Interview with John Borshoff, CEO of Deep Yellow Ltd (ASXYL)If you want our take on this interview and Deep Yellow, go to https://cruxinvestor.com/clubOur previous interview: https://youtu.be/sacQZPeIhjoDeep Yellow Limited is an advanced-stage uranium exploration and development company. The Company's principal activities include the core Namibian projects, which include pre-development activities to progress the Tumas Project and reassessment of the Omahola Project, and Other, which includes uranium mineral exploration in Namibia and activities associated with the divestment of non-core projects in Namibia and Australia. You will find summaries of all our interviews (helping you save time); Company Reports, exclusive insight on various macro trends in commodities, early access to our company interviews (stay ahead of the crowd); and a thriving community of intelligent investors sharing thoughts and ideas (but without the vitriol and trolling). Think Twitter meets Netflix.0:00 - Introduction1:56 - Company Overview 3:01 - The Uranium Market: Catalysts Ignored, What Will Shift the Price?8:23 - Timing Price Recovery: Elements to Consider16:46 - Survival of the Uranium Sector: Cameco's & Kazatomprom's Influence22:27 - New Entrants' Claims VS Reality: A Disconnect Unfolding30:38 - Deep Yellow's Progress: PFS Results & Jump to a DFS36:11 - Confidence & Certainty: ex-Paladin Coming Back & Raise of $40M40:37 - Allocation of Funds: Priority, Options, & M&A Considerations47:24 - JOGMEC JV Agreement: Japan in the Nuclear SceneCompany page: https://deepyellow.com.au/
DYL Price at posting:
62.0¢ Sentiment: Buy Disclosure: Held
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YL)If you want our take on this interview and Deep Yellow, go to https://cruxinvestor.com/clubOur previous interview: https://youtu.be/sacQZPeIhjoDeep Yellow Limited is an advanced-stage uranium exploration and development company. The Company's principal activities include the core Namibian projects, which include pre-development activities to progress the Tumas Project and reassessment of the Omahola Project, and Other, which includes uranium mineral exploration in Namibia and activities associated with the divestment of non-core projects in Namibia and Australia. You will find summaries of all our interviews (helping you save time); Company Reports, exclusive insight on various macro trends in commodities, early access to our company interviews (stay ahead of the crowd); and a thriving community of intelligent investors sharing thoughts and ideas (but without the vitriol and trolling). Think Twitter meets Netflix.0:00 - Introduction1:56 - Company Overview 3:01 - The Uranium Market: Catalysts Ignored, What Will Shift the Price?8:23 - Timing Price Recovery: Elements to Consider16:46 - Survival of the Uranium Sector: Cameco's & Kazatomprom's Influence22:27 - New Entrants' Claims VS Reality: A Disconnect Unfolding30:38 - Deep Yellow's Progress: PFS Results & Jump to a DFS36:11 - Confidence & Certainty: ex-Paladin Coming Back & Raise of $40M40:37 - Allocation of Funds: Priority, Options, & M&A Considerations47:24 - JOGMEC JV Agreement: Japan in the Nuclear SceneCompany page: https://deepyellow.com.au/
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