The uranium spot price bubble has officially burst. The uranium spot price – which peaked at US$100 per pound in January 2024 – has fallen 33% the past 15 months and now sits at around US$66, ...

Some of its top holdings include Cameco, Uranium Energy Corp, NexGen Energy, Yellow Cake PLC, NuScale Power, and Denison Mines. The ETF also yields pays a quarterly dividend.

Stifel is optimistic about Cameco’s future, noting that rising uranium prices and the company’s solid financial performance, including 21.18% revenue growth, position it well for success.

Yellow Cake can discretionally do an equity raising, and use the proceedings to buy more uranium. The company has the option through 2027 to buy up to $100 million per year in uranium oxide ...

Cameco also said it had record production of 20.3 million package pounds of uranium from its McArthur River/Key Lake facility in northern Saskatchewan, which the company said set a world record.

Yellow Cake confirmed that all its uranium holdings remained securely stored at Cameco's facility in Canada and Orano's facility in France, emphasising its operational stability despite market ...

The only way investors could access physical uranium was "through an equity-based vehicle," such as Yellow Cake PLC (UK:YCA) (YLLXF) and Uranium Royalty Corp. (UROY), said Hinze.

Total operation costs are aimed so to stay below 1%. Yellow Cake has a long-term partnership with Kazatomprom (the National Kazakh uranium miner) to provide it with uranium. Storage is done in ...

The company's net asset value per share also fell by 10.1% during the quarter, reaching £6.17. Yellow Cake’s uranium is stored at the Cameco facility in Canada and the Orano facility in France.

London-quoted Yellow Cake plc has announced plans to buy a further 3 million pounds U3O8 (1154 tU), including 1 million pounds U3O8 from Kazatomprom in addition to that already covered in its option ...

Yellowcake (Image: KAP Technology/Kazatomprom) London-based Yellow Cake operates in the uranium sector with a view to holding physical uranium in the long term. On 11 April, it announced its intention ...