bymuratdeniz/iStock via Getty Images Deep Yellow Limited ( DYLLF ) is nearing the early stages of ramping up production, with its flagship Tumas project nearing FID. With early development underway, the project may commence production within 3 years of FID, delivering first shipments in 2029 at the earliest. With the global energy economy potentially shifting gears following the emerging events in...
bymuratdeniz/iStock via Getty Images Deep Yellow Limited ( DYLLF ) is nearing the early stages of ramping up production, with its flagship Tumas project nearing FID. With early development underway, the project may commence production within 3 years of FID, delivering first shipments in 2029 at the earliest. With the global energy economy potentially shifting gears following the emerging events in the Middle East, I suspect energy security will become top priority, potentially favoring nuclear power in tandem with natural gas. With the market in the early stages of growth, I believe DYLLF can secure an appealing position as a critical uranium supplier in the coming years; I am recommending shares with a Buy rating with a price target of $1.43/share, assuming $80/lb uranium. DYLLF Operational Update DYLLF is making progress towards bringing its Tumas project to life, preparing to declare FID on the Tumas project to begin construction and mine development. Accordingly, management sees that uranium prices are sufficient to bring the greenfield start-up into the development and production phases. As of March 2026, the project is fully permitted with power secured for operations. In total, DYLLF has 430Mlbs of resources across its 4 major projects, with an estimated 30-year mine life for the Tumas project. Tumas and Mulga are the first two projects DYLLF has planned for development once uranium prices support FID. According to its March 2026 corporate update , Tumas is progressing with Phase 3 detailed engineering, 65% complete, with 70% of equipment tendered. Once FID is reached, Tumas can begin development, which is expected to cost $474mm in an initial capital outlay to source infrastructure and construction resources to ready for mine development. Once fully ramped up, DYLLF is expected to produce 3.6Mlbs per year with an all-in sustaining cost of $45/lb of U₃O₈; U₃O₈, triuranium octoxide, is a primary form of yellowcake uranium concentrate. It is the most stable for...
Japan’s super-long bond yields rose as the widening conflict in the Middle East pushed up oil prices and stoked inflation concerns. The nation’s 30-year bond yield was up nine basis points to 3.79%, and the 40-year rate climbed as much as 11 basis points to 4.02%, both nearing record highs that were hit in January. Meanwhile, shorter-term bond yields fell alongside global peers on concerns that th...
Japan’s super-long bond yields rose as the widening conflict in the Middle East pushed up oil prices and stoked inflation concerns. The nation’s 30-year bond yield was up nine basis points to 3.79%, and the 40-year rate climbed as much as 11 basis points to 4.02%, both nearing record highs that were hit in January. Meanwhile, shorter-term bond yields fell alongside global peers on concerns that the Iran war will derail global economic growth. “There are concerns about stagflation,” said Mari Iwashita , executive rates strategist at Nomura Securities. “Super-long bond yields still have room to rise amid uncertainty surrounding the situation in the Middle East and the outlook for oil prices.” Japan is among the major economies most vulnerable to the fallout of the Middle East tensions, with more than 90% of oil imports coming from the region. Investors are also weighing how the war will impact the Bank of Japan’s rate-hike path after the central bank kept the possibility of an April move on the table at its latest meeting.
NIP Group Inc. ( NIPG ) announced that it received a deficiency letter from Nasdaq on March 24, 2026, stating that for the last 32 business days, the closing bid price of the company’s American depositary shares (ADSs) has been below the minimum requirement of $1.00 per share. The notice does not currently affect the listing or trading of the ADSs on Nasdaq. According to Nasdaq Listing Rule 5810(c...
NIP Group Inc. ( NIPG ) announced that it received a deficiency letter from Nasdaq on March 24, 2026, stating that for the last 32 business days, the closing bid price of the company’s American depositary shares (ADSs) has been below the minimum requirement of $1.00 per share. The notice does not currently affect the listing or trading of the ADSs on Nasdaq. According to Nasdaq Listing Rule 5810(c)(3)( A ), the company has 180 calendar days, or until September 21, 2026, to regain compliance with the minimum bid price requirement. If the closing bid price reaches at least $1.00 for 10 consecutive business days during this period, the company will receive written confirmation of compliance. If compliance is not regained by September 21, 2026, the company may qualify for additional time. The notice does not impact the company's operations, and it will take steps to regain compliance. More on NIP Group NIP Group produces 151.4 BTC in initial operating period Historical earnings data for NIP Group Financial information for NIP Group
Molson Coors's strategic expansion into high-growth beverage markets and its undervalued stock price position it as a compelling potential acquisition target.
Molson Coors's strategic expansion into high-growth beverage markets and its undervalued stock price position it as a compelling potential acquisition target.
Rasi Bhadramani/iStock via Getty Images Key takeaways 1 MLPs total return outperformed the broader equity market For the quarter, master limited partnerships (MLPs), as measured by the Alerion MLP Index (AMZ), rose 1.81% on a price basis and returned 3.79% when including distributions. The S&P 500 Index rose 2.35% on a price basis and had a total return of 2.66%. 2 Better-than-expected operating r...
Rasi Bhadramani/iStock via Getty Images Key takeaways 1 MLPs total return outperformed the broader equity market For the quarter, master limited partnerships (MLPs), as measured by the Alerion MLP Index (AMZ), rose 1.81% on a price basis and returned 3.79% when including distributions. The S&P 500 Index rose 2.35% on a price basis and had a total return of 2.66%. 2 Better-than-expected operating results During the quarter, 62% of midstream sector participants reported third quarter results in line with or better than consensus. Earnings before interest, taxes, depreciation & amortization (EBITDA) were about 5% higher than the second quarter and about 7% above the third quarter of 2024. 3 We remain focused on the long-term investment horizon We believe valuations remain attractive and fundamentals support expectations for cash flow growth. Further, the rise of artificial intelligence (AI) models has been increasing power demand from data centers, which may meaningfully increase demand for natural gas. Manager perspective and outlook • West Texas Intermediate (WTI) crude oil priced at the Cushing hub ended the quarter at $57.42 per barrel, down 8% from the end of the third quarter and 20% lower than one year ago. The price spread between Brent crude, a proxy for international crude prices, and WTI ended at $3.43 per barrel, narrowing during the quarter. Crude oil priced in Midland, Texas maintained a premium relative to WTI as crude pipeline capacity out of the Permian basin remained sufficient and there appeared to be an incentive for incremental volumes to move toward the Gulf Coast and export markets. • Henry Hub natural gas prices ended the quarter at $3.69 per million British thermal units (MMBtu), up 12% from the end of the third quarter and 1% higher than one year ago. Gas pricing in the Permian Basin ended the quarter at negative levels as production growth combined with pipeline maintenance activities reduced available transport from the basin. • Natural gas ...
In this article 9201.T-JP Follow your favorite stocks CREATE FREE ACCOUNT Budget airlines in Asia risk losing their price advantage as fuel prices rise and Middle East tensions disrupt key routes, forcing carriers to raise fares and cut expenses. Low-cost carriers rely on high passenger volumes and low fares, leaving them with thinner margins and less room to absorb fuel price swings and route dis...
In this article 9201.T-JP Follow your favorite stocks CREATE FREE ACCOUNT Budget airlines in Asia risk losing their price advantage as fuel prices rise and Middle East tensions disrupt key routes, forcing carriers to raise fares and cut expenses. Low-cost carriers rely on high passenger volumes and low fares, leaving them with thinner margins and less room to absorb fuel price swings and route disruptions than full-service airlines. Airline executives, speaking at the Aviation Festival Asia conference in Singapore, said they are now trying to cut costs, adjust fares and shift routes to avoid passing too much of the increase on to passengers. "[We have to] adjust the fares, and at the same time, stimulate the demand," Vissoth Nam, CEO at AirAsia Cambodia, told CNBC's Monica Pitrelli during a panel on Thursday. "Otherwise, we don't have travelers." India's SpiceJet said the Middle East conflict has significantly affected its operations due to heavy traffic between India and the region. "Dubai alone has 77 flights a week from India, and that's absolutely a huge impact for us from a route and loss of revenue perspective," said Kamal Hingorani, the chief customer officer at SpiceJet. While higher fuel costs have not yet fully hit the airline, Hingorani said prices are set monthly and could rise further in April. The Investment Information and Credit Rating Agency of India on March 26 changed its outlook on India's aviation sector to negative from stable, citing the weaker Indian Rupee against the U.S. dollar and higher fuel prices. Fuel prices were 5.4% higher in March from a year earlier and are expected to rise further in April. Hingorani said if fuel prices rise to an unmanageable level, the airline "may have to absorb some [costs]" because passing on high fuel surcharges would hurt demand. Long-haul strength Not all airlines have been affected equally, however. Zipair Tokyo says it has performed relatively well compared with other budget airlines, partly because its ...
Oil advanced as Iran-backed Houthi militants in Yemen entered the Middle East war and more US troops arrived in the region, raising fears the widening conflict will cause further chaos for energy markets. Bloomberg's Anthony di Paola reports. (Source: Bloomberg)
Oil advanced as Iran-backed Houthi militants in Yemen entered the Middle East war and more US troops arrived in the region, raising fears the widening conflict will cause further chaos for energy markets. Bloomberg's Anthony di Paola reports. (Source: Bloomberg)
Wars, including a widening conflict in the Middle East, are heightening risks for aviation as flight corridors are squeezed and drones become more widespread, Europe’s top aviation safety regulator has said. The month-old Iran war is reshaping airspace across the Middle East and increasing disruption to flights, including clogging routes between Asia and Europe that previously transited or flew o...
Wars, including a widening conflict in the Middle East, are heightening risks for aviation as flight corridors are squeezed and drones become more widespread, Europe’s top aviation safety regulator has said. The month-old Iran war is reshaping airspace across the Middle East and increasing disruption to flights, including clogging routes between Asia and Europe that previously transited or flew over the region. On top of the prolonged Russia-Ukraine conflict and fighting between Pakistan and...