Yellow Cake’s long-term partnership
with Kazatomprom is a key strategic advantage that provides access to material volumes of uranium at the prevailing market price.
The uranium market has been relatively quiet in recent weeks, with many participants looking ahead to the World Nuclear Association’s symposium in early September.
Historically, the post-symposium period has been a time of increased activity, and we are already hearing that the term market is starting to pick up as utilities explore supply options. It would not be surprising to see a more active contracting environment develop as we move into the autumn.
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.
Learn morewith Kazatomprom is a key strategic advantage that provides access to material volumes of uranium at the prevailing market price.
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.