[ADVERT]
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 0.6% 335.00 334.50 335.50 339.00 332.50 339.00 177,814 08:59:50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 21.7 24.7 13.1 615

Yellow Cake Share Discussion Threads

Showing 776 to 798 of 925 messages
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
DateSubjectAuthorDiscuss
14/10/2021
07:37
If that happens then producers will be up 2-3x. Exciting times ahead but there will be volatility.
idiotsinthe darkrizandlintard
14/10/2021
07:33
Remember Sprott recently increased authority to issue another $1bn - implying they have to buy $1bn of uranium oxide. That will happen in H1 2022. If $330m odd moved the Price from 30-50 then the next move will see us nearer 80s. That might be only a technical move but by then yellow cake will be nearer 560p and possibly a good time for profit taking.
idiotsinthe darkrizandlintard
14/10/2021
07:24
Ah. This is a good site. Thanks.
weaverbeever
14/10/2021
07:24
Making a killing on this. Also own Uranium Energy corp, Energy Fuels, Cameco and Denison mines. Our time - the time of Uranium has arrived. Forecast prices are for $100 by 2023. Given the leverage inherent in producers (ie fixed cost nature of the business) future price increases past 40 will all flow down the PAnd L. We are just getting started. Makes sense to own the producers on top of the physical asset. Kazatomprom currently 3% up which bodes well for US/Canada opening at 2:30.
idiotsinthe darkrizandlintard
14/10/2021
07:20
Best site to get uranium price is : https://www.tradingview.com/symbols/COMEX-UX1%21/
idiotsinthe darkrizandlintard
13/10/2021
21:05
Guys, to get regular spot price updates follow numerco on twitter: Https://twitter.com/numerco
swanvesta
13/10/2021
20:56
Oh, and I should have said, that deficit is before SPUT buying, and YCA and the juniors. They are essentially bringing forward the supply crunch
7kiwi
13/10/2021
20:55
Can someone point me in the direction of a reliable site to keep an eye on the spot price please
weaverbeever
13/10/2021
20:54
Apparently closed at $46.50, still a big %-age increase
7kiwi
13/10/2021
18:22
Energiser, I am not sure Morgan Stanley understand the market, either that or they are being deliberately obtuse. The supply-demand fundamentals are that there's a massive structural supply deficit. Demand: ~175m lbs Primary supply ~125m lbs Secondary supply ~20 m lbs. Deficit: ~30m lbs. There have been deficits, albeit smaller, for the past few years and are forecast to remain for the next few years. At some point the inventory providing secondary supply will be consumed and as utilities ramp up (for example Japan restarts, US life extensions etc) then available secondary supply from under-feeding will dry up. The next few years (probably 2022 and 2023 as peak) there's a big deficit. If that coincides with inventory drying up, there's going to be a big spike. It will take ~2 years to being McArthur River back on line and KAP have said they are going to exercise supply discipline through the end of 2023, and in any event it takes 12-18 months to get meaningful production increase from their wells. There's a couple of US companies that might be able to produce some, but they are relatively small beer a 2-3 m lbs per year. But if they started now, it will be at least 12 months before they get production.
7kiwi
13/10/2021
17:45
Never quite understood the statement “ Morgan Stanley warned that supply-demand fundamentals did not change over the last months to warrant the price surge”. Sprott buying and removing anything not nailed down, was not a catalyst. A skeptic/conspiracy theorist might think Sprott asked MS to put that statement out, so they could hoover up some more on any price weakness…̷0;dyor etc. etc…
energiser01
13/10/2021
17:27
allstar, Someone posted it on Twitter. Follow John Quakes (@quakes99).
7kiwi
13/10/2021
16:27
Where do you get the spot from? The trading economics link is always delayed.
allstar_07
13/10/2021
16:16
Blimey, Spot back at $47.50. That puts YCA at about a 1% premium by my calculations.
7kiwi
13/10/2021
15:31
I skimmed 20% of my YCA at 380p as well @capo1211. The premium was massive (>20%) and was baking in a huge turn around in the U price. It felt like it was getting ahead of itself fuelled by last nights Sprott feasting. But..... it looks like that bounce has arrived. What an incredible rebound on the spot price with a mid-price of $48 being reported. By my calcs that would have us back to a slight discount.
bpdon
13/10/2021
14:43
$46 U traded. Bouncing back quickly
bmcb5
13/10/2021
12:04
personally I took profits today. Share price seems to have run away from spot, hope to get back in later.
capo1211
12/10/2021
16:59
I see Macron is talking small nuclear reactors now. Our first should be operational around 2030.
jonwig
12/10/2021
15:56
Reckon the general public's view of nuclear will change once their winter energy bills hit the door mat and/or the lights go out!
goodgrief
12/10/2021
15:49
"Soaring gas prices, worldwide energy shortages, fears for energy security and an ambition to have net zero carbon by 2050 have put nuclear power back on the map after a decade in the cold." Https://www.dailymail.co.uk/money/news/article-10081065/Will-Boris-fire-new-generation-nuclear-power-stations.html
cf456
12/10/2021
11:21
Finland lobbies nuclear energy as a sustainable source ....the Finnish government will lobby the European Union to declare nuclear power as a sustainable energy source.... As reported by the Finnish Broadcasting Company (YLE), the government’s alignment to lobby nuclear as a sustainable source marks a near U-turn within the Green Party sitting in the current five-party cabinet. Traditionally the party has been fiercely anti-nuclear and has resigned from previous governments over the issue. Its views have become more pragmatic, and the Greens now claim to have a technology-neutral attitude when it comes to fighting climate change. HTTPS://www.euractiv.com/section/politics/short_news/finland-lobbies-nuclear-energy-as-a-sustainable-source/
kinbasket
12/10/2021
08:30
FT has another informative article on the uranium market. Snippets; Funds such as Ben Melkman’s New York-based Light Sky Macro, Anchorage Capital and Tribeca Investment Partners have been positive on the outlook for the raw material, as a global energy crunch highlights the role of nuclear power in a transition away from fossil fuels. “We’ve been patiently waiting for something to happen for a long time,” said Ben Cleary, of Tribeca Investment Partners in Singapore, whose fund is up 345 per cent net of fees this year. “Clearly there’s speculative money coming back into the sector, there were massive price moves in September.” Canadian asset manager Sprott has catalysed the price rise with significant buying of uranium, but investors say the broader energy transition is highlighting the key role of nuclear — a low-carbon source of baseload power. The rapid rise in natural gas and coal prices to fresh highs this month has exacerbated an energy crisis in Europe and China, and has “placed uranium back in the spotlight”, said Rob Crayfourd at CQS New City Investment Managers. “The political fallout of this energy crisis will be a greater willingness in the west to extend the life of the existing reactor fleet,” he said. “It has focused governments on the benefits of secure supply of energy from the nuclear fleet. We expect that to lend support [to prices].” Light Sky’s founder Melkman, who was previously a partner at hedge fund Brevan Howard, has gained more than 5 per cent this year, said a person who had seen the numbers. “Light Sky Macro sees an immediate and sizeable opportunity in the uranium sector, making it one of our highest conviction views for 2021,” he wrote in a note to clients, seen by the Financial Times, earlier this year. A drawdown of inventory during the coronavirus pandemic has compounded tightening supply, while demand is expected to surge in the coming decades, added Melkman, who has been investing in the sector since 2018. “The growing focus on ‘green energy’ at a political level and the growing demand for [sustainable] assets in the investment community should turn uranium into one of the most asymmetric trades for the coming years,” he wrote, meaning that the possibility of potential gains far outweighs the risk of losses. Also profiting is Sean Benson, founder of London-based Tees River. His uranium fund, which buys equity stakes in uranium miners, is up 115 per cent this year. Benson argues in an investor letter, seen by the FT, that a deficit of supply relative to demand and a “very supportive” climate change agenda mean that “the current uranium cycle is better than the last on every fundamental metric”. His Critical Resources fund, which invests about one-third of assets in uranium, is up 44 per cent this year. https://www.ft.com/content/e4a7c920-a5da-4c00-8994-d2bef944e81c NB. "Better than the last" - and that was $136.
jonwig
10/10/2021
10:26
Tropical cyclones are caused by equatorial warming. Global stilling by the temperature gradient between equator and poles. The two are perfectly consistent with each other.
jonwig
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
ADVFN Advertorial
Your Recent History
LSE
YCA
Yellow Cak..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20211129 09:18:40