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.
As global markets reel from President Trump’s recent trade policy shifts, uranium stands out as an example of resilience amid uncertainty.
While spot prices have tumbled over 10% in Q1 2025 , and mid-term prices have dropped nearly 40% since the 2024 peak, the Long-Term price remains remarkably stable at $80/lb.”
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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with 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.
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