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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
  6.50 1.91% 346.50 345.00 346.00 348.50 334.50 348.50 1,006,423 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 21.7 24.7 13.9 636

Yellow Cake Share Discussion Threads

Showing 901 to 925 of 950 messages
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
DateSubjectAuthorDiscuss
11/12/2021
09:30
Buy rating in investors chronicle.
bagpuss67
08/12/2021
14:09
Good spot bpdon.
7kiwi
08/12/2021
00:37
I overlooked the new investor pres. I don't think there's much new in it. htTps://www.yellowcakeplc.com/wp-content/uploads/2021/11/Yellow_Cake_Investor_Presentation_November_2021_Final.pdf
7kiwi
06/12/2021
13:57
Nothing longer term YCA holders probably didn't already know in this new article: hTTps://seekingalpha.com/article/4473551-yellow-cake-trading-with-large-discount-nav
bpdon
06/12/2021
11:07
That's the discount > 13% now. Incredible circa 25% swing from a big premium to a big discount since mid October. YCA seems to be pricing in Sprott being out of the market for a while and spot drifting. Interesting cypher pattern @ptolemy - lets hope that your upside bias is proved right. In your worst case, a move to 260 would by quite a shake out and would need to align with a real puke in the sector and spot back to where we started 2021 (low 30s). I added a few more at 311p. Still have some dry powder but steadily working my way through it with these top ups.
bpdon
06/12/2021
10:52
Here's my view of Yellow Cake. Pattern will resolve to the upside but not clear when. hTTps://twitter.com/SeymourTrading/status/1467808103844528134/photo/1
ptolemy
03/12/2021
18:42
Indeed @sky - that looks very plausible from here with sentiment in the gutter across the board at the moment. I see the YCA discount is now out to nearer 12%. With Sprotts ATM switched off in the short term, we can anticipate the U spot price drifting. Hopefully the larger than normal discount will help cushion a lot of that if it materialises.
bpdon
03/12/2021
16:25
The 330p finally broke; then 325p didn't hold. Looks uncomfortably like a Head & Shoulders top formation with a target down at c280p. Seems totally counter-intuitive, so will hold my 5% allocation; but sold my trading stock at a small loss. free stock charts from uk.advfn.com free stock charts from uk.advfn.com
skyship
02/12/2021
10:37
Blimey. YCA discount dropped to 10%. Sprott discount out to 6% too.
bpdon
30/11/2021
15:33
BUY as they approach 330p: free stock charts from uk.advfn.com
skyship
30/11/2021
14:21
https://www.livescience.com/amp/nasa-moon-nuclear-fission-reactorThe price is going to the moon and back long term !
yawn1971
30/11/2021
12:13
Agree with that. Monthly downtrends still intact imo, and short term direction could be negative
bmcb5
30/11/2021
11:08
Yup @skyship - I have it back out to an 8.5% discount at the moment which is unusually large. Just took a few more at 331p. The U sector charts generally look a bit vulnerable to me so I am still holding some dry powder.
bpdon
30/11/2021
10:02
See 7Kiwi's post No. 906 above. Seems that we are back once again to a 10% discount; so have bought yet again at 332.5p...
skyship
30/11/2021
09:02
Few more added 335
prince7652
26/11/2021
13:55
Just picked up a few more at 337p
bmcb5
24/11/2021
09:18
Many highlights from the Bloor capital conference yesterday, but I like this from John Ciampaglia best: "I think at some point we are going to find we're going to have more trouble finding lbs...it maybe harder for us to find fresh new lbs" hTtps://youtu.be/BX_c3dnnQcg?t=8861
7kiwi
24/11/2021
08:34
7Kiwi - of course - thnx. Chart suggests a flag, so if we can break through 49.10 (closed at 48.05) then we could see another strong upward movement...
skyship
23/11/2021
22:10
Skyship, Main difference is rhe assumed spot price. It's gone up during the day. NAV moves with spot price. And a small difference in assumed cable rate.
7kiwi
23/11/2021
20:52
bpdon/Kiwi - can you account for the c2% difference in your NAV estimates? Both much appreciated; but just curious...
skyship
23/11/2021
20:11
In response to the request for the NAV calculation. Here's my view: It got this wide late September, early October. Looks like U3O8 price has turned up again, Numerco reporting $47.25 this afternoon. So, YCA looks like a buy to me at this level. P.S. I have taken out the derivative liability now, and reduced cash by a corresponding amount.
7kiwi
23/11/2021
16:36
We keep seeing these cycles. However, signs that the spot price is starting to turn up today. It might stutter until after Thanksgiving and the new SPUT ATM comes online. But the fundamental story is still very strong. Just watching the Bloor Capital Uranium conference. Both KAP & PDN think China is back on manoeuvres. KAP says utilities are talking about supply beyond 2030.
7kiwi
23/11/2021
15:01
Massive sells but all seem to be bought in. Nice recovery today all bodes well for tomorrow.
picardy
23/11/2021
13:31
I have NAV at circa 363 using U spot of $46.25 and a cable rate of 1.337. That gives a discount of over 9%. I would say the market is pricing in spot reversing back towards $40 in the short term. The premium was about 10% late October which, as above, has reversed to a sizeable discount now. This has amplified the volatility. I agree the charts look weak - it's not just YCA but across the U sector. Scale in and scale out has been my strategy.
bpdon
23/11/2021
13:15
A 13% fall in the share price over the course of a week - down from 380p to 330p. Fall certainly looks overdone as an NAV discount now opening up; but the chart suggests this could fall further to the early October support at 320p. 7Kiwi - could I ask please; what is your take on the current NAV? free stock charts from uk.advfn.com
skyship
Chat Pages: 38  37  36  35  34  33  32  31  30  29  28  27  Older
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