Yellow Cake Plc

Primary ticker: AIM:YCA
Primary minerals: Uranium

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Yellow Cake is a London-listed company, which offers exposure to the uranium spot price. This is achieved through its strategy of buying and holding physical triuranium octoxide (“U3O8”). It may also seek to add value through the trading, the acquisition of uranium royalties and streams or other uranium related activities. The business is differentiated from its peers by its lower cost base and ten-year U3O8 supply agreement with Kazatomprom, the world’s largest uranium producer. Yellow Cake seeks to generate returns for shareholders through the appreciation of the value of its holding of U3O8 in a rising uranium price environment.

Management Profile

Andre Liebenberg – CEO

Andre is an experienced mining industry professional and has extensive investor marketing, finance, business development and leadership experience. Andre has spent over 25 years in private equity, investment banking, senior roles within BHP Billiton and most recently at QKR Corporation, where he was Chief Financial Officer.

Carole Whittall – CFO

Carole is a director and co-founder of Mining Strategies Limited, which provides M&A and transaction advisory services to the metals and mining sector. Most recently, she was Vice President, Head of M&A at ArcelorMittal Mining and member of its Mining Executive Team, responsible for global M&A.

What is your rationale for attending 121 Mining Investment?

To broaden investor interest in Yellow Cake and prepare market support for any future equity raises.

What recent news would you like to highlight to investors attending?

Yellow Cake listed on the AIM market in July 2018 and has acquired a total of 8.4mlbs of physical uranium to date.

What do you see as the key risks and challenges facing your company at the moment and how are you overcoming these?

Our key risks are the broader macro-economic environment and equity market sentiment

In a sentence, what do you think makes your company such a compelling investment?

Yellow Cake offers low cost pure exposure to the physical uranium market.