• Yellow Cake annual report for year ended March 31, 2026 highlighted strategy to buy and hold physical U3O8, positioning portfolio for expected tightening in uranium supply versus demand.
• U3O8 holdings rose to 21,680,000 lb by March 31, 2025, including 1,530,000 lb received in June 2024 tied to prior exercise of Kazatomprom option.
• Performance swung to a loss for year ended March 31, 2025 as uranium spot price fell, driving a marked drop in fair value of uranium inventory.
• Board kept dividend policy unchanged, reserving flexibility to pay dividends while not declaring one for year.

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