1/9 Thread 🧵
The Case for a @DeepYellowLtd & @BannermanEnergy Merger: The Creation of the #Uranium Behemoth.
$DYL & $DYLLF & $BMN & $BNNLF
@brandon_munro
2/9
On the 5th of August 2022, @DeepYellowLtd announced the merger with @VimyResources creating a standout pure-play global #uranium player. John Borshoff's vision of M&A activity consolidating a tortured sector and creating Tier 1 projects was heading in the right direction.
3/9
John Borshoff has repeatedly stated he would continue looking for further M&A consolidation if it would add accretive value to the company and its shareholders. The most recent comments can be found in the following interview on @SmithWeekly.
4/9
I believe a merger between @DeepYellowLtd and @BannermanEnergy would be an accretive operation for both companies. It would create a real global Tier 1 #Uranium company, a Behemoth led by two of the best CEOs in the industry.
Below are my views that support this case ⬇️
5/9
@DeepYellowLtd has 389mlbs of Attributable Resources.
@BannermanEnergy has 197mlbs of Attributable Resources.
A merger would create a combined 586mlbs #Uranium resources. The biggest resources in the sector. There is also an exploration upside to increase deposits.
6/9
@BannermanEnergy's Etango project is perfectly located nearby @DeepYellowLtd's Namibian assets. I think both companies would be able to benefit from this strategic location factor to possibly reduce CAPEX and OPEX costs on their operations.
7/9
Having @brandon_munro teaming up with John Borshoff would create an undefeatable double-headed snake CEO team. This would be an UNRIVALED killer combo management team that could take this new #Uranium Behemoth to become a Tier 1 company in the sector.
8/9
While we wish for John Borshoff to have a long and happy life, there is a mortality & retirement risk when it comes to @DeepYellowLtd. Having a young @brandon_munro on the CEO team and ready to inherit the full leadership would ensure a successful continuation for decades.
9/9
What do you say, @brandon_munro? Ready to pick up the phone and have a chat with John Borshoff?
What do the @DeepYellowLtd & @BannermanEnergy shareholders think about this idea?
Let's Make #Uranium Great Again!
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