Each one in plain English, with the numbers worked through for a shareholder.
16 Oct 2026other▼ BadMajor
Deep Yellow withdrew its Q4 2026 FID target for Tumas, saying weak equity markets do not support a decision. This reverses the Q4 FID guidance given in July. Civil works are under way and funded from existing cash; an updated value case is nearing completion.
9 Oct 2026security holder rights change● Neutral
194,526 shares issued on exercise of performance rights, and 1,417,366 new performance rights issued under the Awards Plan. Routine administrative notice.
25 Sept 2026regulatory community update● Neutral
2026 Sustainability Report, the company's seventh. The chairman's letter notes the Tumas FID deferral and Greg Field's February CEO succession, both already known. Covers community, environment and governance reporting, with no new financial or project figures visible.
16 Sept 2026agm notice● Neutral
The 2026 AGM is set for 18 November 2026 in Crawley, WA; director nominations close 30 September. The notice of meeting is due by 16 October. Administrative notice of dates only.
16 Sept 2026annual report● Neutral
2026 Annual Report with audited accounts for the year to 30 June 2026. Chairman's letter says the company is debt free with net cash of A$160.0M and that the Tumas FID was delayed deliberately to capture full uranium value. Repeats known facts.
16 Sept 2026annual report● Neutral
Appendix 4G and Corporate Governance Statement for the year ended 30 June 2026, confirmed accurate as at 16 September 2026 and approved by the board. Routine compliance filing accompanying the annual report, with no new information on the business.
4 Sept 2026security holder rights change● Neutral
42,900 shares issued on exercise of performance rights under the Awards Plan. Routine administrative notice.
2 Sept 2026farm in farm out agreement● NeutralMajor
Core Energy (ASX: CR3) can earn up to 51% of the Nova JV in Namibia by spending A$5M in two phases, and becomes manager. Deep Yellow's stake would fall from 65% to 31.85%. The licences are described as non-core.
1 Sept 2026investor presentation● Neutral
Presentation for meetings at the World Nuclear Association Symposium, London, 9-11 September 2026. Only the disclaimer text is visible, so no new information can be confirmed; treated as repeating known facts.
26 Aug 2026material agreement▲ GoodMajor
Deep Yellow signed a long-term NamWater water supply agreement for Tumas, closing out a pending item, and finalised Oponona's 5% stake in the Tumas licence-holding subsidiary RUN, with its share of costs loan-carried. FID remains anticipated in Q4 2026, subject to market conditions.
6 Aug 2026security holder rights change● Neutral
287,196 shares issued on exercise of performance rights, and 1,109,095 new performance rights issued, under the Awards Plan. Routine administrative notice.
28 July 2026quarterly activities report● Neutral
June quarter: Tumas engineering 79% complete, bulk earthworks finished, FID still anticipated Q4 2026 subject to market conditions. Cash fell to A$160.0M from A$171.6M, no debt. Alligator River drilling is due to start in August and S-Bend drilling next quarter.
28 July 2026quarterly activities report● Neutral
Cash flow statement for the June quarter: cash ended at A$159.98M from A$171.56M, with operating outflow of A$10.3M and investing outflow of A$2.9M. No debt facilities. Supports the quarterly report with no new information.
20 July 2026contract award▲ GoodMajor
Two civil and concrete construction contracts for Tumas, worth about A$34M combined (A$18.5M and A$15.5M), went to Namibian-owned contractors, with mobilisation in August 2026. FID is now anticipated in Q4 2026; the 24-month post-FID construction schedule is unchanged.
30 June 2026security holder rights change● Neutral
135,707 shares issued on exercise of performance rights, 1,755,327 shares cancelled under the employee share scheme buy-back, and 84,689 performance rights lapsed. Routine administrative notice.
30 June 2026asset acquisition disposition▲ GoodMajor
Deep Yellow agreed to buy ERA's 50% of the Cooper Creek JV (two exploration licence applications, 810km2) next to its Alligator River ground, for A$648,000 cash. Cameco manages the JV with 40%. Completion depends on government approvals; it lifts Deep Yellow's Alligator Rivers holding to 4,820km2.
28 May 2026investor presentation● Neutral
May 2026 UBS Uranium Day presentation by CEO Greg Field with Craig Barnes and Andrew Mirco. Only the disclaimer text is visible, so no new information can be confirmed; treated as repeating known facts.
7 May 2026security holder rights change● Neutral
3,329 shares issued on exercise of performance rights, and 64,412 performance rights lapsed, under the Awards Plan. Routine administrative notice.
1 May 2026director officer appointment▲ Good
Sinead Kaufman, a former Rio Tinto Chief Executive, Minerals with past responsibility for global uranium operations, joined the board as an independent non-executive director on 1 May 2026. She will stand for election at the next AGM. The chair says she helps de-risk Tumas.
28 Apr 2026quarterly activities report● Neutral
March quarter: cash A$171.6M, no debt. Tumas engineering 68% complete, bulk earthworks 91%, civil works due next quarter; FID still awaits market and geopolitical support. Mulga Rock pilot testing confirmed recoveries and lowered estimated operating costs; resource to be updated.
28 Apr 2026quarterly activities report● Neutral
Cash flow statement for the March quarter: cash ended at A$171.56M from A$187.15M, with operating outflow of A$12.8M and no debt drawn. Supports the quarterly report with no new information.
23 Apr 2026drilling result● Neutral
Tinkas infill drilling (133 holes) gave modest results, best 11m at 265ppm eU3O8, lower than the earlier 777ppm hit. More drilling may be needed for a resource. Alligator River seismic at Condor identified five drill targets; drilling targeted Q2 2026.
31 Mar 2026security holder rights change● Neutral
442,964 shares issued on exercise of performance rights, and 248,781 performance rights lapsed, under the Awards Plan. Routine administrative notice.
9 Mar 2026director officer appointment● Neutral
Jennifer Mintz, previously a senior legal executive at PLS for seven years, appointed Chief Legal Officer to lead legal, governance and compliance as the company moves from developer toward producer. Adds to the new CEO's executive team.
6 Mar 2026half year report● Neutral
Half-year to December 2025: loss A$7.78M (prior year A$2.47M), cash A$187.2M versus A$217.4M at June. Tumas assets capitalised at A$119.3M. Reports the CEO handover from Borshoff to Field; no debt-related or subsequent events noted.
5 Mar 2026price query● Neutral
Deep Yellow responded to 4 March media speculation about a capital raising, confirming it is not undertaking one at this time and is complying with continuous disclosure rules. No raise is planned, per the company.
5 Mar 2026other● Neutral
ASX paused trading in Deep Yellow shares pending a further announcement. The notice gives no reason; the same-day media response suggests it relates to capital raising speculation (inference).
2 Mar 2026investor presentation● Neutral
March 2026 corporate update presented by new CEO Greg Field, with Craig Barnes and Andrew Mirco. Only the disclaimer is visible in the text provided, so no new information can be confirmed; treated as repeating known facts.
27 Feb 2026security holder rights change● Neutral
418,949 shares issued on exercise of performance rights under the Awards Plan. Routine administrative notice.
2 Feb 2026director officer appointment● Neutral
Executive Director Gillian Swaby, on the board since 2005 and an executive director since 2016, resigned effective 2 February 2026, staying as a consultant to end-February. Greg Field started as MD/CEO the same day, completing the leadership handover.
