Yellow Cake: One Of The Better Risk Rewards Among Uranium Equities

Company Overview - Yellow Cake is a uranium investment company that owns uranium stored in Canada and France [1] - The stock is listed in the UK and has an OTC listing in the U.S. [1] - The company operates similarly to Sprott Physical [1] Investment Strategy - The focus is on turnarounds in natural resource industries with a typical holding period of 2-4 years [2] - Emphasis on value investing provides good downside protection while allowing for significant upside participation [2] - The portfolio has achieved a compounded annual growth rate of 32% over the last 7 years [2]