I make it 11%. Probably a bit less now as the price is now over the 613 that Excel grabbed.
Closing in on a $2bn NAV. |
What is the present discount to NAV ?
Someone in the past had a good calculation page but it was never put in the header.
Was it 7Kiwi?
Thanks for posting the updates as well very helpful |
Spot mid price up to $86.50/lb. |
Was always going to happen, excited for where next, with big players souring U |
Breakout above 600p. At last. |
Uranium on the move again. Spot now 84-87, with a mid price of $85.50/lb. |
Numerco showing a very wide spread at 83-86, but mid up to 84.50/lb. At this rate, we're going to break 700p NAV before the share price breaches 600p. |
Added a few while down here. |
In today’s Daily Telegraph ( Tuesday 12/12/2023 ) , on page 25 , there is a fairly large tip about Yellow Cake . The article features in the Questor share tipping column and it concludes with “ Yellow Cake looks to be in a very sweet spot “ . The article states “ the price [ of uranium ] has motored to $ 81.50 per pound , buoyed by Cop28’s statement of intent to treble nuclear power capacity by 2050 as policymakers scramble for solutions which provide both energy security and help in the drive to net zero ….. Quite how this is to be achieved when no one is currently plannning on big increases in uranium capacity remains to be seen “ . The article also points out the loss of production from Niger . No doubt people here already know this , but the Questor column is widening awareness of our Company to potential investors . |
US House has passed the bill calling for a ban on Russian uranium imports to the US. I guess it's got to go through the senate too. |
https://www.ft.com/content/e2380ad4-4381-4d2f-b698-1652dabe0c4c |
Pushing for a 600 plush close |
Good results, but we can see the results on a daily basis in the spot price.
Spot steady today and YCA just hit another ATH. |
I only told you to blow the bloody doors off! |
Spot up a little. SPUT getting close to turning on the ATM again |
6 hunnit cumin |
Interesting, so the LSE list so far is YCA,GCL,URNP,NEO,POW |
POW has 1000km2 uranium properties in Athabasca Basin. Very early exploration but tiny market cap considering all their projects. Rick Rule is an investor. |
Interesting, one to keep an eye on but could be volatile I agree. At first sight it looks like one of those tiny jam tomorrow stocks, but that won't necessarily stop people buying it! |
If I didn't already have a few of these I would be tempted to dump all my O&G stocks and reinvest here and the other two or three. I probably should have done that last week regardless!
Out of interest are there just the three listed on the LSE, YCA GCL & URNO? |
A mention from Mr Cowie. |
Of course not ;-)
..unless in the small print!
But I believe this still has to be ratified so maybe they will say something on that then. |
Did they also commit to tripling uranium production? |
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