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YCA Yellow Cake Plc

674.50
-10.50 (-1.53%)
Last Updated: 10:49:51
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
  -10.50 -1.53% 674.50 674.00 677.00 680.00 672.00 680.00 119,959 10:49:51
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Uranium-radium-vanadium Ores 0 -102.94M -0.4747 -14.23 1.46B
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 685p. Over the last year, Yellow Cake shares have traded in a share price range of 388.00p to 749.50p.

Yellow Cake currently has 216,856,447 shares in issue. The market capitalisation of Yellow Cake is £1.46 billion. Yellow Cake has a price to earnings ratio (PE ratio) of -14.23.

Yellow Cake Share Discussion Threads

Showing 1026 to 1048 of 2250 messages
Chat Pages: Latest  42  41  40  39  38  37  36  35  34  33  32  31  Older
DateSubjectAuthorDiscuss
09/3/2022
21:15
Very scary.

The longer this goes on and the more economic sanctions escalate, I think a stagflationary recession is getting nailed on.

7kiwi
09/3/2022
20:59
It is getting scary 7kiwi.

Putin is yet to reply in kind to our sanctions.
Not sure if people have any idea of the possibilities. We have certainly made some heavy moves against Russia economically and I cant see him not wishing to reciprocate.

Bloody awful situation.

Fertiliser. Gas, wheat.
Plus metals.

thelongandtheshortandthetall
09/3/2022
20:45
Bloomberg report. Still considering and consulting. However, the decision maybe made for them by Putin tomorrow.
7kiwi
09/3/2022
20:21
US considering sanctions on Russian nuclear fuel provider Rosatom.



If confirmed, buckle up.

7kiwi
09/3/2022
18:00
.

Deleted, apparently, video from January during Kazakh unrest.

7kiwi
09/3/2022
17:46
With the mid-price at $53.50, I make it that YCA's NAV has broken through the $1bn barrier, I think for the first time.



I make the NAV 424p, compared to today's close at 380p - a 10.5% discount.

7kiwi
08/3/2022
23:08
YCA is a pure play on physical U3O8.

GCL is a fund investing primarily in miners. Some of its assets are also in YCA and SPUT, a similar physical fund in Canada.

The miners ought to be a geared play on the physical. So GCL should amplify the upside, but will also amplify the downside.

GCL also significantly smaller and less liquid than YCA.

7kiwi
08/3/2022
21:32
Can anyone explain the difference and risk levels between Yellow Cake and Geiger Counter please?
apollocreed1
08/3/2022
18:53
🧐🧐🧐

It may not matter what Biden does. Putin banning export of raw materials and products from Russia until 31 December. Not clear if this includes enriched Uranium - UF6. Russia supplies about 20% of US and European enriched Uranium.

7kiwi
08/3/2022
16:36
Biden banning imports of Russian oil and "energy". If this means Uranium as well as fossil fuels, take your protein pills and put your helmet on, because you're off to see Major Tom.
7kiwi
08/3/2022
10:05
I would have thought the discount here would be wide enough to encourage some aggressive arbitrage to close the gap, but the discount still persists.
7kiwi
07/3/2022
16:34
If this assists anybody Thomas Hofer has kindly set up a price history & N.A.V tracker
for YCA via this link.

yupawiese2010
06/3/2022
23:38
Elon Musk starts pushing to restart mothballed nuclear power plants to assist with energy security.
7kiwi
05/3/2022
11:45
Chernobil the other nuclear power plant would make excellent cover for an arms/fuel dump or army base. They arent going to blow them up they will use them
matt778
04/3/2022
18:37
OK, thanks.
jonwig
04/3/2022
17:30
jon wig,

I said they were on the move. On the back of trains.

As I said it's unclear why they are moving.

7kiwi
04/3/2022
11:52
The notion in your first link, that Kaz tanks are headed for Ukraine to assist the Russians is a bit fanciful. It's 350km is a straight line from K to U, so let's say 500km plus crossing the Volga. Tanks on the move need refuelling every couple of days and stopping off at a chance petrol station isn't on the cards. Then when they arrive, they'd find the roads blocked by broken-down and abandoned Russian tanks.

But KAP does have operations in the north (next to Russia) so defending these might be prudent.

jonwig
04/3/2022
10:18
Kazakh tanks on the move.



It isn't clear whether they are moving to join Putin's war, or whether they are moving to defend Kazakhstan from Russian incursion.

Moscow did ask for Kazakh support in Ukraine. The Kazakhs refused. Some reports saying Kazakhs moving "to repel military aggression if needed".



IMHO, this further increases the geopolitical risk surrounding Kazatomprom. It produces ~40% of the world's Uranium.

It might take a little while, but this added risk ought to put the Canadian miners and developers at a significant premium.

7kiwi
04/3/2022
09:09
Stupid comment deleted :)
swanvesta
04/3/2022
09:01
Down heavily on reports of the Russians targeting the largest nuclear reactor in Ukraine.

Is it likely to deter other nations from building nuclear capacity if reactors become a target during warfare?

chessmaster10
04/3/2022
08:46
Took a few at 337p which is circa 15% discount.
bpdon
03/3/2022
17:12
Haywood's updated Uranium weekly.
7kiwi
03/3/2022
10:25
bcmb,

I suspect it has some way to go. The Uranium market moves slowly and its on;y a week since Putin invaded Ukraine. It will take time to work through the implications. However, 40% of the world's enrichment happens in Russia.

I suspect there will be a scramble to increase enrichment capacity in the West. That will take time, but in the interim, they can stop under-feeding and perhaps start over-feeding, that will reduce secondary supply and increase primary demand.

Plus there's likely to be some logistical issues in getting KAP product out through China. That will tighten the market further.

The uranium bull case was already very strong. Putin has likely made the supply deficit worse.

Looks like a perfect storm to me.

7kiwi
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