Yellow Cake Share Discussion Threads

[weaverbeever] 02/8/2024 15:49

I paid for uranium insider subscription for 2 years at circa £500 pa. Recently did not renew. Anyone still got it? Anything you can share?

[mjneish] 02/8/2024 13:52

Today's fall looks related to Kazatomprom. Many notable shares have seen much bigger falls today.

[skyship] 02/8/2024 13:46

Bt back in for a few at 509p...

[aishah] 31/7/2024 22:19

They better start covering then!

@quakes99
Hold on to your hats!🌀ӿ13; Unleashed tailwinds launched Spot #Uranium skyward today🪁 as #Nuclear fuel brokers @UraniumMarkets spiked UP +$4.00 to $86.25/lb #U3O8⏫ @EvoMarkets spiked +$4.00 to $86.00⏫ and UK @Numerco soared +$3.21 to $85.50⤴ᥧ9;⚛️ 935;️🤠;🐂 #RideTheWave

[allstar_07] 31/7/2024 19:45

It's only 56k so very much doubt it. Avg vol is over 500k

[dagoberia] 31/7/2024 14:33

Could this explain the recent fall? Big increase in short interest https://www.defenseworld.net/2024/07/26/short-interest-in-yellow-cake-plc-otcmktsyllxf-grows-by-565-9.html

[aishah] 31/7/2024 09:08

#UK Physical #Uranium fund Yellow Cake plc $YCA 🇬🇧 has issued its Quarterly Operating Update to 30 June 2024📄㈑6;⚛️ 935;️ including detailed coverage of Uranium Market & #Nuclear Industry Developments and today's very strong Global Outlook💪8002;📈ԃ02;👀🤠;

[aishah] 29/7/2024 07:12

Added a few at the open.

[bountyhunter] 29/7/2024 06:20

The grant date is 26 July 2024. The options may be exercised from 3 years time if/when the target price of 648p is met. 648p will be "the estimated Net Asset Value per share at grant" as the higher of the two possibilities in the sentence you quoted.

So my understanding is that if the share price has at least caught up with the NAV (on 26 July 2024 of 648p) in 3-10 years time then the options may be exercised at that time.

[aishah] 29/7/2024 06:15

Grant of share options. Can't work out how the exercise price is 648p. What is the grant date?

The exercise price of 648 pence per share represents the higher of the average of the mid-market closing price of the ordinary shares of the Company on AIM over the five consecutive dealing days immediately preceding the grant date and the estimated Net Asset Value per share at grant.

[skyship] 26/7/2024 15:44

Well, took the quick turn this afternoon. Perhaps not so good a call --- we'll see Monday!

[bmcb5] 26/7/2024 14:02

Good call @skyship

[sea7] 26/7/2024 10:00

Quakes also positive as ever: courtesy of another poster on another board.

[skyship] 25/7/2024 16:02

Bt a few at 510.5p...

[sea7] 25/7/2024 15:15

sell off and end of month smack down by u308 traders... a great buying op at such a discount

[aishah] 25/7/2024 07:08

U308 has fallen off a cliff. Down 22% since April 1 when it was $105.95.
No rush to buy here until the price reverses imo.

[sea7] 22/7/2024 12:10

Andre Liebenberg, Yellow Cake’s chief executive said in a statement to the market: “[Our] strategy is to provide our investors with direct exposure to uranium through the buying and holding of the physical commodity and commercial activities related to our inventory. We remain confident in our strategy and the opportunities to deliver value for our shareholders. This is based on the fact the same supply-demand market fundamentals that have driven the stronger uranium price are even more entrenched today than they were at the time of our IPO.”

[skyship] 19/7/2024 12:30

Waiting for 505p to re-enter:


free stock charts from uk.advfn.com

[aishah] 19/7/2024 07:26

Looks like a dip below £5 may be on the cards here.

[bertiebingo] 18/7/2024 13:39

Derisking trades. Vol increase triggering quant models to reduce exposure to lower risk adjusted exposure.. standard stuff particularly when approaching lows that technicals over rule fundamentals. Machines don't care that the discount to NAV is 18%.

[bulltradept] 18/7/2024 06:47

Technical reason. Death Cross.

[allstar_07] 17/7/2024 20:49

U308 spot price stable but YCA down 5%. Any news that people have seen?

[aishah] 17/7/2024 14:39

Anyone have a forecast for U308 in the next 6 to 12 months? tia