Yellow Cake Share Discussion Threads

[lovewinshatelosses] 29/10/2021 14:59

Bought in today. Just a few for the kids. If the uranium bulls are right, hopefully in a decade or so, this small investment will be fairly decent. Maybe sooner, of course. Or maybe not. GLA.

[bountyhunter] 29/10/2021 08:27

Uranium spot price...

[7kiwi] 28/10/2021 21:34

Trade Tech set their month end term price tomorrow. I have seen speculation that the spot price has been suppressed by traders to keep the term price down

The brakes will likely come off the spot price next week.

[bountyhunter] 28/10/2021 17:16

should catch up with the placing price of 364p and head higher sooner rather than later imo especially with COP26 imminent; anything lower looks like a good buying opportunity?

[this tea tastes of chicken] 27/10/2021 14:01

Thanks 7kiwi for the updated table.

[7kiwi] 27/10/2021 08:39

I have NAV around 361.

I have simply added on the 3m lbs and the extra 30m shares.

But we need to see the end cash position once the purchase is complete and the results of the KAP sale and buyback to be more accurate.

[bpdon] 27/10/2021 08:30

I have just added back at 363p the 20% YCA holdings I top sliced 2 weeks ago.

NAV is circa 365p right now by my calcs @jonwig.

[jaf111] 27/10/2021 08:29

Reported NAV at as 25 Oct was 362p per share

[jonwig] 27/10/2021 08:27

Placed at 364p. Did they want speed or optimum price? They certainly got speed. I guess they could have got a better price by widening the net, but that would have been pedestrian.

Adding at 363p seemed to make sense. Kiwi, have you a NAV estimate?

[bmcb5] 26/10/2021 21:45

“The Company believes that the current level of the uranium price offers a compelling buying opportunity.”

Yep

[7kiwi] 26/10/2021 18:39

YCA raising $150m to buy ~3m lbs of Uranium.

1m lbs from KAP and 2m from Curzon who are getting it from CGN.

Interesting that the Chinese are letting some of their inventory go.

[idiotsinthedarkrizandlintard] 22/10/2021 10:07

Hahahahaha hahahahaha

7Kiwi22 Oct '21 - 09:59 - 820 of 821 (Filtered)

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Hahahahaha hahahahaha

[idiotsinthedarkrizandlintard] 22/10/2021 10:06

Yellow cake and all miners will have a very healthy day today after the necessary consolidation yesterday.

[7kiwi] 22/10/2021 09:59

idiotsinthedarkRIZandLINTARD21 Oct '21 - 16:51 - 816 of 819 (Filtered)

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ZXIEDOGSBankruptcyLawyer22 Oct '21 - 07:27 - 818 of 819 (Filtered)

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ZXIEDOGSBankruptcyLawyer22 Oct '21 - 07:34 - 819 of 819 (Filtered)

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Ah, that's better.

[idiotsinthedarkrizandlintard] 21/10/2021 16:51

So what was ramping? It is all factual - demand and supply is exactly as I have said - there is an imbalance.

Holding the physical asset via yellow cake is good and is part of a balanced portfolio for Uranium but the miners will outperform the physical asset given the leverage. Obviously the converse is true if the price falls.

Seems like being here for four days is sufficient to be far superior to a muppet like you who has been around the block.

You are idiot retails investors (fact) hence my name for you. You are lucky this story is not in mainstream because when it becomes mainstream and the other idiots in the dark 'Retail" investors rush in the resulting spike in price is the time for exit as the last incremental investor has appeared. You are on the right side of this trade by pure luck rather than any foresight or knowledge.

Now please go back to counting your beans. Thanks

[jonwig] 21/10/2021 14:47

@idiot - this isn't reddit/stocks, you know. Posters on this thread are experienced and know the uranium story. We don't need our enthusiasm ramping up like teenage memeies.

Post factual, helpful information and treat us like adults. You and your fellow ramper might then be appreciated.

Incidentally, this thread was started in July 2018 - we've been round the block. You've been an ADVFN member for under four days. Your style doesn't impress.

[idiotsinthedarkrizandlintard] 21/10/2021 14:02

YCA up 86% last year and I am very happy with it.

However my miners are up 300-600%. Best names are:

1) Uranium Energy Corporation
2) Energy Fuels
3) Denison Mines
4) Uranium Royalty Corporation
5) Paladin Energy

This is not even mainstream yet. A HUGE killing to be made here.

Given the current supply/demand imbalance - demand exceeds current supply by up to 40million pounds and it will take at least 2 years to bring idle mines on line (only if Uranium prices remain above the $45 mark) Uranium spot prices are likely to rise and by the end of 2022 should be around $100 mark (good selling point).

By that time the news should have become mainstream and the miners will be up another 3x at least. Good luck all - this is just the beginning.