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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
  -2.40 -0.58% 414.00 414.80 416.20 422.00 410.00 419.80 1,155,075 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 0.0 317.4 197.8 2.0 760

Yellow Cake Share Discussion Threads

Showing 951 to 970 of 1650 messages
Chat Pages: Latest  42  41  40  39  38  37  36  35  34  33  32  31  Older
DateSubjectAuthorDiscuss
02/2/2022
12:23
7Kiwi thanks for the explanation.

Fidra yes it's good to be back. :) I was out of the stock market for a very long time, but now wish I had got back into it sooner. Too busy doing other things.

mjneish
02/2/2022
07:16
Mjneish,good to see you are still about ,I see you have only recently started posting again.
fidra
01/2/2022
23:08
China starts its first 4th Gen modular reactor. Looks like the SMR sector is starting to heat up.

htTps://www.powermag.com/china-starts-up-first-fourth-generation-nuclear-reactor/

7kiwi
01/2/2022
23:06
Mjneish,

The answer is that they don't pass on the material, they sequester it for a long time. If the Uranium market turns into a bear market, and the share price falls to a significant discount to NAV, then they might sell some material to buy back shares.

7kiwi
31/1/2022
13:27
jonwig - I too took fright when things became political. A pity as this was a good trading stock. Won't risk it now as clearly Kaz now part of Putin's kleptocracy.
skyship
31/1/2022
13:10
jon wig,

I think the fears are also about increased labour costs (imho, they should pay a decent wage to their workers, but higher wages means lower profits), continued supply chain disruption and higher corporate taxation.

However, the authorities are clearly under pressure since the unrest, so the chances that they make a policy mistake are probably quite high.

7kiwi
31/1/2022
07:01
jdepp - KAP has been weak since the upheavals in Kaz. There are fears of nationalisation. These are probably overdone, but I sold half of my holding when the troubles started.
jonwig
30/1/2022
19:14
Hello, as a newbie to uranium, SPROTT seems to trade at nav whereas Yellow Cake is at I guess a discount, given they do not update daily.
Any suggestions to gain exposure appreciated, or a miner, KAP?

jdepp5
28/1/2022
10:20
posted on another site Bulletin board...

January presentation came out a couple of days ago:

hTTps://www.yellowcakeplc.com/wp-content/uploads/2022/01/Yellow-Cake-Investor-Presentation-January-2022.pdf

NAV/share on 21 Jan was 345p, based on U at $44.5/lb.

sea7
26/1/2022
14:15
https://www.indianaenvironmentalreporter.org/posts/bill-allowing-construction-of-nuclear-reactors-in-indiana-clears-first-hurdle
j4ckthehat
26/1/2022
10:22
hTTps://www.segracapital.com/commentary/you-say-you-want-a-revolution

extract

The birth of the #SPUT has clearly had a powerful impact on the uranium market, with the spot price increasing over 50% to $47 from its August low of $30. Since the acquisition, Sprott has purchased over 21 million pounds, growing assets under management to close to $2 billion. We’d note that much of this move has happened with utilities on the sidelines, largely surprised by a $15-20 jump and hoping that Sprott is a short-term phenomenon that can be “waited out.” We don’t believe that’s likely to be true and expect utilities to feel Sprott’s impact, not just in the spot market but on their their mid- and long-term contract books as the cycle progresses (they are connected – as we outline below). We’d remind readers that we’ve always said the real fun begins when utilities re-enter the long term market in force.

sea7
24/1/2022
13:14
tonsil,

I've got it indirectly through my holding in GCL. I too have noticed it's not listed on HL. So, sorry, can't help with how to buy it directly. If you ask HL, they might be able to help. It may be restricted because it's majority owned by the Kazakh state.

7kiwi
24/1/2022
12:16
Anyone hold Kazatomprom? How did you buy it? HL don't list it.
tonsil
24/1/2022
08:44
Back to a 10% discount and my average entry price here. The U sector has been gutted over the last few weeks. We could really use a fresh catalyst.
bpdon
17/1/2022
14:37
https://moneyweek.com/investments/commodities/energy/604333/why-the-uranium-price-is-set-to-keep-rising
mickhay3
13/1/2022
00:35
And just in case you forgot why you invested, here's a recent supply-demand chart.

Note the demand line does NOT include secondary demand from financial players like SPUT, YCA or the new ANU fund being put together by Kazatomprom.

7kiwi
13/1/2022
00:31
Cantor Fitzgerald reports on its recent meeting with SPUT. Some interesting stuff in here.


hTtp://www.cantorcanada.com/sites/default/files/20220112U_0.pdf

7kiwi
13/1/2022
00:30
Nuclear energy gets on to the radar of Credit Suisse.

Interesting how it doesn't research many of the companies on its list of potential investments. As an aside, it doesn't include dispatchability of nuclear power compared to wind and solar either.


hTtps://app.box.com/s/jm21vr7bnjrvdmewxw619483ldofr6u5

7kiwi
12/1/2022
18:32
KAP to face increased taxes as part of wider move to raise more taxes from mineral extraction.

hTtps://lenta.ru/news/2022/01/12/ploti_nologi/

This will increase the effective operating costs for KAP, so may well lead to them increasing prices.

7kiwi
12/1/2022
08:49
7Kiwi - thanks for that, Russia Today TV on steroids - hysterical. Sadly so typical of what the Russian populace are fed; and have been for over 100yrs!

Don't think the author Alexander Rogers will be receiving a Pullitzer prize anytime soon.

skyship
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