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DYL
ASX (also NSX Namibia; OTCQX DYLLF)
Deep Yellow Limited
v8.1 · dyl-20261031t172754-full- Last 2026-11-06
- A$0.755
- 1D
- —
- 1M
- —
- YTD
- —
- 1Y
- —
- Fair value
- Locked: sign in to view
- Upside
- Locked: sign in to view
- Mkt cap
- A$735.7M
- EV
- A$594.3M
- Cash
- A$144.7M
- Debt
- A$0
Investment view
Rating locked: sign in to view
Investment view
Our rating, thesis and what the price implies are available to subscribers.
Sign in or enter a guest codeAnnouncements
Latest 12 of 22All sources ▸- September 2026 Quarterly Activities ReportOperations
- Appendix 5B September 2026 Quarterly CashflowResults
- Letter to Shareholders - Notice of Annual General MeetingGovernance
- Application for quotation of securities - DYLCorporate Action
- Notification regarding unquoted securities - DYLCorporate Action
- 2026 Annual ReportResults
- Application for quotation of securities - DYLCorporate Action
- Deep Yellow - WNA Symposium Investor PresentationPresentation
- Application for quotation of securities - DYLCorporate Action
- Notification regarding unquoted securities - DYLCorporate Action
- June 2026 Quarterly Activities ReportOperations
- Appendix 5B June 2026 Quarterly CashflowResults
Event calendar · next 12 months
8 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| drilling from October 2026; wet season ends the campaign | Alligator River 2026 drilling campaign and results | Exploration | Company Guided | Medium | Angularli grade-thickness intercepts would test the premium paid for high-grade exposure. |
| October 2026 and the December quarter | S-Bend (Tumas district) drilling starts | Exploration | Company Guided | Medium | Results could extend Tumas life beyond the 79.5 Mlb reserve. |
| before end of 2026 | Tumas water pipeline pipe supply contract award | Construction Or Commissioning | Company Guided | Medium | Shows early works momentum, but commits little capital until FID. |
| 18 November 2026, 9.00am AWST | 2026 Annual General Meeting | Governance | Confirmed | Medium | First AGM under the new CEO; remuneration and board votes and any funding commentary are scrutinised. |
| Q1 to Q2 2027 | Mulga Rock hydrogeological drilling (Q1 2027) and test pumping (Q2 2027) | Study | Company Guided | Medium | Dewatering requirements feed the revised feasibility study capital and operating costs. |
| first quarter of 2027 | Tumas water pipeline installation request for tender | Construction Or Commissioning | Company Guided | Medium | Pipeline award is a long-lead infrastructure step on the FID critical path. |
| undated: board says equity markets do not support a Q4 2026 FID | Tumas FID and funding package (debt approvals and equity raising) | Financing | Company Guided | High | Determines dilution: the build needs roughly A$0.75bn against A$145m cash. |
| undated: released once optimisation work is complete | Comprehensive Tumas project update (revised schedule, capex, opex, financial model) | Study | Company Guided | High | Resets the capital and operating cost basis, which the 2025 DFS is 2024-real, and sets up the funding ask; the single most important data point for the valuation. |
Executive roster
As of 2026-10-28Background checks ▸Named from the FY2026 annual report (chair and CEO letters, directors report) and the September 2026 WNA investor presentation; the remuneration report key management personnel list and other managers were not fully reconciled, so coverage is partial.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Greg Field | Managing Director and Chief Executive Officer | Executive Director · Chief Executive | 2026-02-02 | 2026 Annual Report · Appointment of Managing Director and Chief Executive Officer |
| Craig Barnes | Chief Financial Officer (interim CEO to February 2026) | Finance | — | 2026 Annual Report · Deep Yellow - WNA Symposium Investor Presentation |
| Zebra Kasete | Managing Director, Namibia | Operations | 2025-11-13 | 2026 Annual Report · Appointment of Managing Director - Namibia |
| Andrew Mirco | Chief Commercial Officer | Commercial | — | Deep Yellow - WNA Symposium Investor Presentation |
| Darryl Butcher | Head of Project Development | Technical | — | Deep Yellow - WNA Symposium Investor Presentation |
| Jennifer Mintz | Chief Legal Officer | Senior Management | — | 2026 Annual Report · Deep Yellow - WNA Symposium Investor Presentation |
| Andrew McLean | Head of Strategy and Enterprise Enablement | Senior Management | — | 2026 Annual Report · Deep Yellow - WNA Symposium Investor Presentation |
| Susan Park | Company Secretary | Company Secretary | — | 2026 Annual Report |
devCoverage status: Partial
Portfolio detail
Assets
Core asset
Tumas Project (Tumas 1, 1 East, 2, 3 and Tubas), Namibia
NA
DFS Unfunded Developer95% ownedUranium
Fully permitted (ML237 to 2043), 2025 DFS complete, detailed engineering 85%, bulk earthworks done, civil and concrete works started; FID deferred beyond Q4 2026 because equity markets do not support it; project debt (Nedbank mandated lead arranger) still awaiting credit approvals and a facility size; Oponona Investments holds 5% of Reptile Uranium Namibia from 26 Aug 2026.
- Study
- Definitive Feasibility Study (2025 DFS, revised March 2025)
- Post-tax NPV (study prices, attributable)
- US$548.1md
- NPV restated at our deck (attributable)
- Locked
- IRR
- 19%s
- Initial capex (100%)
- US$474.0ms
- Capital intensity
- US$194/(lb/yr)d
- LoM AISC
- A$71.29/lbs
- Mine life
- 30.0 yrss
Published study economicsIssuer or study metrics
NPVUS$577M8% discount
IRR19%Published return
Initial capexUS$474MPublished capital estimate
Operating cost38.6USD/lb U3O8 (C1 after vanadium credit)
NPVUS$972M8% discount
IRR24.8%Published return
Initial capexUS$474MPublished capital estimate
Operating cost38.61USD/lb U3O8 (C1 after vanadium credit)
Real post-tax, 100% project, constant US$82.50/lb U3O8 and US$5.00/lb V2O5, 8% discount rate, 2025 DFS March 2025
Real post-tax, 100% project, TradeTech FAM-2 deck (average realised US$104/lb), 8% discount rate
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Measured, Indicated and Inferred (Tumas 1, 1 East, 2, 3) | 118.2 Mlb U3O8 | 255 ppm U3O8 (210.1 Mt, 100 ppm cut-off) | Uranium | 2026-06-30 |
| Mineral Resource | Indicated and Inferred (Tubas Red Sand and Calcrete) | 18.8 Mlb U3O8 | 207 ppm U3O8 (41.4 Mt) | Uranium | 2026-06-30 |
| Ore Reserve | Proved and Probable | 79.5 Mlb U3O8 | 298 ppm U3O8 (120.1 Mt, 100 ppm cut-off) | Uranium | 2026-06-30 |
Tenements2
Milestones4
- Tumas final investment decision (company target of Q4 2026 withdrawn on 28 Oct 2026)
Delayed · High materiality
- Detailed engineering 85% complete; procurement over 85% of major plant equipment tendered
Achieved · Medium materiality
- NamPower transmission power supply agreement executed December 2025; NamWater water supply agreement executed August 2026
Achieved · Medium materiality
- Comprehensive project update with revised schedule, capital and operating costs and financial model (undated)
Pending · High materiality
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Mining licence ML237 and environmental clearance certificate | Namibia | Granted | 2043-09-21 | No |
| High Court review proceedings by third-party applicants (Hoffman / Tumas Granite) naming subsidiaries as respondents | Namibia | Pending | — | Yes |
Economic studies1
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Tumas 2025 DFS (Addendum 1, March 2025) | DFS | Current | 2025-04-08 | 30-year life, 4.2 Mtpa and up to 3.6 Mlb a year U3O8; initial capex US$474m; post-tax NPV US$577m at US$82.50/lb real and US$972m at the FAM-2 deck; IRR 19%; C1 US$38.60/lb. |
Material
Mulga Rock Project (Ambassador, Princess, Shogun, Emperor), Western Australia
AU
Resource Stage100% ownedUraniumCopperCobaltNickelZincRare Earths
State ministerial approval and substantial commencement achieved; revised feasibility study under way (flowsheet simplification, geometallurgical model, hydrogeology; first product about two years after Tumas production starts); 2017-18 reserve and DFS predate the current resource; base metals and rare earths in the 2024 resource not yet in any economic model.
- Contained metal (attributable)
- 104.8m lbd
- Resource grade
- 415 ppm
- % Measured + Indicated
- 61.4%d
- Resource tonnes
- 115.10 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Measured, Indicated and Inferred | 104.8 Mlb U3O8 | 415 ppm U3O8 (115.1 Mt) | Uranium | 2026-06-30 |
| Ore Reserve | Proved and Probable | 42.3 Mlb U3O8 | 845 ppm U3O8 (22.7 Mt, 150 ppm cut-off) | Uranium | 2026-06-30 |
Tenements1
Milestones2
- Hydrogeological drilling and bore installation (Q1 2027) then groundwater test pumping (Q2 2027)
Pending · Medium materiality
- Revised feasibility study (undated; first product about two years after Tumas production)
Pending · High materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| WA ministerial approval and substantial commencement | Western Australia | Granted | — | No |
Material
Omahola basement project (Inca, Ongolo, MS7), Namibia
NA
Resource Stage100% ownedUranium
Large low-grade basement-hosted resource on EPL3496; independent market-based valuation lifted its carrying value in FY2026 (impairment of A$25.2m fully reversed); palaeochannel drilling for Tumas-style calcrete on the same licence.
- Contained metal (attributable)
- 125.4m lbd
- Resource grade
- 190 ppm
- % Measured + Indicated
- 60.4%d
- Resource tonnes
- 298.20 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Measured, Indicated and Inferred | 125.4 Mlb U3O8 | 190 ppm U3O8 (298.2 Mt) | Uranium | 2026-06-30 |
Tenements1
Other
Aussinanis calcrete project, Namibia
NA
Resource Stage85% ownedUranium
Calcrete resource 28.1 Mlb (Indicated 4.5, Inferred 23.6); DYL 85% with Epangelo 5% and Oponona 10%; licence renewal pending; FY2027 exploration focus alongside S-Bend.
- Contained metal (attributable)
- 23.9m lbd
- Resource grade
- 170 ppm
- % Measured + Indicated
- 16%d
- Resource tonnes
- 74.40 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated and Inferred | 28.1 Mlb U3O8 | 170 ppm U3O8 (74.4 Mt) | Uranium | 2026-06-30 |
Tenements1
Other
Alligator River Project incl. Angularli and Cooper Creek JV, Northern Territory
AU
Discovery Drill Stage100% ownedUranium
Angularli high-grade unconformity-style Inferred resource; 2026 field season delayed by wet-season rain, King River camp opened mid-June and drilling started October 2026; 50% of the Cooper Creek JV (810 km2 of licence applications, Cameco manager) acquired from ERA for A$648,000 on 9 Sep 2026; tenure and prospective tenure 4,820 km2.
- Contained metal (attributable)
- 32.9m lbd
- Resource grade
- 1.09e+04 ppm
- % Measured + Indicated
- NM
- Resource tonnes
- 1.37 Mt
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Inferred | 32.9 Mlb U3O8 | 1.09% U3O8 (1.37 Mt, 1,500 ppm cut-off) | Uranium | 2026-06-30 |
Tenements2
Milestones1
- 2026 Alligator River drilling campaign (started October 2026)
Pending · Medium materiality
d derivedr our researchg guidances study forecastm daily marketNo marker: as reported— / NM missing or not meaningful (hover for why)
Stock database
Other assets
- Contained metal (attributable)
- 17.9m lbd
- Resource grade
- 207 ppmd
- % Measured + Indicated
- 21.8%d
- Resource tonnes
- 41.40 Mtd
- Our value per attrib. contained unit
- Locked
- Mining method
- —
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
Debt free with A$144.7m cash, enough for about 2.4 years of the current development, exploration and corporate burn but far short of the roughly US$0.5bn Tumas build; project debt is unapproved and an equity raising is the swing factor.
Capital structure
Ownership and dilution
- Ordinary shares
- 974.4M
- Fully diluted
- 982.6M
975,534,715 shares before the employee buy-back (Appendix 3C, 7 May 2026) + 135,707 issued 26 Jun - 1,755,327 cancelled 30 Jun = 973,915,095 at 30 Jun 2026; + 287,196 (5 Aug) = 974,202,291 at 12 Aug (annual report p123); + 42,900 (3 Sep) + 194,526 (8 Oct) = 974,439,717. Performance rights 6,041,974 at 30 Jun + 2,526,461 issued - 524,622 exercised = 8,043,813 (September quarter report). Includes about 26.1m legacy loan plan shares that are in issue but subject to vesting and loan repayment.
Security classes2
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Unquoted performance rights under the Awards Plan (nil exercise price) | Performance Right | 8M | — | — |
| Unquoted zero exercise price options (44,444 and 44,445 expiring July 2028) | Option | 88.9K | A$0 | 2028-07-01 |
Actuals and forecasts
Financial statements
| AUD | Unit | Trend | FY2025AA | FY2026AA |
|---|---|---|---|---|
| Operations | ||||
| Tumas plant feed (100%) | Mt | 0.00 | 0.00 | |
| Tumas head grade | ppm U3O8 | 0.00 | 0.00 | |
| Tumas U3O8 produced (100%) | lb | 0.00 | 0.00 | |
| Profit and loss | ||||
| Revenue (uranium and vanadium) | AUDm | 0.0 | 0.0 | |
| Site operating costs and royalties | AUDm | 0.0 | 0.0 | |
| Corporate, personnel and exploration-expensed costs not in the DCF | AUDm | 14.7 | 18.3 | |
| EBITDA | AUDm | (14.7) | (18.3) | |
| Depreciation and amortisation | AUDm | 0.7 | 0.8 | |
| Net interest and other income | AUDm | 11.5 | 7.3 | |
| Impairment reversals, net | AUDm | 11.2 | 25.2 | |
| Income tax expense (cash tax from the DCF) | AUDm | 0.0 | 0.0 | |
| Net profit after tax | AUDm | 7.2 | 13.3 | |
| Cash flow | ||||
| Operating cash flow | AUDm | 4.6 | (4.0) | |
| Capital expenditure incl. development and exploration | AUDm | 49.8 | 63.1 | |
| Free cash flow | AUDm | (45.2) | (67.2) | |
| Grants, term deposits and other investing flows | AUDm | 83.3 | 3.7 | |
| Equity issued, net of costs | AUDm | 1.8 | 5.2 | |
| Debt drawn less repaid and lease payments | AUDm | (0.3) | (0.3) | |
| Exchange differences on cash | AUDm | 0.3 | 0.8 | |
| Net change in cash | AUDm | 39.9 | (57.7) | |
| Balance sheet | ||||
| Cash and cash equivalents | AUDm | 217.4 | 159.6 | |
| Borrowings (excluding leases) | AUDm | 0.0 | 0.0 | |
| Net debt (negative = net cash) | AUDm | (217.4) | (159.6) | |
| Total equity | AUDm | 633.2 | 660.8 | |
| Per share | ||||
| Ordinary shares on issue, period end | m shares | 972.9 | 973.9 | |
| Earnings per share (period-end shares) | AUD/share | 0.01 | 0.01 | |
| Dividends per share | AUD/share | 0.00 | 0.00 | |
| Multiples and ratios | ||||
| EV / EBITDA (x, current EV) | x | (37.7) | (30.3) | |
| P / E (x, current market cap) | x | 97.3 | 52.3 | |
| FCF yield (current market cap) | % | -6.5% | -9.6% | |
| EBITDA margin | % | — | — | |
| Net debt / EBITDA (x) | x | 14.7 | 8.7 | |
KPI history
Operating metrics
Operating metric source table5
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Cash and cash equivalents | Company | Jun 2026 | Point In Time | 159,634,408 AUD | Reported |
| Cash and cash equivalents | Company | Sep 2026 quarter | Point In Time | 144,661,000 AUD | Reported |
| Borrowings | Company | Sep 2026 quarter | Point In Time | 0 AUD | Reported |
| Development expenditure (Tumas), operating cash flow | Company | Sep 2026 quarter | Quarter | 7,600,000 AUD | Reported |
| Exploration and evaluation expenditure | Company | Sep 2026 quarter | Quarter | 4,600,000 AUD | Reported |
Company guidance2
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Final Investment Decision Timing | tumas | Q4 2026 | — | — quarter | Withdrawn |
| Design U3O8 Output (2025 DFS) | tumas | steady state | — | 3.6 Mlb per year | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-06-30Ann. 2026-05-07 | BuybackDyl Ordinary Fully Paid (Legacy Loan Plan Shares) | A$0 | 1.8M | — | Completed | Employee share scheme buy-back and cancellation of 1,755,327 forfeited loan plan shares on 30 June 2026.Max 1.8M · Period 2026-05-07 to 2026-06-30 · Nil cash; consideration offset against employee limited-recourse loans |
Contracts and ownership
Material economic arrangements These are deals that can affect sales, costs, funding or ownership. An arrangement marked “Included in valuation” may already be built into a project estimate or the bridge to shareholder value. A separate amount is shown only when one can be estimated; do not add it again.
Built from the annual report subsequent events, tenement schedule notes, the September 2026 quarterly and the 2025 DFS; no royalty, stream, offtake or hedge contract is disclosed (the chair notes full offtake flexibility); the terms of the Oponona subscription and the NamPower and NamWater agreements were not read.
Local Namibian partner holds 5% of the company that owns the Tumas mining licence, a local-ownership requirement; deep Yellow attributable share of Tumas is therefore 95% and any free carry would be a further burden.
Joint Venture · Active- Counterparties
- Oponona Investments (Pty) Ltd
- Applies to
- Tumas Project (Tumas 1, 1 East, 2, 3 and Tubas), Namibia · Uranium
- Economic direction
- Burden
- Period
- From 2026-08-26; no end date stated
- Key terms
- Oponona shareholding in Reptile Uranium Namibia (holder of ML237): 5 %
Funding of the 5% (carry or pro rata) and subscription price: —
How it affects our valuation
No valuation treatment is available for this arrangement.
Aussinanis is held 85% by Deep Yellow with Epangelo (5%) and Oponona (10%) as minority partners.
Joint Venture · Active- Counterparties
- Epangelo Mining (Pty) Ltd · Oponona Investments (Pty) Ltd
- Applies to
- Aussinanis calcrete project, Namibia · Uranium
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- Deep Yellow interest in Yellow Dune Uranium (MDRL3498): 85 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Core Energy can earn up to 51% of the Nova JV (Tumas North and Chungochoab licences, 65% owned) by spending A$5m, becoming manager; the other shareholders are free-carried until then; no resource is attached to Nova so no value is ascribed.
Earn In · Announced- Counterparties
- Core Energy Minerals Limited · Nova Energy (Africa) (Pty) Ltd · Sixzone Investments (Pty) Ltd
- Applies to
- Company-wide · Uranium
- Economic direction
- Mixed
- Period
- From 2026-09-02; no end date stated
- Key terms
- Phase 1: Core earns 25% for expenditure within 18 months: 2,000,000 AUD
Phase 2: Core earns a further 26% for expenditure within 24 months of phase 1: 3,000,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
50% of two exploration licence applications covering 810 km2 next to Alligator River, managed by Cameco; early stage, no resource.
Joint Venture · Active- Counterparties
- Cameco Australia Pty Ltd (40%, manager) · Sutton Motors Pty Ltd (10%)
- Applies to
- Alligator River Project incl. Angularli and Cooper Creek JV, Northern Territory · Uranium
- Economic direction
- Benefit
- Period
- From 2026-09-09; no end date stated
- Key terms
- Deep Yellow participating interest (acquired from ERA for A$648,000): 50 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Statutory royalty and export levy payable on Tumas sales, modelled in the project cash flow.
Royalty · Active- Counterparties
- Government of Namibia
- Applies to
- Tumas Project (Tumas 1, 1 East, 2, 3 and Tubas), Namibia · Uranium
- Economic direction
- Burden
- Period
- Dates not stated
- Key terms
- State royalty plus export levy as modelled in the 2025 DFS: 3.22 % of gross revenue
How it affects our valuation
No valuation treatment is available for this arrangement.
Utility supply agreements for the Tumas power line and water pipeline; the DFS operating cost estimate already carries power and purchased water, so no separate valuation line.
Other · Active- Counterparties
- Namibia Power Corporation (NamPower) · Namibia Water Corporation (NamWater)
- Applies to
- Tumas Project (Tumas 1, 1 East, 2, 3 and Tubas), Namibia · Uranium
- Economic direction
- Burden
- Period
- From 2025-12-01; no end date stated
- Key terms
- Transmission power supply agreement (Dec 2025) and water supply agreement (26 Aug 2026): —
How it affects our valuation
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
Valuation
Bear, base and bull values, investment cases, project valuations and the equity bridge are available to subscribers.
Sign in or enter a guest codeResource-price transmission
Sensitivity lab
Sensitivity lab
How our fair value responds to commodity prices and other drivers is available to subscribers.
Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
Partial screening identifies relevant issuer-reported mining and finance experience, alongside a prior administration and workplace fatality during senior leaders’ tenures; these events do not establish individual fault. The team assessment is low confidence because targeted person-level screening and independent verification remain incomplete.
Decision-relevant facts
Material summary
Greg Field
Managing Director and Chief Executive Officer
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Greg Field as Managing Director and Chief Executive Officer. The appointment announcement provides career context.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
Appointment of Managing Director and CEO · appointment announcement
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 2
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
Craig Barnes
Chief Financial Officer (interim CEO to February 2026)
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Craig Barnes as Chief Financial Officer (interim CEO to February 2026). The appointment announcement provides career context.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
Deep Yellow appoints Craig Barnes as CFO · appointment announcement
WNA Symposium investor presentation · presentation p. 5
FailureDocumented · High materiality
Abra subsidiary administration during prior CFO tenure
Galena announced the appointment of voluntary administrators to its 60%-owned Abra Mining subsidiary on 4 April 2024, citing mine ramp-up and rain-related logistics issues. Deep Yellow identified Barnes as Galena’s former CFO before his August 2024 appointment. The later administrators’ report lists a Craig Barnes among former directors of Abra with a 31 July 2024 cessation date; its stated appointment year appears anomalous and is not relied on.
Role overlaps event; causation unproven · The sources establish an overlap with a senior finance role; they do not establish personal causation or misconduct.
Appointment of voluntary administrators · administrators appointment
Deep Yellow appoints Craig Barnes as CFO · prior employer and appointment
Abra Mining Pty Ltd administrators’ report · Table 6, p. 11
Evidence gaps · 4
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- The full prior administration record and any findings on individual responsibilities have not been independently reviewed.
- The administrator table gives an apparently anomalous Abra director appointment year for Craig Barnes; this discrepancy has not been resolved.
Zebra Kasete
Managing Director, Namibia
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Zebra Kasete as Managing Director, Namibia. The appointment announcement provides career context.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
Appointment of Managing Director Namibia · appointment announcement
WNA Symposium investor presentation · presentation p. 5
SafetyDocumented · High materiality
2020 workplace fatality at Tsumeb
A worker died during maintenance at the Dundee Tsumeb smelter on 19 November 2020. Contemporary reporting quoted Kasete responding as vice president and managing director. In a later chamber review, Kasete described non-compliance with lock-out and isolation procedures.
Role overlaps event; causation unproven · Leadership and incident overlap are documented. The reviewed material does not establish that Kasete personally caused the incident or breached a duty.
Fatal accident at Tsumeb copper smelter · contemporaneous report
Mining industry review for 2020 · safety, p. 2
Appointment of Managing Director Namibia · prior Tsumeb role
Evidence gaps · 3
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- Underlying investigation and regulatory findings for the 2020 incident, and independent verification of remediation, remain unreviewed. Tsumeb environmental and community-health allegations and the company responses require fuller source review and are not resolved here.
Andrew Mirco
Chief Commercial Officer
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Andrew Mirco as Chief Commercial Officer. The appointment announcement provides career context.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
Appointment of head of business development · appointment announcement
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 2
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
Darryl Butcher
Head of Project Development
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Darryl Butcher as Head of Project Development. The appointment announcement provides career context.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
Reptile project change of scope · appointment announcement
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 2
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
Jennifer Mintz
Chief Legal Officer
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Jennifer Mintz as Chief Legal Officer. The appointment announcement provides career context.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
Appointment of Jennifer Mintz as chief legal officer · appointment announcement
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 2
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
Andrew McLean
Head of Strategy and Enterprise Enablement
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Andrew McLean as Head of Strategy and Enterprise Enablement. The presentation establishes a dated role listing, not a verified individual execution outcome.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 2
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
Susan Park
Company Secretary
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Susan Park as Company Secretary. The appointment announcement provides career context.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
Appointment of company secretary · appointment announcement
Evidence gaps · 2
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
David Holmes
Principal Hydrogeologist (listed 1 September 2026; cutoff status unconfirmed)
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified David Holmes as Principal Hydrogeologist (listed 1 September 2026; cutoff status unconfirmed). The presentation establishes a dated role listing, not a verified individual execution outcome.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 3
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- The issuer presentation is dated 1 September 2026; continued employment and exact role at the cutoff have not been independently verified.
Eduard (Ed) Becker
Head of Exploration (listed 1 September 2026; cutoff status unconfirmed)
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Eduard (Ed) Becker as Head of Exploration (listed 1 September 2026; cutoff status unconfirmed). The presentation establishes a dated role listing, not a verified individual execution outcome.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 3
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- The issuer presentation is dated 1 September 2026; continued employment and exact role at the cutoff have not been independently verified.
Alex Otto
Chief Geologist (listed 1 September 2026; cutoff status unconfirmed)
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Alex Otto as Chief Geologist (listed 1 September 2026; cutoff status unconfirmed). The presentation establishes a dated role listing, not a verified individual execution outcome.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 3
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- The issuer presentation is dated 1 September 2026; continued employment and exact role at the cutoff have not been independently verified.
Paul Boshoff
Technical Director (listed 1 September 2026; cutoff status unconfirmed)
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Paul Boshoff as Technical Director (listed 1 September 2026; cutoff status unconfirmed). The presentation establishes a dated role listing, not a verified individual execution outcome.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 3
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- The issuer presentation is dated 1 September 2026; continued employment and exact role at the cutoff have not been independently verified.
Martin Ralph
Head of External Relations (listed 1 September 2026; cutoff status unconfirmed)
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Martin Ralph as Head of External Relations (listed 1 September 2026; cutoff status unconfirmed). The presentation establishes a dated role listing, not a verified individual execution outcome.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 3
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- The issuer presentation is dated 1 September 2026; continued employment and exact role at the cutoff have not been independently verified.
Richard Viring
Exploration Manager (listed 1 September 2026; cutoff status unconfirmed)
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Richard Viring as Exploration Manager (listed 1 September 2026; cutoff status unconfirmed). The presentation establishes a dated role listing, not a verified individual execution outcome.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 3
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- The issuer presentation is dated 1 September 2026; continued employment and exact role at the cutoff have not been independently verified.
Simon Donegan
Principal Process Engineer (listed 1 September 2026; cutoff status unconfirmed)
Role FitAnalyst Inference · Medium materiality
Issuer-listed role and experience
Deep Yellow identified Simon Donegan as Principal Process Engineer (listed 1 September 2026; cutoff status unconfirmed). The presentation establishes a dated role listing, not a verified individual execution outcome.
Responsibility not applicable · Role description and career claims are issuer-reported; individual outcomes are not independently established here.
WNA Symposium investor presentation · presentation p. 5
Evidence gaps · 3
- Dedicated person-specific searches for education, success, failure, fraud, safety, environment, legal and governance remain incomplete; a general search is not a clearance.
- Independent verification of credentials and full career chronology remains incomplete.
- The issuer presentation is dated 1 September 2026; continued employment and exact role at the cutoff have not been independently verified.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-08-12 · 974,202,291 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 35.94% | 350,160,197 | |
| 2 | 15.03% | 146,412,017 | |
| 3 | 9.70% | 94,476,224 | |
| 4 | 3.74% | 36,429,627 | |
| 5 | 2.00% | 19,469,909 | |
| 6 | 1.88% | 18,307,109 | |
| 7 | 1.57% | 15,300,000 | |
| 8 | 1.53% | 14,860,768 | |
| 9 | 0.69% | 6,688,848 | |
| 10 | 0.65% | 6,312,873 | |
| 11 | 0.56% | 5,469,283 | |
| 12 | 0.50% | 4,891,020 | |
| 13 | 0.49% | 4,800,000 | |
| 14 | 0.45% | 4,427,125 | |
| 15 | 0.44% | 4,306,058 | |
| 16 | 0.37% | 3,580,000 | |
| 17 | 0.33% | 3,256,335 | |
| 18 | 0.30% | 2,910,397 | |
| 19 | 0.28% | 2,773,853 | |
| 20 | 0.26% | 2,551,747 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 10.87%Voting power | 2026-06-18 | |
| 9.68%Voting power | 2026-10-09 | |
| 6.63%Voting power | 2026-09-18 | |
| 5.89%Voting power | 2026-09-14 |
Sources & review notesEvidence checked through 2026-10-31
Coverage and limitations
- Nominee accounts conceal underlying beneficial owners.
- Vanguard’s annual-summary notice measurement date was not established; it has not been misdated as the annual register date.
- JPMorgan later ceased substantial status; cessation is not proof of zero ownership.
- Group interests include securities lending and may overlap.
Sources
- 2026 Annual Report
Deep Yellow via ASX · Published 2026-09-16 · Accessed 2026-10-31
20 registered accounts as of 12 August 2026.
downloads/DYL/2026/2026-09-16_2026 Annual Report_60eefd7f691bce2c.pdf, PDF pages 123–124
- State Street change in substantial holding
state via ASX · Published 2026-10-13 · Accessed 2026-10-31
94,344,624 shares and 9.68% on 9 October.
downloads/DYL/2026/2026-10-13_Change in substantial holding_6d7fd7c61dc4d769.pdf, PDF page 1, visually reviewed
- Van Eck change in substantial holding
vaneck via ASX · Published 2026-09-22 · Accessed 2026-10-31
64,632,127 shares and 6.6341% on 18 September.
downloads/DYL/2026/2026-09-22_Change in substantial holding_f126b11df9de631e.pdf, PDF page 1, visually reviewed
- Paradice change in substantial holding
paradice via ASX · Published 2026-09-16 · Accessed 2026-10-31
57,358,506 shares and 5.8875% on 14 September.
downloads/DYL/2026/2026-09-16_Change in substantial holding_0929043fccf26652.pdf, PDF page 1, visually reviewed
- Sprott change in substantial holding
sprott via ASX · Published 2026-07-01 · Accessed 2026-10-31
106,004,429 shares and 10.866% on 18 June.
downloads/DYL/2026/2026-07-01_Change in substantial holding_b46f425e671de588.pdf, PDF page 1, visually reviewed
- JPMorgan ceasing substantial holding
jpm via ASX · Published 2026-10-27 · Accessed 2026-10-31
JPMorgan ceased substantial status after a 21 October becoming notice; this does not establish zero holding.
downloads/DYL/2026/2026-10-27_Ceasing to be a substantial holder_c315e154026cab71.pdf, PDF page 1
Disclosed activity
Insider transactions
Trading activity14 buys · 1 sell shownNet cash last 12 months no tradesShow chartHide chart
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2024-05-02to 2025-12-08 | Christopher SalisburySalisbury Guardian Pty Ltd <Salisbury Family Trust>
Details & evidence for Christopher Salisbury on 2024-05-02Transfer occurred since prior notice; precise date not stated. As disclosed: transfer_out
director · Start not disclosed Salisbury Guardian Pty Ltd <Salisbury Family Trust> · Beneficiary of Salisbury Family Trust. BNP Paribas Nominees Pty Ltd <HUB24 Custodial Serv Ltd> · Beneficiary of HUB24 custodial account. Change of Director's Interest Notice - C. Salisbury ↗ Change of Director's Interest Notice - C. Salisbury ↗ | Transfer OutFully paid ordinary shares | 40,816 | —Non Cash | — | — |
| 2024-05-02to 2025-12-08 | Christopher SalisburyBNP Paribas Nominees Pty Ltd <HUB24 Custodial Serv Ltd>
Details & evidence for Christopher Salisbury on 2024-05-02Transfer occurred since prior notice; precise date not stated. As disclosed: transfer_in
director · Start not disclosed Salisbury Guardian Pty Ltd <Salisbury Family Trust> · Beneficiary of Salisbury Family Trust. BNP Paribas Nominees Pty Ltd <HUB24 Custodial Serv Ltd> · Beneficiary of HUB24 custodial account. Change of Director's Interest Notice - C. Salisbury ↗ Change of Director's Interest Notice - C. Salisbury ↗ | Transfer InFully paid ordinary shares | 40,816 | —Non Cash | — | — |
| 2025-12-05 | Gillian SwabyGillian Swaby
Details & evidence for Gillian Swaby on 2025-12-05Loan share plan allotment; loan terms not fully specified in notice. As disclosed: subscription
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Change of Director's Interest Notice - G. Swaby ↗ Change of Director's Interest Notice - G. Swaby ↗ | SubscriptionFully paid ordinary shares subject to Loan Share Plan | 470,236 | —Not Disclosed | AUD 1.66Disclosed price | — |
| 2025-12-05 | Gillian SwabyGillian Swaby
Details & evidence for Gillian Swaby on 2025-12-051,968,129 existing shares no longer subject to loan or vesting conditions; not additional shares. As disclosed: contract
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Change of Director's Interest Notice - G. Swaby ↗ Change of Director's Interest Notice - G. Swaby ↗ | ContractFully paid ordinary shares subject to Loan Share Plan | 1,968,129 | —Not Disclosed | — | — |
| 2025-12-04 | Christopher SalisburyChristopher Salisbury
Details & evidence for Christopher Salisbury on 2025-12-04Options exercised at nil cost. As disclosed: exercise
director · Start not disclosed Salisbury Guardian Pty Ltd <Salisbury Family Trust> · Beneficiary of Salisbury Family Trust. BNP Paribas Nominees Pty Ltd <HUB24 Custodial Serv Ltd> · Beneficiary of HUB24 custodial account. Change of Director's Interest Notice - C. Salisbury ↗ Change of Director's Interest Notice - C. Salisbury ↗ | ExerciseFully paid ordinary shares | 44,444 | —Non Cash | — | — |
| 2025-12-03 | Timothy Gordon Armstrong LindleyLindley Family Super Pty Ltd <T&M Lindley S/F A/C>
Details & evidence for Timothy Gordon Armstrong Lindley on 2025-12-03The acquired shares were held in a different account from the 110,000 shares registered to JP Morgan Nominees Australia Pty Limited for the AustralianSuper account; no netting across accounts. As disclosed: On-market trade; 30,300 fully paid ordinary shares acquired at $1.6449 per share.
director · Start not disclosed AustralianSuper account of Timothy Gordon Armstrong Lindley · Beneficial interest in AustralianSuper account held by AustralianSuper Pty Ltd as trustee; JP Morgan Nominees Australia Pty Limited is the registered holder. Lindley Family Super Pty Ltd <T&M Lindley S/F A/C> · Director of the trustee and beneficiary of the T&M Lindley superannuation account. Change of Director's Interest Notice - T. Lindley ↗ | Purchasefully paid ordinary shares | 30,300 | — | AUD 1.6449Disclosed price | 30,300 |
| 2025-12-03 | Christopher SalisburyChristopher Salisbury
Details & evidence for Christopher Salisbury on 2025-12-03As disclosed: purchase
director · Start not disclosed Salisbury Guardian Pty Ltd <Salisbury Family Trust> · Beneficiary of Salisbury Family Trust. BNP Paribas Nominees Pty Ltd <HUB24 Custodial Serv Ltd> · Beneficiary of HUB24 custodial account. Change of Director's Interest Notice - C. Salisbury ↗ Change of Director's Interest Notice - C. Salisbury ↗ | PurchaseFully paid ordinary shares | 31,000 | — | AUD 1.6697Disclosed price | — |
| 2025-12-03 | Gregory MeyerowitzMeyerowitz Family Super Pty Ltd <Meyerowitz Family S/F A/C>
Details & evidence for Gregory Meyerowitz on 2025-12-03Two separate disclosed purchase tranches. As disclosed: purchase
director · Start not disclosed Meyerowitz Family Super Pty Ltd <Meyerowitz Family S/F A/C> · Director of trustee and beneficiary of superannuation account. Change of Director's Interest Notice - G. Meyerowitz ↗ Change of Director's Interest Notice - G. Meyerowitz ↗ | PurchaseFully paid ordinary shares | 594 | — | AUD 1.6475Disclosed price | — |
| 2025-12-03 | Gregory MeyerowitzMeyerowitz Family Super Pty Ltd <Meyerowitz Family S/F A/C>
Details & evidence for Gregory Meyerowitz on 2025-12-03Two separate disclosed purchase tranches. As disclosed: purchase
director · Start not disclosed Meyerowitz Family Super Pty Ltd <Meyerowitz Family S/F A/C> · Director of trustee and beneficiary of superannuation account. Change of Director's Interest Notice - G. Meyerowitz ↗ Change of Director's Interest Notice - G. Meyerowitz ↗ | PurchaseFully paid ordinary shares | 30,649 | — | AUD 1.65Disclosed price | — |
| 2024-12-12 | Gillian Swaby
Details & evidence for Gillian Swaby on 2024-12-12The notice reports simultaneous share issuance and release from plan restrictions. Individual holding-before/after values are not assigned to either event because the order within the same date is not disclosed. As disclosed: 506,925 fully paid ordinary shares issued pursuant to the Deep Yellow Loan Share Plan.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Change of Director's Interest Notice x 2 ↗ | Grantordinary shares issued under Deep Yellow Loan Share Plan | 506,925 | —Non Cash | — | — |
| 2024-12-12 | Gillian Swaby
Details & evidence for Gillian Swaby on 2024-12-12Contractual restriction changed on existing shares; this event did not change total ordinary shares held. As disclosed: 1,746,164 shares are no longer subject to loan repayment or vesting conditions following repayment of loans totalling $471,464.55.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Change of Director's Interest Notice x 2 ↗ | Contractordinary shares subject to Deep Yellow Loan Share Plan | 1,746,164 | AUD 471,464.55 | — | — |
| 2024-12-12 | John Borshoff
Details & evidence for John Borshoff on 2024-12-12The notice reports simultaneous share issuance and release from plan restrictions. Individual holding-before/after values are not assigned to either event because the order within the same date is not disclosed. As disclosed: 1,186,066 fully paid ordinary shares issued pursuant to the Deep Yellow Loan Share Plan.
director · Start not disclosed to 2025-10-20 Change of Director's Interest Notice x 2 ↗ | Grantordinary shares issued under Deep Yellow Loan Share Plan | 1,186,066 | —Non Cash | — | — |
| 2024-12-12 | John Borshoff
Details & evidence for John Borshoff on 2024-12-12Contractual restriction changed on existing shares; this event did not change total ordinary shares held. As disclosed: 605,153 shares are no longer subject to loan repayment or vesting conditions following repayment of loans totalling $163,391.58.
director · Start not disclosed to 2025-10-20 Change of Director's Interest Notice x 2 ↗ | Contractordinary shares subject to Deep Yellow Loan Share Plan | 605,153 | AUD 163,391.58 | — | — |
| 2024-08-19 | Timothy Gordon Armstrong LindleyAustralianSuper account of Timothy Gordon Armstrong Lindley
Details & evidence for Timothy Gordon Armstrong Lindley on 2024-08-19The registered holder is JP Morgan Nominees Australia Pty Limited for AustralianSuper Pty Ltd as trustee of Lindley's account. As disclosed: On-market trade; 60,000 fully paid ordinary shares acquired at $1.02 per share.
director · Start not disclosed AustralianSuper account of Timothy Gordon Armstrong Lindley · Beneficial interest in AustralianSuper account held by AustralianSuper Pty Ltd as trustee; JP Morgan Nominees Australia Pty Limited is the registered holder. Lindley Family Super Pty Ltd <T&M Lindley S/F A/C> · Director of the trustee and beneficiary of the T&M Lindley superannuation account. Change of Director's Interest Notice - T. Lindley ↗ | Purchasefully paid ordinary shares | 60,000 | — | AUD 1.02Disclosed price | 110,000 |
| 2024-05-02 | Christopher SalisburySalisbury Guardian Pty Ltd <Salisbury Family Trust>
Details & evidence for Christopher Salisbury on 2024-05-02The notice identifies Salisbury Guardian Pty Ltd as trustee of the Salisbury Family Trust; Salisbury is chairman of the trustee company. The form reports no prior ordinary holding in this account; its prior holding line lists 133,333 unlisted options held directly by Salisbury. As disclosed: Placement following approval by shareholders at the 30 April 2024 General Meeting; 40,816 ordinary shares acquired at $1.225 each.
director · Start not disclosed Salisbury Guardian Pty Ltd <Salisbury Family Trust> · Beneficiary of Salisbury Family Trust. BNP Paribas Nominees Pty Ltd <HUB24 Custodial Serv Ltd> · Beneficiary of HUB24 custodial account. Change of Director Interests ↗ | Subscriptionordinary shares | 40,816 | — | AUD 1.225Disclosed price | 40,816 |
| 2024-05-02 | Gregory MeyerowitzMeyerowitz Family Super Pty Ltd <Meyerowitz Family S/F A/C>
Details & evidence for Gregory Meyerowitz on 2024-05-02Shares acquired indirectly through Meyerowitz Family Superannuation Pty Ltd as trustee for the Meyerowitz Family Superfund. As disclosed: Placement following approval by shareholders at the 30 April 2024 General Meeting; 81,632 ordinary shares acquired at $1.225 each.
director · Start not disclosed Meyerowitz Family Super Pty Ltd <Meyerowitz Family S/F A/C> · Director of trustee and beneficiary of superannuation account. Change of Director Interests ↗ | Subscriptionordinary shares | 81,632 | — | AUD 1.225Disclosed price | 148,757 |
| 2024-05-02 | Victoria Jackson
Details & evidence for Victoria Jackson on 2024-05-02Direct holding increased from nil to 24,489 ordinary shares. As disclosed: Placement following approval by shareholders at the 30 April 2024 General Meeting; 24,489 ordinary shares acquired at $1.225 each.
director · Start not disclosed Change of Director Interests ↗ | Subscriptionordinary shares | 24,489 | — | AUD 1.225Disclosed price | 24,489 |
| 2024-04-15 | Gillian SwabyStrategic Mining Consultants Pty Ltd
Details & evidence for Gillian Swaby on 2024-04-15The notice reports 34,250 shares acquired in total. The split of 17,125 shares held by Strategic Mining Consultants Pty Ltd as trustee is inferred from the disclosed account position increasing from 293,286 to 310,411. As disclosed: Share Purchase Plan; part of 34,250 ordinary shares acquired at $1.225 each.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Change in Director Interests ↗ | Subscriptionordinary shares | 17,125 | — | AUD 1.225Disclosed price | 310,411 |
| 2024-04-15 | Gillian Swaby
Details & evidence for Gillian Swaby on 2024-04-15The notice reports 34,250 shares acquired in total. The split of 17,125 direct shares is inferred from the disclosed direct position increasing from 3,313,865 to 3,330,990. As disclosed: Share Purchase Plan; part of 34,250 ordinary shares acquired at $1.225 each.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Change in Director Interests ↗ | Subscriptionordinary shares | 17,125 | — | AUD 1.225Disclosed price | 3,330,990 |
| 2024-04-15 | Gregory MeyerowitzMeyerowitz Family Super Pty Ltd <Meyerowitz Family S/F A/C>
Details & evidence for Gregory Meyerowitz on 2024-04-15Shares acquired indirectly through Meyerowitz Family Superannuation Pty Ltd as trustee for the Meyerowitz Family Superfund. As disclosed: Share Purchase Plan; 17,125 ordinary shares acquired at $1.225 each.
director · Start not disclosed Meyerowitz Family Super Pty Ltd <Meyerowitz Family S/F A/C> · Director of trustee and beneficiary of superannuation account. Change in Director Interests ↗ | Subscriptionordinary shares | 17,125 | — | AUD 1.225Disclosed price | 67,125 |
| 2024-04-15 | John Borshoff
Details & evidence for John Borshoff on 2024-04-15Shares acquired through the Share Purchase Plan. As disclosed: Share Purchase Plan; 17,125 ordinary shares acquired at $1.225 each.
director · Start not disclosed to 2025-10-20 Change in Director Interests ↗ | Subscriptionordinary shares | 17,125 | — | AUD 1.225Disclosed price | 386,510 |
| 2023-12-20 | Gillian Swaby
Details & evidence for Gillian Swaby on 2023-12-20The $0.996 per share figure is disclosed in the notice but no cash paid by Swaby is stated; treated as a plan valuation, not cash consideration. As disclosed: 1,319,922 ordinary shares allotted in accordance with the Deep Yellow Loan Share Plan as part of the annual incentive award program.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Issue of Incentive Securities ↗ | Grantordinary shares issued under Deep Yellow Loan Share Plan | 1,319,922 | —Non Cash | — | 6,875,813 |
| 2023-12-20 | John Borshoff
Details & evidence for John Borshoff on 2023-12-20The $0.996 per share figure is disclosed in the notice but no cash paid by Borshoff is stated; treated as a plan valuation, not cash consideration. As disclosed: 2,503,554 ordinary shares allotted in accordance with the Deep Yellow Share Plan approved by shareholders at the 24 November 2023 AGM.
director · Start not disclosed to 2025-10-20 Issue of Incentive Securities ↗ | Grantordinary shares issued under Deep Yellow Loan Share Plan | 2,503,554 | —Non Cash | — | 17,234,533 |
| 2023-12-05 | Timothy Gordon Armstrong LindleyAustralianSuper account of Timothy Gordon Armstrong Lindley
Details & evidence for Timothy Gordon Armstrong Lindley on 2023-12-05The shares were acquired indirectly through AustralianSuper Pty Ltd as trustee for Lindley's account. As disclosed: Purchase of shares on market; 50,000 ordinary shares acquired at an average of $1.068 per share.
director · Start not disclosed AustralianSuper account of Timothy Gordon Armstrong Lindley · Beneficial interest in AustralianSuper account held by AustralianSuper Pty Ltd as trustee; JP Morgan Nominees Australia Pty Limited is the registered holder. Lindley Family Super Pty Ltd <T&M Lindley S/F A/C> · Director of the trustee and beneficiary of the T&M Lindley superannuation account. Change of Director's Interest Notice - Timothy Lindley ↗ | Purchasefully paid ordinary shares | 50,000 | — | AUD 1.068Disclosed price | 50,000 |
| 2023-11-22to 2023-11-23 | Gillian Swaby
Details & evidence for Gillian Swaby on 2023-11-22The notice gives only the aggregate quantity and average price over 22 and 23 November; no daily quantity or total proceeds allocation is disclosed. As disclosed: Sale of 600,000 ordinary shares on 22 and 23 November 2023 at an average of $1.16 per share.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Change of Directors' Interest Notices ↗ | Salefully paid ordinary shares | 600,000 | — | AUD 1.16Disclosed price | — |
| 2023-11-17 | Gillian Swaby
Details & evidence for Gillian Swaby on 2023-11-17This changes the loan and vesting conditions on existing shares; it is not a new share acquisition or disposal. As disclosed: Repayment of loan totalling $537,263 attaching to 1,155,405 shares; shares are no longer subject to loan repayment or vesting conditions.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Change of Directors' Interest Notices ↗ | Contractordinary shares subject to Deep Yellow Loan Share Plan | 1,155,405 | AUD 537,263.00 | — | 5,555,891 |
| 2023-11-17 | John Borshoff
Details & evidence for John Borshoff on 2023-11-17This changes the loan and vesting conditions on existing shares; it is not a new share acquisition or disposal. As disclosed: Repayment of loan totalling $145,408 attaching to 312,708 shares; shares are no longer subject to loan repayment or vesting conditions.
director · Start not disclosed to 2025-10-20 Change of Directors' Interest Notices ↗ | Contractordinary shares subject to Deep Yellow Loan Share Plan | 312,708 | AUD 145,408.00 | — | 14,730,979 |
Disclosed holding observations11 dated positions
Initial, final and threshold notices describe positions; these are not counted as purchases or sales.
| Holding at | Person / group | Type / security | Quantity | Percentage |
|---|---|---|---|---|
| 2026-05-01 | Sinead Kaufman
Details & evidence for Sinead Kaufman on 2026-05-01Initial director position, not a transaction.
director · Start not disclosed Initial Director's Interest Notice - S. Kaufman ↗ | InitialFully paid ordinary shares | 200 | — |
| 2026-01-31 | Gillian Swaby
Details & evidence for Gillian Swaby on 2026-01-31Final director position, not a transaction.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Final Director's Interest Notice - G. Swaby ↗ | FinalFully paid ordinary shares | 7,045,283 | — |
| 2026-01-31 | Gillian Swaby
Details & evidence for Gillian Swaby on 2026-01-31Final director position, not a transaction.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Final Director's Interest Notice - G. Swaby ↗ | FinalFully paid ordinary shares | 310,411 | — |
| 2026-01-31 | Gillian Swaby
Details & evidence for Gillian Swaby on 2026-01-311,755,327 also subject to vesting conditions.
director · Start not disclosed Strategic Mining Consultants Pty Ltd · Director and shareholder of Strategic Mining Consultants Pty Ltd, trustee for the G Swaby Superfund. Final Director's Interest Notice - G. Swaby ↗ | FinalFully paid ordinary shares subject to Loan Share Plan | 4,138,681 | — |
| 2025-10-20 | John Borshoff
Details & evidence for John Borshoff on 2025-10-20Final director interest position at cessation.
director · Start not disclosed to 2025-10-20 Final Director's Interest Notice - J. Borshoff ↗ | Finalfully paid ordinary shares | 991,663 | — |
| 2025-10-20 | John Borshoff
Details & evidence for John Borshoff on 2025-10-20Final director interest position at cessation; the notice separately identifies 3,974,702 shares subject to vesting conditions.
director · Start not disclosed to 2025-10-20 Final Director's Interest Notice - J. Borshoff ↗ | Finalordinary shares subject to Deep Yellow Loan Share Plan (3,974,702 also subject to vesting conditions) | 17,815,446 | — |
| 2023-11-23 | Mervyn Greene
Details & evidence for Mervyn Greene on 2023-11-23Final director interest position disclosed at cessation.
director · Start not disclosed HSBC Custody Nominees (Australia) Limited · Relevant interest disclosed through nominee holding for MG Family Trust; the notice does not state the legal basis of Greene's interest in the trust. Mervyn Greene - Final Director's Interest Notice ↗ | Finalunlisted options expiring 2024-07-01 | 92,593 | — |
| 2023-11-23 | Mervyn Greene
Details & evidence for Mervyn Greene on 2023-11-23The notice lists two distinct 1 July 2025 option tranches; kept separate because their quantities differ.
director · Start not disclosed HSBC Custody Nominees (Australia) Limited · Relevant interest disclosed through nominee holding for MG Family Trust; the notice does not state the legal basis of Greene's interest in the trust. Mervyn Greene - Final Director's Interest Notice ↗ | Finalunlisted options expiring 2025-07-01 (tranche A) | 57,471 | — |
| 2023-11-23 | Mervyn Greene
Details & evidence for Mervyn Greene on 2023-11-23The notice lists two distinct 1 July 2025 option tranches; kept separate because their quantities differ.
director · Start not disclosed HSBC Custody Nominees (Australia) Limited · Relevant interest disclosed through nominee holding for MG Family Trust; the notice does not state the legal basis of Greene's interest in the trust. Mervyn Greene - Final Director's Interest Notice ↗ | Finalunlisted options expiring 2025-07-01 (tranche B) | 26,455 | — |
| 2023-11-23 | Mervyn Greene
Details & evidence for Mervyn Greene on 2023-11-23Final director interest position disclosed at cessation.
director · Start not disclosed HSBC Custody Nominees (Australia) Limited · Relevant interest disclosed through nominee holding for MG Family Trust; the notice does not state the legal basis of Greene's interest in the trust. Mervyn Greene - Final Director's Interest Notice ↗ | Finalfully paid ordinary shares | 1,301,003 | — |
| 2023-11-23 | Mervyn Greene
Details & evidence for Mervyn Greene on 2023-11-23Registered holder is HSBC Custody Nominees (Australia) Limited; the notice states the holding is on behalf of MG Family Trust. Greene's legal basis for the relevant interest is not specified.
director · Start not disclosed HSBC Custody Nominees (Australia) Limited · Relevant interest disclosed through nominee holding for MG Family Trust; the notice does not state the legal basis of Greene's interest in the trust. Mervyn Greene - Final Director's Interest Notice ↗ | Finalfully paid ordinary shares | 1,477,333 | — |
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Sign in or enter a guest codeChronological evidenceSource-document inventory27 documents
Market snapshot for DYL at 31 October 2026 (miners.v8db.market_snapshot)Market Data · MediumExtracted
Command `python -m miners.v8db.market_snapshot DYL --cutoff 2026-10-31 --shares 974439717 --commodities uranium`: 52-week high A$2.91 and low A$0.675; returns 1m -38.9%, 3m -45.8%, 6m -60.6%, 12m -59.9%, 3y -43.0%; relative to the ML mining index 12m -68.8%; 20-day average traded value A$7.03m, 60-day A$7.70m; market cap A$696.7m; AUD per USD 1.4407; the peer database returned no published uranium peer.
- Document ID
- dyl-market-snapshot-20261031
- Published UTC
- 2026-10-30T23:00:00+00:00
- Projects
- —
- Commodities
- uranium
DYL.AX daily close 30 October 2026 (local market database)Market Data · MediumExtracted
Command `python -m miners.reference_price DYL --valuation-date 2026-10-31`: raw close A$0.715 on 2026-10-30 (open 0.765, high 0.77, low 0.715), volume 8,012,374, provider market data provider via miners.collect_stock_prices, one ASX DYL ordinary share, freshness 1 day.
- Document ID
- dyl-market-close-20261030
- Published UTC
- 2026-10-30T06:00:00+00:00
- Projects
- —
- Commodities
- uranium
AUD/USD rate 30 October 2026 (local fx_rates table)Commodity Data · MediumExtracted
metal_prices.db fx_rates: AUD/USD 0.6941 collected 2026-10-30; the market snapshot gives 1.4407 AUD per USD. Used for the A$ conversion of the US$ Tumas model.
- Document ID
- dyl-fx-audusd-20261030
- Published UTC
- 2026-10-30T06:00:00+00:00
- Projects
- —
- Commodities
- uranium
Uranium price series in the local metal price database (IMF PCPS monthly, UxC daily to Aug 2025)Commodity Data · MediumExtracted
IMF PCPS monthly average uranium US$71.09/lb for August 2026 (US$69.2 July) with 1-year average 67.5; the series is a lagged monthly benchmark and sits well below the TradeTech/UxC month-end term (US$96.50) and spot (US$89.63) prices that the company quotes for 30 September 2026. The valuation uses the company-quoted industry month-end prices and records this series as a lower-bound cross-check.
- Document ID
- dyl-uranium-local-prices-20261030
- Published UTC
- 2026-10-30T06:00:00+00:00
- Projects
- —
- Commodities
- uranium
Peer uranium equities: market capitalisation and 12-month return from the local ASX mining databaseMarket Data · MediumExtracted
Bannerman (BMN), Boss Energy (BOE), Lotus Resources (LOT), Alligator Energy (AGE), Elevate Uranium (EL8) and Peninsula Energy (PEN): market capitalisation scaled from the database cap and price of 9 Aug 2026 to the close of 30 Oct 2026 (implied share counts, approximate), and 12-month price change from the 31 Oct 2025 close. LOT shows -92% which looks like an unadjusted share-count change and is left out of the peer returns. For reference the same database showed DYL at A$1.39 on 9 Aug 2026 (before the 28 Oct 2026 FID withdrawal) and A$1.795 on 31 Oct 2025. No enterprise-value or resource data were collected for peers (no filings read), so those metrics are blank.
- Document ID
- dyl-peer-prices-20261030
- Published UTC
- 2026-10-30T06:00:00+00:00
- Projects
- —
- Commodities
- uranium
September 2026 Quarterly Activities ReportOperations · HighExtracted
September 2026 quarterly: the board concluded equity market conditions do not support a Tumas FID in Q4 2026; detailed engineering 85% complete, civil and concrete works started, Nedbank credit approvals still outstanding; cash A$144.7m; Nova earn-in terms (Core Energy A$5m for up to 51%); Cooper Creek JV acquisition completed; long-term uranium price US$96.50/lb and spot US$89.63/lb at 30 Sep 2026; tenement schedule shows Tumas ML237 95% owned.
- Document ID
- dyl-q-sep26
- Published UTC
- 2026-10-27T21:14:20+00:00
- Projects
- tumas · mulga_rock · alligator_river · aussinanis · omahola
- Commodities
- uranium
Appendix 5B September 2026 Quarterly CashflowResults · HighExtracted
Appendix 5B for the September 2026 quarter: operating cash outflow A$9.45m, investing outflow A$5.62m, closing cash A$144.66m, no financing facilities, 10.3 quarters of funding on the company basis.
- Document ID
- dyl-5b-sep26
- Published UTC
- 2026-10-27T21:14:05+00:00
- Projects
- —
- Commodities
- uranium
Letter to Shareholders - Notice of Annual General MeetingGovernance · LowExtracted
Letter to shareholders (16 Oct 2026): the 2026 Annual General Meeting will be held on Wednesday 18 November 2026 at 9.00am AWST in Crawley, Western Australia.
- Document ID
- dyl-agm-letter-oct26
- Published UTC
- 2026-10-16T05:22:44+00:00
- Projects
- —
- Commodities
- uranium
Application for quotation of securities - DYLCorporate Action · LowExtracted
Appendix 2A: 194,526 ordinary shares issued 8 October 2026 on conversion of performance rights.
- Document ID
- dyl-2a-oct26
- Published UTC
- 2026-10-09T07:03:00+00:00
- Projects
- —
- Commodities
- uranium
Notification regarding unquoted securities - DYLCorporate Action · LowExtracted
Appendix 3G: 1,417,366 performance rights issued 5 October 2026 under the Awards Plan.
- Document ID
- dyl-3g-oct26
- Published UTC
- 2026-10-09T07:03:05+00:00
- Projects
- —
- Commodities
- uranium
2026 Annual ReportResults · HighExtracted
FY2026 annual report (year to 30 June 2026): pre-production developer with no revenue; cash A$159.6m, no debt, leases A$3.2m, net assets A$660.8m; Mineral Resources 428.2 Mlb U3O8 and Ore Reserves 121.8 Mlb (Tumas 79.5 Mlb, Mulga Rock 42.3 Mlb); board and executive changes (new CEO Greg Field, new NED Sinead Kaufman); Tumas FID anticipated Q4 2026 subject to market conditions; subsequent events include the 5% Oponona shareholding in the Tumas holding company, the Nova earn-in by Core Energy and Cooper Creek completion; substantial holders and top-20 register at 12 August 2026.
- Document ID
- dyl-ar-2026
- Published UTC
- 2026-09-15T22:36:14+00:00
- Projects
- tumas · mulga_rock · omahola · aussinanis · alligator_river
- Commodities
- uranium
Application for quotation of securities - DYLCorporate Action · LowExtracted
Appendix 2A: 42,900 ordinary shares issued 3 September 2026 on conversion of performance rights.
- Document ID
- dyl-2a-sep26
- Published UTC
- 2026-09-04T06:40:49+00:00
- Projects
- —
- Commodities
- uranium
Deep Yellow - WNA Symposium Investor PresentationPresentation · MediumExtracted
Investor presentation for the WNA Symposium (1 Sep 2026): FID anticipated Q4 2026 subject to market conditions, funding options under evaluation (equity, government, debt, bonds, convertible, strategic), engineering 79% and procurement 76% at 30 June 2026, new executive team, uranium market slides (contracting well below replacement rate, spot and term price charts).
- Document ID
- dyl-wna-pres-sep26
- Published UTC
- 2026-08-31T22:17:19+00:00
- Projects
- tumas · mulga_rock · alligator_river
- Commodities
- uranium
Application for quotation of securities - DYLCorporate Action · LowExtracted
Appendix 2A: 287,196 ordinary shares issued 5 August 2026 on conversion of performance rights.
- Document ID
- dyl-2a-aug26
- Published UTC
- 2026-08-06T06:37:08+00:00
- Projects
- —
- Commodities
- uranium
Notification regarding unquoted securities - DYLCorporate Action · LowExtracted
Appendix 3G: 1,109,095 performance rights issued 17 July 2026; ordinary shares on issue 973,915,095 and performance rights 7,151,069 per the automatically generated capital table.
- Document ID
- dyl-3g-aug26
- Published UTC
- 2026-08-06T06:36:48+00:00
- Projects
- —
- Commodities
- uranium
June 2026 Quarterly Activities ReportOperations · MediumExtracted
June 2026 quarterly: bulk earthworks complete at Tumas, detailed engineering 79%, FID then anticipated Q4 2026 subject to market conditions; cash A$160.0m; Cooper Creek JV agreement signed.
- Document ID
- dyl-q-jun26
- Published UTC
- 2026-07-27T22:23:54+00:00
- Projects
- tumas · mulga_rock
- Commodities
- uranium
Appendix 5B June 2026 Quarterly CashflowResults · LowExtracted
Appendix 5B for the June 2026 quarter, read only for the opening balance of the September quarter.
- Document ID
- dyl-5b-jun26
- Published UTC
- 2026-07-27T22:24:04+00:00
- Projects
- —
- Commodities
- uranium
Notification of cessation of securities - DYLCorporate Action · LowExtracted
Appendix 3H: 1,755,327 ordinary shares cancelled on 30 June 2026 under the employee share scheme buy-back and 84,689 performance rights lapsed.
- Document ID
- dyl-3h-cessation-jun26
- Published UTC
- 2026-06-30T08:43:52+00:00
- Projects
- —
- Commodities
- uranium
Cooper Creek JV AcquisitionTransaction · LowExtracted
Binding agreement to acquire ERA 50% participating interest in the Cooper Creek JV (two exploration licence applications, 810 km2, adjoining Alligator River; Cameco 40% manager, Sutton Motors 10%) for A$648,000 cash; completed 9 September 2026.
- Document ID
- dyl-cooper-creek-jun26
- Published UTC
- 2026-06-29T22:43:55+00:00
- Projects
- alligator_river
- Commodities
- uranium
Notification of buy-back - DYLCorporate Action · LowExtracted
Appendix 3C: employee share scheme buy-back of 1,755,327 loan plan shares for nil cash consideration (offset against employee loans), 975,534,715 shares on issue before the buy-back; cancelled 30 June 2026.
- Document ID
- dyl-3c-buyback-may26
- Published UTC
- 2026-05-07T08:31:03+00:00
- Projects
- —
- Commodities
- uranium
Appointment of Non-Executive DirectorLeadership · LowMetadata Only
Appointment of Non-Executive Director Sinead Kaufman, 1 May 2026. Headline-level metadata only; the facts are taken from the annual report and the CEO appointment release.
- Document ID
- dyl-ned-appointment-may26
- Published UTC
- 2026-04-30T22:17:44+00:00
- Projects
- —
- Commodities
- uranium
Resignation of DirectorLeadership · LowMetadata Only
Resignation of Executive Director Gillian Swaby, 2 Feb 2026. Headline-level metadata only; the facts are taken from the annual report and the CEO appointment release.
- Document ID
- dyl-director-resignation-feb26
- Published UTC
- 2026-02-01T22:18:23+00:00
- Projects
- —
- Commodities
- uranium
Managing Director and CEO Commencement DateLeadership · LowMetadata Only
Managing Director and CEO commencement date notice, 14 Jan 2026. Headline-level metadata only; the facts are taken from the annual report and the CEO appointment release.
- Document ID
- dyl-ceo-commencement-jan26
- Published UTC
- 2026-01-13T21:19:49+00:00
- Projects
- —
- Commodities
- uranium
Appointment of Managing Director and Chief Executive OfficerLeadership · MediumExtracted
Appointment of Greg Field (ex Rio Tinto Managing Director - Project Development; Oyu Tolgoi underground, Rincon DLE and AP60 smelter) as Managing Director and CEO, starting no later than 1 May 2026 (he took office 2 February 2026), following John Borshoff stepping down.
- Document ID
- dyl-ceo-appointment-dec25
- Published UTC
- 2025-12-01T21:19:25+00:00
- Projects
- tumas
- Commodities
- uranium
Appointment of Managing Director - NamibiaLeadership · LowMetadata Only
Appointment of Managing Director - Namibia (Zebra Kasete), 13 Nov 2025. Headline-level metadata only; the facts are taken from the annual report and the CEO appointment release.
- Document ID
- dyl-md-namibia-nov25
- Published UTC
- 2025-11-12T21:20:02+00:00
- Projects
- —
- Commodities
- uranium
Leadership TransitionLeadership · LowMetadata Only
Leadership transition: CEO/MD John Borshoff stepping down (20 Oct 2025). Headline-level metadata only; the facts are taken from the annual report and the CEO appointment release.
- Document ID
- dyl-leadership-transition-oct25
- Published UTC
- 2025-10-19T22:11:31+00:00
- Projects
- —
- Commodities
- uranium
Final Investment Decision Deferred for Tumas ProjectStudy · HighExtracted
2025 DFS addendum released with the 8 April 2025 FID deferral: 30-year life, up to 4.2 Mtpa ore and 3.6 Mlb a year U3O8 plus 1.1 Mlb V2O5; initial capex US$474m; post-tax NPV US$577m and IRR 19% at US$82.50/lb real; US$972m at the TradeTech FAM-2 deck (US$104/lb realised); C1 US$38.60/lb and AISC US$44.52/lb at US$82.50; Ore Reserve 79.3 Mlb at 298 ppm; JORC resource tables; discount rate 8%; project finance rate assumed 8-10%. Includes mill feed tonnes and grade by year.
- Document ID
- dyl-dfs-2025
- Published UTC
- 2025-04-07T22:20:25+00:00
- Projects
- tumas
- Commodities
- uranium
Evidence facts38
159634408 AUD
2026-06-3013332450 AUD
2026-06-3079.5 Mlb U3O8
2026-06-30974202291 shares
2026-08-12144.7 AUD m
2026-09-3096.5 USD/lb U3O8
2026-09-3089.63 USD/lb U3O8
2026-09-307.6 AUD m
2026-09-30-9453000 AUD
2026-09-30-5622000 AUD
2026-09-30144661000 AUD
2026-09-30160.0 AUD m
2026-06-3097 USD/lb U3O8
2026-07-3187 USD/lb U3O8
2026-07-31648000 AUD
2026-06-30577 USD m
2025-03-31474 USD m
2025-03-3119 %
2025-03-3130 years
2025-03-316041 USD m
2025-03-31975534715 shares
2026-05-071755327 shares
2026-05-071755327 shares
2026-06-30287196 shares
2026-08-05973915095 shares
2026-08-0642900 shares
2026-09-03194526 shares
2026-10-081417366 rights
2026-10-050.715 AUD/share
2026-10-308012374 shares
2026-10-302.91 AUD/share
2026-10-300.675 AUD/share
2026-10-30696724398 AUD
2026-10-307033051 AUD
2026-10-300.6941 USD per AUD
2026-10-3071.09 USD/lb
2026-08-01692.1 AUD m
2026-10-30579.1 AUD m
2026-10-30Conflicts requiring judgment1
- ordinary shares on issue at 30 June 2026
The annual report share table ends at 975,253,117 after a 417,305 share buy-back line, but the Appendix 3C/3H chain (975,534,715 + 135,707 issued 26 Jun - 1,755,327 cancelled 30 Jun) gives 973,915,095, which matches the Appendix 3G of 6 Aug 2026 and the 974,202,291 count at 12 Aug 2026 after 287,196 shares issued on 5 Aug. The Appendix chain is used.