Yellow Cake PLC

Yellow Cake PLC (YCA) · 2026-10-27

QUARTERLY OPERATING UPDATE

Yellow Cake PLC's estimated NAV rose 5.0% to £6.66 per share, or US$2,223.3m, at 30 September as delivered uranium and higher spot prices lifted its uranium holdings value 10.8% to US$2,181.6m. It estimated NAV at £6.65 per share, or US$2,231.8m, on 26 October, based on a US$89.85/lb daily uranium spot price and 30 September cash and other net current assets.

Yellow Cake PLC (YCA) · 2026-10-27

TR-1: Notification of Major Holdings

Yellow Cake PLC disclosed that JPMorgan Chase & Co.’s reported voting-rights position rose to 5.900390% (14,827,394 rights) on 20 October 2026 from 5.028530% in its previous notification. The position was held through controlled undertakings, including J.P. Morgan Securities PLC and J.P. Morgan Securities LLC.

Yellow Cake PLC (YCA) · 2026-10-23

TR-1: Notification of Major Holdings

Yellow Cake PLC said JPMorgan Chase & Co.’s disclosed voting-rights position rose to 5.900390% as at 20 October 2026, from 5.028530% in its previous notification.

Yellow Cake PLC (YCA) · 2026-10-19

Board Change

Yellow Cake PLC has replaced independent non-executive director Zoe Rizzuto with Wendy Walker, effective 16 October 2026, but Walker will not be classed as independent because her employer provides Group administration services.

Yellow Cake plc (YCA) · 2026-08-12

Delivery of Uranium

Yellow Cake plc took delivery of 1,160,766 lb of U3O8 from Kazatomprom on 11 August 2026 at Orano's storage facility in France under its exercised 2026 purchase option, costing USD100.0 million at USD86.15/lb.

Yellow Cake plc (YCA) · 2026-07-15

Annual Results for the year ended 31 March 2026

Yellow Cake reported USD419.5 million profit after tax for the year ended 31 March 2026, versus a USD469.2 million loss a year earlier, helped by a 30% rise in the uranium spot price to USD83.95/lb.

Yellow Cake plc (YCA) · 2026-06-15

Yellow Cake begins Share Buyback Programme

Yellow Cake has launched a US$10 million share buyback programme from 15 June 2026. Buybacks will only happen if the shares trade at a 10% or more discount to proforma NAV.