YLLXF News and Press, Yellow Cake Plc From 04/26/23

2023-04-26 13:28:09 ET Summary Yellow Cake released a quarterly update earlier today which confirmed the large discount to NAV. With the latest uranium purchase, Yellow Cake will have over 20Mlbs of uranium on the books. The stock has historically converged with the price of u...

2023-04-03 09:30:00 ET Summary 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 ending of the carry trade, and the dynamics of the n...

2023-03-18 03:24:04 ET Summary We have never been able to rate Uranium Royalty as a buy previously. Bad valuations combined with euphoric sentiment have generally made a purchase difficult. We look at the recently released results in light of the big stock price drop to see if...

Summary I have recently sold my holdings in Yellow Cake due to the lack of buybacks to more aggressively close the discount to NAV. The stock has done reasonably well over the last year in an otherwise challenging market. My expectation is for Yellow Cake to continue to perform well...

NEW YORK, Nov. 09, 2022 (GLOBE NEWSWIRE) -- Virtual Investor Conferences, the leading proprietary investor conference series, today announced the presentations from the Uranium Virtual Investor Conference are now available for on-demand viewing. REGISTER NOW OR LOGIN AT : ht...

NEW YORK, Nov. 03, 2022 (GLOBE NEWSWIRE) -- Virtual Investor Conferences, the leading proprietary investor conference series, today announced the agenda for the upcoming Uranium Virtual Investor Conference to be held on November 8 th . Individual investors, institutional investors, advi...

Summary Markets declined during the third quarter as investors became convinced that monetary authorities would drive global economies into recession. The Strategy outperformed its benchmark due to its tilt towards “real economy” cyclical sectors, rather than defensi...

Summary 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. The risk-reward for Yellow Cake is attractive, with a relatively large upside and little operati...

Even after last year's run-up, uranium is still trading below the production cost of new marginal supply, in an undersupplied market. Add to the supply/demand imbalance: inflation, geopolitical tensions, the green energy transition, the energy crisis, utilities returning to the market...

We have over the last year seen several very positive developments in the nuclear and uranium industries. Cameco is a relatively conservative option in the industry, which will likely do well once investment flows turn positive for the industry again. There are however presently m...