Deep Yellow - Uranium Supply Shortage Realised in 2021/22
Matthew Gordon, Ptolemy Capital
9 Months ago
John Borshoff tell us his plans to move Deep Yellow forward. He raised $15M 3yrs ago and bought their asset. He also raise $11M three months ago. He is now targeting available assets and building an asset pipeline to deliver a global portfolio. Originally Deep Yellow was a develop arm of Paladin Energy but it didn't do much. Didn't venture. It is a contrarian on a supply dynamic. It's not complicated share register which John Borshoff consolidated the shares down in number.
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