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YCA Yellow Cake Plc

602.00
-1.50 (-0.25%)
Last Updated: 12:29:55
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
  -1.50 -0.25% 602.00 601.50 602.50 603.50 597.00 603.00 151,284 12:29:55
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Uranium-radium-vanadium Ores 0 -102.94M -0.4747 -12.69 1.31B
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 603.50p. 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 £1.31 billion. Yellow Cake has a price to earnings ratio (PE ratio) of -12.69.

Yellow Cake Share Discussion Threads

Showing 1251 to 1271 of 2225 messages
Chat Pages: Latest  53  52  51  50  49  48  47  46  45  44  43  42  Older
DateSubjectAuthorDiscuss
17/6/2022
13:19
Ducked out of YCA quite some time ago due to Kazakhstan being in Russia's pocket and the concern that Kazatomprom would renege on supply contracts.

However, it would seem as though all the contracted uranium is now safely housed in Canada and France; and no reason now to think that the June delivery will be compromised.

So, with the NAV discount perhaps at around 17%, YCA seems now to be at a quite sensible price again.

Bought a few today - small allocation, so will add if possible below 330p.

skyship
16/6/2022
20:00
Shorts increasing here explains the share price dip in the last week, IMO. Will be topping up here, as and when/if this gets hit further.
lovewinshatelosses
16/6/2022
11:47
New to this board. Could anyone tell if (and where) I can find recent NAV values and share price discounts to NAV of YCA, please ? Any chart available showing the history ? Thanks
sammyvdd
14/6/2022
17:12
There were quite a few chunky trades today, a £610k and £183k and lots of £35-45k ones. Likely to be sells given the share price action! These must be distressed sellers at these levels.

The discount of nearly 20% was too tempting for me - in again. GLA

+eysenck
14/6/2022
14:35
This is looking quite ridiculous now.
mjneish
13/6/2022
18:33
Questor doesn't seem to have helped much today. Big discount to NAV now.

Numerco have $50.25 as mid-price. A that I make NAV 432p. Closed at 359p, and 16.8% discount.

That's massive.

7kiwi
10/6/2022
13:01
The Questor column in today’s Telegraph ( page 25 ) mentions Yellow Cake in passing . The overall gist of the article is that dollar-denominated assets should rise against the £ because the US is now following a policy of quantative tightening whereas the Bank of England “ has not confirmed a date for any reversal of its money-creating programme “ . The sole reference to Yellow Cake is “ …. Yellow Cake … still benefit [ from growing strength of the US $ against the £ ] as the commodities they deal in are also denominated in the American currency “ .
mrnumpty
10/6/2022
01:43
Cannacord's reflections on attending the Nuclear Fuel Market Conference (5-7 June).

Detailed images of their note on this tweet.



Overall, the move to sanction or self-sanction Russian nuclear fuel is going to lead to more demand for UF6 and U3O8. And to incentivise new conversion and enrichment facilities in the West, long term contracts for those services and U3O8 are going to be required. Long term contracting cycles are usually accompanied by big price increases.

7kiwi
09/6/2022
16:47
Excellent video from Tribeca outlining the Uranium thesis and their approach to investing in the sector. First 20 mins are the best.
7kiwi
08/6/2022
23:15
Finally, sometimes Zerohedge has an uncanny knack of getting these quiet little calls right. But sometimes it doesn't. SO, fwiw, here's what they tweeted tonight.



Edit: I should add these predictions typically take a few months to play out, one way or the other.

7kiwi
08/6/2022
23:12
SPUT raised another $4m today. Bought no more new Uranium, but spot price nudged up to $51.75. SPUT now holds over $110m in cash. They could buy 1.6m lbs (if available at this price and still have $27m cash float.
7kiwi
08/6/2022
14:50
Thomas,

YCA is a play on U3O8. The developers and miners are geared plays on the price of U3O8. So in an upswing the miners out-perform, and conversely in a downswing, they drop faster.

However, it is odd that SPUT is trading at a premium to NAV now and YCA is still languishing at a persistent discount.

It's almost like someone doesn't want YCA to take up its $100m option with KAP and further exacerbate the supply deficit.

7kiwi
08/6/2022
13:17
Very muted response relative to other uranium plays....
yasx
08/6/2022
12:22
How comes were only up 3% today after uuuu was up 13%. Thinking of adding more
thomastellio
07/6/2022
19:15
I saw that image just a day or so ago lol. This is why I don’t try to time the market.
bmcb5
07/6/2022
18:54
I like that
bmcb5
07/6/2022
18:51
Just for context, SPUT has raised ~$1.8bn since August last year.

So, $4.3bn (albeit for enriched Uranium, rather than U3O8 yellowcake) is massive.

7kiwi
07/6/2022
18:41
BOOM!



*US SEEKS $4.3B TO BUY ENRICHED URANIUM FROM DOMESTIC SOURCES

7kiwi
06/6/2022
23:20
SPUT raised another $2.3m today. Cash now stands at $93.5m. Again they have stacked no Uranium. But the price of U3O8 rose again to $50.87 mid-price with Numerco.

Looks like a bullish set up to me.

At that spot price YCA NAV ~425p.

7kiwi
02/6/2022
23:56
No. SPUT raised $23m yet stacked no more Yellowcake.

Someone must be buying. And SPUT have to put their cash to use.

7kiwi
02/6/2022
22:11
$49.50 tonight according to Numerco, but one price reporter has $50 tonight.

It looks like SPUT has been taking in more cash today. We will see soon enough if they have used any of their cash to stack more Uranium.

7kiwi
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