Yellow Cake Plc
Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Semi-annual Revenue
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in mil. unless spec.Semi-annual Earnings Per Share
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in mil. unless spec.Semi-annual Dividends Per Share
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in mil. unless spec.Company Description
- CEO
- Andre Leon Liebenberg
- Full Time Employees
- 2
- Sector
- Non-energy minerals
- Industry
- Other metals/Minerals
- Address
- Gaspé House St. Helier JE United Kingdom JE1 2LH
- IPO Date
- Jul 5, 2018
- Website
- yellowcakeplc.com
- Similar Companies
- Business
- Yellow Cake plc (YCA.L) is a specialist investment company operating in the uranium sector that provides investors with direct exposure to the uranium spot price through the purchase and long-term holding of physical uranium oxide concentrate (U3O8); it also pursues uranium-related commercial activities such as commodity streaming and royalties. Founded in 2018 and headquartered in St. Helier, Jersey, the company stores its U3O8 holdings in secure facilities in Canada and France, leveraging a ten-year framework agreement with Kazatomprom, the world's largest uranium producer, to acquire up to $100 million of U3O8 annually at market-related prices through 2027. As of late 2025, Yellow Cake holds approximately 21.68 million pounds of U3O8, with recent exercises of its Kazatomprom option including the September 2025 purchase of 1.33 million pounds at $75.08 per pound for $100 million, delivery expected in the first half of 2026, bringing total holdings to over 23 million pounds; this followed an oversubscribed placing of 23 million new ordinary shares raising gross proceeds of approximately GBP130 million ($175 million). The company maintains a low-cost outsourced operating model targeting expenses below 1% of net asset value, operates without mining or production risks, and benefits from global nuclear energy demand growth amid supply constraints.
Company News
Yellow Cake: The Discount To NAV Is Particularly Compelling Now
Yellow Cake: Great Value And The Company Is Finally Buying Back Its Shares
Short Interest in Yellow Cake plc (OTCMKTS:YLLXF) Drops By 28.6%
Yellow Cake plc (OTCMKTS:YLLXF) Short Interest Down 20.9% in February
Yellow Cake (OTCMKTS:YLLXF) Stock Price Down 5% – Here’s Why
Yellow Cake: Still An Attractive Low-Risk Uranium Investment
Yellow Cake: One Of The Better Risk Rewards Among Uranium Equities
Yellow Cake: Still Trades At A Substantial Discount To The Long-Term Uranium Price
Yellow Cake: A Large Discount To The Long-Term Uranium Contract Price
Yellow Cake: Re-Evaluating The Uranium Trade After The Sell-Off
URA: Icing On The Yellow Cake (Technical Analysis)
Yellow Cake: A Bright Future Ahead
URNJ: The Demand For Uranium Continues To Grow
Yellow Cake: Offered At An Implied Uranium Price Of $64/Lb
Yellow Cake: Now Trading With An Implied Uranium Price Of $75/Lb
Yellow Cake: Discount To Net Asset Value Now 16.4%
Yellow Cake PLC Announces Quarterly Operating Update
Uranium: Still A Lot Of Room To Run
Yellow Cake: A Way To Play The Uranium Bull Market, With A Discount To Net Asset Value
Yellow Cake: Still Offered At A Discount To NAV