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Deep Yellow
Deep Yellow (DYL) investor relations material
Deep Yellow Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 TU earnings summary21 Jan, 2026
Executive summary
Staged development of the Tumas Project in Namibia is advancing, with detailed engineering over 60% complete and bulk earthworks 24% finished as of December 2025.
Power supply agreement executed and independent technical due diligence completed, supporting project debt financing for Tumas.
Exploration at the Tinkas Prospect adjacent to Tumas identified uranium mineralisation up to 11m thick from surface.
Mulga Rock Project in Western Australia progressed with trade-off studies and completion of ground gravity and passive seismic surveys.
Alligator River Project in Northern Territory completed 4,660m of drilling, identifying significant hydrothermal alteration at the Q14 anomaly.
Group cash balance at 31 December 2025 was A$187.1 million.
Leadership transition underway, with new CEO and Managing Director appointments effective early 2026.
Financial highlights
Cash balance decreased to A$187.1 million from A$203.5 million in the previous quarter.
A$14.0 million spent on Tumas development and A$4.1 million on exploration and evaluation activities during the quarter.
No mining production activities conducted during the quarter.
Outlook and guidance
Tumas Project is being prepared for a final investment decision, pending supportive uranium market conditions.
Mulga Rock Project aims for first product approximately two years after Tumas commences production.
Uranium market outlook remains strong, with spot and term prices rising and global demand expected to increase.
How does ITE report completion impact Tumas FID timing?
Re-evaluate Namibia exploration strategy
How does market bifurcation affect DYL's sales strategy?
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Next Deep Yellow earnings date
H1 202612 Mar, 2026
Deep Yellow
Next Deep Yellow earnings date
H1 202612 Mar, 2026
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Frequently asked questions
Deep Yellow Limited. Deep Yellow Limited is an Australian-based company primarily focused on the exploration and development of uranium projects. Its activities are concentrated on identifying, acquiring, and advancing uranium resources to meet the growing demand for nuclear energy. The company's key projects are situated in Namibia, where it conducts extensive exploration and feasibility studies to evaluate the potential for mining operations. Deep Yellow Limited aims to supply uranium to global markets, contributing to clean energy solutions. The company is headquartered in Perth, Western Australia, and its shares are listed on the ASX.
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