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Deep Yellow
Deep Yellow (DYL) investor relations material
Deep Yellow H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary5 Mar, 2026
Executive summary
Advanced uranium project development in Namibia (Tumas) and Australia (Mulga Rock), with exploration in the Northern Territory and Namibia.
Leadership transition: John Borshoff stepped down as MD/CEO in October 2025; Greg Field appointed MD/CEO in February 2026.
No lost time injuries since February 2018; strong safety and environmental record maintained.
Financial highlights
Consolidated net loss from continuing operations after tax: $7.78 million (vs. $2.47 million loss in prior year period).
Total expenses: $11.79 million (up from $8.77 million year-over-year).
Interest and other income: $4.01 million (down from $6.29 million year-over-year).
Cash and at-call deposits: $187.15 million at period end (down from $217.37 million at June 2025).
Basic and diluted loss per share: 0.80 cents (vs. 0.26 cents prior year).
Outlook and guidance
Focus remains on derisking and advancing Tumas Project toward development readiness, pending improved uranium market conditions.
Mulga Rock Project revised DFS scheduled for completion in Q3 CY2026.
Continued exploration at Alligator River Project and other assets to increase uranium resources.
Strong cash position and two advanced projects position the group to capitalize on a strengthening uranium market.
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Latest events from Deep Yellow
- Tumas Project advances, exploration yields results, and cash remains strong at A$187.1 million.DYL
Q2 2026 TU22 Jan 2026 - Innovative uranium projects and strong market demand position for long-term, low-cost growth.DYLDiggers & Dealers Mining Forum 202523 Nov 2025
- Tumas and Mulga Rock projects advance on schedule amid strong cash reserves and bullish uranium outlook.DYLQ1 2026 TU22 Oct 2025
- Tumas and Mulga Rock projects progress on schedule, supporting a robust financial position.DYLQ4 2025 TU23 Jul 2025
- Flagship project FID deferred; robust economics, strong cash, and staged development continue.DYLQ3 2025 TU22 Jun 2025
- Tumas and Mulga Rock projects target over 7 Mlb uranium output annually by 2028.DYLCompany Presentation18 Jun 2025
- Surging nuclear demand and supply constraints position the company for major uranium growth.DYLCorporate Presentation18 Jun 2025
- Tumas mining licence, $250M raise, and resource upgrades position Deep Yellow for growth.DYLH2 202413 Jun 2025
- Deep Yellow is set to become a top uranium producer as global supply struggles to meet demand.DYLCompany Presentation6 Jun 2025
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