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YCA Yellow Cake Plc

-10.50 (-1.77%)
07 Dec 2023 - Closed
Delayed by 15 minutes
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
  -10.50 -1.77% 582.00 840,671 16:35:09
Bid Price Offer Price High Price Low Price Open Price
579.00 580.50 592.00 571.50 592.00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Uranium-radium-vanadium Ores USD USD -102.94M USD -0.5196 -11.14 1.15B
Last Trade Time Trade Type Trade Size Trade Price Currency
18:28:09 O 2,000 586.77 GBX

Yellow Cake (YCA) Latest News

Yellow Cake (YCA) Discussions and Chat

Yellow Cake Forums and Chat

Date Time Title Posts
06/12/202322:52Yellow Cake2,042

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Yellow Cake (YCA) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2023-12-07 18:28:28586.772,00011,735.40O
2023-12-07 18:17:16578.615152,979.82O
2023-12-07 17:32:46579.068,82351,090.29O
2023-12-07 17:31:14577.951,6389,466.77O
2023-12-07 17:26:43582.004652,706.31O

Yellow Cake (YCA) Top Chat Posts

Top Posts
Posted at 07/12/2023 08:20 by Yellow Cake Daily Update
Yellow Cake Plc is listed in the Uranium-radium-vanadium Ores sector of the London Stock Exchange with ticker YCA. The last closing price for Yellow Cake was 592.50p.
Yellow Cake currently has 198,104,399 shares in issue. The market capitalisation of Yellow Cake is £1,147,024,470.
Yellow Cake has a price to earnings ratio (PE ratio) of -11.14.
This morning YCA shares opened at 592p
Posted at 06/12/2023 22:52 by 7kiwi
Good results, but we can see the results on a daily basis in the spot price.

Spot steady today and YCA just hit another ATH.
Posted at 28/11/2023 22:33 by 7kiwi
Very slight uptick in Numerco's spot price today. YCA held up well despite a strengthening pound.
Posted at 17/11/2023 00:27 by 7kiwi
I make YCA NAV 635p using Numerco mid price of $77.25. Quite some headroom, with other reporters with higher mid prices and now SPUT in the market with a decent amount of cash.
Posted at 13/10/2023 16:26 by 7kiwi
I don't think YCA have published an official pro-forma NAV calculation since the recent fund raising. So, I have had a go at my own.

Extra 1.5m lbs of U3O8. Which takes $98.5m off the $125m funds raised. I also assumed that the fund raising cost $5m, giving cash of the prior holding of $15m + $125m -$98.5m - $5m = $36.5m And extra 18.7m shares in issue now giving a total of 215.85m.

So, at $69.38/lb mid-price I make the NAV 585p and the share price at 511p is at a 12.6% discount to NAV. It may well slip a little more to fil that gap on the chart, but should then start to close the gap, especially if Uranium starts to move up again.
Posted at 28/9/2023 19:42 by bountyhunter
There's a big US dependency on Russian Uranium imports to break based on what I have read ...but maybe things are moving on there now?

The current situation appears to be more than a little concerning generally speaking, although will probably help the YCA share price going forwards?

"Western governments have avoided sanctioning Rosatom for obvious reasons. But their over reliance on Russian uranium comes with a huge risk because most utilities only keep about 18 months of fuel inventory, meaning their nuclear sectors would face a meltdown if Putin suddenly decided to stop doing business with them."
Posted at 28/9/2023 08:47 by bountyhunter
I nearly missed that, completed at a fair price in the blink of an eye with the effect on the share price looking to be just a temporary minor blip.
Posted at 26/9/2023 19:40 by aureliusprimus
and SPUT closed up >1% today while YCA was down 2.6%. Strange but if YCA returns to the 3-4% NAV discount we've seen in the last few days, share price should be around 575-580p.
Posted at 15/9/2023 05:57 by jonwig
Uranium prices hit 12-year high as governments warm to nuclear power
Cost of ‘yellowcake’ jumps to levels not seen since before 2011 Fukushima disaster
Uranium prices have surged to their highest level in 12 years, underlining a global renaissance in nuclear power as utilities race to lock in fuel supplies.

Prices for the commodity dubbed “yellowcake” have jumped about 12 per cent to $65.50 per pound over the past month, breaching last year’s peak to reach heights not seen since 2011, according to data from UxC, a pricing data provider.

Uranium demand has been lifted by governments from Washington to Seoul and Paris seeking energy independence by extending the lifetime of the existing fleet of nuclear reactors as they contemplate building new plants after gas prices skyrocketed due to Russia’s full-scale invasion of Ukraine.

The milestone for uranium prices marks a big step towards nuclear power’s re-emergence as a critical carbon-free source of baseload power in global efforts to tackle climate change, a role that had been undermined by Japan’s Fukushima nuclear disaster in 2011.

“You have a focus on energy security colliding with a focus on clean energy,” said Grant Isaac, chief financial officer at Cameco, the world’s second-largest uranium producer.

“The days of buying $40 uranium are over — and probably also for $50 or $60. We’re going to need new supplies,” he added.
Line chart of $ per £ showing Uranium prices rally to highest level since 2011

The pullback in uranium demand and prices following the Fukushima disaster led to a dearth of new mining projects being developed, helping to lay the groundwork for higher prices now.

A coup in Niger, which generates about 4 per cent of the world’s uranium, has added to the upward pressure, as has Cameco announcing in September lower full-year forecasts for production due to challenges at its Cigar Lake mine and Key Lake mill in Canada.

Orano, France’s majority state-owned nuclear company, said last week that shortages of critical chemicals have led its operations in Niger to bring forward planned maintenance.

Prices are still some way off their $73-per-pound level before the Fukushima disaster, which left the uranium market oversupplied for more than a decade after Japan and Germany began decommissioning their nuclear fleets.

Per Jander, director at WMC Energy, a commodity trading merchant, said that the “steady increase” in price was mainly driven by energy utilities, rather than investors.

“There’s a crunch for the next couple of years,” he said. “Not only are we going back to pre-Fukushima levels, we are exceeding it,” he added, referring to the pace of nuclear developments globally led by China.

Just last week, the World Nuclear Association, an international trade body, raised its forecasts significantly for nuclear power’s contribution to worldwide electricity generation and uranium demand.

It estimates that more than 140 reactors could operate longer than previously expected and 35 gigawatt hours of small modular reactors could be developed by 2040, requiring new mines to be developed to meet uranium’s demand doubling to 130,000 tonnes annually.

The nuclear fuel supply chain has been rocked by Russia’s war in Ukraine, since the aggressor nation plays a vital role in the conversion and enrichment of uranium.

“There’s been an imbalance between supply and demand for some time, and it has now been exacerbated by geopolitics,” said Nick Lawson, chief executive of Ocean Wall, a brokerage, who predicts that the uranium spot price could rise to $200 per pound by 2025.
Posted at 25/8/2022 17:08 by 7kiwi
I got this off Twitter. If the next leg of the bull market is really on, then the YCA share price may well get a turbo boost when these guys cover their shorts. Between them, they're short over 4m shares. Of course some might be part of a complex hedging strategy.
Posted at 30/6/2022 21:17 by 7kiwi
Yes, good news of sorts yupa. Another tick on the ratchet of tightening supply.

I can't quite believe the YCA share price falling in the face of a rising U3O8 price.

I am not quite sure what it will take to cause a reversal, but surely some institutions are going to find the opportunity to good to resist soon.
Yellow Cake share price data is direct from the London Stock Exchange

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