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LON:YCA

Yellow Cake PLC

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old 514.56p Energy - UraniumAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
514.56p
Buy <=wait / entry
486.67p
Trim >=take some off
560.00p
Thesis breakYellow Cake would be a sell on any confirmed suspension or non-exercise of a sch...
-

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

  • Raising US$75m to exercise 2026 Kazatomprom Uranium Option
  • Long-term Framework Agreement with Kazatomprom for uranium volumes at market price
  • Low P/E ratio of 3.91 with analyst 1y target of 779.12
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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