Yellow Cake PLC

YCA

Equity

ISIN JE00BF50RG45 / Valor 42323245

LSE London Stock Exchange, SETS (2025-11-21)

GBP 5.00-4.94%

Yellow Cake PLC
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About company

Yellow Cake PLC is a London-quoted company listed on AIM, headquartered and incorporated in Jersey, established in 2018. The company's primary business involves investing in physical uranium with the aim of benefiting from the long-term growth in the uranium price. Yellow Cake PLC provides investors with exposure to the uranium market without the operational risks associated with mining companies.

Summarized from source with an LLMView SourceSector: Energy

Uranium Holdings Value Surge

The value of Yellow Cake’s uranium holdings increased by 21.8% during Q2 2025, rising from US$1,397.4 million on 31 March 2025 to US$1,702.1 million on 30 June 2025. This growth reflects the corresponding rise in the uranium spot price over the quarter.

Net Asset Value Per Share Growth

Estimated net asset value per share saw a 14.3% increase in Q2 2025, climbing from £5.05 per share on 31 March 2025 to £5.77 per share on 30 June 2025. The primary driver was the 21.8% uplift in uranium prices, partially offset by sterling appreciation against the US dollar.

Market and Operational Highlights

The global uranium spot market strengthened significantly during the quarter, with prices peaking at US$78.50/lb on 30 June 2025. Yellow Cake remains well-positioned to capitalize on the growing demand and constrained supply in the uranium sector, supported by ongoing geopolitical developments and increased market volatility.

Summarized from source with an LLMView Source

Key figures

-11.8%1Y

27.5%3Y

163%5Y

Performance

38.1%1Y

33.4%3Y

37.6%5Y

Volatility