ShareProphets : tidm

YCA

Yellow Cake (#YCA) – £80.6m placing at 629p per share

2026-02-12 07:55:25

Uranium is going to see large supply shortfalls in the future - buy Yellow Cake

Some commodities have seen large price fluctuations in recent times, and especially those which look likely to play a significant part in future energy supply or the tech that we will be using.

By Gary Newman | Published 2026-02-05 08:56:37 |

Yellow Cake – interims, a growth potential and value Buy

Uranium investment company Yellow Cake (YCA) has announced its results for its half-year ended 30th September 2024 including noting a net asset value of 614p per share and that demand for uranium is set to grow significantly but that supply faces challenges. This is positive from a 540p share price here.

By Tom Winnifrith & Steve Moore | Published 2024-12-11 16:36:59 |

Lull in the uranium market offers a buying opportunity - Yellow Cake trades at a big discount to NAV and is my choice

Yellow Cake (YCA) has seen a significant pullback in the price of its shares recently, but rather than seeing that as a cause for concern, I would view it as a buying opportunity.

By Gary Newman | Published 2024-07-19 10:33:17 |

Yellow Cake – a delivery “in accordance with the agreed schedule”, value Buy

Uranium investment company Yellow Cake (YCA) has announced it has taken delivery of 1,526,717lb of triuranium octoxide (U₃O₈) from Kazatomprom at the Orano storage facility in France and that it “currently holds 21,682,318 lb of U₃O₈ in storage in Canada and France”. How does this compare to a current above 600p share price, £1.3 billion market cap?

By Tom Winnifrith & Steve Moore | Published 2024-06-08 14:22:32 |

Yellow Cake has done very well since I tipped it but still trades at a discount to NAV and is one to keep hold of

Back in September I wrote a piece on ShareProphets outlining why I was bullish on uranium and how to potentially take advantage of any upwards movement in its price.

By Gary Newman | Published 2023-12-11 08:19:00 |

Nuclear still has a part to play in our future energy supply and Yellow Cake offers good exposure to uranium price upside - buy

Nuclear power has been in the news a fair bit recently, with a number of countries now looking on it more favourably as part of the efforts to reach net zero and produce greener energy.

By Gary Newman | Published 2023-09-04 12:25:58 |

Yellow Cake (#YCA) – £62.5m equity raise at 250p per share including via PrimaryBid

2021-06-17 07:59:59

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Recent Comments

PHIL556616 Oct 2026

Who knew?

The FCA admits that is utterly useless: Evil Banksta is left almost speechless as am I

DUCKnDIVE16 Oct 2026

BIRD can't give elevate.io away so the notion that Chrome Book owners will actually pay for it is clearly absurd.Those manipulative bastards have buggered my chances of winning Shorter of The Year.

Tom Winnifrith Bearcast: Why Amaroq will tell me to Foxtrot Oscar

PIEROTLUNAIRE16 Oct 2026

…..and it seems that they staff up immigration appeals cases representing the Home Office by non-lawyers and bods who have just done a “course” with the representation of the immigrants being proper lawyers on legal aid. The softest of soft touches…..

The FCA admits that is utterly useless: Evil Banksta is left almost speechless as am I

TOM16 Oct 2026

They do not enforce and companies are now posting II research in full via ADVFNSo no reason to keep associating with scumbags

Tom Winnifrith Bearcast: Why Amaroq will tell me to Foxtrot Oscar

PIEROTLUNAIRE16 Oct 2026

Retail are not supposed to be able to get hold of instie research which is meant to be available only to “elective professional investors”. I don’t know though to what extent Research Tree enforce this term in their T&Cs. So Archer’s stuff is defo available and free, and where there is no meaningful broker research better to have his stuff than not.

Tom Winnifrith Bearcast: Why Amaroq will tell me to Foxtrot Oscar

MICHAEL MCKENNA16 Oct 2026

Asleep or employing zombie staff taking the piss with multiple public-sector jobs? https://www.bbc.co.uk/news/articles/cqgkvdyx5d6joWords fail me. The public sector is a very soft touch.

The FCA admits that is utterly useless: Evil Banksta is left almost speechless as am I

TOM16 Oct 2026

the net income (ie profit) in H1 was $13.6m on output of sub 10,000 oz. H2 output will be 15-25,000 oz so id view it as a nailed on cert that AMRQ will report a FY profit

Letter to Eldur Olaffson – time to sack Charles Archer and cleanse the Amaroq stable

DUCKnDIVE16 Oct 2026

I don't doubt that but for me, a profitable business is one which shows a profit at FY…which we wait to see.

Letter to Eldur Olaffson – time to sack Charles Archer and cleanse the Amaroq stable

TOM16 Oct 2026

12,000 oz in Q3 on a 3000 gross margin - $36m. cant see how it is not as of now profitable

Letter to Eldur Olaffson – time to sack Charles Archer and cleanse the Amaroq stable

DUCKnDIVE16 Oct 2026

Well said. But it may be premature to call the company profitable in the middle of the year – especially when it was presumably putting a shine on everything for the move to the main market.

Letter to Eldur Olaffson – time to sack Charles Archer and cleanse the Amaroq stable