Yellow Cake publishes investor presentation outlining buy-and-hold uranium strategy and NAV snapshot

• Yellow Cake outlined a long-term “buy and hold” strategy focused on holding physical U3O8 for direct exposure to uranium prices.
• Estimated pro forma NAV at July 17, 2026: USD 2.13 billion, or GBP 1.59 billion; NAV per share GBP 6.32.
• U3O8 inventory: 24,374,996 lbs at a fair value of USD 85.5/lb; cash and other net current assets USD 50.7 million.
• Framework agreement provides capacity to buy up to USD 100 million of U3O8 per year from Kazatomprom through 2027.
• Corporate snapshot: last share price GBP 5.18; market cap GBP 1.3 billion; shares outstanding 251,295,208.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Yellow Cake plc published the original content used to generate this news brief on July 24, 2026, and is solely responsible for the information contained therein.