Yellow Cake confident despite small decline in net asset value

30th Jan 2026 09:51

(Sharecast News) - Yellow Cake reported a modest decline in net asset value in the quarter ended 31 December on Friday, reflecting a slightly weaker uranium spot price, while reiterating a constructive outlook for the uranium market amid accelerating global nuclear investment and persistent supply constraints.

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Yellow Cake reports sharp increase in uranium asset value

4th Dec 2025 15:37

(Sharecast News) - Yellow Cake reported a sharp increase in the value of its uranium assets and a return to profit in its first half on Thursday, as rising prices and renewed investor appetite underpinned what the company described as a supportive backdrop for nuclear energy.

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Yellow Cake reports 4.5pc uptick in uranium holding value

28th Oct 2025 14:11

(Sharecast News) - Yellow Cake said in an update on Tuesday that the value of its uranium holdings rose 4.5% in the third quarter as uranium prices strengthened, while the company expanded its long-term holdings following a successful $175m capital raise.

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Yellow Cake reports strong uplift in value of uranium holdings

30th Jul 2025 13:30

(Sharecast News) - Yellow Cake reported a strong uplift in the value of its uranium holdings in the second quarter on Wednesday, driven by a sharp rise in the uranium spot price, which climbed 21.8% over the period.

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Berenberg reiterates 'buy' rating on Yellow Cake

28th Apr 2025 12:52

(Sharecast News) - Analysts at Berenberg took a fresh look at uranium projects investor Yellow Cake on Monday following its quarterly net asset value update for the fiscal year-end, in which it revealed it had a period-end NAV of $1.41bn at the end of March.

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Yellow Cake amends long-term incentive plan after shareholder feedback

28th Feb 2025 12:09

(Sharecast News) - Yellow Cake announced on Friday that it has amended its long-term incentive plan (LTIP) following shareholder feedback after its 2024 annual general meeting, where concerns were raised about director remuneration.

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Yellow Cake confident despite fall in uranium value

28th Jan 2025 12:23

(Sharecast News) - Specialist uranium investor Yellow Cake reported a decline in the value of its holdings during the quarter ended 31 December on Tuesday, reflecting a drop in the uranium spot price.

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Yellow Cake NAV slips as uranium values decline

10th Dec 2024 11:05

(Sharecast News) - Uranium investor Yellow Cake reported a rise in uranium holdings but a decrease in net asset value due to lower spot prices in its interim results on Tuesday.

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Yellow Cake confident despite fall in uranium prices

21st Oct 2024 15:40

(Sharecast News) - Yellow Cake, a specialist company holding physical uranium for long-term investment, reported a 4.4% decrease in the value of its uranium holdings during the September quarter on Monday.

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Yellow Cake NAV per share narrows as uranium prices slip

30th Jul 2024 13:30

(Sharecast News) - Uranium investor Yellow Cake said in an update on Tuesday that during the June quarter, the spot price of uranium saw a slight decline of 1.8%, from $87.00 per pound on 31 March to $85.50 on 28 June.

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Yellow Cake reports strong year as uranium prices rise

19th Jul 2024 13:18

(Sharecast News) - Yellow Cake reported a significant rise in its full-year financial performance on Friday, driven by a substantial increase in uranium prices.

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Berenberg stays at 'buy' on Yellow Cake on tight supplies and supply risk

16th Apr 2024 13:13

(Sharecast News) - Analysts at Berenberg stood by their 'buy' recommendation for shares of Yellow Cake, the uranium oxide concentrate holding company, following a fireside chat with its boss, Andre Liebenberg.

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Yellow Cake value tops $2bn after strong fourth quarter

24th Jan 2024 11:23

(Sharecast News) - Uranium investor Yellow Cake reported a robust performance for the December quarter on Wednesday, as its value reached and surpassed the $2bn level.

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Berenberg raises target price on Yellow Cake

18th Jan 2024 09:46

(Sharecast News) - Analysts at Berenberg raised their target price on uranium group Yellow Cake from 744.0p to 883.0p on Thursday following a fireside chat with chief executive Andre Liebenberg and Dustin Garrow, managing principal at Nuclear Fuel Associates and chief commercial officer of 308 Services.

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Yellow Cake swings to profit as uranium holdings grow

6th Dec 2023 08:23

(Sharecast News) - Uranium investor Yellow Cake reported physical uranium holdings of 20.16 million pounds in its interim report on Wednesday, up from 18.81 million pounds.

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