Assessing Deep Yellow (ASX:DYL) Valuation As Tumas Project Advances And CEO Transition Unfolds

Simply Wall St.

Jan 30

Deep Yellow (ASX:DYL) is attracting fresh attention after advancing pre construction work at its Tumas uranium project, while deferring a final investment decision and managing a CEO transition ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2607662710"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2607662710\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2607662710?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/2052001-choice1-main-header/1585186931882","is_english":true,"pubTime":"2026-01-30 03:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2607662710","market":"us","top_or_hot":-1,"title":"Assessing Deep Yellow (ASX:DYL) Valuation As Tumas Project Advances And CEO Transition Unfolds","media":"Simply Wall St.","content":"<div>\n<p>Deep Yellow (ASX:DYL) is attracting fresh attention after advancing pre construction work at its Tumas uranium project, while deferring a final investment decision and managing a CEO transition ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/energy/asx-dyl/deep-yellow-shares/news/assessing-deep-yellow-asxdyl-valuation-as-tumas-project-adva\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Deep Yellow (ASX:DYL) Valuation As Tumas Project Advances And CEO Transition Unfolds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Deep Yellow (ASX:DYL) Valuation As Tumas Project Advances And CEO Transition Unfolds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 03:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/energy/asx-dyl/deep-yellow-shares/news/assessing-deep-yellow-asxdyl-valuation-as-tumas-project-adva><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deep Yellow (ASX:DYL) is attracting fresh attention after advancing pre construction work at its Tumas uranium project, while deferring a final investment decision and managing a CEO transition ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/energy/asx-dyl/deep-yellow-shares/news/assessing-deep-yellow-asxdyl-valuation-as-tumas-project-adva\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7083","symbol_name":"煤与消费用燃料","start_time":0,"source_url":"https://simplywall.st/stocks/au/energy/asx-dyl/deep-yellow-shares/news/assessing-deep-yellow-asxdyl-valuation-as-tumas-project-adva","article_id":"2607662710","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2052001-choice1-main-header/1585186931882"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/energy/asx-dyl/deep-yellow-shares/news/assessing-deep-yellow-asxdyl-valuation-as-tumas-project-adva","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607662710","pubTimestamp":1769715873,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Deep Yellow (ASX:DYL) is attracting fresh attention after advancing pre construction work at its Tumas uranium project, while deferring a final investment decision and managing a CEO transition alongside a staged development plan.\nSee our latest analysis for Deep Yellow.\nThe recent Tumas update and CEO change come against a backdrop of strong momentum, with a 30 day share price return of 59.89% and a 1 year total shareholder return of 126.46%, while the latest A$2.91 share price sits...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7083":"煤与消费用燃料","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","DYL.AU":"DEEP YELLOW LTD"},"translate_title":"随着Tumas项目的进展和首席执行官过渡的展开，评估Deep Yellow(ASX：DYL)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"DYL.AU":1.5},"content_text":"Deep Yellow (ASX:DYL) is attracting fresh attention after advancing pre construction work at its Tumas uranium project, while deferring a final investment decision and managing a CEO transition alongside a staged development plan. See our latest analysis for Deep Yellow. The recent Tumas update and CEO change come against a backdrop of strong momentum, with a 30 day share price return of 59.89% and a 1 year total shareholder return of 126.46%, while the latest A$2.91 share price sits alongside a very large 5 year total shareholder return. If you are looking beyond uranium and want to see what else is moving, this could be a useful moment to check out fast growing stocks with high insider ownership. With the shares up sharply over the past month yet still trading below one estimate of intrinsic value, the key question is whether Deep Yellow is still mispriced or if the market is already banking on future growth. AdvertisementPreferred Price-to-Book of 4.5x: Is it justified? On a simple yardstick, Deep Yellow's A$2.91 share price lines up with a P/B of 4.5x, which screens as expensive versus both its industry and peer averages. The P/B ratio compares the market value of the company to its net assets on the balance sheet. For a pre revenue uranium developer that has only recently become profitable, this often reflects what investors are willing to pay today for future project cash flows and development progress rather than current earnings power. Here, the P/B of 4.5x sits well above the Australian Oil and Gas industry average of 1.8x and also above a peer average of 2.3x. This signals that the market is assigning a much richer valuation multiple to Deep Yellow than to comparable names. At the same time, the SWS DCF model indicates the shares are trading below an estimate of future cash flow value of A$7.25. This is materially higher than the current A$2.91 price, so the multiple based view and the cash flow based view are pointing in different directions. See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-book of 4.5x (OVERVALUED) However, those strong recent returns sit alongside a discounted analyst price target, as well as ongoing project execution and leadership transition risks that could challenge the current optimism. Find out about the key risks to this Deep Yellow narrative. Another way to look at value The P/B of 4.5x paints Deep Yellow as expensive, yet our DCF model points the other way. On that view, the shares at A$2.91 sit around 60% below an estimated future cash flow value of A$7.25. Is the market underpricing long term project cash flows, or is the model too optimistic? Look into how the SWS DCF model arrives at its fair value. DYL Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Deep Yellow for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 869 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Deep Yellow Narrative If you look at the numbers and come to a different view, or simply prefer your own process, you can build a fresh thesis in minutes with Do it your way. A great starting point for your Deep Yellow research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Deep Yellow is on your watchlist, it is worth casting the net wider so you do not miss other opportunities that might suit your style.  Scan for potential value by checking out these 869 undervalued stocks based on cash flows that could line up with your preferred price and cash flow expectations. Target future focused themes by reviewing these 23 AI penny stocks that tie into long term technology and automation trends. Strengthen your income watchlist by considering these 14 dividend stocks with yields > 3% that may offer higher yield profiles than you currently hold.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}