The investment case is the spot price of U correct.
No stated strategy to sell. Imho they may eventually become a takeover target - commodity house or utilities etc.
There has been historically option to trade in range of 10% discount to NAV or occasionally higher to close to 0% NAV.
Check out their website for quite a lot of useful data www.yellowcakeplc.com
This presentation may help https://www.yellowcakeplc.com/wp-content/uploads/2023/01/Yellow-Cake-Investor-Presentation_January.pdf