> Looks like YCA might need to raise cash soon then
Only if they choose to buy more U3O8, which I'm sure they will only do when the shares are trading at a premium.
> as they won’t sell any Uranium I’m sure?
I am sure too. I've had some comms with Mr Liebenberg - left me with the very strong impression that he's keen, based on shareholder feedback, to not sell down the U3O8 assets. He didn't do it when at a 20% discount, so I would be shocked if it was done when trading nearer NAV.