Deep Yellow's Strategic Approach for Long-Term Uranium Production

• John Borshoff, MD and CEO of Deep Yellow, discusses the company's projects in Namibia and Australia.
• Deep Yellow merged with Vimy, aiming to become a significant world uranium producer.
• Borchov reflects on the evolution of the nuclear industry, including climate change concerns and energy security.
• He praises the UK's innovative financing model for nuclear reactors.
• Borchov emphasizes the need for skilled workforce, increased nuclear reactor construction, and a balanced energy mix for global energy demands.

About Deep Yellow Ltd

Deep Yellow Ltd (ASX: DYL) is a uranium exploration and development company focused on projects in Namibia and Australia. The company recently merged with Vimy Resources, combining uranium assets to position itself as an emerging uranium producer. Deep Yellow aims to supply the growing global demand for uranium in the coming decades.

Call to Action: With uranium demand outpacing supply, Deep Yellow presents a compelling investment opportunity in the uranium sector. Investors should consider adding Deep Yellow shares while the company remains undervalued compared to peers.

Interview with Managing Director & CEO John Borshoff

Industry Fundamentals Support Deep Yellow’s Long-Term Strategy

Deep Yellow MD and CEO John Borshoff remains confident in the uranium industry's fundamentals, despite soft market prices in recent years. Key factors supporting future growth include:

• Nuclear energy gaining support from governments for energy security and zero-emission goals. This top-down policy shift favors new reactor construction.
• Looming supply shortages as demand is projected to outpace primary uranium production. Higher prices needed to incentivize new mines.
• Geopolitical factors reducing available supply, like sterilized deposits in Europe. Less reliable supply increases need for production in stable jurisdictions.

With these dynamics at play, Borshoff sees strong long-term tailwinds for uranium. However, Deep Yellow is not rushing and remains focused on strategic development to benefit shareholders.

Disciplined Approach in Namibia and Australia

Deep Yellow has accumulated high-quality uranium assets, but avoids spreading itself too thin across numerous regions. The company is focused on key projects in Namibia and the Australian state of Western Australia following its recent merger with Vimy Resources.

In Namibia, Deep Yellow is methodically advancing its Tumas Project towards production with feasibility studies and project financing preparations underway. Development timelines aim to sync with an inflection point in the uranium market.

The recent M&A deal with Vimy consolidated uranium properties in Western Australia's Mulga Rock district. Over time, Deep Yellow will evaluate options to spin out non-core assets into new companies and capture value for shareholders. However, quality takes priority over quantity of assets at this stage.

Positioning for the Long Game

Deep Yellow remains focused on the long game, avoiding the temptation to rush projects before market conditions make sense. Borshoff stresses having patience, waiting for higher uranium prices to support new mines, rather than needing subsidies or accepting low margins.

The company estimates first production from Namibia in the late 2020s based on its diligent project planning. Deep Yellow's seasoned leadership team recognizes that major supply deficits likely won't emerge for another 5-10 years. Its strategy aims to time production to market needs.

Borshoff emphasizes that Deep Yellow is planting seeds today to harvest later, with shareholders benefiting from the company's discipline in developing assets. Investors who see the uranium market trajectory aligning with Deep Yellow's can position themselves accordingly.

Conclusion

Deep Yellow is executing a long-term plan to become a leading uranium supplier. With demand set to outpace supply, patient investors can capitalize on the company's growth prospects. Consider buying Deep Yellow shares to gain leverage to an impending uranium bull market.

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