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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 investors looking to increase their uranium exposure. The price of uranium will need ...
The company’s business is structured in such a way that its shares are meant to follow the price of uranium, which makes it a good way to get exposure. The global uranium market has an annual deficit of around 30 million pounds and prices need to recover to at least $50 per pou...
Horos is an asset management firm that knows the benefits of value investing over the long term. We invest in companies that we consider, after analyzing them, to have a value higher than the price they ask for within the stock market. In our search for companies with potential an...
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, utilities have significant demand in the coming years that is not yet covered by long-term...
Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
Investment Thesis I wrote an article about Yellow Cake ( YLLXF ) in late March, and while the stock price has appreciated since then, the discount to NAV has persisted. The company already has a smaller buyback program in place but has now agreed to sell a small portion of the uranium inve...
Today I have the pleasure to interview Brian Laks , Portfolio Manager and Partner of Old West Investment Management , who also manages a special opportunity fund that is now focused on uranium. In his prior role, he focused on the energy sector. He is a CFA charterholder. I have been follo...
Investment thesis The uranium market has been in a tough spot ever since the Fukushima disaster of 2011, and the production cuts made by Cameco (CCJ) and Kazatomprom have had very little impact. However, around a third of global uranium supply has been affected by mine shutdowns due to t...
Investment Thesis Yellow Cake ( OTCPK:YLLXF ) is an investment company that owns uranium and has little to no operational exposure to COVID-19, but has sold off significantly despite the fact that the price of uranium has remained relatively stable recently. The latest stock price is ...
Overview Given the market turbulence we might see going forward, I wanted to review the liquidity and leverage of my various portfolio holdings. This might not help the stock price in the short-term, but I wanted to have a quick look at the underlying exposure if we see credit markets starti...
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2024-02-23 09:10:00 ET February 23, 2024 (Investorideas.com Newswire) Investorideas.com , a global news source and expert investing resource, announces today's roundup of stocks to watch in the mining sector. The newest mining companies explore for precious metals including gold, si...
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 performance for the quarter ended 31 December 2023 (the "Quarter"). Highlights Market Highli...
NEW YORK, Jan. 18, 2024 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), today announced the 2024 OTCQX ® Best 50, a ranking of the top-performing OTCQX companies in the prior calendar year. The OTCQX Best 50 is an annual ranking of the top 50 U.S. and international co...