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LON:YCA

Yellow Cake PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today 547.50p Energy - UraniumAWAIT ENTRY
64

Position levels

Currenttoday
547.50p
Buy <=wait / entry
483.33p
Trim >=take some off
590.00p
Thesis breakA decisive break of U3O8 spot below US$70/lb combined with either a renegotiated...
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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 with 257,976 shares purchased
  • Publication of quarterly operating update for period ended 30 June
  • Rising three-year and five-year forward uranium prices to US$101/lb and US$108/lb
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.