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Deep Yellow

Short interest
9.33%
−0.38 pp 30d
as of 12 Oct 2026
Reported shorts
90.9M
Shares on issue
974.440M

Deep Yellow (DYL) News

Latest articles and price-sensitive announcements with AI sentiment classification.

Kalkine
Negative
2d ago

Why Has Deep Yellow (ASX:DYL) Pulled Its Tumas Decision Date?

Highlights Deep Yellow has withdrawn its target of a final investment decision on the Tumas uranium project by the December quarter. The company said weak equity markets do not currently support a decision, and gave no new date. Early civil and concrete works continue, fully funded from existing cash. Deep Yellow (ASX:DYL), the uranium developer focused on Namibia and Australia, has pushed back a key milestone for its flagship Tumas project. The company said it no longer expects to make a fin...

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Kalkine
Negative
2d ago

Deep Yellow (ASX:DYL) Pauses Tumas FID: Is Funding the Snag?

Highlights Deep Yellow has dropped its end-of-year final investment decision target for the Tumas uranium project in Namibia and has not set a new date. The company says weak equity markets for uranium developers caused the delay, not any problem with the projects economics. Civil works continue on site using existing cash, and an updated optimisation study is now the next major milestone. Building a uranium mine depends on two things: the work on the ground and the money behind it. For Deep Y...

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Kalkine
Positive
4d ago

How Did Deep Yellow (ASX:DYL) React to Google's Nuclear Deal?

Highlights Uranium developer jumped when a technology giant signed a long term nuclear power agreement Advances faded as lithium, uranium and rare earth names were marked down on Tuesday Swings show how closely sentiment for the group tracks demand narratives and trade headlines Deep Yellow (ASX:DYL), an uranium developer advancing projects in Namibia and Western Australia, has been pulled in opposite directions within a week: the shares climbed sharply last Wednesday after Google signed a lo...

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Kalkine
Negative
5d ago

State Street Corporation Reduces Voting Stake in Deep Yellow Limited to 8.53%

Deep Yellow Limited (ASX:DYL) has been notified of a change in interests by substantial shareholder State Street Corporation and its subsidiaries, revealing a decline in their voting power from 9.68% to 8.53% in the uranium exploration company, effective from 9 October 2026. Key Points State Street Corporation's voting power in Deep Yellow Limited dropped from 9.68% to 8.53% as of 9 October 2026. The current notice reports relevant interests covering 94,344,624 ordinary shares. The prior subs...

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Kalkine
Neutral
9 Oct

Is Deep Yellow (ASX:DYL) Closer to a Tumas Go-Ahead?

Highlights Construction preparation at the Namibian project is well advanced, yet a final decision on full funding has been pushed back. Research houses are split on timing, technology risk and how much capital the project will ultimately need. The shares have slid in recent weeks even as long-term uranium contract prices have lifted. Deep Yellow (ASX:DYL), the Perth-based uranium developer building the Tumas project in Namibia, has pushed its final investment decision toward the end of the y...

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Kalkine
Neutral
28 Sept

Has Deep Yellow (ASX:DYL) cleared the way for a Tumas decision?

Highlights Deep Yellow released its annual sustainability report on Friday, setting out how it manages environmental, social and governance matters. Recent Tumas milestones include a long-term water supply agreement and finalised local ownership arrangements in Namibia. The uranium developer still points to a final construction decision in the December quarter, subject to market conditions. Deep Yellow (ASX:DYL) published its latest sustainability report on Friday, outlining the framework it ...

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Kalkine
Neutral
25 Sept

How is Deep Yellow placed after a Niger uranium reset (ASX:DYL)?

Highlights Niger lifts its stake in a major uranium project after a dispute Sahel resource nationalism adds to supply risk Namibian developers draw a jurisdiction premium Deep Yellow (ASX:DYL) is back in the frame for uranium watchers this week after Niger raised its stake in the Madaouela uranium project and settled a long-running dispute with an Australian-listed explorer, a fresh reminder of how sovereign risk is reshaping where the market expects new uranium supply to come from. Niger res...

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Kalkine
Neutral
31 Aug

Why Could Deep Yellow (ASX:DYL) Matter for Midcap Stocks?

Highlights The uranium developer posted double-figure percentage gains as the sector caught a strong bid through August. Spot pricing for the fuel reached its highest level in several months on supply side disruption. Attention now turns to how quickly the group can convert its African and domestic assets into production. Deep Yellow (ASX:DYL) is drawing a sharper market lens as sector conditions and company execution intersect across Australian equities. Deep Yellow (ASX:DYL) has been swept ...

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Kalkine
Neutral
25 Aug

What Is Reviving Interest in Deep Yellow (ASX:DYL)?

Highlights Term contracting activity has improved sentiment across smaller uranium developers Restart candidates are being valued differently to greenfield project owners Funding and permitting timelines remain the binding constraints on the segment Uranium developers at the smaller end of the Australian market stirred as Deep Yellow led the segment higher, extending a run that has been building since utility contracting activity accelerated and reactor restart programmes across several marke...

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Kalkine
Neutral
24 Aug

Is Deep Yellow (ASX:DYL) Stirring Uranium Interest?

Highlights Term contracting activity has improved sentiment across smaller uranium developers Restart candidates are being valued differently to greenfield project owners Funding and permitting timelines remain the binding constraints on the segment Uranium developers at the smaller end of the Australian market stirred as Deep Yellow led the segment higher, extending a run that has been building since utility contracting activity accelerated and reactor restart programmes across several marke...

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Kalkine
Neutral
11 Aug

Can Deep Yellow (ASX:DYL) Prove Uranium Development Funding?

Highlights Deep Yellow remains in focus as investors assess uranium development and funding readiness through project readiness, a key indicator of whether current momentum can translate into durable operating progress. August reporting season is sharpening attention on cost control and contracted revenue, helping investors distinguish headline activity from the underlying quality of the business outlook. A key risk is that restart work can expose reliability issues, which could weaken confiden...

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Kalkine
Neutral
28 July

Why Does Deep Yellow (ASX:DYL) Matter as Power Markets Shift?

Highlights Deep Yellow sits inside a sharper energy transition debate after weaker oil contrasting with power-market and uranium themes. Deep Yellows position in the earnings filter inside Energy Stocks rewards cleaner balance sheets, steadier revenue and credible execution. Energy Stocks around Deep Yellow remain tied to local rates, offshore leads and company-specific operating evidence. The Australian share market moved into today's session with a cleaner risk tone, and AGL Energy (ASX:AGL...

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Kalkine
Positive
20 July

ASX Preview: Oil Rally Puts Deep Yellow (ASX:DYL) in Focus

Highlights Australian shares are expected to open cautiously as escalating US-Iran tensions push oil prices higher. Deep Yellow (ASX:DYL) awarded two construction contracts for its flagship Tumas uranium project in Namibia. Perenti (ASX:PRN) announced a mining services transition agreement at Ghana's Iduapriem Gold Mine. Australian shares are expected to begin Monday's trading session on a softer note as investors react to rising geopolitical tensions in the Middle East and a stronger move in g...

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Kalkine
Neutral
20 July

US-Iran Tensions Put Deep Yellow (ASX:DYL) and Perenti (ASX:PRN) in Focus Ahead of ASX Open

Highlights Australian shares are expected to open cautiously as rising geopolitical tensions push oil prices higher. Deep Yellow (ASX:DYL) awarded construction contracts for its flagship Tumas uranium project in Namibia. Perenti (ASX:PRN) announced a mining services transition agreement at the Iduapriem Gold Mine in Ghana. Australian shares are expected to begin the week on a subdued note as investors weigh escalating geopolitical tensions in the Middle East against upcoming domestic economic d...

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