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Yellow Cake plc is a London-listed company and headquartered in Jersey. Yellow Cake was established in 2018 to offer investors exposure to the uranium commodity at a time when the supply/demand fundamentals strongly suggested a resurgence in uranium prices.
The Company has a long-term Framework Agreement for supply of U3O8 with Kazatomprom, the world’s largest uranium producer. This enables Yellow Cake to access up to USD100 million of uranium annually from Kazatomprom at the spot price until 2027. The Company has a low-cost outsourced business model that provides access to corporate functions and industry expertise.
Yellow Cake currently owns 21.7mlbs of uranium, which is stored in 2 regulated warehouses located in Canada and France.
