Company Yellow Cake plc

YCA

JE00BF50RG45

Uranium

Analysts' Consensus

Business Summary

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

EPS Revisions

Annual profits - Rate of surprise

Sector Other Uranium

Market Closed - London S.E. Other stock markets 16:35:28 26/04/2024 BST			5-day change	1st Jan Change
630.5 ^GBX	+2.27%		+1.37%	+1.94%

03-05	Yellow Cake Continues Dialogue with Shareholders Opposing Long-term Incentive Options Plan	MT
02-20	How investors boost exposure to physical uranium	RE

Yellow Cake plc is a Jersey-based specialist company operating in the uranium sector holding physical uranium for the long term. It offers exposure to the uranium spot price. The Company is engaged in providing investors with direct exposure to the uranium market through its physical holding of uranium oxide concentrate (U3O8) and uranium-related commercial activities. This creates an opportunity to profit from an anticipated rise in the uranium price arising from the short- and medium-term supply and demand asymmetry. Its operating segment is the holding of U3O8 for long-term capital appreciation. It holds 20.16 million pounds of U3O8, all of which is held in storage in Canada and France. It also has an agreement for the supply of U3O8 with JSC National Atomic Company Kazatomprom (Kazatomprom).

Number of employees: 2

Managers	Title	Age	Since
Andre Liebenberg CEO	Chief Executive Officer	62	31/05/18
Carole Whittall DFI	Director of Finance/CFO	52	31/05/18

Members of the board	Title	Age	Since
Anthony Tudor St John CHM	Chairman	66	31/05/18
Sofia Bianchi BRD	Director/Board Member	64	31/05/18
Alan Rule BRD	Director/Board Member	62	31/05/18
Andre Liebenberg CEO	Chief Executive Officer	62	31/05/18
Alexander Downer BRD	Director/Board Member	72	31/05/18
Carole Whittall DFI	Director of Finance/CFO	52	31/05/18
Claire Brazenall BRD	Director/Board Member	-	08/11/22

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	221,440,730	210,971,109 ( 95.27 %)	4,584,283 ( 2.070 %)	95.27 %

Name	Equities	%	Valuation
MM Asset Management, Inc. 10.06 %	21,813,167	10.06 %	166 M p
URANIUM ROYALTY CORP. 2.558 %	5,546,159	2.558 %	42 M p
Fiera Capital (UK) Ltd. 1.429 %	3,099,663	1.429 %	24 M p
Quaestio Capital Management SGR SpA 1.420 %	3,079,728	1.420 %	23 M p
Intesa Sanpaolo Private Banking SpA 1.148 %	2,489,923	1.148 %	19 M p
Brandes Investment Partners (Europe) Ltd. 0.4321 %	937,073	0.4321 %	7 M p
Bridge Fund Management Ltd. 0.3601 %	780,838	0.3601 %	6 M p
Dominion Asset Management Ltd. 0.3512 %	761,647	0.3512 %	6 M p
Canaccord Genuity Wealth Ltd. 0.2997 %	650,000	0.2997 %	5 M p
AzValor Asset Management SGIIC SA 0.2351 %	509,803	0.2351 %	4 M p

Yellow Cake Plc

Liberation House Castle Street

JE1 2LH, St. Helier

+44 153 488 5200

http://www.yellowcakeplc.com

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

6.305 GBP

Average target price

8.092 GBP

Spread / Average Target

+28.34%

Consensus

Estimates Revisions

Company calendar

Other Uranium

	1st Jan change	Capi.
YELLOW CAKE PLC	+1.94%	1.7B
CAMECO CORPORATION	+17.98%	21.37B
URANIUM ENERGY CORP.	+7.97%	2.79B
CGN MINING COMPANY LIMITED	+13.37%	1.89B
CENTRUS ENERGY CORP.	-23.60%	665M
URANIUM ROYALTY CORP.	-9.27%	284M
ELEVATE URANIUM LTD	+8.43%	92.53M
GOVIEX URANIUM INC.	-40.00%	53.43M

Other Uranium