Yellow Cake Plc · LSE:YCA
Yellow Cake — Investor Presentation (April 2020)
20 slides from Yellow Cake's investor presentation, April 2020
Slide 1: Pure Exposure to the Uranium Commodity
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Slide 2: Important Notice
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Slide 3: Yellow Cake investment highlights
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Slide 4: Uranium production and market structure
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Slide 5: Production of U3O8 in 2019
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Slide 6: Uranium supply and pricing
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Slide 7: Current total holdings of uranium
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Slide 8: Share price and trading performance
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Slide 9: !"#$%&'( )#"*+,( -.+".%+/ !
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Slide 10: Nuclear power demand and reactors
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Slide 11: World Nuclear Association reactor requirements
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Slide 12: Reactors under construction and planned
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Slide 13: Uranium price and production history
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Slide 14: Estimated total production costs
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Slide 15: Production cuts seen from 2016
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Slide 16: Supply response and market deficit
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Slide 17: Uranium requirements and coverage rates
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Slide 18: Market activity and working group
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Slide 19: Nuclear power as a growing source of energy
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Slide 20: Conclusion and Yellow Cake investment case
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