Hi there.
I would like to invest a little in the future of nuclear energy and have come across this company here. The P/E ratio looks more than fair. Does anyone have more experience in the sector and any other attractive alternatives? 🤔
Yellow Cake
Azione
Azione
ISIN: JE00BF50RG45
Ticker: YCA
JE00BF50RG45
YCA
Price
Discussione su YCA
Messaggi
10
10Mes·
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 (-6,53%)
$KLAC (-6,34%)
$CDNS (-6,34%)
$SNPS (-6%)
$QCOM (-7,67%)
$MRAM (-3,02%)
$SYNA (-6,48%)
I have approx. 1365€ available afterwards.
57Posizioni
67.002,95 €
11,06%
44
9 Commenti
10Mes
$TXRH could be something for you. Or do you just want to expand existing stocks? It makes sense in itself that you consolidate a bit, I would even be more radical and sell everything under 1k or reallocate so that there is no value under 1k in the portfolio.
Unless these are savings plans for you.
Unless these are savings plans for you.
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11Mes·
Small position in Spekulation's portfolio sold.
Lithium is interesting but there is still too much "dirt" in the market.
$SLI (-2,99%) remains on the watch, as I still find the company interesting, especially because of the cooperation with $LXS (-9,26%)
The money may flow into a new position in $YCA (-6,53%)
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12 Commenti
11Mes
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11Mes·
A few shares of $YCA (-6,53%) 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 (-8,93%) (my little german favorite 🇩🇪 💞)
1Anno·
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 (-6,28%) 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 (-6,53%) 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 (-8,4%) ( power plant construction)
Hitachi $HIA (power plant construction)
RWE $RWE (-6,04%) (invested in Poland and the Netherlands via Urenco)
Brookfield $BN (-7,46%) (main shareholder Westinghouse)
Engie Electrabel $ENGI (-3,08%) (ECS)
Mutares SE $MUX (-8,93%) (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.
2121
44 Commenti1Anno
The growth does not make sense to me. If you look at uranium primarily as an energy source, the price framework is limited.
The higher the price of the raw material, the higher the follow-up costs of processing. In this case, nuclear power becomes more expensive. Companies are generally interested in maximizing profits, which is why rising costs lead to falling margins for operators, because the price of electricity must remain low in order to ensure the competitiveness of the country as a whole.
In this respect, there will be significant corrections to many commodities on the world market in the foreseeable future, at the latest with the reintegration of Russia. Uranium, potash and also crude oil will correct significantly following the trend of the last year, taking into account the competition from RE investment offensives and subsidy programs.
The higher the price of the raw material, the higher the follow-up costs of processing. In this case, nuclear power becomes more expensive. Companies are generally interested in maximizing profits, which is why rising costs lead to falling margins for operators, because the price of electricity must remain low in order to ensure the competitiveness of the country as a whole.
In this respect, there will be significant corrections to many commodities on the world market in the foreseeable future, at the latest with the reintegration of Russia. Uranium, potash and also crude oil will correct significantly following the trend of the last year, taking into account the competition from RE investment offensives and subsidy programs.
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55
•1Anno·
To take up the topic again briefly: Here is an example of a really good and cleanly presented annual report from $YCA (-6,53%)
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.
1Anno·
Share analysis
A question for all of you old-timers here.
In addition to my $500 (-5,58%) ETF in the future to deal more with individual stocks.
My question is this:
How would you guys best inform yourselves in the topic of stock analysis/stock valuation.
For example, are there any programs or YouTube channels or other sources that you can recommend for getting started? Maybe even a book :)
I've already searched a bit on Google, but I'd like to hear a few more recommendations from people like you who have been doing this for a while.
Thanks in advance :)
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5 Commenti
1Anno·
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 (-6,53%) 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?
