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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
  -2.00 -0.62% 318.00 316.50 317.50 327.00 316.50 324.50 1,367,878 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 21.7 24.7 12.4 584

Yellow Cake Share Discussion Threads

Showing 701 to 725 of 925 messages
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
DateSubjectAuthorDiscuss
21/9/2021
07:53
Hi jonwig Sorry I might not have explained my thinking that well If they buy spot when they are trading at a premium, it would seem also valuable to be able to buy back and cancel shrs when at a discount
return_of_the_apeman
20/9/2021
21:12
Wow, check Sprott physical Uranium trust. What a turnaround
j4ckthehat
20/9/2021
17:37
rota - they had a buyback programme which ended lastN ovember. I don't know whether it's been renewed. They do have a programme for allotting new shares (if a premium) and buying more uranium.
jonwig
20/9/2021
15:19
I had top sliced 20% of my GCL holding late on Friday. Like kiwi I have added a third of that cash to my existing YCA holdings this afternoon. I think/hope YCA is already discounting the worst of this sector and spot pull back.
bpdon
20/9/2021
15:05
Spot holding up well at 50.5 :-) Wonder if they are allowed to buy back shrs when trading at a discount to nav? Would seem to be a good use of the cash
return_of_the_apeman
20/9/2021
13:46
URNM down 17% at th open. We were promised volatility and sure enough here it is. Adding YCA.L
this tea tastes of chicken
20/9/2021
13:34
Tough day. That discount to NAV looks like its currently pricing in $43 U price which is circa 17% below current spot.
bpdon
20/9/2021
12:37
It's also in their investor pres, but they bought more uranium after the pres. htTps://www.yellowcakeplc.com/wp-content/uploads/2021/08/Yellow_Cake_Investor_Presentation_August_2021_Final.pdf
7kiwi
20/9/2021
12:34
jw, This is my spreadsheet. as above from bpdon, but less the derivative liability.
7kiwi
20/9/2021
12:13
Something like total U lbs (15860000) x $ U price / forex rate (1.38) Add the cash balance to the above and divide by the number of shares (153994565 is the number I have)
bpdon
20/9/2021
12:00
Can someone tell me the simply calculation for working out the nav please . Thank you
jwilkes1
20/9/2021
09:39
Pretty sure SPUT was still buying U from the spot market using existing cash during those couple of days - they couldn't sell any new units to raise more cash though. Although I see from the @thealexw excellent Tweets that they in fact bought none on the 13th. @thealexw posted on Friday that SPUT has about ยข5.5M cash on hand at the end of last week. Enough to mop up another circa 100,000 lbs. That's not a lot relative to the fire power deployed so far this month. I wouldn't be surprised if SPUT and the spot price cools for a bit. I hope its very temporary given the seasonality.
bpdon
20/9/2021
09:01
Picked up a few more on this dip. Rude not to at such a wide discount. The miners dipped in Oz overnight, but GCL share price holding up quite well. Uranium spot stable and YCA goes down quite a lot. Go figure. Taken the opportunity to balance more to YCA than GCL.
7kiwi
20/9/2021
08:51
Agree bpdon, however when sput was unable to buy last week while it upped it's atm to 1.3B, spot still rose as there are other buyers I expect some of the dip here is due to the slide in miners, which is unwarranted If spot slides by 10% then fair enough this dip is correct - just can't see it happening imo
return_of_the_apeman
20/9/2021
08:37
Presumably the market pre-empting a dip on the spot price, and YCA NAV, with the expectation the SPUT bid dries up for a bit.
bpdon
20/9/2021
08:33
What on earth is going on this morning ??? Uranium is above $50!!!
jwilkes1
20/9/2021
07:17
I make discount to nav here 390p - 348p = 42p 42p/390p = 14.4% If spot continues to rise this discount will increase, would expect it to snap back to nav sharply at some point
return_of_the_apeman
18/9/2021
00:09
Depending on who is doing the prices, spot U either ended slightly up or slightly down today. Ended at $50.75/lb on Numerco. For only the second time since the ATM was started, SPUT closed at a discount to NAV. YCA also closed at around 6% discount to NAV @ ~390p.
7kiwi
17/9/2021
19:45
And KAP is in talks with Sprott to supply SPUT next year.
7kiwi
17/9/2021
18:52
China will already have some stockpile already however... Bloomberg announces Kazatomprom in talks with China to fill it's 26,000ton strategic facility by 2026 - Lol - 26,000 tons please Kaz also reckon that YCA will excersise their right and take the whole of next years supply straight away on Jan 1st
return_of_the_apeman
17/9/2021
15:16
I have bought 5k more Where else can you buy a £1 of u308 for 91p?
return_of_the_apeman
17/9/2021
15:13
I make that a nav of 397-398 !
return_of_the_apeman
17/9/2021
15:09
Spot up now to 51.75
return_of_the_apeman
17/9/2021
10:01
Worth a listen. All the players in one podcast.. HTTPS://podcasts.apple.com/us/podcast/nukesanity-inside-the-melt-up-in-uranium-etfs/id1318276878?i=1000535509142 "On this episode of Trillions, Eric and Joel speak with the two people behind $URNM: Tim Rotolo, founder and CEO of North Shore Indices, and Michael Alkin, CIO of Sachem Cove Partners. Joining the group is also John Ciampaglia, CEO of Canada-based Sprott Asset Management, which offers the only physically backed Uranium fund. They discuss the current surge in prices, how the market works and the long-term prospects of nuclear power."
kinbasket
16/9/2021
23:27
There does seem to be an emerging pattern of weak Thursdays followed by very strong Fridays. SPUT up to 9.4m lbs bought under the ATM, with 1.45m bought today.
7kiwi
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
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