Each one in plain English, with the numbers worked through for a shareholder.
13 Nov 2007regulatory community update▲ Good
A second round of rock-chip sampling at Mt Isa found up to 1.17% U3O8 at Warwick; all 109 airborne anomalies are now visited. Miranda drilling has 9 holes done. The drill contractor demobilises 15 December, and a core rig for Queens Gift is now doubtful this year.
13 Nov 2007investor presentation● Neutral
Audio broadcast notice: Martin Kavanagh discusses the Mt Isa exploration update. No new information.
13 Nov 2007joint venture update● Neutral
Matrix Metals re-releases Deep Yellow's 13 November Mt Isa rock-chip update, covering ground in the NW Queensland JV. It gives no new information of its own.
31 Oct 2007investor presentation● Neutral
Mining 2007 Brisbane presentation largely repeats known projects. Updated points: about $70m cash, market cap about $500m, and a five-year exploration budget of about $70m (earlier $60m). It also lists Queens Gift hole DQRC-0044 at 11 m at 585 ppm.
31 Oct 2007investor presentation● Neutral
Audio broadcast notice: Martin Kavanagh discusses the September quarterly report. No new information.
16 Oct 2007investor presentation● Neutral
Audio broadcast notice: Martin Kavanagh discusses the Queens Gift drilling update. No new information.
16 Oct 2007drilling result▲ GoodMajor
Queens Gift's 47-hole, 4,930 m RC programme is complete, with new intercepts such as 69 m at 467 ppm and 37 m at 538 ppm U3O8. Directors say it has potential to host an economically viable deposit. A 3-4 hole, ~1,200 m core programme is planned for late November.
5 Oct 2007investor presentation● Neutral
Audio broadcast notice: Martin Kavanagh discusses the Mt Isa exploration update. No new information.
5 Oct 2007joint venture update● Neutral
Matrix Metals re-releases Deep Yellow's 5 October rock-chip announcement. It restates the JV terms: Deep Yellow earns 51% by spending $3m by February 2009, and can buy another 29% for $3m. No new information.
5 Oct 2007regulatory community update▲ Good
Rock-chip samples from helicopter checking of airborne anomalies returned over 0.2% U3O8 at 10 Mt Isa prospects, up to 2.94% at Miranda North. 12 of 56 anomalies checked are ranked immediate drill targets; scout drilling is planned for November. Samples are described as positively biased.
26 Sept 2007annual report● Neutral
2007 annual report describes the year's transformation into a uranium explorer: the Oct 2006 Raptor merger gave four wholly owned Namibian licences, with Tubas drilling since April 2007. At least two more rigs are expected in Namibia toward end-2007. Text is truncated, so no financials are given.
7 Sept 2007investor presentation● Neutral
Conference presentation largely repeating known projects. Updated points: 1,108,726,958 shares, about $70m cash, Paladin at about 15%, Western Gawler 145 holes (9,886 m), and Rum Jungle replacing Uranio as the planned partner on the non-core properties.
5 Sept 2007drilling result▲ GoodMajor
Queens Gift hole DQRC_0032 returned 50 m at 400 ppm U3O8 from near surface, the widest intercept to date. The programme is expected to grow from 39 holes (3,000 m) to 46 holes (5,000 m) once assays are in.
31 Aug 2007drilling result▲ GoodMajor
Tubas drilling (424 holes, 10,785 m) is finding thicker, higher-grade zones than Anglo American's historic data, with intercepts like 13 m at 1,050 ppm and 10 m at 1,638 ppm U3O8. Initial JORC resource numbers are expected within two months.
30 Aug 2007farm in farm out agreement● NeutralMajor
Agreed terms for Rum Jungle Uranium to acquire up to 70% of six Northern Territory properties, conditional on its ASX listing by 30 October 2007. Deep Yellow gets 2m shares and 2m options in Rum Jungle. Rum Jungle starts at 50%, reaching 70% by sole-funding $2m within four years.
9 Aug 2007investor presentation● Neutral
Audio broadcast notice: Leon Pretorius discusses the first Queens Gift results. No new information.
9 Aug 2007drilling result▲ GoodMajor
First assays from 14 Queens Gift holes show broad uranium zones, including 4 m at 2,227 ppm and 10 m at 760 ppm U3O8. This is the first drilling result from the Mt Isa programme begun in July. 16 more holes are awaiting assay.
8 Aug 2007investor presentation● Neutral
Audio broadcast notice: chairman Mervyn Greene discusses the shortfall placement and board changes. No new information.
8 Aug 2007capital raising announcement▲ GoodMajor
The 31,673,949-share shortfall was placed with Paladin Resources at 50c, raising $15.84m and lifting cash and liquid assets to about $70m. A $15m 2007/08 exploration budget was approved. Pretorius became Managing Director, Greene Non-Executive Chairman, and two independent directors joined.
26 July 2007investor presentation● Neutral
Conference presentation largely repeating known projects. Updated figures: 1,077,053,009 shares, over $55m cash and receivables, and a five-year exploration budget of $60m.
25 July 2007capital raising announcement● NeutralMajor
Entitlement issue closed with 63% taken up: 53,228,125 shares at 50c raised $26.6m, above the $20m minimum. A shortfall of 31,673,949 shares (not underwritten) remains; directors are considering placing it.
What it means for a shareholder
53.2m new shares at $0.500 to raise about $26.6m. Shares on issue before the raise aren't in the record, so the dilution can't be worked out.
Create a free account to see this worked out for your own holding.
20 July 2007farm in farm out completion▲ GoodMajor
All conditions for the Napperby Option Agreement are met, so Toro's 3-year option starts. Deep Yellow received 3,066,667 Toro shares (about 2% of Toro) at $0.75. Toro plans resource drilling from late August or early September.
20 July 2007investor presentation● Neutral
Audio broadcast notice: Martin Kavanagh discusses Namibia and Australia exploration updates. The notice carries no new information.
19 July 2007drilling result▲ Good
First assays from Tubas in Namibia, with 112 holes (4,193 m) drilled, run up to 1,790 ppm U3O8 over one metre. They closely match or exceed Anglo American's 1970s-80s data. More rigs are being sought to speed JORC conversion.
13 July 2007joint venture update● Neutral
Partner Matrix Metals repeats Deep Yellow's 13 July news: 8-hole, 1,000 m RC drilling at Miranda to test extensions of 12 m at 960 ppm U3O8, plus scout drilling of nearby anomalies. Matrix restates DYL's earn-in terms. No new results.
13 July 2007drilling spud▲ GoodMajor
A 10,000 m RC drilling campaign began 12 July in the Mt Isa district, starting with Queen's Gift (3,000 m, 40 holes), plus Calton Hills and Miranda/Foxhole. Queen's Gift mineralised zone now mapped at up to 50 m wide over 1,300 m. Radiometric readings, not assays, come first.
5 July 2007investor presentation● Neutral
Martin Kavanagh recorded an audio broadcast on Namibia and Australia exploration. The notice carries no new information.
5 July 2007drilling progress report▲ GoodMajor
Namibian airborne survey of 16,800 line km is under way. For Aussinanis, Deep Yellow sets a conceptual exploration target of 20-25Mt at 250-300 ppm U3O8, stressing it is not a JORC resource. This follows the ASX concerns over historic estimates.
29 June 2007listing compliance notice● Neutral
Deep Yellow was released from a temporary trading suspension after ASX discussions about Aussinanis historic non-JORC estimates, which it deems material. JORC evaluation needs environmental clearance and is estimated to take 12-18 months. The entitlement issue timetable is unaffected.
27 June 2007capital raising announcement● Neutral
Confirms entitlement issue prospectuses were posted to shareholders on 27 June. The offer closes 20 July, with shortfall notified 25 July. Administrative notice with no new terms.
