Deep Yellow (DYL) - The Next Uranium Producers Will Come from Africa скачать в хорошем качестве

Deep Yellow (DYL) - The Next Uranium Producers Will Come from Africa

Sign up for Crux Investor: https://cruxinvestor.com Our previous interview:    • Deep Yellow (DYL) - $80 Won't be Enough fo...   Matthew Gordon spoke with John Borshoff, Managing Director of Deep Yellow (ASX:DYL) to discuss the company’s recent activities as well as the uranium space in Africa. Deep Yellow is an advanced exploration and development uranium company focused on its Uranium assets in the African country of Namibia. The company has been active in Namibia for more than 5 years and has been able to increase its mineral resource in that time. The company is currently underway with a definitive feasibility study of its Tumas project and remains on track to publish it by the second half of 2022. Borshoff believes that the African commodity sector should not be referenced uniformly but should rather be viewed separately as individual countries. The African commodity sector of each country has its advantages and disadvantages and should be handled by investors as such. He further believes that even though the grade of North American operations, such as those in northern Saskatchewan, are higher than that traditionally found in African deposits, such as Deep Yellow’s 600 ppm uranium operation in Namibia, the cost of production is approximately the same. Borshoff believes that it comes down to the support of the country in which the operation is located that that will determine its success. Borshoff also believes that any company with assets in Africa knows how to weather the business waters and how to go about with governmental processes or requirements. The governments of countries like Namibia, understand that the mining sector must be invested in and needs to be developed to enable the creation and operation of new mines and contribute to the economy. Borshoff believes that the stability of the African uranium market is secured in part thanks to large Chinese operations and investments and believes that the African continent remains a good investment. 0:00 - Company Overview 1:14 - Debunking “Africa is Uninvestible” Myth 2:26 - Uranium Equities: North American vs. African 5:40 - Working Around African Countries’ Issues and Difficulties 14:15 - Geopolitical Implications on Uranium Supply Movement 18:07 - Working in Africa since 2002 22:10 - Why Are the US Projects getting the Valuations despite having Smaller Numbers 25:41 - Price Discovery Discussion and its Implications 31:56 - Market Price Action Discussion 36:59 - Rebadging and ESG Discussion 43:59 - Supply Shortage 49:59 - Outro — Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today. Learn more: https://cruxinvestor.com