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Yellow Cake plc ( (GB:YCA) ) has provided an update.
Yellow Cake reported a modest 0.5% decline in the value of its uranium holdings to US$1.77bn and a similar decrease in net asset value per share to £6.03 in the quarter to 31 December 2025, reflecting a slight softening in the spot uranium price despite supportive market fundamentals. The company strengthened its capital position with an oversubscribed £129.6m share placing and moved to exercise its 2025 purchase option with Kazatomprom for 1.33 million pounds of U3O8 at US$75.08 per pound, which is expected to lift its total inventory to about 23 million pounds and support further opportunistic acquisitions. Management highlighted that Yellow Cake’s shares have recently traded at a premium to NAV, underscoring investor appetite for exposure to uranium as global nuclear expansion gathers pace, driven by data centre and AI-related power demand and new long-term nuclear investment programmes in key markets such as the US and South Africa.
The most recent analyst rating on (GB:YCA) stock is a Hold with a £704.00 price target. To see the full list of analyst forecasts on Yellow Cake plc stock, see the GB:YCA Stock Forecast page.
Spark’s Take on GB:YCA Stock
According to Spark, TipRanks’ AI Analyst, GB:YCA is a Neutral.
The score is held back primarily by weak and inconsistent financial performance, especially persistently negative cash flow and volatile earnings, despite a low-risk (zero-debt) balance sheet. Technicals are supportive with a strong uptrend, but near-overbought momentum and a negative P/E limit the overall score.
To see Spark’s full report on GB:YCA stock, click here.
More about Yellow Cake plc
Yellow Cake plc is a specialist vehicle in the uranium sector that holds physical uranium oxide (U3O8) for the long term and undertakes uranium-related commercial activities, giving investors direct exposure to the commodity. The group stores its paid-for uranium at Cameco’s facility in Canada and Orano’s facility in France and is focused on benefiting from tightening supply-demand dynamics in the global nuclear fuel market.
Average Trading Volume: 1,656,909
Technical Sentiment Signal: Buy
Current Market Cap: £1.73B
For detailed information about YCA stock, go to TipRanks’ Stock Analysis page.