Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs
SMRs are critical to energy transition. Not new. Just not deployed at scale yet. Keen to secure exposure to nuclear power industry. Tread...
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COP26: An Overview of Investment Themes and Catalysts Related to COP26 Conference
COP26, the climate conference happening now, will impact global capital markets. Perhaps over the next two weeks, depending on headlines, but...
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New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
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YCA Valuation Update - Macro Driven SELL
Yellow Cake PLC (YCA LN) is a pure play on the uranium price Spot Price $24.65/lb U3O8 down 15% in the past year L.T. Price remains...
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Boost Research
YCA Valuation Update – Going to Plan…
1-year Target Price of £1.92-1.96 ps NPV4% assuming $22.5/lb U3O8 3-year Target Price of £1.63-1.83 ps NPV4% assuming $21/lb U3O8 C1 basis,...
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