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Added to YB: 2024-11-01

Pitch date: 2024-10-30

YCA.L [bullish]

Yellow Cake plc

-1.09%

current return

Author Info

Company Info

Yellow Cake plc operates in the uranium sector. It purchases and holds uranium oxide concentrates, and exploits other uranium-related opportunities.

Market Cap

GBP 1.1B

Pitch Price

GBP 5.51

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

6.08

EV/Sales

5.61

Sector

Oil, Gas and Consumable Fuels

Category

value

Show full summary:
Good Time For A Slice Of Yellow Cake?

YCA.L: Physical uranium holder at 0.938x P/B. 21.68M lbs U3O8 stored. Unique Kazatomprom option till 2027. Low-cost structure, 1% NAV cap on expenses. Uranium demand outpacing supply. AI & data centers driving nuclear power resurgence. Potential acquisition target for utilities.

Read full article (13 min)