Скачать или смотреть Uranium Development in Namibia & Australia | Deep Yellow CEO Interview

This is an interview with Deep Yellow's CEO, John Borshoff.

Read the company's official filings at https://deepyellow.com.au

Deep Yellow is a 685M AUD / 440M US Australian-based uranium exploration & development company (ASX: DYL).

After merging with Vimy Resources about a year and a half ago, Deep Yellow now has a portfolio of 4 assets, spanning two continents.

Two of the assets are in Australia, one in the northwest of the Northern Territory, and one in south-central Western Australia.

The two other assets are in Namibia, eastern to southeastern Namibia, close to the larger Heinrich uranium mine, and not too far from the Rossing Uranium mine.

All together, the company has about 362M lbs of yellow cake (in-ground resources), and an additional 109M lbs in reserves.

Timestamps
00:00 Skipping intros = bad
01:20 Company overview
08:50 What are most people missing?
13:00 Where will the money to develop the mines come from?
24:30 Does Borshoff want exposure to spot or term?
28:15 Can you run a company on spot only?
33:40 Is exposure to spot high risk?
36:45 Will LOM at Tumas grow?
39:40 What are the risks for Tumas?
45:55 Mulga Rock: the new DFS
52:50 How much more money does Mulga Rock need?
55:35 What's CAPEX on Mulga Rock?
01:00:10 M&A Talk: Palladin, etc
01:07:30 Does Borshoff like any other companies?
01:15:00 Closing thoughts