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YCA Yellow Cake Plc

626.50
10.00 (1.62%)
Last Updated: 15:47:57
Delayed by 15 minutes
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
  10.00 1.62% 626.50 626.50 628.00 630.50 611.00 624.00 744,232 15:47:57
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Uranium-radium-vanadium Ores 0 -102.94M -0.4747 -13.10 1.35B
Yellow Cake Plc is listed in the Uranium-radium-vanadium Ores sector of the London Stock Exchange with ticker YCA. The last closing price for Yellow Cake was 616.50p. Over the last year, Yellow Cake shares have traded in a share price range of 352.20p to 749.50p.

Yellow Cake currently has 216,856,447 shares in issue. The market capitalisation of Yellow Cake is £1.35 billion. Yellow Cake has a price to earnings ratio (PE ratio) of -13.10.

Yellow Cake Share Discussion Threads

Showing 951 to 972 of 2225 messages
Chat Pages: Latest  41  40  39  38  37  36  35  34  33  32  31  30  Older
DateSubjectAuthorDiscuss
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.
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.

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



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
11/1/2022
22:33
You need Google Translate to make sense of this. I think the translation leaves something to be desired. However, it is clear that the Russian media have the knives out for Yellowcake.

Essentially they accuse the chairman of organising a coup. Crazy stuff.

7kiwi
11/1/2022
20:42
Higher taxes on the way for KAP.

[...]

7kiwi
09/1/2022
21:46
Ukrainian news agency says Kazatomprom is under the control of the Russian troops in Kazakhstan.

Strange it doesn't mention the space port.

Plus, I guess we have to take a Ukrainian news agency with a pinch of salt.

7kiwi
09/1/2022
19:15
EU eyeing 500bn Euro investment in existing and new nuclear by 2050. This is in addition to the $440bn China is spending on 150 new nuclear plants by 2035.
7kiwi
09/1/2022
16:36
Jonwig,

I think it is happening. Iirc, there was provision for a start to be made on the stockpile in one of Biden's stimulus plans.

7kiwi
09/1/2022
12:29
Do you remember Trump's 2019 plans?

This proposed plan would create a reserve of domestically-mined uranium and stored in a “Federal Uranium Security Stockpile.” One option on the table is for the Department of Defense to purchase uranium through the 1950 Defense Production Act.

The president concluded in July that: “The United States requires domestically produced uranium to satisfy DOD requirements for maintaining effective military capabilities,” including the Navy’s nuclear fleet.

It never happened, but could be revived (without, of course, the Trump name attached.)

jonwig
09/1/2022
11:27
Reports coming out now that the situation is calming down in Kaz. I guess the shoot to kill orders have had the desired effect. CSTO troops are apparently guarding key infrastructure. It isn't clear how China will react to Russia being the de facto guarantor of their precious Uranium supply.

However, the internet in Kaz is still blocked and I don't think the banks have reopened yet. The key unanswered question at the moment is will there be significant disruption to KAP's supply chain. No internet and no banks and checkpoints can't be helping.

However, I think the notion that Kaz is a "stable country" has been shattered. This will probably see Western Utilities seeking more supply from places like Canada and Australia and maybe Namibia.

7kiwi
07/1/2022
19:09
I am seeing lots of reports of the unrest spreading to Shymkent. Shymkent is a sort of Uranium hub. A video example here:



Shymkent centre-ish at the bottom of this image. Uranium mines in a big arc to the North. Including Cameco's JV, Inkai.



KAP has an RNS out too. Saying operations OK at the moment but high risk of disruption to supply chains.

7kiwi
07/1/2022
10:59
FT (snippets only):

Uranium prices have jumped this week as violent protests in Kazakhstan stoke concerns about security of supply for the radioactive material used to fuel nuclear reactors.

The price has gained more than 8 per cent this week and to $45.65 a pound, according to an assessment from UxC, a nuclear fuel market research and analysis firm, after Russian forces arrived in Kazakhstan to help push back on protests that have led to dozens being killed in clashes with police.

Although Kazatomprom continues to operate normally, Katie Lachapelle, analyst at Canaccord Genuity, said the troubles in the resource rich central Asian country were a “reminder of how concentrated uranium supply is and how important security of supply is”.

“We expect utilities to be on high alert as the situation evolves,” she said.

Utility companies currently consume about 180m pounds of uranium every year, mainly through long-term supply agreements with miners. However, only 125m pounds of uranium are actually being mined in part because of a lack of investment in new deposits. This means stockpiles and secondary supplies such as military warheads are being used to fill the gap.

Toktar Turbay, of consultants CRU Group, said Kazakhstan’s uranium mines were located in the remote Turkestan region, which had been largely unaffected by the protests.

However, he said there could be some logistical hurdles delivering uranium to China, which purchases half of the country’s output, since the major export route passes through the Almaty region, where there have been major clashes.

“It is just likely to create minor discomfort rather than anything else. In the last decade, China has accumulated vast uranium inventories that can cover 11-12 years of uranium demand needs,” said Turbay.

jonwig
05/1/2022
22:00
Canaccord give their take on the Kazakhstan unrest.
7kiwi
05/1/2022
21:49
SPUT has raised a massive amount today on record volume. Miners off their peaks today as the broader market sold off.

Apparently, the Kazakh president has asked neighbouring countries for help to quell the uprising. So, could be over quite quickly or get messy.

7kiwi
05/1/2022
09:17
The President has accepted the resignation of the Cabinet and price controls reinstated. Too early to say if this will be enough to quell the unrest.
7kiwi
04/1/2022
22:09
Growing unrest in Kazakhstan over increases in the price of LPG.

Worth monitoring in case the disturbances impact on KAPs production.

7kiwi
04/1/2022
13:26
You're right. China announced around the time of COP26 in November. That WNA article is from October 21.

China is planning 150 new reactors up to 2035. Nearly 11 per year over 14 years. That's almost 1 per month.

7kiwi
Chat Pages: Latest  41  40  39  38  37  36  35  34  33  32  31  30  Older

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