Are Yellow Cake Shares, YCA, Undervalued At the Current Uranium Price?

Key points:

There’s a reasonable argument that Yellow Cake is currently undervalued

There’s another, equally valid, that they’re not

Trading positions depend upon which argument is believed Yellow Cake (LON: YCA) shares are an oddity really. For the company itself, YCA, doesn’t particularly do anything. But then that’s rather the point of the company itself, not to do anything but simply to be.The background here is that yellow cake is the traded form of uranium. This isn’t what is put into reactors, it’s earlier in the process than that. It’s actually the output from the normal mining and processing system. This is then what is traded around within the nuclear business. It’s only once an actual reactor is ready for refueling that the yellow cake (uranium oxides) is sent through the isotopic separation plant to become actual reactor fuel. Different reactors require different styles of fuel, but all of […]

About the author: StockMan
Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, you should before acting on the information or advice, consider the appropriateness of the information or advice in relation to your objectives, financial situation or needs. Please be aware that any information posted on this site should not be considered to be financial product advice.
Posting Guidelines
  • Do contribute something to the discussion
  • Do post factual information, analysis and your view on company valuations
  • Do disclose if you have an interest in a security
  • Do take our Terms of Use seriously
Do Not
  • Do not make low-content posts, unsubstantiated ramps or untruthful/misleading statements
  • Do not complain about a post unless you have reported it first, and not on the forum.
  • Do not post financial advice
  • Do not advertise or post sponsored content

Get involved!

Get Connected!

Come and join our community. Expand your network and get to know new people!


No comments yet