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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
  2.50 0.72% 349.00 347.50 348.50 353.50 343.50 347.50 1,586,649 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 21.7 24.7 14.0 641

Yellow Cake Share Discussion Threads

Showing 851 to 873 of 950 messages
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
DateSubjectAuthorDiscuss
10/11/2021
18:02
This is bullish for Uranium in that it might delay or restrict new supply. Not so good for the miners in the Western part of the Athabasca Basin, like Nexgen and Fission. Although difficult to tell how serious this might become. htTps://www.newswire.ca/news-releases/clearwater-river-dene-nation-serves-notice-on-uranium-industry-regarding-impacts-of-uranium-mines-and-exploration-898283328.html
7kiwi
10/11/2021
15:00
kinb - OK, you may be right. I agree that the demand is inelastic - it would be silly to haggle when operating a power station is at risk! But the implication there is that a liquid and fully regulated market (spot and futures) should happen, with transparent public pricing. We shouldn't have to scrabble around to find what's happening day-to-day!
jonwig
10/11/2021
14:06
Jonwig. It's lot less than 5%. I've read recently it could be as low as 1% at $100lb for any new build generation. There's info on the world nuclear association page here.. HTTPS://world-nuclear.org/information-library/economic-aspects/economics-of-nuclear-power.aspx Uranium is only 1/3rd of the fuel cost. Conversion enrichment and fabrication make up the other 2/3rds First fuel load according the above website is 3% so 1/3rd of that is only 1%.
kinbasket
10/11/2021
11:29
kinbasket - I think 5% is the proportion often mentioned. (See link below.) But a 10x increase in U price would make it 34% of the total. (Of course, capital costs and depreciation are probably bigger still.) This article from September covers a lot of the ground. (Apologies if it's been posted already.) https://theconversation.com/uranium-what-the-explosion-in-prices-means-for-the-nuclear-industry-168442
jonwig
10/11/2021
11:02
My working assumption is the US listing of Sprott will be the likely catalyst to a more significant move. It opens up the options market and who knows what happens then. Given the cost of U is a fractional input cost to energy production there's no reason U can't trade at a price 10x today if supply is constrained. The setup for a speculative parabolic bubble is one of the best I've seen.
kinbasket
10/11/2021
10:42
YCA and uranium coverage half way down this article hTTps://valuesits.substack.com/p/items-of-interest
pob69
10/11/2021
10:36
These miners have been in the doldrums for years and years. I'm not really surprised that pushing the spot price up towards $50 has flushed out a few more lbs, as desperate companies see the chance for immediate cashflow. Sure, they'll make more by holding onto it, but we all have bills to pay, and I imagine that some of these companies have been carrying overdue debts for some time. It seems to me that Sprott's policy was to spike up to $50, and see what volume that flushes out. The subsequent price action suggests that volume is quickly being bought up. I'm expecting a breakout move above $50. I'm really not sure where that breakout takes us
bmcb5
10/11/2021
10:08
According to @theAlexW latest data, Sprott have now purchased >19.3M pounds over the last 12 weeks (60 trading days). That's an average of 321,000 pounds per trading day. Referring back to my previous post 742, YCA claim that the total 2020 spot market volume was 92.2M pounds. Sprott have already bought > 20% of last years total spot market volume during a single quarter. It sounds quite incredible. But I must admit that I have been surprised that the spot market appears deeper than I expected. I was anticipating a larger move on the spot price on the back of such a relentless buying presence. Sellers seem happy to off-load at these lower prices rather than wait for higher bids. Similarly, Sprott seem much more patient and happy to wait on the bid. Both of these behaviours are different to what we saw in Septembers big jumps. Industry commentators had indicated that the perceived wisdom in the industry pre Sprott was that there was circa 25M mobile pounds floating around. Plus circa 1-2M per month secondary supply. If that is accurate, and assuming there are no other buyers (unlikely) and Sprott maintain their average activity, then we will probably see the spot market really tighten by early January. 5 months (Aug to Dec) secondary supply is say 7.5M plus 25M mobile surplus = 32.5M. Sprott has hoovered 19.3M leaving 13.2M to go. That's circa 40 trading days at the average Sprott buying rate.
bpdon
09/11/2021
16:07
Rolls raiding 500m to build small nuclear rectors One way
the white house
09/11/2021
08:32
No wonder the shares are the dog of the sector.
idiotsinthedarkrizandlintard
09/11/2021
08:31
In June these idiots rose $87M and spent only $17 M of it on buying Uranium. The rest went on salaries, airfares and green fees in Jersey. One of the best value destroying BOD ever. Hahahahaha hahahahaha
idiotsinthedarkrizandlintard
08/11/2021
14:46
I'm hoping it will fill the gap up to 383.
spittingbarrel
06/11/2021
11:29
New mines in the offing; but always takes an age to actually come on stream!
skyship
06/11/2021
08:28
Another site picks up on points raised in 7kiwi's post from 3rd November: https://smallcaps.com.au/china-supercharge-uranium-race-150-new-nuclear-reactors/
skyship
05/11/2021
16:49
Swampy, Germaine & Jezza will be adding YC to their portfolio any day now
the white house
05/11/2021
15:38
Now the Millennials and Gen-Z getting into the nuclear story. And video: htTps://www.youtube.com/watch?v=_OUPWePMWyQ& Heaven knows what happens when they start investing in Uranium.
7kiwi
05/11/2021
08:35
Thanks SKYSHIP. Brilliant!
saltraider
05/11/2021
08:16
43.85 right..?
jason_scrap
05/11/2021
07:57
Weaver / Bcmb & others who may not be aware: To see the U spot price, simply click on the last link in the Header above. QED!
skyship
04/11/2021
19:41
Sprott enters into agreement with North shore uranium etf. hTTps://www.marketscreener.com/quote/stock/SPROTT-INC-3025921/news/Sprott-Asset-Management-Enters-Agreement-with-North-Shore-Indices-Inc-to-Acquire-Licensing-Rights-36906406/?utm_campaign=promo+202102+share_article++en_us&utm_source=twitter&utm_medium=display
yupawiese2010
04/11/2021
16:29
Final minute... let's wake up to a nice gap up tomorrow morning please lol
jason_scrap
04/11/2021
08:48
SPUT raised $70m yesterday through their ATM. Bought 700K lbs. Have $54m cash on hand for more stacking. They should put that to use over the next couple of days, so the spot price shold respond upwards.
7kiwi
03/11/2021
20:29
I think this blows the WNA demand forecasts out of the water. China to build 150 new nuclear plants over the next 15 years. More than the rest of the world has built in the past 35 years. htTps://www.zerohedge.com/markets/uranium-stocks-soar-market-discovers-chinas-plans-150-nuclear-reactors
7kiwi
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
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