Yellow Cake Share Discussion Threads

[spittingbarrel] 08/11/2021 14:46

I'm hoping it will fill the gap up to 383.

[skyship] 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:

[the white house] 05/11/2021 16:49

Swampy, Germaine & Jezza will be adding YC to their portfolio any day now

[7kiwi] 05/11/2021 15:38

Now the Millennials and Gen-Z getting into the nuclear story.




And video:



Heaven knows what happens when they start investing in Uranium.

[saltraider] 05/11/2021 08:35

Thanks SKYSHIP. Brilliant!

[jason_scrap] 05/11/2021 08:16

43.85 right..?

[skyship] 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!

[yupawiese2010] 04/11/2021 19:41

Sprott enters into agreement with North shore uranium etf.

[jason_scrap] 04/11/2021 16:29

Final minute... let's wake up to a nice gap up tomorrow morning please lol

[7kiwi] 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.

[7kiwi] 03/11/2021 15:24

Hopefully, we have now seen the bottom of this cycle and we are starting the next leg up.

Canadian miners doing well today and volume is picking up on SPUT.

It's the right time of year for a seasonal rise.

[bmcb5] 03/11/2021 13:20

30m new shares issued. Average daily volume is what, 2 million? It's going to take a few weeks to work off the churn of these new shares, imo

[weaverbeever] 03/11/2021 12:58

Thanks. Yes I think trading view and market insider are always out of date prices. I think means yellow cake has bought the latest uranium at a premium to spot. I'm sure yellow cake know what they are doing and have a good idea of where the price will be in future. Figures crossed we get some market stimulating news soon.

[bpdon] 03/11/2021 10:52

Yup mid-price is $42.40'ish. I reckon YCA is sitting back about NAV here. I wasn't surprised at the pull back in YCA due to the premium which had moved outside the norm. But I have been surprised at the pull back in U spot price.

The premium dissipating after the share offering, combined with the big spot price pull back, has weighed heavy on the share price. Chart looks a little bit ugly. Hopefully it can settle and recoil soon.

[swanvesta] 03/11/2021 10:41

Looks like that price comes from Tradingview? Numerco is much lower, and is the price most seem to go off:

[bmcb5] 03/11/2021 10:34

I don't think so Weaver. Low 40's according to numerco.

Spot #uranium 4175/4300 USc/Lb #U3O8 (Delivery at CMO , Chg -25c, -0.59%) CMO = CVD 0c/Lb, CMO = CMX 0c/Lb

[weaverbeever] 03/11/2021 10:21

47.4Is that the correct spot price today?

[7kiwi] 01/11/2021 14:25

Thanks for that jonwig.

Interesting that they have downgraded their production forecast due to some supply chain issues. Forecast sales have gone up, so they have been buying on the spot market to maintain inventory.

[jonwig] 01/11/2021 08:03

KAP Q3, including summary of market events -



The IAEA's "high case" projection for 2050 is a doubling of generation capacity.

[7kiwi] 31/10/2021 08:53

GCL and YCA featured as COP26 stock picks in the Telegraph.

[bountyhunter] 30/10/2021 18:10

That saves 8 months of storage costs.

[7kiwi] 30/10/2021 18:03

Interesting that the 1m lbs they're buying from KAP won't arrive until June 2022.

In September, KAP said they had already sold all of their 2021 production. Does this mean that they don't have spare capacity until June next year?