Yellow Cake plc (YLLXF)
| Market Cap | 1.33B |
| Revenue (ttm) | 191.09M |
| Net Income (ttm) | 180.57M |
| Shares Out | n/a |
| EPS (ttm) | 0.83 |
| PE Ratio | 7.37 |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 2,185 |
| Average Volume | 1,601 |
| Open | 6.17 |
| Previous Close | 6.08 |
| Day's Range | 6.17 - 6.17 |
| 52-Week Range | 4.81 - 8.40 |
| Beta | 0.27 |
| RSI | 61.10 |
| Earnings Date | Jul 21, 2025 |
About Yellow Cake
Yellow Cake plc operates in the uranium sector. It purchases and holds uranium oxide concentrates, and exploits other uranium-related opportunities. The company was incorporated in 2018 and is headquartered in Saint Helier, Jersey. [Read more]
Full Company ProfileFinancial Performance
Financial StatementsNews
Yellow Cake: A Large Discount To The Long-Term Uranium Contract Price
Yellow Cake Plc's stock has underperformed, down 33% over the past year, reflecting broader weakness in uranium equities and the uranium spot price. Yellow Cake trades at a 13% discount to NAV, with a...
Yellow Cake: Re-Evaluating The Uranium Trade After The Sell-Off
Uranium spot prices have fallen 40%, creating a compelling entry point. Spot market volatility is driven by speculative activity and short-term factors, but long-term prices are still rising across al...
URA: Icing On The Yellow Cake (Technical Analysis)
The article highlights the growing positive sentiment towards nuclear energy, driven by advancements in safety and its low carbon footprint compared to coal. The increasing demand for electricity, par...
Yellow Cake: A Bright Future Ahead
Yellow Cake's stock has performed well over the long term, up 181% in GBP over 5 years, tracking uranium prices but lagging slightly due to operating costs and NAV discount. Currently trading at a 12....
Yellow Cake: Offered At An Implied Uranium Price Of $64/Lb
Yellow Cake has shown nearly 200% stock price growth since 2020, despite lagging the uranium spot price slightly due to operational costs and an increased NAV discount. The discount to net asset value...
Yellow Cake: Now Trading With An Implied Uranium Price Of $75/Lb
Yellow Cake has taken delivery of the last 1.5Mlbs of uranium purchased from Kazatomprom, bringing its total holdings to 21.7Mlbs. The divergence between the spot and long-term contract price for uran...
Yellow Cake: Discount To Net Asset Value Now 16.4%
This article reviews the valuation of Yellow Cake. It discusses some recent developments in the uranium industry. I continue to think owning the uranium investment vehicles provides a good balance to ...
Yellow Cake PLC Announces Quarterly Operating Update
JERSEY, UK / ACCESSWIRE / January 24, 2024 / Yellow Cake, a specialist company operating in the uranium sector holding physical uranium ("U 3 O 8 ") for the long term, is pleased to report its perform...
Yellow Cake Trades With A 12% Discount To NAV
Uranium spot price has increased by 70% YTD, leading to attractive returns in the industry. The long-term contract price for uranium has lagged behind the spot price, potentially due to reporting lags...
Uranium: Still A Lot Of Room To Run
Uranium prices have surged almost 40% this year. Nonetheless, uranium is the commodity I am most bullish on over the next 12 months. A structural imbalance between primary supply and demand, growing d...
Yellow Cake: A Way To Play The Uranium Bull Market, With A Discount To Net Asset Value
Yellow Cake is an investment vehicle focused on uranium, currently trading at a 12% discount to net asset value. Uranium has performed well in 2023 due to a shift in sentiment towards nuclear energy a...
Yellow Cake: A Nuclear Buying Opportunity
Despite recent market turmoil, the price of Uranium (U3O8) has shown significant relative strength. The Uranium sector benefits from geopolitical disruption, short primary and secondary supply, the en...
Yellow Cake: Still Offered At A Discount To NAV
Japan's latest commitment to nuclear is very positive for the price of uranium over the long term. Yellow Cake continues to trade with a decent size discount to NAV.
Buy Discounted Uranium With The Sprott Physical Uranium Trust & Yellow Cake
The Uranium Bull Market is set to continue as future demand outstrips future supply. Sprott Physical Uranium Trust & Yellow Cake are trading at substantial discounts to their NAV.
Yellow Cake: A Low-Risk Alternative In Uranium For A Good Price
We continue to see very positive developments in the nuclear industry. Yellow Cake is trading with a large discount to NAV and a low implied uranium price below $40/lb.
Yellow Cake: Buyback Program Announced To Close The Discount To NAV
Yellow Cake has outperformed most uranium miners so far in 2022.
Yellow Cake Exists To Allow Speculation On The Uranium Price
We can look at Yellow Cake in terms of what it does, sure we can.
Yellow Cake: Trading With A Large Discount To NAV
Yellow Cake is trading with the largest discount to NAV since 2020 when the uranium market was much more depressed. We have seen total net assets of the company triple over the last year.
Yellow Cake And The Sprott Physical Uranium Trust Are Some Of The Better Risk-Rewards In The Uranium Industry
The price of uranium has retraced some after the peak in September, this is potentially a good entry point for the investment vehicles.
Yellow Cake: A Great Risk-Reward Among Uranium Stocks
Yellow Cake has held up much better than peers in the recent uranium correction. Management has done a good job boosting the result some over the last few years.
Yellow Cake Remains A Solid Bet For A Recovery In Uranium
Yellow Cake is a great way to get exposure to uranium without the associated mining, development, exploration, or permitting risk. While the stock is trading with a slight premium to NAV, the implied ...
Yellow Cake And Uranium Participation Corporation Offer Good Risk Rewards Among Uranium Stocks
The entire uranium segment has had fantastic short-term performance, but Yellow Cake and UPC have yet to fully take part in that run. The risk-reward in the investment companies is attractive for inve...
Radioactive Cannibals Could Deliver High Returns For Investors
Underinvestment in new mines and Covid-19 shutdowns are contributing to a coming supply shortage in the uranium market. Geopolitical risks could make the shortage even more extreme. Furthermore, utili...