Yellow Cake

What are your dividend favorites?

I would like to divest myself of a few shares and add to existing dividend stocks.

Which positions would you add to ?

I will sell: $ANET
$YCA (-0,92 %)
$KLAC (-2,61 %)
$CDNS (-4,03 %)
$SNPS (-3,7 %)
$QCOM (-4,11 %)
$MRAM (-2,99 %)
$SYNA (-4,55 %)

I have approx. 1365€ available afterwards.

Small position in Spekulation's portfolio sold.

Lithium is interesting but there is still too much "dirt" in the market.

$SLI (-3,65 %) remains on the watch, as I still find the company interesting, especially because of the cooperation with $LXS (+0,14 %)

The money may flow into a new position in $YCA (-0,92 %)

A few shares of $YCA (-0,92 %) Yellow Cake snapped up on the first April shopping spree 😎🤞🏼

Very exciting title. Maybe someone would like to do an analysis on it....

I also added to these stocks at the end of March:

$MUX (+1,91 %) (my little german favorite 🇩🇪 💞)

$IBM (-0,47 %)

$NDA (-3,06 %)

$HIK (+0,36 %)

Today I'm going to take a look at uranium stocks from my perspective as a radiation protection engineer:

From today's perspective, the demand for uranium will increase, not decrease, by 2027. Production is currently not keeping pace and demand is very high. I therefore see uranium share prices continuing to rise until 2027.

Which ones are currently popular?

In addition to the strong Cameco $CCO (-5,88 %) and Nexgen Energy $NXG there is also Kazatomprom $KZAP . All three have had a very good rally to date and are expected to constantly exceed their all-time high until 2027.

From today's perspective, I think one share is still undervalued alongside Kazatomprom: $YCA (-0,92 %) Yellow Cake, these do not produce uranium directly but rather act as holders of uranium and uranium trading.

Cameco: P/E 102, growth 96%, 0.2% div

Nexgen: P/E 45, growth 65%, 0% div

Kazatomprom: P/E 15, 1Y: 46%,4%Div

Yellow Cake: P/E 4, 1Y growth 85%, 0% div

I personally have Cameco in my savings plan, but I think this company and Nexgen are overvalued. I also have shares in Kazatomprom and Yellow Cake.

What does the future look like? Even after 2027, things will not get less for producers. From today's perspective, over 120 new pressurized water reactors of the EPR type will be built by 2035. However, the price will increasingly fall again. Anyone who thinks that Germany is going to stop, I'm afraid I have to put a spanner in the works. Although no conventional reactors are being built and we are in the process of dismantling them, dual-fluid reactors or small SMR-type reactors are. These have the possibility of reusing the nuclear waste. Companies and cooperation with the following companies are required for the construction:

Mitsubishi Heavy $7011 (-3,2 %) ( power plant construction)

Hitachi $HIA (power plant construction)

RWE $RWE (+1,08 %) (invested in Poland and the Netherlands via Urenco)

Brookfield $BN (-1,74 %) (main shareholder Westinghouse)

Engie Electrabel $ENGI (-0,55 %) (ECS)

Mutares SE $MUX (+1,91 %) (dismantling of nuclear power plants)

General Electric $GEC (reactor construction (among others)

Others are unfortunately only limited liability companies.

Conventional nuclear waste is also disposed of with other reactor types. However, the process will continue to develop until around 2050.

If you have any further questions, please write to me.

To take up the topic again briefly: Here is an example of a really good and cleanly presented annual report from $YCA (-0,92 %)

I particularly like the luxury of being able to calculate the NAV directly for the shareholder. So you can see directly whether the share is currently too expensive or cheap, similar to BDC's.

A brief explanation of the NAV:

Price < NAV = Discount, also günstig

Kurs > NAV = Premium, Expensive.

In the example here, this results in a discount of ~11% at the current price of £5.80 to a NAV of £6.58

And here is the short note: this is not a free-money glitch, just a valuation metric.

I want to have nuclear power in my depot. In principle, there is actually no global player that can map the value chain vertically to some extent before electricity generation.

I ask myself whether $YCA (-0,92 %) can run its business profitably with a purely time-based arbitrage business. The share price is currently running up and away.

Suggestions for nuclear energy companies?

Uranium futures rise again from three-month low.

Yellow Cake "hoards" uranium.

Very interesting

Uranium demand grows

Uranium production decreases