Yellow Cake Share Discussion Threads

[7kiwi] 12/1/2024 17:44

Wouldn't surprise me. But it also wouldn't surprise me if the sum raised is less than expected because they don't have line of sight on lbs to purchase. We'll know at midnight tonight.

[sea7] 12/1/2024 17:34

another poster on another site, thinks that sput may have raised around 20 million already today.

[7kiwi] 12/1/2024 17:19

And there we have it, NAV over £8/share. Despite the decent rise today discount is over £1/share at 13.9%, with Numerco now reporting £101.50/lb mid-price.



Now SPUT is at or around NAV, it would make sense for investors to turn their attention to YCA to bring the share price inline with NAV so they can raise cash and exercise their option with KAP and see how many pounds $100m will buy in this market and what the delivery terms are.

[sea7] 12/1/2024 16:04

moved to 101.5 mid now

[yupawiese2010] 12/1/2024 15:46

Numerco now quoting $101.13

[sea7] 12/1/2024 14:59

yep - they moved to a premium since the open

[7kiwi] 12/1/2024 14:54

Keep and eye on SPUT. It's knocking on the door of turning on the ATM again.

[sea7] 12/1/2024 14:26

gone through £7 a share

[nattagoza] 12/1/2024 11:09

hxxps://www.world-nuclear-news.org/Articles/UK-releases-roadmap%C2%A0to-quadruple-nuclear-energy-ca

[7kiwi] 12/1/2024 09:45

KAP says it's not going to meet its 2024 production guidance. As predicted. 2025 at risk too. Another sign of supply fragility.

[bagpuss67] 12/1/2024 09:45

Been doing some small top slices but took more today.

[sea7] 12/1/2024 09:06

the discount to nav should begin to close further, especially when sput sees further flows at the open today, reducing the discount to nav from the current 5% to a premium.

[bountyhunter] 12/1/2024 08:35

Money moved here

[blackhorse23] 12/1/2024 08:05

Money moved to GNC

[walter walcarpets] 11/1/2024 21:51

This could absolutely rip in the next few weeks

[7kiwi] 11/1/2024 21:41

'Kin 'ell. Now 100. NAV closing in on £8.

[walter walcarpets] 11/1/2024 21:29

There goes $100!!

[7kiwi] 11/1/2024 20:27

Now 96.25/lb. Blimey. I make NAV 768p. Discount more than a £1/share.

[7kiwi] 11/1/2024 17:03

Numerco now has spot at $95/lb mid.

[7kiwi] 10/1/2024 15:30

Spot up to 94.25 mid.

[this tea tastes of chicken] 10/1/2024 13:37

Complete the bowl, create a handle and then whoosh

[apotheki] 10/1/2024 11:20

SP Angel . Morning View . Uranium equities rally as US Energy Department looks for supply

Uranium equities rally as US Energy Department looks for supply

Australian and US uranium miners have rallied after the US Energy Department announced it has begun looking for contract bids.

The Department stated intentions to use $500m to support domestic enriched uranium supplies.

Paladin is up 9.4%, Bannerman up 6%, Boss and Deep Yellow both up 5%.

Global Atomic has rallied 12%, whilst Nexgen and Uranium Energy are up 7% and 5% respectively.

UK-listed Yellow Cake has rallied 4%.

[bountyhunter] 10/1/2024 11:15

Quite a jump today! :-)

[7kiwi] 10/1/2024 10:35

I think KAP's trading statement for 4Q23 and full year will be interesting. Especially their guidance about 2024 production. I don't think they got enough capex away in 2023 to develop their fields to meet their 2024 targeted production.

It would be good to get YCA back to NAV so they can raise cash for their $100m 2024 option with KAP. Let's see what the delivery timeline is.

[7kiwi] 10/1/2024 10:31

fidra, I think it will complete the bowl, and then carry on upwards, probably after some consolidation.

There's a structural supply deficit that isn't getting closed anytime soon.