Uranium Producer Deep Yellow Limited Shares Slide After CEO Exit

Highlights:

• Deep Yellow Limited (ASX: DYL) shares plunged about 18% at the time of writing after the sudden exit of CEO John Borshoff.
• CFO Craig Barnes has been appointed acting CEO as the company begins a global search for Borshoff’s successor.
• The leadership change comes as Deep Yellow moves closer to production at its Namibian uranium projects, raising investor concerns about strategic continuity.

Shares of Deep Yellow Limited (ASX: DYL) plunged sharply after the company announced the sudden departure of long-time Chief Executive Officer John Borshoff. At the time of writing the stock has risen from around AUD 2.30 to near AUD 1.90, reflecting investor concern over leadership stability.

Leadership Shake-Up

Deep Yellow revealed that John Borshoff will step down as Managing Director and CEO effective 20 October 2025. At the time of writing, he remains on as an adviser until the end of November to support the hand-over process. The company confirmed that its Board has launched a global search to identify a suitable candidate for the permanent CEO position.

Market Reaction

The announcement sent jitters through the market. The stock tumbled between 16 % and 18 % following the news. At the time of writing, the company’s stock had fallen by approximately 18%. Observers note that the abrupt nature of the change — at a time when the uranium industry is under heavy spotlight — likely unnerved investors.

Strategic Context

Under Borshoff’s leadership since 2016, Deep Yellow transitioned from a junior exploration outfit to a company nearing production-scale operations. Its flagship projects in Namibia and Western Australia positioned the firm for the rising global demand for uranium, as utilities and governments push nuclear energy in decarbonisation efforts. After his departure, focus has shifted to whether the company can preserve its existing growth momentum. The acting CEO, current CFO Craig Barnes, takes the helm temporarily while the search continues.

What’s Next

Investors will be watching for clear signals of strategic continuity. Deep Yellow must clarify the reasons behind the sudden transition, provide confidence around project timelines — particularly the final investment decision for its Namibia project — and demonstrate that management changes will not derail execution. The next few weeks will likely be crucial in determining whether the share slump is temporary or signals deeper concerns.

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