Deep Yellow has postponed its final investment decision on the Namibian Tumas project due to declining uranium prices, which currently sit around $65 per pound, below the necessary $80.50 threshold for viability. This production delay, with the company not expected to start mining until late 2026, places it at a disadvantage compared to competitors like Boss Energy and Paladin Energy, which are already in production. Analysts express concerns over Deep Yellow's financial outlook, noting declining revenues and increasing expenses, leading to significant short interest in the stock.