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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
  0.00 0.0% 376.80 377.60 378.80 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 317.4 197.8 1.6 692

Yellow Cake Share Discussion Threads

Showing 526 to 549 of 1500 messages
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DateSubjectAuthorDiscuss
12/5/2021
16:59
Does anyone know if YCA can get an ATM running? Once UPC gets US exposure as a Trust, it should become the investment vehicle for many and end its own and YCA's premium to NAV, thus preventing YCA from buying more uranium, right? Comments?
mm84
09/5/2021
09:15
I guess many followers of this thread have seen this excellent article on Seeking Alpha: hTtps://seekingalpha.com/article/4401074-positive-supply-and-demand-outlook-points-to-much-higher-uranium-prices I was struck by two charts in particular: First global U3O8 production: Peak production was ~165m lb in 2016. It has fallen recently due to shut-ins, but the 165m might be regarded as a practical limit to production from current operable mines. The second is the histogram of production costs: This shows max production of around 145m lb with the most marginal mine only operating at breakeven over ~$75/lb. Yet, current demand is estimated around 180m lb, rising to 200m lb in the not too distant future. Of course, the shortfall is being made up by depleting inventories at the present time. The investment case for Uranium is based on these inventories falling below safe levels soon, leading to a rush from utilities to secure long term supply at higher prices than exist today. But even when Cameco bring their mines back online and Kazatomprom resume full production, according to the stats above, there will still be a shortfall of 15-35m lb per annum if peak production of 165m lb can be restored, obviously larger if max production is only 145m lb. It will take years to bring new mines from the likes of Denison and NexGen on line and during that time, existing mines will deplete. This will lead to a continuing structural deficit. Shown here: and here: Yet, the same chap who wrote the seeking alpha article talks of $50-70/lb being required to balance supply and demand. I am increasingly thinking that this estimate is very conservative. What do others think, and do any of you have any views on where spot Uranium is going over the next 18-24 months? Plus, what other secondary supply of Uranium (or substitutes) might be available? I understand that most of the potential fuel from converting missile-grade Uranium has been exhausted. It might be possible to bring on more MOX fuel. China also has big inventories, but I am not sure they can be persuaded to share their strategic supplies with the rest of the world when they are increasing their own nuclear fleet and the world is in structural Uranium deficit for a while.
7kiwi
09/5/2021
08:03
I suppose you could maintain a core holding in both, and then trade a third block back and forth between them...
zcaprd7
08/5/2021
08:50
https://smallcaps.com.au/sprott-move-into-uranium-world-waking-up-nuclear-new-bull-market/
skyship
06/5/2021
16:35
@zcap I'm pretty sure that I would make a terrible job of that, if I tried. But I would be interested to hear how this goes, if you choose to do it. So please keep us informed
bmcb5
06/5/2021
09:22
Seems to be a delayed reaction here, compared to Geiger, so pretty sure you could shovel money back and forth, and beat the transaction costs?
zcaprd7
04/5/2021
13:08
https://www.newswire.ca/news-releases/uranium-participation-corporation-announces-50-million-bought-deal-financing-898682598.html "Uranium Participation Corporation...has today entered into an agreement...to purchase on a bought deal basis 9,616,000 common shares of the Company..." "The net proceeds of the Offering will be used by the Company to fund future purchases of U3O8 and/or UF6 and for general corporate purposes."
bmcb5
26/4/2021
09:10
YCA presenting 11th May hTTps://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-110521
pob69
20/4/2021
09:31
yep - sold the last of my position at 279.5p and am waiting to buy it all back again. as the U market goes quiet again, we should see a steady drop back to par and then a discount appear.
sea7
20/4/2021
08:43
"Yellow Cake's estimated proforma net asset value as at 19 April 2021 was GBP2.28 per share" So at 252p YCA are trading at a 10.5% premium! Always used to trade at a healthy discount; hence the buyback programme. I would anticipate further weakness here until U308 moves back up again.
skyship
16/4/2021
09:32
Recent presentation by CEO hTTps://youtu.be/3WWfDutRsDU?t=198
pob69
13/4/2021
16:54
Disjointed movement again - could you do a matched pair trade perhaps?
zcaprd7
09/4/2021
22:05
Https://www.proactiveinvestors.co.uk/register/event_details/329#
return_of_the_apeman
06/4/2021
18:36
Yes, they seem a bit disjointed, could probably make a cheeky trade between the two of them, if I could figure it out?
zcaprd7
02/4/2021
12:25
Odd given gcl hold yca stock...
harleymaxwell
01/4/2021
00:49
Yes, monitoring them as well, waiting for a discount to Nav, but interesting to see them move out of step...
zcaprd7
31/3/2021
21:14
very nice but geiger stayed flat
harleymaxwell
31/3/2021
16:37
Nice move today?
zcaprd7
19/3/2021
15:16
Excellent interview with Fletcher Newton Uranium One CEO re east / west supply / demand dynamics. hTTps://m.youtube.com/watch?v=bZpdpNVVA4o
albo76
18/3/2021
16:06
Informative summary of Cannacord event from yesterday hTTp://www.adventurousinvestor.com/2492-crypto-and-uranium-not-together-in-one-place-i-hope
pob69
18/3/2021
14:58
It's slightly more subtle, the recycling of the old arms (which will presumably end now) was displacing demand....Highly-enriched uranium from weapons stockpiles has been displacing some 8850 tonnes of U3O8 production from mines each year, and met about 13% to 19% of world reactor requirements through to 2013.
zcaprd7
18/3/2021
13:27
Somewhere I have seen a sankey diagram, which shows the end uses of global uranium production. This would give us an indication of how material weapons are in the overall scheme of things. Damned if I can find it now though. I will share it here if I ever do find it
bmcb5
18/3/2021
12:51
Yes, but a starting gun for an arms race around the world, for nuclear weapons, must influence the demand for the raw materials (and also building more power stations to feed them)...
zcaprd7
18/3/2021
12:30
And yca purchase at $27.34, as apeman says, is already looking good value
bmcb5
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