ 1 more updateDeep Yellow Limited Announces Appointment of Greg Field as Managing Director, Effective February 2, 2026Deep Yellow Limited confirmed that the announcement regarding the appointment of Mr. Greg Field as Managing Director. The Board is pleased to confirm that Mr. Field will commence with the company, effective February 2, 2026.
お知らせ • Sep 09Deep Yellow Limited, Annual General Meeting, Nov 20, 2025Deep Yellow Limited, Annual General Meeting, Nov 20, 2025. Location: perth Australia
お知らせ • Dec 20Deep Yellow Limited Announces Updated Ore Reserve Upgrades Tumas ProjectDeep Yellow Limited announced updated Ore Reserve Estimate for Tumas completed with an 18% increase to 7G.3 Mlb U3O8 at 2G8 ppm using a 100 ppm U3O8 cut-off. This is sufficient for 30-years Life of Mine (LOM) and includes: Proved Reserves of 28.4 Mlb at 287 ppm U3O8. Probable Reserves of 50.9 Mlb at 305 ppm U3O8. The reserve upgrade and extended LOM was achieved using the increased throughput announced in the DFS of a maximum of 4.2 Mt pa or production rate of 3.6 Mlb pa U3O8. Significant potential exists to further increase LOM by upgrading the remaining Inferred Mineral Resources - approximately 30% of the highly prospective Tumas Palaeochannel system remains to be adequately tested.
お知らせ • Sep 30Deep Yellow Limited Appoints Jim Morgan as Head of Project DeliveryDeep Yellow Limited announced the appointment of Mr. Jim Morgan as Head of Project Delivery. Mr. Morgan is a seasoned mining executive with over 35 years of experience on high-value uranium and resource sector projects. Mr. Morgan is well known to the Deep Yellow team, as he was previously Executive General Manager Project Development for Paladin Energy from 2005-2012, during the period when John Borshoff was Paladin CEO. Mr. Morgan played a critical role in Paladin's successful construction of the Langer Heinrich uranium mine in Namibia (Stages 1 & 2) and the Kayelekera uranium mine in Malawi. Following his time at Paladin, Mr. Morgan was CEO of Carbine Tungsten Limited from 2012-2017 and, more recently, Managing Director of a private mining and infrastructure development consultancy firm. The appointment of Mr. Morgan further strengthens the Company's sector-leading team at a time when global support for uranium continues to rapidly grow, due to the fundamental role nuclear power will now need to play in providing baseload power and meeting clean energy targets. Deep Yellow continues to methodically progress the development of its two advanced projects: the flagship Tumas Project in Namibia, and the Mulga Rock Project in Western Australia. In his capacity, Mr. Morgan will take on the role of Project Director for Tumas, with a Final Investment Decision expected late fourth quarter 2024 aiming for production startup late 2026. Key development activities continue at Mulga Rock, with commencement of production scheduled for 2028.
Reported Earnings • Sep 27Full year 2024 earnings released: AU$0.013 loss per share (vs AU$0.014 loss in FY 2023)Full year 2024 results: AU$0.013 loss per share. Net loss: AU$10.6m (loss widened 5.1% from FY 2023). Revenue is forecast to grow 108% p.a. on average during the next 2 years, compared to a 1.3% decline forecast for the Oil and Gas industry in Europe.
お知らせ • Sep 17Deep Yellow Limited, Annual General Meeting, Nov 15, 2024Deep Yellow Limited, Annual General Meeting, Nov 15, 2024.
お知らせ • Sep 12Deep Yellow Limited Announces an Updated Mineral Resource Estimate for the Tumas 1, 1 East, 2 and 3 Deposits Located in the Erongo Region of NamibiaDeep Yellow Limited announced an updated Mineral Resource Estimate (MRE) for the Tumas 1, 1 East, 2 and 3 Deposits, located on Mining Licence 237 (ML237) in the Erongo Region of Namibia. The deposit is held by Deep Yellow through its wholly owned subsidiary Reptile Uranium Namibia (Pty) Ltd. (RUN). The Mineral Resource status upgrade is required to enable the definition of sufficient Proven Mineral Reserves for the first six years of operation and to support project financing. The objective of the program was to improve drill spacing in parts of Tumas 3 to 50 m x 50 m to enable the conversion of approximately 20 Mlb U3O8 from the Indicated to Measured JORC Mineral Resource status and collect additional core samples to enhance the density database of the orebodies. HIGHLIGHTS: Tumas 3 Measured Mineral Resource upgraded to 22.5 Mlb at 300 ppm eU3O8; At a 100 ppm cut-off, the updated Tumas 3 MRE has a Measured and Indicated Mineral Resource totalling 58.2 Mlb at 320 ppm eU3O8; Tumas 1, 2 and 3 Measured Mineral Resource upgraded to 38.5 Mlb at 253 ppm eU3O8; Remaining Indicated Mineral Resources include 63.6 Mlb at 278 ppm eU3O8; Total Measured and Indicated Mineral Resources of Tumas 1, 1 East, 2 and 3 a 102.1 Mlb at 268 ppm eU3O8; Mineral Resource Estimate upgrade follows 660 hole, 12,727 m RC resource infill drill program completed in June 2024; Tumas Project successfully achieves targeted +30-year Life-of-Mine; Significant upside potential remains to further increase the resource base associated with this highly prospective target; Ongoing resource drilling is planned to the west of Tumas 3 during FY2025, focusing on identifying an additional 30 Mlb to achieve a +35-year Life-of-Mine; The Ore Reserve Estimate for the Project, using current pricing points, will now be revised based on this upgraded Mineral Resource Estimate.
New Risk • Aug 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Revenue is less than US$1m (AU$35k revenue, or US$23k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$28m net loss in 2 years). Shareholders have been diluted in the past year (28% increase in shares outstanding).
お知らせ • Jul 23Deep Yellow Limited Announces Chief Financial Officer ChangesDeep Yellow Limited announced the appointment of experienced mining finance executive Mr. Craig Barnes as Chief Financial Officer (CFO), commencing 1 August 2024. The appointment follows the resignation of Mr. Mark Pitts. Mr. Barnes is a Chartered Accountant with more than 25 years’ experience in senior finance and financial management roles within the mining industry both in Africa and Australia, including direct exposure to uranium development and production in Namibia. Mr. Barnes holds a Bachelor of Commerce degree from the University of the Witwatersrand, Johannesburg, and an Honours Bachelor of Accounting Science degree from the University of South Africa. Before joining Deep Yellow, he held the position of CFO of Galena Mining Limited and prior to that was CFO of Paladin Energy Limited for more than five years and CFO of DRDGOLD Limited and its affiliated subsidiaries for more than seven years.
お知らせ • May 23Deep Yellow Limited Announces Executive ChangesDeep Yellow Limited announced the appointment of Ms Susan Park as Company Secretary following the resignation of Mr. Mark Pitts. Ms Park is a governance professional with over 25 years' experience in the corporate financeindustry and extensive experience in Company Secretary and Non-Executive Director roles in ASX, AIM and TSX listed companies. Ms Park holds a Bachelor of Commerce from the University of Western Australia, is a member of Chartered Accountants Australia and New Zealand, a Fellow of the Financial Services Institute of Australasia, a Graduate Member of the Australian Institute of Company Directors and a Fellow of the Governance Institute of Australia. She is currently Company Secretary of several ASX listed companies. Mr. Pitts will remain available to the Company on a consulting basis and in his role as Chief Financial Officer.
Reported Earnings • Mar 15First half 2024 earnings released: AU$0.008 loss per share (vs AU$0.008 loss in 1H 2023)First half 2024 results: AU$0.008 loss per share (in line with 1H 2023). Net loss: AU$6.19m (loss widened 22% from 1H 2023). Revenue is forecast to grow 144% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Mar 11+ 1 more updateDeep Yellow Limited has filed a Follow-on Equity Offering in the amount of AUD 29.999999 million.Deep Yellow Limited has filed a Follow-on Equity Offering in the amount of AUD 29.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 24,489,795 Price\Range: AUD 1.225 Discount Per Security: AUD 0.049
Recent Insider Transactions • Nov 28Executive Director recently sold €419k worth of stockOn the 23rd of November, Gillian Swaby sold around 600k shares on-market at roughly €0.70 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Oct 24Deep Yellow Limited Announces Resignation of M Greene as Non-Executive Director with Effect from 23 November 2023Deep Yellow Limited announced that Mr. M Greene has informed the Company that he will resign as a Non-Executive Director with effect from 23 November 2023.
お知らせ • Sep 29Deep Yellow Limited, Annual General Meeting, Nov 24, 2023Deep Yellow Limited, Annual General Meeting, Nov 24, 2023.
Reported Earnings • Sep 28Full year 2023 earnings released: AU$0.014 loss per share (vs AU$0.018 loss in FY 2022)Full year 2023 results: AU$0.014 loss per share. Net loss: AU$10.1m (loss widened 48% from FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.8% growth forecast for the Oil and Gas industry in Germany.
New Risk • Sep 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$25m free cash flow). Share price has been highly volatile over the past 3 months (9.0% average weekly change). Earnings are forecast to decline by an average of 45% per year for the foreseeable future. Revenue is less than US$1m (AU$795k revenue, or US$510k). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 3 years (AU$38m net loss in 3 years). Shareholders have been diluted in the past year (3.7% increase in shares outstanding).
New Risk • Sep 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$25m free cash flow). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Earnings are forecast to decline by an average of 45% per year for the foreseeable future. Revenue is less than US$1m (AU$795k revenue, or US$507k). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 3 years (AU$38m net loss in 3 years). Shareholders have been diluted in the past year (3.7% increase in shares outstanding).
New Risk • Jul 03New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$25m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$25m free cash flow). Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings are forecast to decline by an average of 45% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (96% increase in shares outstanding). Revenue is less than US$1m (AU$795k revenue, or US$530k). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (AU$38m net loss in 3 years).
Board Change • May 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Victoria Jackson was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 18Deep Yellow Limited Appoints Tim Lindley as Non-Executive DirectorDeep Yellow Limited announced the appointment of Mr. Tim Lindley as Non-Executive Director, further strengthening the Board as the Company continues its strategy to establish a globally diversified, Tier-1 uranium platform with 10+Mlb production p.a. Mr. Lindley is an experienced investment banker who brings a proven track record and background in project finance, debt, equity capital markets and M&A. During his 25-year career, Mr. Lindley has held several senior and executive roles in both Australia and internationally, including Country Head (Australia) of Barclays Bank and a Managing Director of Morgan Stanley (Australia). Mr. Lindley has led and completed more than 100 financing transactions for resource companies operating across jurisdictions including Africa, Asia and Australia. He led several transactions for the Langer Heinrich mine and Paladin Energy Ltd. Mr. Lindley was previously a Non-Executive Director and Chair of the Audit and Risk committee for Onsite Rentals Group Pty Ltd. and Little Wings. Date of appointment is 17 May 2023.
Reported Earnings • Mar 11First half 2023 earnings released: AU$0.008 loss per share (vs AU$0.008 loss in 1H 2022)First half 2023 results: AU$0.008 loss per share (in line with 1H 2022). Net loss: AU$5.07m (loss widened 79% from 1H 2022). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.
お知らせ • Feb 16Deep Yellow Limited Announces the Commonwealth Department of Climate Change, Energy, the Environment and Water Approves the Mulga Rock Project Sandhill Dunnart Conservation PlanDeep Yellow Limited announced the Commonwealth Department of Climate Change, Energy, the Environment and Water (DCCEEW) has approved the Mulga Rock Project Sandhill Dunnart Conservation Plan (SDCP), in accordance with condition 2 of the Environment Protection and Biodiversity Conservation Act 1999 (EPBC Act) for the project. Implementation of the Mulga Rock Project (MRP) was approved under Ministerial Statement No. 1046 (MS 1046) on 16 December 2016. Under Condition 2 of MS 1046, the Company was required to prepare the SDCP to manage the potential impact to the Sandhill Dunnart marsupial associated with the implementation of the project and reduce the threat to the Sandhill Dunnart posed by feral animals within the defined area. Condition 2 of MS1046 required further that the proposed defined area of the SDCP be located outside of the MRP development envelope and within the project boundary, contain at least 6,000ha of suitable habitat and contain a local population of Sandhill Dunnart.
お知らせ • Feb 02Deep Yellow Limited Announces to Release the Results of the Tumas DFS, Showing the Uranium Project as a Potential World-Class Operation Delivering Robust Returns to ShareholdersDeep Yellow Limited announced to release the results of the Tumas DFS, showing the uranium project as a potential world-class operation delivering robust returns to shareholders. The Tumas DFS Executive Summary prepared by DFS lead engineer, Ausenco Services Pty Ltd, with key input and direction from the Deep Yellow subject matter experts. A key feature of the DFS, compared to the Pre-Feasibility Study (PFS) outcome, is the increased production capacity of the plant from 3Mlbpa U3O8 to 3.6Mlbpa U3O8 and the increased throughput from 3.75Mtpa to 4.15Mtpa (11%). This has allowed positive economics to flow, despite a 26% increase in initial capital as a result of inflationary (and Covid) impacts over the past 2.25 years and the 20% increase in capacity. The Company is satisfied that the increase in both capital and operating costs identified in the DFS is reflective of the increased plant capacity and inflationary forces experienced in the 2.25 years since the PFS was completed. These inflationary and Covid-related pressures appear to have been most significant over the past year and to have reached a peak, with some costs now showing signs of reducing. This robust outcome underlines the prudent approach the Company and its development team take to each consecutive stage of project development, from Scoping Study to operations. The Tumas DFS, even under these difficult circumstances, has delivered strong results due to improved productivity and the conservative cost assumptions applied in the preceding studies. The experienced project development team has been consistent since September 2019 when the Tumas Scoping Study was commenced. Sustainability: Deep Yellow intends to adopt world-class sustainability initiatives in the development of Tumas. An Environmental Impact Assessment, meeting the requirements of the Namibian Government regulations, was completed by an independent third-party and involved extensive consultation with Government and community stakeholders. Consultation will continue with stakeholders of the three major towns of Swakopmund, Walvis Bay and Windhoek in Namibia before final submission to Government. Potential areas of environmental impact have been identified and detailed management plans, mitigation measures and monitoring requirements are detailed in the Environmental Management Plan. Key highlights include amendments to the mine plan sequencing to avoid or minimise disturbance to areas of ecological importance. The process plant has been specifically designed to produce a benign tailings stream that will not have any long-term environmental impacts once final rehabilitation and closure of the project has been completed. The predicted tailings behaviour, with respect to groundwater impact, has achieved independent, third-party endorsement from the Commonwealth Scientific and Industrial Research Organisation (CSIRO). Tumas will utilise mined-out areas for the storage of the benign tailings meaning open pits will be filled, covered and rehabilitated back to the original landform. The Company also intends to utilise solar farm technology to reduce the requirement for grid power and lower CO2 emissions by an estimated 850,000t over the life of the mine. The uranium produced by the mine will displace approximately 34,200,000 tonnes of black coal over the LOM, resulting in an additional reduction in CO2 emissions of 89,300,000 t over the LOM. Development of the Tumas Project is expected to result in significant, positive socio-economic impacts for the local, regional, and national economy including benefits in the creation of approximately 800 jobs in construction, approximately 520 direct jobs (including site contractors) and a further approximately 1,900 to 2,550 indirect jobs during operations.
お知らせ • Jan 31Deep Yellow Limited Announces Resignation of Wayne Bramwell as DirectorDeep Yellow Limited announced that Mr. Wayne Bramwell has resigned as a director of Deep Yellow due to his increasing executive responsibilities. The Board appreciates Mr. Bramwell's contribution during the integration of Vimy Resources Limited and wishes him well in his future endeavours. Date that director ceased to be director 31 January 2023.
お知らせ • Jan 21Deep Yellow Limited Provides Critical Minerals Assessment of Mulga Rock ProjectDeep Yellow Limited provided a progress update on the evaluation program undertaken on the Mulga Rock Project (MRP or Project), located in the Great Victoria Desert in Western Australia, 290km by road ENE of Kalgoorlie. As advised on 25 November 2022, Deep Yellow initiated an evaluation program, following on from its pre-merger work, after identifying an opportunity for a significant potential uplift in Project value by increasing the focus on recovery of critical minerals located within the existing Mulga Rock resource shells. This work and the possible future recovery of critical minerals will be completed within the existing approvals framework for the Project, seeking to better utilise the resource base of the MRP. The evaluation program is assessing the potential value of metals such as copper, nickel, cobalt, zinc, and rare earths (particularly neodymium and praseodymium), known to be present in these deposits. Preliminary work already completed by the Company demonstrated that optimising the process flow sheet and mining schedules, within approved pit boundaries, by considering the full economic mineral endowment of these polymetallic deposits, rather than focusing solely on uranium, may add substantial value to the Project. Drilling completed to date by Deep Yellow, associated with this program, has been restricted to the Mulga Rock East deposits (Ambassador and Princess). These deposits are richer in critical minerals and uranium, represent the majority of the known mineral resources and consequently will be mined before the lower grade deposits to the west in MRP's mining schedule, providing up to 20-years operating life. To help better define the assessment for value uplift at the MRP, a 63-hole, 4,099m geo-metallurgical aircore drill program was completed on 8 of December 2022. The program aimed to provide sample material for metallurgical analysis to determine ore variability and estimated process recoveries for critical minerals with 1,552 individual samples collected for metallurgical testing. Additionally, 1,862 samples will be submitted for multi-element geochemical analysis to support the metallurgical test work and re-assessment. Results will be reported once they become available. In support of the revised MRP DFS, a 600 to 800-hole aircore drill program is planned for completion in first half calendar year 2023 to better define reserve/resource variability, upgrade the resource classification for uranium and critical minerals and provide additional material for metallurgical analysis.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Victoria Jackson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Victoria Jackson was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 24Full year 2022 earnings released: AU$0.018 loss per share (vs AU$0.017 loss in FY 2021)Full year 2022 results: AU$0.018 loss per share (further deteriorated from AU$0.017 loss in FY 2021). Net loss: AU$6.83m (loss widened 42% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Non-Executive Chairman Chris Salisbury was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 17First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: AU$0.008 loss per share (vs AU$0.008 loss in 1H 2021). Net loss: AU$2.83m (loss widened 36% from 1H 2021). Revenue exceeded analyst estimates by 25%. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Executive Departure • Dec 01Non-Executive Director Christophe Urtel has left the companyOn the 29th of November, Christophe Urtel's tenure as Non-Executive Director ended after 9.1 years in the role. We don't have any record of a personal shareholding under Christophe's name. Christophe is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.08 years.
Reported Earnings • Sep 25Full year 2021 earnings released: AU$0.017 loss per share (vs AU$0.012 profit in FY 2020)Full year 2021 results: Net loss: AU$4.82m (down 268% from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Apr 04Non-Executive Director recently sold €419k worth of stockOn the 29th of March, Christophe Urtel sold around 935k shares on-market at roughly €0.45 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Mar 09First half 2021 earnings released: AU$0.008 loss per share (vs AU$0.009 loss in 1H 2020)First half 2021 results: Net loss: AU$2.07m (loss narrowed 2.0% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 15New 90-day high: €0.56The company is up 167% from its price of €0.21 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 33% over the same period.
Is New 90 Day High Low • Jan 07New 90-day high: €0.37The company is up 87% from its price of €0.20 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 35% over the same period.
Is New 90 Day High Low • Dec 08New 90-day high: €0.32The company is up 129% from its price of €0.14 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 44% over the same period.
Is New 90 Day High Low • Nov 12New 90-day high: €0.23The company is up 60% from its price of €0.14 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 30% over the same period.
