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To see Deep Yellow as a compelling investment story, you need to trust in both the global uranium outlook and the company's willingness to push ahead even amid sector headwinds. The recent decision to keep developing the Tumas Project, despite delaying a final investment green light and facing subdued uranium prices, shows a clear focus on getting the project ready as soon as market conditions improve. This steady progression helps anchor the short-term catalyst surrounding project execution, but now sits against a backdrop of industrial relations uncertainty after a mining group’s complaint against a trade union, a move that has affected several sector peers and left shares unchanged. For now, the risk from labor disruptions doesn't appear significant enough to change immediate catalysts for Deep Yellow, but it is something that could impact project timelines and costs if tensions increase. But, labor uncertainties could still impact project momentum, so stay tuned for updates.
Deep Yellow's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.Explore 4 other fair value estimates on Deep Yellow - why the stock might be worth over 4x more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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