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Share Name Share Symbol Market Type Share ISIN Share Description
Yellow Cake Plc LSE:YCA London Ordinary Share JE00BF50RG45 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.00 -0.62% 318.00 316.50 317.50 327.00 316.50 324.50 1,367,878 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 21.7 24.7 12.4 584

Yellow Cake Share Discussion Threads

Showing 301 to 325 of 925 messages
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DateSubjectAuthorDiscuss
19/5/2020
16:22
@JAF - I just hosted the images in imgur. Should be able to do it directly from twitter, but as you found, it wouldn't work
bmcb5
18/5/2020
08:05
U price appears to have paused for breath......but NAV should still be rising on the back of sterling weakness
jaf111
16/5/2020
17:35
Great job bmcb5 Dare I ask how did you manage to copy the twitter graphs?
jaf111
15/5/2020
19:34
20 page comprehensive Uranium report. hTTps://download.resource-capital.ch/fileadmin/reports/2020/2/3_en_Uranium_2020.pdf
yupawiese2010
13/5/2020
08:51
Credit: hTTps://twitter.com/numerco?s=20 hTTp://numerco.com/ thanks for highlighting these, Jaf
bmcb5
13/5/2020
07:30
I can't find the way either.
jonwig
13/5/2020
07:24
for anyone using Twitter.....some interesting comments (musings!) from numerco re YCA mispricing (If i knew how to copy the charts over from Twitter I would!!!)
jaf111
06/5/2020
09:34
We'll catch up! The discount to asset value is already high and the supply deficit (around 20%?) for this year is liable to drive the U price higher still, especially given the longer term outlook for continuing shortages. I suspect all the stocks which have acted as a lid on the price for a year or two will be drained rather quickly, if they haven't been already. This mispricing in YCA is a golden opportunity to buy into, or increase exposure to, the uranium bull case at a significant discount. I for one have been taking advantage of it.
hiddendepths
06/5/2020
06:51
...and Uranium Participation up another 3% last night....
jaf111
05/5/2020
12:32
mmmmm....ok but take out the March dip..... and Yellowcake have certainly under underperformed Uranium Participation. My key point was the disparity....both companies being uranium holders......and over the past couple of weeks Ur P has risen well over 10% whilst YCA has done nothing!
jaf111
05/5/2020
10:13
Flat? It's risen a whopping 50% since March!!
quepassa
05/5/2020
09:49
Share price remains surprisingly flat..... I see Uranium Participation which holds 15.7m lbs of U has a market cap of just under US$ 500m Yellow Cake less than half of that but holds 9.6m lbs of U If nothing else there seems a bit of a pricing anomaly with Uranium Participation?
jaf111
04/5/2020
09:35
I guess there'll be buybacks again this afternoon. Interesting to see if they move the price - I don't know how many ready sellers are around at present. Friday's buybacks did not paint a clear picture imo, although the price paid steadily rose from 218 to 221. My gut feel is that there's not much stock around but there's nothing like a buyback program to flush a few sellers out of the woodwork!
hiddendepths
04/5/2020
06:23
This morning's Trading Update from Kazatoprom makes interesting reading about the sector backdrop and outlook (ticker LSE:KAP) and includes the following:- "In total, the mine curtailments and suspensions related to COVID-19 (announced to date) are expected to push the supply-demand balance to an annual deficit for 2020. Third-party estimates indicate primary uranium supply could decrease by more than 10% compared to 2019, which was a year when supply-demand was generally in balance." See RNS for context and full details. ALL IMO. DYOR. QP
quepassa
03/5/2020
12:33
Looks like YCA is forming a decent flag and suggests a move up which ties roughly with the ATH of 260p. Having said that the wider market looked very shaky towards the end of the week so could see the discount widen further before following U price up.
kr01
03/5/2020
07:39
The U price had to correct a technically overbought condition before moving ahead again. Glad it corrected without more of a pullback. I imagine that the RSI and OB/OS indicators have fallen back enough now to allow our more technically minded brethren to start buying again (and there are plenty of them). Anyway, agreed that $34.05 close suggests a new break-out, to what level I'm not sure but it's at times like this that a good chartist is useful. Any on here? As long as the share price doesn't spike up tomorrow morning, I'm in for a few more.
hiddendepths
02/5/2020
13:03
Nice 5% lift in swap price on Friday to over $34. Next leg up?
kr01
30/4/2020
17:06
Thanks Yupa, a good one
sophia1982
30/4/2020
10:23
Thanks yupawiese, the YouTube link with Dustin Garrow is a good listen. Just getting familiar with YCA after being a long-term GCL holder, may pick up a tranche of these shortly.
strollingmolby
29/4/2020
21:36
Sophia- This podcast just released is by Dustin Garrow who is the Chief Commercial Officer at YCA, who starts of by talking about the NFWG report if this assists you, before talking about how Cameco operate in the markets with Cigar & M River down. Note any discussion in respect of YCA is truly minimal & right at the end. hTTps://www.youtube.com/watch?v=Ep0cbYIsKsk&feature=youtu.be
yupawiese2010
27/4/2020
11:05
Yupa, I am quite familiar with Brandon's videos and he is really the best. He is obviously biased though. Thank you BMCB and Wolsten
sophia1982
27/4/2020
10:21
https://tradingeconomics.com/commodity/uranium Then select the 1 day or 1 month option
wolstencroft
27/4/2020
09:56
Hi Sophia. The charts come from Trading Economics. (At least, when i break down the url,that is the website it eventually lands me on. Though I am unable to actually find that chart on their website.) There is so little published U data without a paywall. For actual price updates I tend to rely on the @numerco twitter feed
bmcb5
27/4/2020
09:38
Sophia - Brandon Munro knows the inside story of the uranium sector, suggest you listen to this podcast in respect of the NFWG. hTTps://www.youtube.com/watch?v=YKGm272XhbA
yupawiese2010
26/4/2020
22:20
Any comments on the report of the Nuclear Fuel Working Group?
sophia1982
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