Updates & Ideas

Yellow Cake - Net zero driving uranium demand higher

August 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Yellow Cake, an AIM quoted holding company set up a few years ago exclusively to acquire uranium ore that sits securely in a Canadian warehouse, could benefit from the push towards decarbonisation and net zero. Its connection with net zero is that nuclear power, which uses uranium for fuel (the nickname “yellow cake” refers to the yellow powder resulting from mined uranium ore being crushed and soaked in an acid solution before being dried and filtered) and generates the least CO2 equivalent emissions compared to all other power sources. A recent presentation by Yellow Cake shows that nuclear power stations emit just 3 tonnes of carbon while generating one GWh (one billion watt hours), which is less than wind (4 tonnes), solar (5) ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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