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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
  0.20 0.05% 413.20 412.20 413.00 416.00 411.00 415.20 1,012,126 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 317.4 197.8 1.9 759

Yellow Cake Share Discussion Threads

Showing 901 to 925 of 1675 messages
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DateSubjectAuthorDiscuss
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
23/11/2021
09:35
Picardy,

SPUT has increased its ATM facility. It won't be issuing new units for a few days. It may buy more Uranium with its $50m cash pile. However, it looks like traders are shaking out weaker holders.

I would have thought those who bought in the placing will be wanting to see a return on their investment, not be dumping the shares after a short term loss.

The fundamentals of the Uranium market are very strong, and getting stronger. But it's volatile, so you need to keep your emotions under control.

7kiwi
23/11/2021
08:48
A lot of selling pressure - is this the placing shares, I would have thought that the bulk of these should already have been sold into the earlier rise?..
picardy
23/11/2021
00:09
Sprott has increased the SPUT ATM to$3.5bn, from the current $1.3bn, of which nearly $1bn invested.

Blimey.

7kiwi
22/11/2021
23:39
Welcome, Picardy and other recent buyers.

Sprott have just announced an increase of a further $2B to their ATM. Takes it up to $3.5B.

They’re not messing about

bmcb5
22/11/2021
15:25
Bought here today - the fall is way overdone imho.
picardy
22/11/2021
13:37
Agree @bpdon, the share price has been dropped quite a bit since the placement...probably needs the spot price to go higher, to make YCA back to the placement price..
hillock1
22/11/2021
10:51
That was my interpretation too @kiwi - KAP need the pounds now and opted to trigger their right to take them. YCA can wait until fresh pounds are produced next year as it makes no difference to their NAV anyway and possibly shaves some short term storage costs.
bpdon
22/11/2021
09:36
I have taken advantage of the weakness in the GCL price this morning rebalanced back towards GCL.
7kiwi
22/11/2021
09:35
Interesting that YCA doesn't get the U3O8 back until March or April next year.

Indication that KAP needs the lbs now, and will give them back from production next year?

7kiwi
22/11/2021
08:45
Bit of an over reaction to this mornings RNS, which was already known and baked into the NAV. I bought a little bit more.
bpdon
20/11/2021
00:29
Very interesting article on what's going on in the Uranium market.

hTtps://www.segracapital.com/commentary/you-say-you-want-a-revolution

7kiwi
19/11/2021
15:33
Very interesting article on the state of the Uranium market, (especially for Cameco holders, where they dismiss some of the false rumours).!!

hTTps://www.segracapital.com/commentary/you-say-you-want-a-revolution

yupawiese2010
16/11/2021
16:55
Spawny,

Look at the Uranium price. Looks like a pennant has formed. Needs to resolve soon. Continued SPUT buying suggests it will resolve by moving higher.

7kiwi
16/11/2021
16:27
H&S on chart?
spawny100
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