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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 Shares Traded Last Trade
  -6.00 -2.65% 220.00 986,227 16:35:14
Bid Price Offer Price High Price Low Price Open Price
218.00 219.50 228.00 217.50 228.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 10.08 11.28 21.5 185
Last Trade Time Trade Type Trade Size Trade Price Currency
17:28:08 O 992 221.155 GBX

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Date Time Title Posts
22/1/202113:26Yellow Cake420

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Yellow Cake (YCA) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-01-22 17:33:44221.169922,193.86O
2021-01-22 17:33:44223.027,18116,015.21O
2021-01-22 17:31:41222.653,9458,783.70O
2021-01-22 17:15:00221.50300,000664,500.00O
2021-01-22 17:01:09224.0916,74737,527.68O
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Yellow Cake (YCA) Top Chat Posts

DateSubject
22/1/2021
08:20
Yellow Cake Daily Update: Yellow Cake Plc is listed in the General Industrials sector of the London Stock Exchange with ticker YCA. The last closing price for Yellow Cake was 226p.
Yellow Cake Plc has a 4 week average price of 217.50p and a 12 week average price of 186.80p.
The 1 year high share price is 258p while the 1 year low share price is currently 136p.
There are currently 84,119,331 shares in issue and the average daily traded volume is 287,255 shares. The market capitalisation of Yellow Cake Plc is £185,062,528.20.
22/1/2021
13:26
bmcb5: Realistically, I don't see any major change here, until utilities start contracting in earnest. That could still be some time away, so patience is needed. But I suspect that any significant utility buying will move the U price very quickly toward $50, with obvious impact here. I am continuing to use this time to steadily accumulate, expecting nothing in the short term, but confident that once it moves, these levels will be left behind very quickly indeed.
22/1/2021
13:05
lord mandelbaum: Also bought in today; the sell off seems well overdone to me and this could either be a swing trade or a longer term hold depending on the rapidity of the greater Uranium price reset.
21/1/2021
19:00
skyship: Bought half my YCA back at 227.9p...more tomorrow perhaps.
11/1/2021
13:59
skyship: To answer my own question, the NAV as at 5th Nov'20 was stated in the presentation as 251p; then in the Interim statement it was stated as 2% lower at 246p. So basically the discount has been absorbed by the buybacks and perhaps a few new buyers on the back of the recovering Uranium spot price. I would expect these to trade back to a 5%-10% discount - 227p would seem a good re-entry point for those who exited on the back of the 20% rise in Nov/Dec. free stock charts from uk.advfn.com
16/12/2020
10:06
sea7: copied from another poster on another board... Canaccord comment 290p target Uranium - Second suspension at Cigar Lake: Yesterday Cameco announced a second suspension of production at its Cigar Lake mine in northern Saskatchewan following three reported cases of COVID-19 and concerns with respect to accessing qualified and skilled workers for critical roles at the mine. => 13% of global supply: Cigar Lake is owned 50% by CCO and is the world’s largest operating uranium mine, producing ~18mlbs U3O8 per annum at capacity (representing ~13% of global uranium supply). CCO previously announced a temporary suspension of production at Cigar Lake on March 23; this suspension was followed shortly thereafter by a production suspension at Kazatomprom’s ISR operations in Kazakhstan. These suspensions triggered a rally in both uranium spot pricing (reaching a four-year high of US$34/lb) and global uranium equities, up 254% since March 23. => Potential impact - Further tightening of supply: We now forecast total primary mine supply of just 111mlbs U3O8, a level not seen since 2008. Including secondary sources of supply, we anticipate an overall market deficit of 28mlbs U3O8. Furthermore, we believe there is a high probability that COVID-19 impacts on production continue into 2021. => Cameco likely to increase spot purchasing: With lower production from Cigar Lake due to another suspension, we believe it is likely that CCO will enter the spot market again and increase spot purchasing to shore up inventory levels and ensure deliveries for 2021. We remind investors that Kazatomprom, the world’s largest producer of uranium, is also active in the spot market for the first time ever. => Upward pressure on pricing and equities: With a further tightening in supply, and a forecast increase in spot market activity, we anticipate upward pressure on uranium pricing and equities. We note that global uranium equities are already up 71% YTD. => Preferred equities: In Canada, our preferred equities include NexGen Energy (NXE-TSX: C$3.29 | SPECULATIVE BUY, TP C$4.00), and physical fund Uranium Participation Corp for pure-play commodity exposure (U-TSX: C$4.60 | BUY, TP C$6.25). => In Australia, we prefer Paladin Energy (PDN-ASX: A$0.25 | SPECULATIVE BUY, TP A$0.20) and Boss Resources (BOE-ASX: A$0.08 | SPECULATIVE BUY, TP A$0.13). => In the UK, our preferred exposure is Yellow Cake (YCA-AIM: 224p | BUY, TP 290p).
08/12/2020
13:16
leading: The Framework Agreement with Kazatomprom is intriguing. YCA has an option to purchase up to US$ 100m of U3O8 at spot price in each calendar year to 2027 inclusive. At the current price of around $30 that is about 2.2% of the entire global production of U3O8 of about 150m lbs prior to Covid. Actual production in 2020 is likely to be around 120m lbs so its an even greater proportion of that. YCA would love to issue shares at a premium and buy more U3O8 (thereby tightening the market still further) and no doubt will do so in future. Not possible, well not acceptable to current shareholders at present, as the shares are trading at a frankly inexplicable discount to NAV. But what if there is a utility out there which is getting nervous about the depth of the spot market? They could underwrite YCA's exercise of its option and pay a commission to YCA on top to provide itself with security of supply. Remember that this option recurs annually through 2027. The option provides a great degree of "optionality" to YCA. I don't know how you would value it, but I would be surprised if the profits arising from the option as it is exercised over the next few years were not sufficient to cover the operating costs of the business through 2027.
06/11/2020
09:45
lord mandelbaum: YCA to present at the upcoming Shares Investor event on 12th Nov. hxxps://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-121120 Will be interesting to hear Leon's take on the share price and the buyback.
12/8/2020
14:19
3rd eye: Gosh dont know how you guys can stand this heat and post away like today. Its absoulutley scorching here. Anyway YELLOW CAKE (uranium) YCA, last reported NAV £2.77p per share market share price today £2.16p per share and big supply problems to hit the industry in the coming months.No problems with YCA SUPPLY. share price should rise considerably but you will have to be patient. Read the last YCA update below....... https://www.investegate.co.uk/yellow-cake-plc--yca-/rns/quarterly-operating-update/202007290700104451U/ Ive taken a medium sized trade out.
23/5/2020
07:39
skyship: Hi all....I hold Uranium Participation in Canada; but only recently learnt of YCA - so need to take a look at the stats. I see that the last NAV statement was as follows: "Yellow Cake's estimated net asset value as at 20 March 2020 was GBP2.31 per share [3] . As at close on 20 March 2020, the Company's share price was GBP1.60 per share, which represents a 31% discount to the above estimated net asset value of GBP2.31 per share." Since then YCA has jumped 38% to 220p; but does anyone have a handle on the current NAV and current discount? Thnx
01/2/2019
10:46
livewireplus: AURA have recently signed a binding off-take agreement which obtains an average price of over $44 / lb albeit over 7 years - so let us see if we get a gentle but consistent rise in YCA share price if a further rise in Cake prices does indeed follow-on ...
Yellow Cake share price data is direct from the London Stock Exchange
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