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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
  -25.50 -6.65% 358.00 359.50 360.00 369.00 356.00 365.50 13,458,313 16:35:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 21.7 24.7 14.5 550

Yellow Cake Share Discussion Threads

Showing 651 to 674 of 850 messages
Chat Pages: 34  33  32  31  30  29  28  27  26  25  24  23  Older
DateSubjectAuthorDiscuss
14/9/2021
14:02
allstar - see the last link in the Header...
skyship
14/9/2021
10:34
Sprott updates its long term Uranium price forecast to $60/lb and upgrades a number of stocks - Boss, Fission, Iso, NexGen and UEX. sprott.com/media/4326/210913-upx-scp.pdf I guess as the swing buyer, they have some insight into how high the U price is going to go.
7kiwi
14/9/2021
10:21
rota, You might be right for a quick trade. SPUT is trading at a massive premium because Sprott haven't been able to issue new units for a couple of days as they get the extended ATM approved. I think they can start issuing new units from today. So the premium should narrow considerably. We don't know yet whether the premium will narrow by a falling share price or rising U price. I suspect we will see a slight dip in the price for a couple of days. But we don't know anything for certain.
7kiwi
14/9/2021
10:19
all-star, it doens't move that often. I follow @numerco on Twitter, they tweet out the latest bid/offer every couple of hours or so when the market is open. John Quakes (@quakes99) is also an invaluable source of information.
7kiwi
14/9/2021
09:37
Hi, can someone share a link to a live uranium price?
allstar_07
14/9/2021
08:57
When uranium goes up YCA goes up and sprott stays the same or goes up ? What's the point when it's blatantly obvious the market is short front end uranium??
andyforster1
14/9/2021
08:52
The price of uranium would be not be a factor imo, the pairs trade is based on the premise that the discount between yca and sprott should narrow
return_of_the_apeman
14/9/2021
08:26
Yes. The uranium price is going up and it doesn't look like it's stopping
andyforster1
14/9/2021
08:23
Still the best value to be found here YCA around 3% premium to NAV (@348p) YCA discount to Sprott around %25 Anyone think of a reason not to do a pairs trade, short Sprott, long YCA apart from a little currency risk? Sprott's new $1billion atm is available from Thursday apparently
return_of_the_apeman
13/9/2021
20:47
I have read that the WSB advice is to first load up on Cameco call options, then go all in on SPUT to drive the U price and hence Cameco higher. Other producers and explorers should follow. I do wonder if Nexgen is raising money - it's share price hasn't really moved with the others these past few days.
7kiwi
13/9/2021
20:26
Once spot is through resistance at 45 next resistance is 73 then 95 and blue sky at 140, I expect an urge to get off the bus at 73 will probably prove too much for me. Wsb crew are apparently on it 7kiwi, lets see what they can muster, as the gap between spot and miner valuations grows I still expect more money to flow into sput HTtps://www.wsj.com/articles/uranium-stocks-jump-as-reddits-wallstreetbets-goes-nuclear-11631538583
return_of_the_apeman
13/9/2021
14:41
North Shore showing up 8.6pcCNBC highlighting issue and targeted buying
the white house
13/9/2021
09:08
Blimey, I thought it might go up this morning, but I wasn't expecting nearly 20%.
7kiwi
13/9/2021
08:24
Get used to it
return_of_the_apeman
12/9/2021
20:07
https://youtu.be/XTCr62DURV8
andyforster1
12/9/2021
07:57
True, but these are futures - derivatives not physical, and no-one even wants to trade or there would be a spread quote. The single price is just indicative, and if I could buy 2026 uranium at $46, I'd accept. (Size will be five figures, so out of my league.)
jonwig
11/9/2021
18:03
Jonwig, Uranium futures are a very thin market. The prices do look low, but I suspect it's because nothing has traded recently.
7kiwi
11/9/2021
10:29
has anyone seen this web page before? https://www.cmegroup.com/markets/metals/other/uranium.html Click the button "Load All" to see prices out to 2026. The prices look far too low (Aug 2026 $44.60) and there are no contracts at all reported.
jonwig
10/9/2021
22:54
yupa, Thank you.
7kiwi
10/9/2021
18:19
@7Kiwi - Here is a recording of YCA CEO speaking on Bloomberg today. hTTps://www.bnnbloomberg.ca/commodities/video/there-s-a-fundamental-supply-deficit-in-the-uranium-market-yellow-cake-ceo~2278844
yupawiese2010
10/9/2021
16:36
SPUT has issued a revised prospectus on SEDAR taking the ATM facility to $1.3bn dollars, thereby adding $1bn of capacity. Game on.
7kiwi
10/9/2021
15:00
Apparently the CEO of YCA is on BNN Bloomberg at 16:10 UK time. I don't know how to access it though. If anyone has a link I would be very grateful
7kiwi
10/9/2021
12:33
Kopernik Global Investors add to their position in YCA: hTtps://uk.advfn.com/stock-market/london/yellow-cake-YCA/share-news/Yellow-Cake-PLC-TR-1-Notification-of-Major-Holdin/86024351
7kiwi
10/9/2021
09:01
Excellent article in today's FT on page 13 by their highly regarded commodities' journalists Neil Hume and Henry Sanderson, headed " Uranium prices soar to highest since 2014 as investors scoop up nuclear fuel." One reference in particular to Japan in this well researched FT article caught my attention:- "Japanese utility groups rose sharply yesterday after Fumio Kishida, a leading contender to become the country's next prime minister, said restarting nuclear power plants was necessary to achieve the country's net zero goals.Nuclear power was shut down in Japan after the Fukushima Daiichi disaster in 2011 and has only slowly been restored". If Japan soon start turning back on significantly more of their nuclear generators, what a further price stimulus that will be to U308 with end users needing to commence buying and contracting wholesale supplies in addition to the heavy buying by the financial players. See FT article for full context and further comment on the role being played by Yellow Cake plc and Sprott. ALL IMO. DYOR. QP
quepassa
Chat Pages: 34  33  32  31  30  29  28  27  26  25  24  23  Older
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