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.
When it comes to uranium, the spot price tends to dominate the headlines. It’s the most visible and frequently quoted figure – representing the price of uranium for near-term delivery (usually within three months).
But while the spot price grabs attention, it doesn’t tell the full story. Behind the scenes, the uranium market operates on a dual-pricing system, with the less visible ‘term’ market (for deliveries over 3+ years) playing a large role in shaping the long-term supply-demand balance.
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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