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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. The uranium industry has however recently been relatively correlated with the general stock market. For fu...
Spot uranium prices have increased by over 50% over the past year, and Cameco is restarting McArthur River. However, I think that Uranium Royalty’s interests in McArthur River and Cigar Lake might be worth just around $30 million today. Uranium Royalty also has $98.3 m...
URNM is an ETF focused on the uranium sector. The uranium bull market is just getting started as there is a material global supply and demand mismatch. I include brief summaries of the three largest holdings, Kazatomprom, Cameco, and the Sprott Physical Uranium Trust. For fu...
Yellow Cake has outperformed most uranium miners so far in 2022. The discount to NAV has decreased from the highs a few months ago, but the stock still trades with an 8% discount to NAV. A buyback program was recently announced to hopefully close the discount to NAV. For fur...
We can look at Yellow Cake in terms of what it does, sure we can. A better evaluation would come from why the company exists at all. The aim to to enable speculation upon the uranium price, that's the whole of the thing. For further details see: Yellow Cake Exists To All...
The uranium market is in structural supply/demand deficit despite nuclear energy being an essential and growing form of clean energy. Financial players and a utility contracting cycle mark near-term catalysts. I expect both physical uranium and uranium producer baskets to aggressi...
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. The risk-reward for Yellow Cake remains one of the best in the industry. For further de...
In this week's newsletter, we look at an undervalued citrus producer. We also review the uranium holding companies after the recent rise in spot uranium pricing. Finally, we look at two gold producers who have been sold off in recent weeks. For further details see: Small...
The price of uranium has retraced some after the peak in September, this is potentially a good entry point for the investment vehicles. The investment vehicles are still reasonably priced compared to many other uranium equities. Higher energy prices and the energy crisis should be...
The trust bought close to six million pounds of uranium on the spot market over the past month. August had the highest monthly trading volume for the past 25 years. Uranium spot prices are going parabolic and the trust has managed to do what Cameco and Yellow Cake failed to do in the ...
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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...