Added to YB: 2026-05-08
Pitch date: 2026-05-07
YCA.L [bullish]
Yellow Cake plc
-4.89%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Yellow Cake plc operates in the uranium sector. The company purchases and holds uranium oxide concentrates, and exploitation of other uranium-related opportunities.
Market Cap
GBP 1.9B
Pitch Price
GBP 5.93
Price Target
701.00 (+12485%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-193.36
EV/Sales
312.56
Sector
Oil, Gas and Consumable Fuels
Category
growth
8.2 Yellow Cake (YCA.L): Top Idea #2
YCA.L: Holds 24.37M lbs physical uranium w/ Cameco/Orano, no mining risk. Raised $110M Feb 2026, bought 1.16M lbs from Kazatomprom at $86.15/lb. <1% OpEx/assets. Tracks spot price closely. $100/lb uranium target = 701 GBp (~17% upside). Pure commodity play as nuclear demand rises from policy support & tech cos (Meta/MSFT).
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