Yellow Corp. (YELLQ)
OTC PINK OTC PINK Primary 
Yellow Cake: Great Value And The Company Is Finally Buying Back Its Shares
Yellow Cake offers low-risk, passive uranium exposure, currently trading at a 17–26% discount to NAV, making it attractively valued. Uranium's supply/demand dynamics remain favorable, with ongoing deficits, slow mine restarts, and ambitious global nuclear expansion targets supporting long-term price strength. YLLXF's recent 60-day buyback program enhances per-share uranium exposure, addressing prior concerns over capital allocation and boosting shareholder value.
Tactical Rules Give a Flashing Yellow Light
SUMMARY The Fed is on hold as inflation concerns continue. The US Trend remains positive and has regained short-term momentum.
Big Yellow: An Attractive Self-Storage Company By Many Measures
Big Yellow Group offers an attractive investment case with a 39% discount to NAV, a high dividend yield, and robust growth prospects. BYLOF is expanding its portfolio by 0.9 million square feet, targeting a 30% share price upside over the next few years, excluding dividends. Despite lower occupancy from new openings, rising rents and operational efficiencies support stable earnings and dividend growth.
Back To Bullion: Top Gold Stocks For The Yellow Metal Rebound
The Iran war fueled a gold selloff as investors sought liquidity amid surging energy prices and stagflation concerns. A stronger dollar, rising yields, and interest rate cut uncertainty also contributed to the gold correction. Gold's core underlying drivers remain strong amid burgeoning government debt, heightened geopolitical risk, and robust central bank demand.
Buy 5 Gold Miner Stocks as Yellow Metal Price Regains Some Lost Ground
Five gold miners namely, AU, GFI, NGD, DRD and GROY are in focus as gold prices rebound, aided by geopolitical tensions, a weaker dollar and rising demand.
Big Yellow Group: Revenue Growth Is Slowing
Big Yellow Group (BYLOF) faces slowing revenue growth, with 2024 revenue up just 2% and occupancy declining to 75.4%. I maintain my 'sell' rating, viewing the shares as overpriced at a 21x operating cash flow multiple despite a 27% discount to net asset value. Occupancy remains a key risk, as estate expansion continues but a quarter of capacity lies unused, raising concerns about sector growth saturation.
Yellow Cake: Still An Attractive Low-Risk Uranium Investment
Yellow Cake offers passive exposure to uranium, storing physical inventory in France and Canada. I view Yellow Cake as an attractively priced, low-risk option within the uranium sector, supported by recent industry developments. The company's stock has delivered strong performance over the past five years, reflecting positive uranium market dynamics.
Deep Yellow: A Play On Uranium Demand, Prices, And Further Exploration Success
Deep Yellow is rated a buy due to its clear path to becoming a large-scale uranium producer by the decade's end. DYLLF's management team has a proven track record, and its fully permitted, long-life assets in Namibia and Australia de-risk its growth profile. Current valuation reflects existing assets, but significant upside exists if uranium prices rise or exploration success expands resources.
Big Yellow leaps as Blackstone mulls takeover offer
Shares in Big Yellow Group PLC (LSE:BYG) jumped 18% after Blackstone confirmed that it is mulling a potential cash offer. Blackstone said it is considering its position in relation to the self storage company.
Yellow Cake: One Of The Better Risk Rewards Among Uranium Equities
Yellow Cake offers efficient, low-cost exposure to uranium, trading at a 6-11% discount to NAV versus spot and long-term uranium prices. The company's purchase agreement with Kazatomprom and disciplined cost structure have driven significant asset growth. Despite recent underperformance versus uranium miners, I see attractive risk-reward at current levels and have been adding to my position.
Big Yellow secures consent for new Leamington Spa store
Big Yellow Group PLC (LSE:BYG) has received planning consent for a new 55,000 square foot storage centre in Leamington Spa. The company expects the facility to generate an 8.5% net operating income return at stabilisation on capital deployed of £13.3 million.
Penske Automotive Group: The Yellow Flag Is Out On Tariffs
Penske delivered resilient Q2 results, growing EPS 5% despite flat revenue, thanks to higher margin used car sales and strong service & parts performance. Tariff risks impacted Penske's new car sales in Q2 due to its heavy exposure to European and Japanese brands. Early indications for July suggest sales are picking back up given higher certainty around tariffs, but more time is needed to establish a trend.
