515.00p
+1.98%
Close of 6 Nov 2026, in pence
About Yellow Cake
Its shares trade on LSE under the ticker YCA.L. It has been listed since 5 July 2018. In the fiscal year to 31 March 2026, it reported revenue of $434.3m and net income of $412.8m. At that date it held total assets of $2.11bn and shareholders' equity of $2.11bn.
Yellow Cake Plc operates in the uranium sector, which engages in purchase and hold of U3O8. The firm offers direct exposure to the spot uranium price without exploration, development, mining, or processing risk and to other commercial opportunities in the uranium sector. The firm operates in the uranium sector and holds physical uranium oxide (U3O8). The firm is engaged in uranium-related transactional activities, such as uranium location swaps. The company is also involved in other operational and financial transactions on an opportunistic basis to secure exposure to uranium, including streaming and royalties and other financing opportunities. The firm holds approximately 18.8 million pounds of U3O8, which is held in a storage account at Cameco’s Port Hope/ Blind River facility in Ontario, Canada and in Orano Cycle’s Malvesi/ Tricastin storage facility in France. The firm is organized into a single operating segment being the holding of U3O8 for long-term capital appreciation.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- Industrials
- Industry
- Trading Companies & Distributors
- Listed since
- 5 Jul 2018
- Website
- yellowcakeplc.com ↗
Leadership
Pay as last reported
- The Lord Anthony St. JohnIndependent Non-Executive Chairman of the Board$79,000
- Mr. Andre LiebenbergChief Executive Officer, Executive Director$356,000
- Ms. Carole WhittallChief Financial Officer, Executive Director$277,000
- Ms. Sofia BianchiIndependent Non-Executive Director$49,000
- The Hon. Alexander DownerIndependent Non-Executive Director$55,000
- Ms. Zoe RizzutoIndependent Non-Executive Director
- Mr. Alan RuleIndependent Non-Executive Director$55,000
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Holds 18.8 million pounds of U3O8 at Cameco and Orano Cycle facilities.
- Operates without exploration or mining risks in uranium sector.
- Offers direct exposure to spot uranium price through U3O8 holdings.
Weaknesses
- Relies on physical uranium oxide U3O8 storage in Canada and France.
- Limited to uranium-related transactional activities without mining operations.
- Dependent on spot uranium price fluctuations for capital appreciation.
Opportunities
- Expands uranium exposure via streaming and royalties opportunities.
- Secures long-term capital appreciation through U3O8 holdings.
- Leverages uranium sector commercial opportunities for growth.
Threats
- Spot uranium price volatility impacts capital appreciation.
- U3O8 storage facilities face geopolitical risks in Canada and France.
- Uranium sector regulatory changes threaten operational stability.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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