Yellow Cake Share Discussion Threads

[csalvage] 19/5/2024 06:25

https://seekingalpha.com/news/4108037-cameco-uranium-names-surge-as-us-set-to-offer-up-to-34b-in-funding

[7kiwi] 10/5/2024 09:45

Hmmm,

Closing in on NAV. Will be interesting if we get to a small premium and they manage to get a cash raise away. I wonder what delivery terms KAP will be offering?

[7kiwi] 07/5/2024 16:00

Spot on the move, perhaps anticipating Biden remembering what day it is and signing the Uranium ban into law.

[c3479z] 02/5/2024 22:36

Congress passes bill to restrict imports of enriched Russian uranium.

[bertiebingo] 02/5/2024 11:41

And the 10.5% discount to NAV is roughly the LT average

[7kiwi] 01/5/2024 17:58

With today's increase in spot prices, YCA is back to being a $2bn NAV corporation.

[7kiwi] 01/5/2024 00:01

Spot on the move today. Perhaps sniffing out what would follow. Senate passes bill banning Russian Uranium. Sends bill to Biden.

[7kiwi] 30/4/2024 00:23

SPUT's raised over $13m today and spot has ticked upwards again.

[bountyhunter] 29/4/2024 13:37

I guess it highlights the positives.

[dickiehhh] 29/4/2024 12:13

Yes, but what on here is really new news?

[aishah] 29/4/2024 11:53

Yellow Cake plc ("Yellow Cake" or the "Company")

QUARTERLY OPERATING UPDATE

[dickiehh] 29/4/2024 11:48

Lovely to see this share price increase, but why

[mjneish] 28/4/2024 21:05

This was out on the 19th.

[7kiwi] 22/4/2024 14:04

New investor pres:

[csalvage] 07/4/2024 07:25

https://www.mining.com/web/uranium-stocks-soar-on-bullish-goldman-sachs-call-kazakhstan-flooding/

[7kiwi] 04/4/2024 00:33

SPUT raised money two days in a row and is now sitting on almost $47m after stacking 100,000lbs today.

[aishah] 02/4/2024 08:15

SP a bit perky this morning. What's the discount to NAV here?

[sea7] 19/3/2024 20:03

Weekly Reports | Mar 19 2024

The spot uranium price fell sharply last week as sellers became more agitated.

-Uranium spot price falls -US$7/lb

-Kazatomprom warns of lack of inventory

-Still no news on Russian uranium sanctions

The recent price fall is attributed to two main factors, TradeTech notes, and they are both related to the psychological impact of triple digits.

When the spot price crossed the US$100/lb mark, utilities, who are not major spot market participants at the best of times, declined to buy at such prices. Speculative entities, now holding vast amounts of physical material, saw triple digits as a good place to take profits, having spent years amassing their inventories.

But even as prices fell back into the nineties, and speculative volumes were cleared, utilities showed little interest, and sellers, mostly intermediaries, became frustrated and started lowering prices. Five transactions were reported last week at prices between US$90 and US$84/lb.

and...

Term Markets

Utilities may be unwilling to pay triple-digit prices in the spot market but when it comes to securing medium term supply, from sources other than Russia, they are indeed willing.

Ongoing uncertainty over Russian imports only steels their resolve.

TradeTech’s term price indicators remain at US$100/lb (mid-term) and US$75/lb (long).

[bountyhunter] 12/3/2024 20:59

Major shareholders:



(scroll down)

[bountyhunter] 12/3/2024 20:54

Mmcap International Inc. SPC is based out of Grand Cayman. Their last reported 13F filing for Q4 2023 included $546,106,922 in managed 13F securities and a top 10 holdings concentration of 82.17%. Mmcap International Inc. SPC's largest holding is Uranium Energy Corp with shares held of 25,304,663.

[bountyhunter] 12/3/2024 10:10

MMCAP International Inc. SPC have increased their holding to over 10% from 9%.

[7kiwi] 11/3/2024 21:55

This interview with Justin Huhn is helpful.