Yellow Corp. (YELLQ)
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Big Yellow Group says revenues were up in its weakest quarter
Big Yellow Group PLC (LSE:BYG), the self-storage firm, reported a 2% rise in its third-quarter revenue with occupancy numbers improved in what the company described as ‘the traditionally weak' quarter. In the three months ended 31 December, revenue amounted to £51.4 million, from £50.5 million.
Deep Yellow Ideally Positioned For A Potential Boom In Nuclear Power Plants
Deep Yellow Limited, a uranium exploration company, is poised to benefit from the increasing demand for nuclear energy, driven by the global energy crisis and carbon reduction goals. DYLLF has two promising projects, Tumas in Namibia and Mulga Rock in Australia, with significant potential profitability based on current uranium prices. Despite execution risks and potential delays, the Company's strong cash position provides a safety margin, making it an attractive investment for those bullish on nuclear energy.
My Highest Conviction REIT Investment Idea: Big Yellow Group
Not all REIT investments are equally attractive. Self storage in Europe offers great potential for outperformance. Yet, the leader in this space is heavily discounted.
Big Yellow: Back To Status Quo And To 'Buy' (Rating Upgrade)
I invested in Big Yellow Plc in early 2024, reaping significant dividends and capital appreciation when shares breached £13. I sold much of my position at a 32% profit due to an FFO of 22x, signaling overvaluation. I believe in taking short-term cash when a company appears overvalued, which was the case with BYLOF.
Yellow Cake: A Bright Future Ahead
Yellow Cake's stock has performed well over the long term, up 181% in GBP over 5 years, tracking uranium prices but lagging slightly due to operating costs and NAV discount. Currently trading at a 12.7% discount to NAV, Yellow Cake has tripled its uranium holdings since 2019, also benefiting from uranium price increases. There's positive long-term demand for nuclear energy, with countries like Vietnam resuming nuclear programs and potential supply constraints from Russia and Kazatomprom.
