Yellow Cake Share Discussion Threads

[lovewinshatelosses] 14/6/2023 16:06

What are you hoping for? 395p ish, like me, or something different?

[return_of_the_apeman] 14/6/2023 09:56

With a bit of reluctance, I have sold

Hoping for a nice price to buy back in but aware it could go much higher

Gla

[return_of_the_apeman] 13/6/2023 08:14

Looking good for a close above 428 then just 447 to break and we are away

We shall see

Gla

[7kiwi] 12/6/2023 22:55

57.75 mid now.

[return_of_the_apeman] 12/6/2023 16:00

Spot now up to 57.375 !!

Get ready ;-)

[7kiwi] 09/6/2023 22:33

Spot up again to within a gnat's whisker of 57 according to Numerco. Other reporters over 57 already.

The pot is starting to boil.

[sea7] 09/6/2023 14:12

52wk high was 447 last september, so we should get into that range - another small leg up on spot, should do it!

[return_of_the_apeman] 09/6/2023 11:48

Another go a breaking resistance at 428p, then we will be in the 428 - 445p box. I suspect it is not quite ready yet but we shall see

[sea7] 07/6/2023 21:43

I only top sliced at 421.2 - if this pulls back before climbing again tomorrow, I may just buy that top slice back!

[lovewinshatelosses] 07/6/2023 17:56

Currently regretting my sale, it must be said :) GLA.

[return_of_the_apeman] 07/6/2023 17:47

The spreadsheet is struggling to keep up, that puts NAV at 470.5 and discount at 9.8%

:-)

[sea7] 07/6/2023 17:18

nice to see spot moving again - much quicker of late

[7kiwi] 07/6/2023 17:15

Spot ticked up again to 56.50. SPUT slightly down ap far today. Miners not responding either.

Tick tock.

[sea7] 07/6/2023 16:51

yep - noticed that!

[return_of_the_apeman] 07/6/2023 10:30

Looks like the dip at open today was a successful back test of the previous most recent high now support on 10th May :-)

[return_of_the_apeman] 07/6/2023 10:20

"With a new entrant in the physical uranium investment space, prices are heating up for the physical commodity. This could create another virtuous cycle like in 2021 when buying from the Sprott Physical Uranium Trust spurred a 100% return in uranium prices"

I guess we will know how the purchase of Zuri goes this week/next week, it shouldn't take them long to get the initial $100M's worth?

[return_of_the_apeman] 07/6/2023 09:50

Takes current nav to 466.4p, discount to nav 10%

[7kiwi] 07/6/2023 08:09

Mid price ticked up to 56 overnight according to Numerco

[return_of_the_apeman] 06/6/2023 08:16

Current nav 461p, discount to nav 8.8%

[lovewinshatelosses] 05/6/2023 22:37

Market is starting to seem very bullish on U now. I have gambled that we are going to see a pull back. A sub 400p revisit. I am fully out now. If I am right, I will naturally be delighted to buy back what I sold for a similar average purchase price or better. But I will have to eat the missed profit if I am wrong. And it was not my original plan to sell the core holding, so in truth it will serve me right if I am wrong. GLA.

[7kiwi] 05/6/2023 16:48

Spot stableso far today. SPUT up marginally, YCA treading water.

I believe Oliver Stone's Nuclear Now documentary goes live on Amazon Prime and other streaming services tomorrow. So, the nuclear power story is about to get a wider audience.

[7kiwi] 02/6/2023 18:46

Spot ticking up again to $55.50/lb mid according to Numerco.

[return_of_the_apeman] 02/6/2023 10:34

Golden cross on the chart in 10 trading days if the price remains around these levels imo

Be interesting to see if the cross brings a new all time high

On balance I think the direction is still up however I sold a few at the close yesterday

[lovewinshatelosses] 02/6/2023 08:32

Exactly the same thinking I have, sea7. Anyway, lets see what happens. GLA.