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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
  -12.50 -3.29% 367.50 366.00 367.50 385.00 365.50 382.50 878,778 16:29:59
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 21.7 24.7 14.8 564

Yellow Cake Share Discussion Threads

Showing 376 to 399 of 800 messages
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DateSubjectAuthorDiscuss
11/11/2020
23:08
One step closer to the US Uranium Reserve, with $150m proposed to initiate it in the fiscal year 2021 funding measures. HTTPS://www.marketscreener.com/quote/stock/URANIUM-ENERGY-CORP-62414/news/Uranium-Energy-Applauds-Historic-Draft-Bipartisan-Senate-Funding-Measure-for-the-Formation-of-a-U-31754260/ HTTPS://www.appropriations.senate.gov/imo/media/doc/FY21%20BILL%20HIGHLIGHTS_EWD.pdf
strollingmolby
06/11/2020
09:45
YCA to present at the upcoming Shares Investor event on 12th Nov. hxxps://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-121120 Will be interesting to hear Leon's take on the share price and the buyback.
lord mandelbaum
03/11/2020
14:02
From a poster on lse.. Current spot price $29.90. 9,316,385 lbs in storage 84,059,331 shares in issue So $278,559,912 in value, nav per share $3.31 USD converted to gbp is £2.55
sea7
03/11/2020
13:54
The annual global supply deficit is still projected to average a total of 23 million pounds through 2022, or roughly 13% of global uranium demand, according to Wowkodaw. hTTps://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/uranium-market-should-remain-in-deficit-despite-cigar-lake-restart-analysts-say-59982367#:~:text=%22We%20have%20a%20deficit%20in,this%20year%20and%20next%20year.%22&text=The%20annual%20global%20supply%20deficit,uranium%20demand%2C%20according%20to%20Wowkodaw.
sea7
28/10/2020
11:32
Buyback almost done - best way to determine the impact is to assess the gap to nav at start compared to the same metric at the end. On that basis it looks to have been a complete failure. There appears to be very little interest in uranium plays for now, but I have long held the view that this might change and markedly so at some point in the future. Question of when rather than if. Until then, will tuck these away and let events take their course.
yasx
21/10/2020
09:20
albo76 - thanks for the link. It's an excellent podcast from start to finish. as for other links - these are better, directly from the source: hTTps://macrovoices.podbean.com/e/macrovoices-241-mike-alkin-guy-keller-uranium-special/? or if you prefer a transcript: hTTps://www.macrovoices.com/podcast-transcripts/899-mike-alkin-guy-keller-uranium-special - transcript Two very knowledgeable fund managers. Can't argue with the points they make. You could saythey are talking their book as is to be expected, but the fundamentals they allude to suggest a very positive U setup over the next few years.
gb904150
21/10/2020
07:42
albo - Thank you. Any chance of posting a link which we can open?
snowyflake
20/10/2020
10:46
Great podcast on upcoming uranium fundamentals. I'll be buying some more. Mention of YCA towards end.hTTps://podcasts.apple.com/gb/podcast/macro-voices/id1079172742?i=1000494899064
albo76
08/10/2020
07:14
Re RNS today, I make that c.276,000 shares still to be bought in the buy back programme
texaspete2
30/9/2020
11:32
Have taken a few more - at below 200p, and notwithstanding the fact that the buyback has failed to bridge the gap to NAV, this fall is overdone.
yasx
09/9/2020
11:30
I picked up another chunk this morning, taking me to a nice round number. I'll probably pause here for a while. I'm heavily invested in the upcoming uranium bull market already. My focus shifts to increasing my gold position.
bmcb5
08/9/2020
16:25
Can someone explain Price is weak (& has been most of the day)......quote currently 211.5 / 212. But can't seem to be able to buy....one broker quoting 220 for 1000 shares, the other not giving a firm price?????? Ridiculous.....
jaf111
08/9/2020
14:20
Depends on your timescale I suppose. I suspect that in a couple of years time, buying in stock on a 20% discount based on a U3O8 price of $30-32 will look like a pretty good use of funds.
leading
08/9/2020
13:14
The buyback failed if you think it was designed to help holders exit, succeeded if you think it was designed to buy assets cheaply.
swanvesta
08/9/2020
10:51
Since the buyback has essentially failed (probably due to the fact the amounts purchased were insufficient), a further buyback campaign of a similar amount would be useful, though i think it unlikely they will embark upon the same.
yasx
04/9/2020
07:19
The relevant metrics are the ones existing when you made the statement that the buyback has not had much of an impact closing the discount. Personally I believe that reducing the discount from 30% to 14% was considerable.
2xs
04/9/2020
00:35
Not so 2xs - based on the current metrics this has failed to achieve the desired impact.
yasx
02/9/2020
09:12
On 30 June when the company announced the increased buyback the discount was trading around 30%, now its around 14%. It has also considerably narrowed the gap in discounts between itself and UPC. Strikes me as very successful. They also picked almost the high ($33.25/lb) to sell inventory.
2xs
02/9/2020
09:01
I think another buyback effort of a similar magnitude might have the desired effect. Perhaps unlikely to that this would be undertaken..
yasx
02/9/2020
08:36
Agreed....the company made a great play about the enhanced buyback but clearly the substantial discount remains. The recent subdued U price, coupled with the weakness of $ vs £ would appear to have worsened sentiment at least in the short term. IMO the long terms attractions remain as strong as ever so just keeping patient!
jaf111
02/9/2020
08:15
It would appear a more substantial and aggressive buyback campaign is required to bridge the gap to NAV since by my assessment the existing campaign is nearing the end now (ought to complete this month) and has not had much of an impact.
yasx
25/8/2020
09:43
Moving in the right direction now. Is there a reason why they can only buy 60k number of shares per day and no more.
johnv
19/8/2020
13:39
That's excellent news for our tribe. It's about as explicit a statement they could make about cutting production because the underlying price is too low. Bravo Kazatomprom! I'm going to buy a few more YCA plus will top up some of the Uraniuum miners I already hold.
lord mandelbaum
19/8/2020
12:40
Kakatomprom production schedule. hTTps://cutt.ly/7feny6i As one can observe they are not going to ramp up production to attempt to recover the lost lbs due to lock-down
yupawiese2010
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