Developer · Mid-Tier · Uranium · Africa · Australia
Last updated 21 June 2026
Data compiled from public filings — information only, not investment advice. AI‑assisted; see methodology.
Portfolio Aggregate · 1 project
Portfolio mode — asset rows are for context only; tab totals use the company aggregation.
Deep Yellow Consolidated Portfolio
Portfolio · Feasibility
Project information
As at 30 June 2025
Description
As at 30 June 2025
Company-wide rollup for Deep Yellow Limited carrying the consolidated GRAND TOTAL Mineral Resources and GRAND TOTAL Ore Reserves published in the FY2025 Annual Report Annual Mineral Resource and Ore Reserve Statement (effective 30 June 2025), aggregated across the Tumas, Mulga Rock, Omahola, Alligator River, Aussinanis and Tubas Red Sand projects. Figures copied as published; not re-derived from per-asset rows.
Portfolio Aggregate
As at 30 June 2025 · inclusive
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Reserves & resources — detail
As at 30 June 2025
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Development · 3 projects
Tumas Project
District · Feasibility
Project information
As at 30 June 2025
Description
As at 30 June 2025
100%-owned Tumas calcrete-hosted uranium project in Namibia's Erongo Region — Deep Yellow's flagship development positioned to become the country's fourth uranium mine. The 2025 DFS update (Apr 2025) supports a 30-year LOM at average head grade 298 ppm U3O8 producing on average 2.46 Mlb pa U3O8 (max 3.6 Mlb pa) and processing up to 4.2 Mtpa ore. A maiden Measured Mineral Resource for Tumas 3 of 38.5 Mlb U3O8 @ 255 ppm was delivered in Sep 2024 and the Dec 2024 Ore Reserve update lifted P&P Reserves to 79.5 Mlb U3O8 @ 298 ppm at a US$100/lb pit shell (waste:ore 2.2:1). Final Investment Decision was deferred in April 2025 pending stronger uranium pricing; staged early works and detailed engineering progress in parallel with NamWater/NamPower contracts and project debt financing arrangements (Nedbank Mandated Lead Arranger).
Mining metrics
Multiple effective dates · inclusive
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Reserves & resources — detail
Multiple effective dates
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Mulga Rock Project
District · Feasibility
Project information
As at 30 June 2025
Description
As at 30 June 2025
100%-owned Mulga Rock Project in Western Australia, comprising the Mulga Rock East deposits (Ambassador and Princess) and Mulga Rock West deposits (Emperor and Shogun). The polymetallic lignite-hosted deposit carries uranium plus by-product nickel, cobalt, copper, zinc and rare-earth elements (Nd, Pr, Dy, Tb). A revised DFS is underway (commence early FY2026, complete early FY2027) following 2024-25 resin mini-pilot metallurgical testwork: beneficiation rejection 64% with overall uranium recovery 85% (92% on concentrate), Ni 50%, Co 50%, Cu 77%, Zn 89%, REE-value elements 50%. Recovery improvement lifted MRP East LOM U3O8 from 56.7 Mlb to 71.2 Mlb. Indicative steady-state physicals target 3.5 Mlb pa U3O8 from 2.8 Mtpa ROM ore (~1 Mtpa leach feed) at 662 ppm head grade. Project ORE Total 22.7 Mt @ 845 ppm U3O8 (42.3 Mlb).
Mining metrics
Multiple effective dates · inclusive
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Reserves & resources — detail
Multiple effective dates
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Omahola Project
District · Pre-feasibility
Project information
As at 4 November 2021
Description
As at 4 November 2021
100%-owned Omahola basement uranium project in Namibia's Erongo Region, comprising three alaskite-hosted hard-rock deposits — INCA, Ongolo and MS7 — within the Damara Orogen. JORC 2012 Mineral Resource of 298.2 Mt @ 190 ppm U3O8 (125.4 Mlb) reported at a 100 ppm cut-off across Measured, Indicated and Inferred categories. Resource provides material upside to Deep Yellow's Namibian uranium hub centred on the nearby Tumas calcrete operation.
Mining metrics
As at 4 November 2021 · inclusive
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Reserves & resources — detail
As at 4 November 2021
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Exploration · 3 projects
Tubas Red Sand Project
Asset · Pre-feasibility
Project information
As at 24 March 2014
Description
As at 24 March 2014
100%-owned Tubas Red Sand and Tubas Calcrete uranium project in Namibia's Erongo Region. The Tubas Sand JORC 2012 resource sits in sand-hosted surficial uranium mineralization; the Tubas Calcrete resource remains reported under JORC 2004 (28 Feb 2012 announcement) and is under review for re-statement under JORC 2012. Resource totals (combined): 34.0 Mt @ 170 ppm U3O8 (12.7 Mlb) for Red Sand + 7.4 Mt @ 375 ppm (6.1 Mlb) for Calcrete.
Mining metrics
Multiple effective dates · inclusive
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Reserves & resources — detail
As at 24 March 2014
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Aussinanis Project
Asset · Pre-feasibility · Ownership 85%
Project information
As at 31 March 2023
Description
As at 31 March 2023
85%-owned Aussinanis calcrete-hosted uranium project in Namibia. JORC 2012 Mineral Resource of 74.4 Mt @ 170 ppm U3O8 (28.1 Mlb) at 100 ppm cut-off (Indicated 12.3 Mt @ 170 ppm; Inferred 62.1 Mt @ 170 ppm). Adjacent to Deep Yellow's flagship Tumas Project and contributes incremental resource optionality to the company's Namibian uranium hub.
Mining metrics
As at 31 March 2023 · inclusive
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Reserves & resources — detail
As at 31 March 2023
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Alligator River Project
Asset · Pre-feasibility
Project information
As at 3 July 2023
Description
As at 3 July 2023
100%-owned Alligator River Project (ARP) in Australia's Northern Territory, covering the Angularli high-grade uranium deposit in the Alligator Rivers Uranium Field (Pine Creek Orogen / McArthur Basin margin). The Angularli JORC 2012 Inferred Mineral Resource was reported at 1.37 Mt @ 10,900 ppm U3O8 (32.9 Mlb) at a 1,500 ppm cut-off (Jul 2023 update). FY25 work refocused regional exploration on identifying highly anomalous zones for drill follow-up; a $300K NT co-funding grant supports seismic, diamond and RC drill programs across EL5893 and EL25065.
Mining metrics
As at 3 July 2023
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Reserves & resources — detail
As at 3 July 2023
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Assumptions
- The projects listed here reflect the information captured in this workspace and are not necessarily a complete picture of the company's portfolio. For authoritative figures, refer to the company's official filings.
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How to read this tab
- The tables below list unit codes most often used in the Energy Metals sector for this company. MetalPilot stores contained metal or product in the codes below; grade and tonnage use separate fields. In side-by-side comparison views (stock page Portfolio tab, watchlist By sector), heterogeneous source units are converted to each commodity's preferred display unit (for example Moz Au, kt Cu, MMbbl oil) before summing; the same canonical codes appear in project data.
What the Portfolio tab shows
- The Portfolio tab presents a project-level view of the company's reported assets, built from publicly disclosed information (technical reports, annual filings, MD&A, investor presentations, MRMR / R&R statements, NI 43-101 / NI 51-101 / SEC S-K 1300 / SEC S-K 1200 / JORC / SAMREC / PERC / PRMS / COGEH filings, and similar primary sources).
- Figures are grouped by project type (mining, oil & gas, royalty, stream, processing facility, development, portfolio aggregate) and are shown alongside the headline reserve base, headline production, headline grade / quality, cost benchmarks, estimated lifetime, commercial terms (for royalties / streams), operational capacity (for processing) and a single-figure rating where the underlying data supports one.
- Each data table on the Portfolio tab is followed by ONE Assumptions footnote describing the modelling choices for that table; KPI stat-card assumptions appear in the bottom block instead. All legal and section disclaimers are merged into a single disclaimer list at the bottom of the Portfolio tab.
Concepts in your sector — Energy metals (uranium)
- U₃O₈ vs U metal. Reserves are usually in lb or t U₃O₈; multiply by ~0.848 for U metal. Fuel-cycle contracts may quote kgU as UF₆ (schema: kgu).
- % U₃O₈ vs ppm U₃O₈. Athabasca grades can exceed 10%; ISR deposits often 0.05–0.5%. The schema preserves the source unit.
- ISR vs conventional. ISR tonnage is often m³ leach solution, not rock mass — cost structure differs from underground/open-pit.
Portfolio tab — table guide
- Portfolio KPIs — company-level headline numbers aggregated from the featured projects (project counts, attributable annual production by commodity, attributable resource base by commodity, last filing date, operator share). USD value lines multiply attributable volumes by the resolved snapshot price.
- Portfolio snapshot — one-screen summary of the portfolio: counts by type and status, country mix, reporting standards used, operator share, primary commodity, attributable annual production summary and attributable resource base summary.
- Mining — one row per mining project, with columns for project name, location, status, primary commodities, production (with rating), reserves & resources (with rating), grade (with rating), costs and estimated lifetime. Multi-commodity projects emit one summary row per commodity.
- Royalty — one row per royalty interest held by the company. Columns cover the underlying project, operator, commodity, commercial terms (rate, type, cap, area-of-interest), attributable production, attributable reserves and estimated lifetime.
- Stream — one row per metal stream held by the company. Each row shows the underlying project, the streamed commodity, the headline stream percentage, the ongoing per-ounce / per-tonne payment, and attributable production / reserves.
- Processing facilities — one row per midstream / processing facility (pipeline, fractionator, LNG train, storage cavern, refinery, smelter, mill, heap-leach pad, CPP, etc.). Columns include nameplate capacity, contracted capacity, feedstock commodities and operational footprint.
- Development — projects in development status or in a pre-production lifecycle phase. The production column is re-labelled 'Targeted production (rating)' to highlight that the figures are plans, not actuals.
- Portfolio Aggregate — a single company-level row used when the company itself publishes a portfolio rollup (e.g. company-wide 2P barrels across all properties).
- Reserves & resources — detail — a leaf-category pivot showing every reserve and resource category disclosed across the projects.
- NPV (grouped) — all NPV rows captured from the filings, grouped by commodity, resource category, development status and pricing case. Each NPV figure is shown with its discount rate, basis (before-tax / after-tax), currency and value scale.
Ownership / Working interest
- Ownership percentage means the company's working-interest share of the asset: its slice of the project before royalties and before government take. It is shown on a 0–100 scale.
- Mines, oil and gas fields, and processing facilities — this is how much of the asset belongs to the company under that working-interest idea. One hundred percent is fully owned; a lower number usually means partners share the rest.
- Royalties and streaming agreements — the percentage is often not the story; what matters economically is usually the royalty or stream rate, shown elsewhere alongside these figures.
- Oil and gas — read this as gross working interest only. Do not treat it as net production or net wells after royalties; when filings distinguish gross from net, that shows up in how the resource numbers themselves are labelled.
- Below 100% — the short summary for each project names other owners and their stakes when the source says who they are.
- NRI vs WI (O&G). Working interest (WI) is the obligation to pay a share of costs; net revenue interest (NRI) is the share of revenue after royalties and overriding-royalty interests. A 100% WI well rarely produces 100% NRI; typical onshore U.S. NRI is 75–87.5% of WI depending on the lease royalty.
- Operator vs non-operator. The operator runs day-to-day operations; non-operating partners pay their WI share of costs but do not run the asset. Some Portfolio rows show operator share where disclosed.
Unit codes, conversion cheat sheets, cost benchmarks (AISC, C1–C3), reporting standards (NI 43-101, JORC, SEC S-K 1300) and resource/reserve category definitions live in the full terminology & units reference.
Each table lists the numeric band for scores 1–5 (production and resource base; grade where applicable for mining commodities) using the same thresholds as project rating stat cards. Only commodities that appear on featured projects for this document are listed.
Copper
Zinc
Nickel
Cobalt
Uranium
Copper uses kt Cu bands (Mlb Cu when lb-scale copper resources appear on featured projects). Lithium grade uses hard-rock % Li₂O bands unless brine-style extraction or brine units appear on featured projects.
Assumptions
- Presented values are denominated in currency of the country where the company is headquartered. Values like market capitalization might differ from the values visible in other parts of the page, where the currency is always USD.
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