Yellow Cake is a London-quoted company, providing investors with direct exposure to the uranium market through our physical holding of uranium oxide concentrate (U3O8) and by entering into transactions where beneficial commercial opportunities arise from uranium ownership. Yellow Cake’s physical uranium holdings provide an opportunity to profit from an anticipated rise in the uranium price, driven by a structural supply deficit that is forecast to widen into the 2030s as reactor demand accelerates and new mine supply remains constrained.
Maximise investor exposure to the uranium price and realise value from uranium-related commercial opportunities.
Ensure high standards of corporate governance.
Minimise costs through an outsourced business model that provides cost-effective access to uranium supply, intellectual capital, expertise and storage facilities.
Our strategy is to buy and hold physical U3O8 and engage in uranium-related transactional activities, providing investors with liquid exposure to the uranium price and the opportunity to participate in value realised from related commercial activities.
Established in 2018 to provide investors with an opportunity to realise value from long-term exposure to the uranium spot price and uranium-related commercial activities in a low-risk, low-cost, liquid and publicly-quoted vehicle. The supply/demand characteristics that have driven the uranium price higher since then have deepened and continue to make for a compelling investment case
