While interest rate uncertainty and higher oil prices weighed on markets throughout July, the nuclear sector has continued to move in one direction: forward. As geopolitical tensions keep crude bumping $100 a barrel and the AI sell-off deepens, the long-term investment case for uranium remains firmly intact.
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 more
Our strategy is to buy and hold physical U3O8, providing investors with liquid exposure to the resurgent uranium 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 a structural supply deficit forecast to widen into the 2030s as reactor demand accelerates, secondary supply depletes and new mine supply remains constrained.
A strong board and management committed to good governance and high ethical standards.
Yellow Cake creates liquidity for investors in a traditionally illiquid commodity.
