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This is fairly common for Yellowcake and the margin below NAV always seems to widen even more after each equity issue. Thats why I fixate on the actual Uranium spot price charts rather than YCA.L price if looking for a sell signal.
Previousy they dunked to over % discount to NAV after an equity raise but eventually we got back up to NAV again. Actually this would be an excellent opertunity as they could use the 100m to do share buybacks thus getting more uranium at a cheaper price than another KAZ shipment without the Russia risks
Brand new analysis of YellowCake : https://www.youtube.com/watch?v=I9XZylNSQfc
A new analysis of Diversified Energy: https://www.youtube.com/watch?v=ZGvu6M0qZ9s
Brand New Analysis of Shell: https://www.youtube.com/watch?v=HwPOLHOLFS4
They wont sell the treasury shares until they are trading at a surplus to NAV
Brand New Analysis of BATS: https://www.youtube.com/watch?v=SY601uzSyoM
Over an hour of discussion of diversified energy at this podcast by Rogue Trader and Portfolio matters: https://www.youtube.com/watch?v=vjzptbB1WCY
A nice detailed analysis of Persimmon : https://www.youtube.com/watch?v=2lMWdvt-zcU
Brand new analysis of Smith & Nephew: https://www.youtube.com/watch?v=CL5ErQLqfiQ
A nice Analysis of Airtel Africa: https://www.youtube.com/watch?v=lIRNiHkhrrQ
New Analysis of IGAS: https://www.youtube.com/watch?v=n-6Oo9WahBY
BATS own a CBD oil company (Organogram) which isnt that profitable. The hope is that they start selling CBD Vapes on a massive scale - but BATS seem to be frankly showing no interest in seriously pushing CBD vaping like we wish them to as shareholders.
Thorough analysis of Greatland Gold: https://www.youtube.com/watch?v=QIT2Jtwz_R8
Fresh look at Rockhopper post 23rd March Sea Lion update: https://www.youtube.com/watch?v=lkozWElsrZ8
Brand new analysis of TotalEnergies: https://www.youtube.com/watch?v=mqCC7H1XWR8
A fresh analysis of Rockhopper Exploration: https://www.youtube.com/watch?v=1YIgI_E1AlA
A fresh analysis of Shell following the Credit Suisse crash: https://www.youtube.com/watch?v=7IEaRYM0rak
New Analysis of Shell following YE Report: https://www.youtube.com/watch?v=yBGUZKOqjs8
Analysis of Mirriad Advertising: https://www.youtube.com/watch?v=FW1OMWvW2Tw
Brand New Analysis of Argo Blockchain : https://www.youtube.com/watch?v=jx7FsI66HKw