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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
  -4.80 -1.15% 412.40 412.00 414.80 416.80 405.80 414.00 492,452 13:53:50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 317.4 197.8 2.0 757

Yellow Cake Share Discussion Threads

Showing 776 to 798 of 1650 messages
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DateSubjectAuthorDiscuss
14/10/2021
14:04
All producers on the rise again on NYSE and TSE. Yellow Cake a solid 3.1% up as well. Brilliant.
smellypraikzibjslintard
14/10/2021
13:47
A brief scroll through ODX thread bears that out!
goodgrief
14/10/2021
13:42
Speaking from experience (2004 here) there's negative correlation between the length of a username and its value. This one (or two same person) might be an exception, but then why the posturing?
jonwig
14/10/2021
13:24
Actually much more profitable investing on the producers and the leveraged play that they provide. Thanks IdiotinthedarkRiz andLintard. I also own many of the miners/producers you mentioned - Up 25% most in the last few days and looks like a strong opening in the US given Kazatoprom performance.
smellypraikzibjslintard
14/10/2021
12:07
7Kiwi - Thanks for the research on Cameco, from when you posted it before. I closed that position and just concentrated on the physical. I don't really have the time to research each Uranium producer carefully enough, and it is much more reliable to just concentrate funds on the physical at this time.
hpcg
14/10/2021
10:37
Agreed, but if the market believes that the rise in Uranium is sustainable (which is questionable) if we get to mid 70s quickly then assuming most analysts would value the company on a DCF basis the new long term contracts will be priced at the existing spot price of say $75 and the perpetuity figure of the NPV models will rise dramatically.

All this is guess work obviously but one thing is certain. If Uranium spot prices continue to rise and this becomes mainstream on MSNBC and other networks we will see another huge influx of retail money in chasing returns and the resultant explosion 💥 in share prices signals the time to exit but by then the likes of yellow cake, Cameco etc will be another 70% higher. By the time retail investors en masse find out about this as a general rule it is the end of the run as the incremental buyer would have been exhausted.

By the way I am not Riz - Riz and Lintard are two idiots in the dark who were bankrupted in ODX and BPC. Since bankruptcy they troll other investors and try to disrupt their boards. I got tired of their stupidity so came in as a counterweight to these two idiots in the dark.

Kind Regards

The “SPECIALIST221;

idiotsinthe darkrizandlintard
14/10/2021
08:16
Riz,

Theoretically you are right about the operational gearing of the producers. But beware Cameco in the short term. Their gearing is actually negative, because their sales commitments exceed their production capacity at the moment.



For every $5 increase in the Uranium price, earnings fall $4m and cashflow $13m. How on earth did the world's second largest producer get itself in the position where its earnings move inversely to the price of its core product?

hTtps://s3-us-west-2.amazonaws.com/assets-us-west-2/quarterly/CCO-2021-Q2-MDA-FS-and-Notes.pdf

Take a look at GCL. London listed with large holdings in the developers (and some explorers and the big producers) that arguably have greater gearing to the upside.

SPUT has about $650m left of their ATM facility. I strongly suspect that will be used well before 1H22. They've raised $135m just in the past couple of days. But if they use it all, they can simply extend it. It only took a few trading days last time.

7kiwi
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
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