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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
  4.50 1.15% 395.00 393.50 395.00 397.00 390.50 392.50 501,786 14:58:39
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 21.7 24.7 16.0 607

Yellow Cake Share Discussion Threads

Showing 551 to 573 of 825 messages
Chat Pages: 33  32  31  30  29  28  27  26  25  24  23  22  Older
DateSubjectAuthorDiscuss
30/8/2021
10:48
John Quakes provides a Uranium market update: htTps://app.box.com/s/3lu5t9vpupo4uwc83wxjkm8d6yxmpuvq
7kiwi
27/8/2021
11:39
Bought 10k at just over 255p Xxd
return_of_the_apeman
27/8/2021
09:15
YCA commentary from Patronus Partners "...We believe, at this stage in the commodity cycle, it is makes sense to have some long-term exposure to uranium in a diversified portfolio given its low correlation to other asset classes and the potential for a high level of capital growth when the cycle turns up. Yellow Cake provides a ‘cleaner’; exposure, without the operational risk..." "...For Yellow Cake, our estimated NAV is 262p per share or $551.7m, comprising the 15.86 pounds uranium valued at a spot price of $33.55/lb, a derivative liability of -$3.4m, and cash & and other net assets/liabilities of $22.8m. The shares are little changed this year and currently trade on a 3% discount to NAV..." mcusercontent.com/ce4d22f48d9bbc27498a9ba05/files/fba5487b-ab1e-eb53-1dac-7d50b841bb49/Morning_Note_210827.pdf?mc_cid=b83bf5c71d&mc_eid=40af5b3626
pob69
25/8/2021
20:02
Cannacord Uranium market update.
7kiwi
23/8/2021
21:45
Energiser, The Sprott Uranium Trust has started an At The Market buying programme. $300m total facility at about $10m per week.
7kiwi
23/8/2021
21:13
U pricing rebounding from recent dip, what was behind that ?
energiser01
30/7/2021
18:33
It would appear so ?
+eysenck
30/7/2021
17:23
Is that a new ATH close too?
bmcb5
30/7/2021
17:09
1.5 million @1.81 bought. Phew!
+eysenck
06/7/2021
06:43
Sector comparison. Geiger Counter was one of the top ten best performing UK listed Investment Trusts in the first half of this year. In a very respectable ninth position, Geiger has returned a great performance of 40.4% in the first six months of 2021. Many uranium mining/refining companies such as Cameco, Denison and Energy Fuels made six month returns of between 50-100%. Share prices peeked in mid-June and then retrenched on profit-taking by 10-20% but are again all on the upturn. Sector remains buoyant with likely more to come. ALL IMO. DYOR. QP
quepassa
04/7/2021
22:06
Cigar Lake apparently coming back online next week
7kiwi
01/7/2021
23:35
Cigar Lake looks like Mordor now. I don't think that the mine will be coming back on stream anytime soon. I do hope that the remaining workers are safe.
7kiwi
01/7/2021
18:42
Cameco temporarily closing Cigar Lake again because of a forest fire burning in the vicinity. Ought to be bullish for U3O8 price and the other Uranium companies.
7kiwi
29/6/2021
09:31
The article appears to be five years old?
lcwanderer
28/6/2021
18:56
Interesting article on forecasting the price of Uranium. Not sure I agree with the conclusion though: they seem to think that the price will be relatively stable, totally different to historic price action. httPs://www.researchgate.net/publication/309020124_Forecasting_the_price_of_uranium_based_on_the_costs_of_uranium_deposits_exploitation
7kiwi
25/6/2021
16:21
Yes, I understand about the KAP option, but when it was last exercised, KAP bought on the open market, as opposed to using their own stock or production. However, UPC in Canada has been buying too. They don't have the KAP option, so the question still stands
7kiwi
25/6/2021
09:54
7Kiwi - one answer is that YCA has a long-standing option agreement with KAP, so they are merely following that through. Second, whether the metal is stored at KAP or YCA doesn't matter, it's taken off the market. KAP gets cash (much needed) without increasing available supply, YCA incurs costs. A fair swap? When you say "they have read the same research we have read about the coming supply squeeze", I have some slight cynicism. The people talking loudest are those talking their own position. I've been in YCA (and KAP and GCL) for long enough to be a bit wary about some of the timescales quoted, and the size of the "inevitable" bounce.
jonwig
25/6/2021
09:23
Just considering the bear case. Direct holders of Uranium inventory have to have a good knowledge of the market. Surely they have read the same research we have read about the coming supply squeeze. So, the question is, why would you sell that inventory now to YCA or UPC or indeed to utilities for $32/lb, when you could very probably get much more for it in 12-24 months time?
7kiwi
17/6/2021
14:39
Successful placing for sure; but YCA still trading at a premium to the 248p NAV. Should be at a discount...
skyship
17/6/2021
13:48
That's a good result on the placing. £62.5m raised at just over NAV in just a few hours.
7kiwi
15/6/2021
08:38
https://edition.cnn.com/2021/06/14/politics/china-nuclear-reactor-leak-us-monitoring/index.html - another Chinese disaster?
jsforum
09/6/2021
15:50
Rick Rule talking about physical uranium (UPC (soon Sprott physical & Yellowcake). He has a conflict of interest as the largest shareholder in Sprott and thus is more bullish on UPC! hxxps://youtu.be/B7pMG_JjREo?t=283
pob69
08/6/2021
14:34
1. For U3o8 buffs, fascinating BBC documentary on the construction of the Hinckley C nuclear power complex scheduled for commissioning in 2025. This is the single largest infrastructure project in Europe. Providing enough green energy to fuel a massive six million homes. 2. Sector bellwether Cameco has now passed C$26 and is on the cusp of breaking through its previous C$26.80 ten year high achieved in 2011.
quepassa
Chat Pages: 33  32  31  30  29  28  27  26  25  24  23  22  Older
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