Member Info for andmillsy

Interesting depiction
https://twitter.com/BshpKing/status/1436549896316858368?s=19

Tin soaring again. Not too mention lithium
https://twitter.com/Peter52834033/status/1436383342526566402?s=19

42/43 utilities scrambling
https://twitter.com/BambroughKevin/status/1436363131261947906?s=19
This is definitely not reflected in YCA close price. Will there be early bargain opportunity on Monday????

The value of the prospects they have in US with Uranium must have risen significantly in value and interest given the Uranium price increase and realisation of supply deficit. This doesn't appear to be reflected in the SP.

https://www.londonstockexchange.com/news-article/YCA/tr-1-notification-of-major-holdings/15130982
TR1
Kopernik Global Investors
Increased holding to 6.3%

Great info - thanks for sharing.

Finally bought my first small entry here after watching for some time but I'm not the background 0.75 buyer !

Sure looks that way

snap ! I took at 305.8

SP drop now by 2.5% so below NAV based on Uranium price last night

Same as my parameters and I left uranium hedge liability unchanged. This is good value compared to Sprott at today spot price

I'm within 1% of the table from SGD27. Also we have little / no premium to NAV at yesterday spot whereas Sprott 8 - 11%

I made it 37p !
I'm using 15.86mil lbs including last purchase are you ?

Probably slight diff on £/$

It is close from my interpretation of the following - slide 14 of SFR presentation for T3 / A4 and slide 2 of GLR for GLR licences.
https://galileoresources.com/wp-content/uploads/Kalahari-Copper-Belt-Investor-Presentation.pdf
https://www.sandfire.com.au/site/PDF/0a785991-a0b8-4aad-b628-c5617106fc43/SandfireInvestorPresentationFebruary2020

5x5 thanks very helpful. Some recent issues for them on production adding to general supply side issue for Uranium. BHP are a good diversified play but maybe I should continue that vein on another board :)
https://indaily.com.au/news/business/2021/07/20/bhp-to-cash-in-on-record-olympic-dam-production/

How big are BHP in Uranimum ? Never considered them for this market - my poor research.

I have small holdings in uk listed only which are AURA and GCL (fund). Larger holding here in YCA

Sprott was a premium to NAV at 11.4% on Friday. YCA (by my calcs) about 2% premium at 304 share price at 10.45.

Thanks I guess there may be some speculation here due to U asset but probably limited due to long period to bring to production imho

Illustrates supply challenge and impact of Sprott
https://twitter.com/adequateryan/status/1433929680374177796?s=19