Yellow Cake Share Discussion Threads

[skyship] 26/7/2024 16:44

Well, took the quick turn this afternoon. Perhaps not so good a call --- we'll see Monday!

[bmcb5] 26/7/2024 15:02

Good call @skyship

[sea7] 26/7/2024 11:00

Quakes also positive as ever: courtesy of another poster on another board.

[skyship] 25/7/2024 17:02

Bt a few at 510.5p...

[sea7] 25/7/2024 16:15

sell off and end of month smack down by u308 traders... a great buying op at such a discount

[aishah] 25/7/2024 08:08

U308 has fallen off a cliff. Down 22% since April 1 when it was $105.95.
No rush to buy here until the price reverses imo.

[sea7] 22/7/2024 13:10

Andre Liebenberg, Yellow Cake’s chief executive said in a statement to the market: “[Our] strategy is to provide our investors with direct exposure to uranium through the buying and holding of the physical commodity and commercial activities related to our inventory. We remain confident in our strategy and the opportunities to deliver value for our shareholders. This is based on the fact the same supply-demand market fundamentals that have driven the stronger uranium price are even more entrenched today than they were at the time of our IPO.”

[skyship] 19/7/2024 13:30

Waiting for 505p to re-enter:


free stock charts from uk.advfn.com

[aishah] 19/7/2024 08:26

Looks like a dip below £5 may be on the cards here.

[bertiebingo] 18/7/2024 14:39

Derisking trades. Vol increase triggering quant models to reduce exposure to lower risk adjusted exposure.. standard stuff particularly when approaching lows that technicals over rule fundamentals. Machines don't care that the discount to NAV is 18%.

[bulltradept] 18/7/2024 07:47

Technical reason. Death Cross.

[allstar_07] 17/7/2024 21:49

U308 spot price stable but YCA down 5%. Any news that people have seen?

[aishah] 17/7/2024 15:39

Anyone have a forecast for U308 in the next 6 to 12 months? tia

[aishah] 02/7/2024 12:56

Discount with U308 @$85.70 mid is now 17.8% Any reason for this wide gap?

[7kiwi] 18/6/2024 16:58

New pres out:

[7kiwi] 06/6/2024 17:01

Aishah,

With U3O8 mid at $87.38/lb, I make the discount to be 11.5% at the moment.

[bootie64] 06/6/2024 09:16

Me tooAny idea why such a sharp move, algos/automatic trades?

[aishah] 06/6/2024 09:16

What's the discount to NAV now?

[7kiwi] 06/6/2024 09:11

I should have been more on the ball for that dip down to 560p

[jsforum] 03/6/2024 22:34

It will be interesting if YCA moves to the FTSE 250 over the Summer - this would bring in more investors

[csalvage] 19/5/2024 06:25

https://seekingalpha.com/news/4108037-cameco-uranium-names-surge-as-us-set-to-offer-up-to-34b-in-funding

[7kiwi] 10/5/2024 09:45

Hmmm,

Closing in on NAV. Will be interesting if we get to a small premium and they manage to get a cash raise away. I wonder what delivery terms KAP will be offering?