NewsBite

Uranium

This Month

John Borshoff, former chief executive and managing director of Deep Yellow, exited the business on October 20.

Deep Yellow names new chief executive after investor backlash

Ex-Rio Tinto manager Greg Field will fill the gap left by the shock exit of uranium veteran John Borshoff.

November

John Borshoff.

Deep Yellow brushes off investor backlash as strike fails to land

The uranium miner faced shareholder disquiet after the abrupt exit of its long-serving chief executive John Borshoff sent its stock sliding last month.

Deep Yellow shareholders were left shocked by John Borshoff’s sudden exit.

Paradice, Soul Patts join forces for showdown at Deep Yellow AGM

Paradice has upped its stake in the troubled uranium miner as disgruntled fund managers fly into Perth to attend the annual general meeting on Thursday.

John Borshoff, CEO and managing director of Deep Yellow.

Deep Yellow’s biggest shareholder takes aim after Borshoff exit plunge

Paradice is working with Arnold Bloch Leibler’s Jeremy Leibler and Leon Zwier on a potential move against the board of the $1.5 billion company. 

Acorn’s Rick Squire has ridden the rally in ASX gold stocks to near perfection.

Why this stock is a better pick than Rinehart’s rare earths bet

Geologist-turned-fund-manager Rick Squire has returned a massive 60 per cent in 12 months by investing in the speculative end of Australia’s mining sector.

Advertisement

October

The United States leads the world in nuclear energy production.

Uranium stocks surge as Trump’s nuclear deal hits short sellers

A huge rally in uranium stocks has mounted further pressure on hedge funds who have been forced to cover short positions in the sector.

Gas companies should supply the local market.

Learn from Spain on gas pricing

Readers’ letters on gas pricing distortions, renewable and nuclear energy, Abbott’s lack of vision, Ley’s T-shirt tantrum and the need for a letter writers’ cabinet.

Sweden is coming around to the idea of nuclear energy.

The hottest investment theme of 2025 is not gold

Investors are piling into uranium and defence, betting on rising global tensions and a surge in energy demand from the AI boom, says ETF provider Global X.

September

Macquarie started wall-crossing fund managers on Monday, after last year helping Paladin buy Fission for $C840 million.

Paladin Energy confirms $300 million capital raising

The placement’s offer price was fixed at $7.25 a share, representing an 8 per cent discount to the last close of $7.88.

Paladin is an ASX-listed uranium player.

Uranium player Paladin Energy readies $300m cash call via MacCap

Paladin was hoping to secure about $300 million in fresh equity, after its shares have fallen more than 14 per cent over the past 12 months.

The capital raise comes after Lotus Resources told the market on Monday it had produced the first yellowcake from Kayelekera.

Barrenjoey digs up Lotus Resources equity raising

The Perth-based uranium developer has tapped Barrenjoey Capital Partners to help it raise as much as $70 million.

DroneShield chief executive Oleg Vornik with a DroneGun, the company’s most popular product.

The most bought small-cap stock of the last year soars 120pc

The anti-drone technology manufacturer has pipped hot technology and uranium stocks to become the most bought smaller stock of the year so far. Some investors are sceptical.

August

The rising price of lithium in August has triggered a burst of short sellers unwinding their bets.

Short sellers unwind lithium bets – and one uranium stock

The rising price of spodumene has triggered a burst of unwinding of negative bets in the lithium sector including Liontown and Mineral Resources.

Gina Rinehart has continued to pour millions into US-listed stocks.

Rinehart’s $5b US bet: the stocks she’s buying

Details of the billionaire’s latest buying blitz comes after one CEO claimed her focus had shifted to the US market.

Silex, spun out of Sonic Healthcare in 1996, develops laser-based isotope separation technology.

Uranium tech player Silex Systems launches $130m equity raising

The $1.1 billion market cap company had its joint lead managers rounding up investors at $3.90 per share.

Advertisement
The Swedish government is considering proposals to repeal its mining ban by early 2026, unlocking the country’s uranium endowment, said to comprise around 27 per cent of Europe’s reserves.

IPO hopeful Neu Horizon attracts heavyweight backers, hires Canaccord

Aura was joined by a handful of other heavyweight backers in the pre-IPO funding round.

July

Shares in uranium miner Boss Energy lost $600m of its market value after disappointing investors.

Honeymoon over for Boss Energy after $600m market rout

Investors punished the miner after it warned the quality of uranium at its SA mine was lower than expected, just days after the managing director said he will quit.

Barrenjoey has upgraded its long term forecast of uranium.

Nuclear power plant building boom makes uranium a good bet: Barrenjoey

The broker’s metals and mining research team has turned more bullish on the controversial energy source as demand rises and supply struggles to keep up.

June

Shares in ASX-listed producers and developers soared in mid-June.

Uranium player Bannerman Energy launches $85m raising

Fund managers were being offered shares at $3.20 a piece, a 9.1 per cent discount to the last close.

Barrels at a uranium production facility in Utah. Shares in ASX-listed producers and developers have soared this week.

Panicked investors rush to uranium stocks to beat price spike

Traders are rushing to get exposure to the nuclear fuel as the world’s largest physical uranium fund prepares to go on a buying spree.

Original URL: https://www.afr.com/topic/uranium-hv6