Earlier this month, I attended the Toronto Global Forum to speak on a panel on nuclear energy. The discussion underscored a reality that has become increasingly clear over the past year: nuclear is no longer just a “clean energy option.” It is a strategic asset – critical to enable energy security, industrial growth, and achieving global climate goals. What makes this moment different from past cycles is the convergence of policy, capital, and industrial demand. For decades, mixed signals and regulatory uncertainty slowed nuclear investment.
Through our physical holding of uranium oxide concentrate (U3O8) and uranium-related commercial activities, we create an opportunity to realise value from long-term exposure to the uranium spot price in a low-risk, low-cost, liquid and publicly quoted vehicle.
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Our strategy is to buy and hold physical U308,
providing investors with liquid exposure to the resurgent investment price.
Provides investors with exposure to the uranium spot price without the operating risks associated with exploration, development, mining or processing.
Positioned to benefit from ongoing supply-side constraints and increasing nuclear energy demand.
A strong board and management committed to good governance and high ethical standards.
Yellow Cake creates liquidity for investors in a traditionally illiquid commodity.
