Yellow Corp. (YELLQ)
OTC PINK OTC PINK Primary 
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.
