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LON:YCA

Yellow Cake PLC

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 562.00p Energy - UraniumAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
562.00p
Buy <=wait / entry
513.33p
Trim >=take some off
600.00p
Thesis breakA material adverse change in the Kazatomprom framework agreement, a non-exercise...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Completion of share buyback programme purchasing 257,976 ordinary shares
  • Moderate Buy analyst ratings with average 12-month price target of 693.50p
  • Uranium price volatility risk directly compressing NAV per share
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