Yellow Cake Share Discussion Threads

[zcaprd7] 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?

[bmcb5] 04/5/2021 13:08

"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."

[pob69] 26/4/2021 09:10

YCA presenting 11th May

[sea7] 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.

[skyship] 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.

[pob69] 16/4/2021 09:32

Recent presentation by CEO

[zcaprd7] 13/4/2021 16:54

Disjointed movement again - could you do a matched pair trade perhaps?

[zcaprd7] 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?

[harleymaxwell] 02/4/2021 12:25

Odd given gcl hold yca stock...

[zcaprd7] 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...

[harleymaxwell] 31/3/2021 21:14

very nice but geiger stayed flat

[zcaprd7] 31/3/2021 16:37

Nice move today?

[albo76] 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

[pob69] 18/3/2021 16:06

Informative summary of Cannacord event from yesterday

[zcaprd7] 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.

[bmcb5] 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

[zcaprd7] 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)...

[bmcb5] 18/3/2021 12:30

And yca purchase at $27.34, as apeman says, is already looking good value

[bmcb5] 18/3/2021 12:29

Very much doubt it zcap. This is all due to various producers announcing that they are buying from spot market, imo

[zcaprd7] 18/3/2021 11:23

I'm not an expert, but did the nuclear weapon announcement from UK gov make a difference here?

[zcaprd7] 18/3/2021 11:21

All time high on here today? Very quiet though...

[return_of_the_apeman] 18/3/2021 09:58

The rising price of U308 bodes well for the purchase of 440Klb at $27.34/lb :-)

[bmcb5] 16/3/2021 17:44

Spot price starting to move? 2950-75, up 5% today

[zcaprd7] 16/3/2021 17:27

Yes, that's my fear, the underlying jump in nav is actually more than the jump in the share price, and technically I should buy... Happy to sit on the sidelines to be honest, for now.