View ValuationYellow Cake 향후 성장Future 기준 점검 2/6Yellow Cake 의 수익과 수익은 각각 연간 33.9% 및 17% 감소할 것으로 예상됩니다. EPS는 연간 17.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 3.5% 로 예상됩니다.핵심 정보-17.0%이익 성장률-17.40%EPS 성장률Oil and Gas 이익 성장6.3%매출 성장률-33.9%향후 자기자본이익률3.48%애널리스트 커버리지Low마지막 업데이트11 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Zoe Rizzuto was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Feb 12+ 1 more updateYellow Cake plc has completed a Follow-on Equity Offering in the amount of £80.63 million.Yellow Cake plc has completed a Follow-on Equity Offering in the amount of £80.63 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 12,818,760 Price\Range: £6.29 Transaction Features: Subsequent Direct ListingBoard Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Zoe Rizzuto was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 25+ 1 more updateYellow Cake plc has completed a Follow-on Equity Offering in the amount of £129.62963 million.Yellow Cake plc has completed a Follow-on Equity Offering in the amount of £129.62963 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 22,983,977 Price\Range: £5.64 Transaction Features: Regulation SBoard Change • Aug 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Zoe Rizzuto was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jul 30Yellow Cake plc, Annual General Meeting, Sep 04, 2025Yellow Cake plc, Annual General Meeting, Sep 04, 2025. Location: 3rd floor, gaspe house, 66 72 the esplanade, st helier, je1 2lh, Jersey공시 • Jul 25Yellow Cake plc Announces Board Changes, Effective 25 July 2025Yellow Cake appointment of Zoe Rizzuto as an independent non-executive director with effect from 25 July 2025. Zoe Rizzuto is an Executive Director at Langham HallFund Management (Jersey) Limited, having joined the firm in August 2014. She brings over 25 years of experience in Jersey's financial services industry. Ms Rizzuto holds board-level responsibility for the fund administration business in Jersey and has overseen all departments within Langham Hall Jersey during her tenure. Ms Rizzuto has extensive expertise in both private client services and fund administration, with over a decade spent in senior roles across these areas. She has worked with a diverse range of clients, structures, assets, and jurisdictions. She currently serves on the boards of several regulated and unregulated Jersey vehicles, managing a wide variety of assets, including residential and commercial property, investment portfolios, and debt structures. Ms Rizzuto is approved to act as a key person by the Jersey Financial Services Commission. Ms Rizzuto is a Chartered Secretary and an Associate of The Chartered Governance Institute. Ms Rizzuto's appointment follows the resignation of Claire Brazenallas an independent non-executive director with effect from 25 July 2025. Zoe Rizzuto is an Executive Director at Langham Hall Fund Management (Jersey) Limited. Langham Hall provides administration services to the Group, which will include the services of Ms Rizzuto. In addition, the Group's business relationship with Langham Hall is not considered material. Langham Hall has multiple similar relationships and Ms Rizzuto does not directly benefit from any fees paid by the Group to Langham Hall. No element of her compensation from Langham Hall is tied to her role as a director of Yellow Cake. Ms Rizzuto will not serve on the Company's audit, remuneration, or nomination committees. Zoe Amy Rizzuto(aged 48) has held the following directorships and/or partnerships in the past five years: Dove GP Limited; Paloma GP I Limited; Paloma GP II Limited; Paloma III GP Limited; Patron Capital GP V Limited; Patron Capital GP VI Limited; Patron Capital GP VII Limited; Patron Provincie Holdings Limited; Patron Provincie Limited; Prime London Residential Development Jersey GP Limited; Prime London Residential Development Jersey Holding Limited; Prime London Residential Development Jersey Master Holding Limited; Prime London Residential Development Jersey II GP Limited; Prime London Residential Development Jersey II Holding Limited; Prime London Residential Development Jersey II Master Holding Limited; Savills IM Single Asset Vehicle Fund ICC; Signal Credit GP Limited; Signal Capital Partners (Jersey) Holdco Limited; Signal RE GP Limited; Signal Alpha II GP Limited; Signal Alpha Management Limited; Signal Alpha III GP Limited; Yoo Capital Fund II GP Limited; Langham Hall Fund Management (Jersey) Limited; LHJ Nominees 1 Limited; LHJ Nominees 2 Limited; LHJ Secretaries Limited; LHJ Trustees Limited. Previous directorships or partnerships: - Aeon Capital investments GP Jersey Limited; ALW Value Investors Asia II GP Limited; ALW Value Investors Asia III GP Limited; VIA 111 Value Investors (Jersey) I Trustee Limited; ALW VIA III AIV GP Limited; ASF UK (Trustee) Limited; Cornbrook Manchester Limited; Vox OPCO Limited; Landmark Manchester Limited; Manchester Landmark Investment Ltd; Baumont Co-Invest General Partner Limited; Cordatus Real Estate (Jersey) GP Limited; Cordatus Real Estate Trustee Company Limited; Cordatus Jersey Nominee I Limited; DV4 Properties Orchard Brae co. Limited; EHP MidCo Limited; EHP BottomCo Limited; EHP Propco 1 Limited; EHP (GP) Limited; Elevation Managers GP Limited; EHP 2 (GP) Limited; EHP Co-invest GP Limited; EHP 3 (GP) Limited; 55 Plus Ltd; Alum BidCo II Limited; Hailsham House (New Road) Limited; Kettlewell House Limited; Liss Developments Limited; EHP (Buckingham) Limited; EHP BottomCo II Limited; Tanglewood (Propco) Limited; Tanglewood Care Homes Limited; Tanglewood (Lincolnshire) Limited; Tanglewood Properties (Lincolnshire) Limited; EHP (Liss) Limited; Berkley Care (Warwick) Limited; EHP (Louth) Limited; EHP II GP Limited; Augusta Real Estate Limited; AUG Limited; LISTA Limited; Lutetia Limited; BOB Limited; LOB Limited; HEREF Warwick Limited; HEREF Fareham Limited; Huris (Swindon) Limited; Huris (Thames Park) Limited; CL Mersey Holding Limited; WH 101 Old Hall Street Limited; CL Mersey Holding II Limited; CL Selby Holdings Limited; CL Abbey Limited; Picture Living unitholder Ltd;; Picture Living Trustee 1 Ltd;; Savills Investment Management (Jersey) Limited; Savills Investment Management (Jersey) Limited; Signal Capital Group Holdings Limited; Signal Credit GP Limited; Signal Credit Team GP Limited; Signal Capital Partners (Jersey) Holdco Limited; Signal Holdco GP Limited; Signal RE GP Limited; Signal Real Estate Team GP Limited; Signal Alpha II GP Limited; Signal Alpha II CIP GP Limited; Signal Alpha II CIP Team GP Limited; Signal Alpha II Finco Limited; Signal Alpha II Credit Holdco Limited; Stein Holdco Limited; Signal Alpha Jersey MC Limited; Stein Bidco Limited; SLF 2 Limited; SLF 3 Limited; Signal Alpha C4 Limited; Signal Alpha LL1 Limited; Signal Alpha III GP Limited; Signal Alpha III CIP GP Limited; Signal Alpha III CIP Team GP Limited; Signal Alpha III Finco Limited; Signal Alpha LL2 Limited; SCP (Jersey) MW Limited; Signal RH I Limited; Signal RP II Limited; Signal RH II Limited; Signal RP II Limited; Vanbrugh Prime Property Growth Fund Limited; Vanbrugh PPG GP Limited; Vanbrugh Prime Property Growth Fund (Parallel) Limited; Vanbrugh Mayfair Limited; VREOP (Unitholder) Limited; VREOP (Feeder I) Limited; Wainbridge Global Opportunities London Limited; YCF II Holdings Limited; YC SBM Holdings Limited; YCF II Shaftesbury Limited; YC CFQ Holdings Limited; YC CFQ Ltd; Savills Investment Management (Jersey) Limited; SCP Jersey CLO IG Limited. Zoe Rizzuto was a director of Vanbrugh Prime Property Growth Fund Limited, Vanbrugh Mayfair Limited, Vanbrugh Prime Property Growth Fund (Parallel) Limited, Vanbrugh PPG GP Limited (together the "Vanbrugh Companies") when the Vanbrugh Companies were placed into liquidation on 30 November 2021. The Vanbrugh Companies were subsequently dissolved following a creditors' winding up on 5 May 2023.Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Claire Brazenall was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.92, the stock trades at a trailing P/E ratio of 2.3x. Average forward P/E is 5x in the Oil and Gas industry in Germany. Total returns to shareholders of 90% over the past three years.공시 • Jul 29Yellow Cake plc, Annual General Meeting, Sep 03, 2024Yellow Cake plc, Annual General Meeting, Sep 03, 2024. Location: 3rd floor, gaspe house, 66 72 the esplanade, st helier, je1 2lh, JerseyNew Risk • Jun 23New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 85% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (8.1% average weekly change). Shareholders have been diluted in the past year (9.4% increase in shares outstanding).Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €8.85, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 254% over the past three years.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €8.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 239% over the past three years.New Risk • Oct 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 4.0% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding).공시 • Jul 25Yellow Cake plc, Annual General Meeting, Sep 06, 2023Yellow Cake plc, Annual General Meeting, Sep 06, 2023, at 09:30 Coordinated Universal Time. Location: 3rd Floor Gaspé House, 66-72 The Esplanade, St Helier JerseyNew Risk • Jul 20New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Shareholders have been diluted in the past year (8.2% increase in shares outstanding).New Risk • Jun 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Shareholders have been diluted in the past year (8.2% increase in shares outstanding).Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €4.78, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Trade Distributors industry in Europe. Total returns to shareholders of 128% over the past three years.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Claire Brazenall was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Claire Brazenall was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 10Yellow Cake Announces Changes to the Board of DirectorsYellow Cake announced the appointment of Claire Brazenall as an independent non-executive director with effect from 9 November 2022. Claire acts as in-house legal counsel and Client Director of Langham Hall Fund Management (Jersey) Limited, which provides administrative services to the Company. Claire Brazenall (Legal name, Claire Le Quesne) has over 12 years of experience of the Jersey funds industry. Prior to joining Langham Hall Jersey in 2020, Ms. Brazenall spent 10 years in private practice with Carey Olsen Jersey LLP where she gained a wealth of experience of different fund structures and asset classes and was heavily involved in providing regulatory and structuring advice to a range of clients. During her time at Carey Olsen Jersey LLP, she was involved in the closings of over USD 100 billion of investor commitments into various fund structures. Claire Brazenall has extensive experience in liaising with the Jersey Financial Services Commission ("JFSC") and The International Stock Exchange and has in-depth knowledge of the relevant Codes of Practice and Jersey financial services regulations. She is approved as a principal person by the JFSC and currently acts as a director on a number of regulated and unregulated funds and Special Purpose Vehicles ("SPV") boards of client companies. Claire's appointment follows the resignation of Emily Manning as an independent non-executive director with effect from 8 November 2022. The Board would like to take this opportunity to express its sincere gratitude to Emily for her contributions to Yellow Cake.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €4.73, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Trade Distributors industry in Europe. Total returns to shareholders of 112% over the past three years.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to €4.63, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Trade Distributors industry in Europe. Total returns to shareholders of 119% over the past three years.공시 • Jul 30Yellow Cake plc, Annual General Meeting, Sep 07, 2022Yellow Cake plc, Annual General Meeting, Sep 07, 2022, at 09:30 Coordinated Universal Time. Location: St Brelade's Bay Hotel, La Route de la Baie, St Brelade, Jersey CI, JE3 8EF Jersey United Kingdom Agenda: Annual General Meeting.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Emily Manning was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 06Yellow Cake plc Announces the Retirement of Manning from the Audit and Remuneration CommitteesYellow Cake plc announced the retirement of Ms. Manning from the Audit and Remuneration Committees will not require any new appointments to be made to either committee as the membership requirement are fulfilled by the ongoing committee members.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €4.10, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 64% over the past year.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €3.54, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 17x in the Trade Distributors industry in Europe. Total returns to shareholders of 50% over the past year.Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to €4.37, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Trade Distributors industry in Europe. Total returns to shareholders of 67% over the past year.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Emily Manning was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.24, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 20x in the Trade Distributors industry in Europe. Total returns to shareholders of 97% over the past year.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 33% share price gain to €3.90, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 21x in the Trade Distributors industry in Europe. Total returns to shareholders of 58% over the past year.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$2.76, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 21x in the Trade Distributors industry in Europe. Total returns to shareholders of 19% over the past year.Executive Departure • Apr 08Independent Non-Executive Director has left the companyOn the 31st of March, Alexandra Nethercott-Parkes' tenure as Independent Non-Executive Director ended after 1.7 years in the role. We don't have any record of a personal shareholding under Alexandra's name. Alexandra is the only executive to leave the company over the last 12 months.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 22% share price gain to US$3.16, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 22x in the Trade Distributors industry in Europe. Total returns to shareholders of 81% over the past year.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$2.90, the stock is trading at a trailing P/E ratio of 7.9x, up from the previous P/E ratio of 6.7x. This compares to an average P/E of 22x in the Trade Distributors industry in Germany. Total returns to shareholders over the past year are 29%.Is New 90 Day High Low • Feb 16New 90-day high: €2.90The company is up 40% from its price of €2.08 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period.Is New 90 Day High Low • Jan 05New 90-day high: €2.80The company is up 37% from its price of €2.05 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Dec 10New 90-day high: €2.36The company is up 2.0% from its price of €2.30 on 11 September 2020. The German market is also up 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Trade Distributors industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Oct 29New 90-day low: €1.98The company is down 21% from its price of €2.50 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 4.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: €2.08The company is down 3.0% from its price of €2.15 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 13% over the same period.공시 • Jul 01Yellow Cake plc to Report Fiscal Year 2020 Results on Jul 08, 2020Yellow Cake plc announced that they will report fiscal year 2020 results on Jul 08, 2020이익 및 매출 성장 예측DB:0LZ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2028-66-12-9-1223/31/2027241341-111-1123/31/2026288479-116-1129/30/20255-8-12-12N/A6/30/2025-225-239-12-12N/A3/31/2025-456-469-13-13N/A12/31/2024-133-144-46-46N/A9/30/2024191181-78-78N/A6/30/2024463454-42-42N/A3/31/2024735727-6-6N/A12/31/20236226142828N/A9/30/20235085016363N/A6/30/20232061992929N/A3/31/2023-97-103-5-5N/A12/31/202260-6-6N/A9/30/2022109103-7-7N/A6/30/2022267260-8-8N/A3/31/2022424417-9-9N/A12/31/2021304297-7-7N/A9/30/2021183177-4-4N/A6/30/2021109104-2-2N/A3/31/2021343011N/A12/31/20203734-1-1N/A9/30/20204037-2-2N/A6/30/20202825-3-3N/A3/31/20201613-3-3N/A9/30/2019-19-22N/AN/AN/A3/31/20193125N/A-5N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0LZ 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -17%).수익 vs 시장: 0LZ (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 0LZ 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 0LZ 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -33.9%).고성장 매출: 0LZ 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -33.9%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0LZ의 자본 수익률은 3년 후 3.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 12:47종가2026/05/29 00:00수익2025/09/30연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Yellow Cake plc는 9명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Richard HatchBerenbergWilliam DalbyBerenbergPavel KirjanovsBofA Global Research6명의 분석가 더 보기
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Zoe Rizzuto was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Feb 12+ 1 more updateYellow Cake plc has completed a Follow-on Equity Offering in the amount of £80.63 million.Yellow Cake plc has completed a Follow-on Equity Offering in the amount of £80.63 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 12,818,760 Price\Range: £6.29 Transaction Features: Subsequent Direct Listing
Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Zoe Rizzuto was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 25+ 1 more updateYellow Cake plc has completed a Follow-on Equity Offering in the amount of £129.62963 million.Yellow Cake plc has completed a Follow-on Equity Offering in the amount of £129.62963 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 22,983,977 Price\Range: £5.64 Transaction Features: Regulation S
Board Change • Aug 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Zoe Rizzuto was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jul 30Yellow Cake plc, Annual General Meeting, Sep 04, 2025Yellow Cake plc, Annual General Meeting, Sep 04, 2025. Location: 3rd floor, gaspe house, 66 72 the esplanade, st helier, je1 2lh, Jersey
공시 • Jul 25Yellow Cake plc Announces Board Changes, Effective 25 July 2025Yellow Cake appointment of Zoe Rizzuto as an independent non-executive director with effect from 25 July 2025. Zoe Rizzuto is an Executive Director at Langham HallFund Management (Jersey) Limited, having joined the firm in August 2014. She brings over 25 years of experience in Jersey's financial services industry. Ms Rizzuto holds board-level responsibility for the fund administration business in Jersey and has overseen all departments within Langham Hall Jersey during her tenure. Ms Rizzuto has extensive expertise in both private client services and fund administration, with over a decade spent in senior roles across these areas. She has worked with a diverse range of clients, structures, assets, and jurisdictions. She currently serves on the boards of several regulated and unregulated Jersey vehicles, managing a wide variety of assets, including residential and commercial property, investment portfolios, and debt structures. Ms Rizzuto is approved to act as a key person by the Jersey Financial Services Commission. Ms Rizzuto is a Chartered Secretary and an Associate of The Chartered Governance Institute. Ms Rizzuto's appointment follows the resignation of Claire Brazenallas an independent non-executive director with effect from 25 July 2025. Zoe Rizzuto is an Executive Director at Langham Hall Fund Management (Jersey) Limited. Langham Hall provides administration services to the Group, which will include the services of Ms Rizzuto. In addition, the Group's business relationship with Langham Hall is not considered material. Langham Hall has multiple similar relationships and Ms Rizzuto does not directly benefit from any fees paid by the Group to Langham Hall. No element of her compensation from Langham Hall is tied to her role as a director of Yellow Cake. Ms Rizzuto will not serve on the Company's audit, remuneration, or nomination committees. Zoe Amy Rizzuto(aged 48) has held the following directorships and/or partnerships in the past five years: Dove GP Limited; Paloma GP I Limited; Paloma GP II Limited; Paloma III GP Limited; Patron Capital GP V Limited; Patron Capital GP VI Limited; Patron Capital GP VII Limited; Patron Provincie Holdings Limited; Patron Provincie Limited; Prime London Residential Development Jersey GP Limited; Prime London Residential Development Jersey Holding Limited; Prime London Residential Development Jersey Master Holding Limited; Prime London Residential Development Jersey II GP Limited; Prime London Residential Development Jersey II Holding Limited; Prime London Residential Development Jersey II Master Holding Limited; Savills IM Single Asset Vehicle Fund ICC; Signal Credit GP Limited; Signal Capital Partners (Jersey) Holdco Limited; Signal RE GP Limited; Signal Alpha II GP Limited; Signal Alpha Management Limited; Signal Alpha III GP Limited; Yoo Capital Fund II GP Limited; Langham Hall Fund Management (Jersey) Limited; LHJ Nominees 1 Limited; LHJ Nominees 2 Limited; LHJ Secretaries Limited; LHJ Trustees Limited. Previous directorships or partnerships: - Aeon Capital investments GP Jersey Limited; ALW Value Investors Asia II GP Limited; ALW Value Investors Asia III GP Limited; VIA 111 Value Investors (Jersey) I Trustee Limited; ALW VIA III AIV GP Limited; ASF UK (Trustee) Limited; Cornbrook Manchester Limited; Vox OPCO Limited; Landmark Manchester Limited; Manchester Landmark Investment Ltd; Baumont Co-Invest General Partner Limited; Cordatus Real Estate (Jersey) GP Limited; Cordatus Real Estate Trustee Company Limited; Cordatus Jersey Nominee I Limited; DV4 Properties Orchard Brae co. Limited; EHP MidCo Limited; EHP BottomCo Limited; EHP Propco 1 Limited; EHP (GP) Limited; Elevation Managers GP Limited; EHP 2 (GP) Limited; EHP Co-invest GP Limited; EHP 3 (GP) Limited; 55 Plus Ltd; Alum BidCo II Limited; Hailsham House (New Road) Limited; Kettlewell House Limited; Liss Developments Limited; EHP (Buckingham) Limited; EHP BottomCo II Limited; Tanglewood (Propco) Limited; Tanglewood Care Homes Limited; Tanglewood (Lincolnshire) Limited; Tanglewood Properties (Lincolnshire) Limited; EHP (Liss) Limited; Berkley Care (Warwick) Limited; EHP (Louth) Limited; EHP II GP Limited; Augusta Real Estate Limited; AUG Limited; LISTA Limited; Lutetia Limited; BOB Limited; LOB Limited; HEREF Warwick Limited; HEREF Fareham Limited; Huris (Swindon) Limited; Huris (Thames Park) Limited; CL Mersey Holding Limited; WH 101 Old Hall Street Limited; CL Mersey Holding II Limited; CL Selby Holdings Limited; CL Abbey Limited; Picture Living unitholder Ltd;; Picture Living Trustee 1 Ltd;; Savills Investment Management (Jersey) Limited; Savills Investment Management (Jersey) Limited; Signal Capital Group Holdings Limited; Signal Credit GP Limited; Signal Credit Team GP Limited; Signal Capital Partners (Jersey) Holdco Limited; Signal Holdco GP Limited; Signal RE GP Limited; Signal Real Estate Team GP Limited; Signal Alpha II GP Limited; Signal Alpha II CIP GP Limited; Signal Alpha II CIP Team GP Limited; Signal Alpha II Finco Limited; Signal Alpha II Credit Holdco Limited; Stein Holdco Limited; Signal Alpha Jersey MC Limited; Stein Bidco Limited; SLF 2 Limited; SLF 3 Limited; Signal Alpha C4 Limited; Signal Alpha LL1 Limited; Signal Alpha III GP Limited; Signal Alpha III CIP GP Limited; Signal Alpha III CIP Team GP Limited; Signal Alpha III Finco Limited; Signal Alpha LL2 Limited; SCP (Jersey) MW Limited; Signal RH I Limited; Signal RP II Limited; Signal RH II Limited; Signal RP II Limited; Vanbrugh Prime Property Growth Fund Limited; Vanbrugh PPG GP Limited; Vanbrugh Prime Property Growth Fund (Parallel) Limited; Vanbrugh Mayfair Limited; VREOP (Unitholder) Limited; VREOP (Feeder I) Limited; Wainbridge Global Opportunities London Limited; YCF II Holdings Limited; YC SBM Holdings Limited; YCF II Shaftesbury Limited; YC CFQ Holdings Limited; YC CFQ Ltd; Savills Investment Management (Jersey) Limited; SCP Jersey CLO IG Limited. Zoe Rizzuto was a director of Vanbrugh Prime Property Growth Fund Limited, Vanbrugh Mayfair Limited, Vanbrugh Prime Property Growth Fund (Parallel) Limited, Vanbrugh PPG GP Limited (together the "Vanbrugh Companies") when the Vanbrugh Companies were placed into liquidation on 30 November 2021. The Vanbrugh Companies were subsequently dissolved following a creditors' winding up on 5 May 2023.
Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Claire Brazenall was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €6.92, the stock trades at a trailing P/E ratio of 2.3x. Average forward P/E is 5x in the Oil and Gas industry in Germany. Total returns to shareholders of 90% over the past three years.
공시 • Jul 29Yellow Cake plc, Annual General Meeting, Sep 03, 2024Yellow Cake plc, Annual General Meeting, Sep 03, 2024. Location: 3rd floor, gaspe house, 66 72 the esplanade, st helier, je1 2lh, Jersey
New Risk • Jun 23New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 85% per year for the foreseeable future. High level of non-cash earnings (38% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Share price has been volatile over the past 3 months (8.1% average weekly change). Shareholders have been diluted in the past year (9.4% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €8.85, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 254% over the past three years.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €8.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 239% over the past three years.
New Risk • Oct 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 4.0% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding).
공시 • Jul 25Yellow Cake plc, Annual General Meeting, Sep 06, 2023Yellow Cake plc, Annual General Meeting, Sep 06, 2023, at 09:30 Coordinated Universal Time. Location: 3rd Floor Gaspé House, 66-72 The Esplanade, St Helier Jersey
New Risk • Jul 20New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Shareholders have been diluted in the past year (8.2% increase in shares outstanding).
New Risk • Jun 09New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported September 2022 fiscal period end). Shareholders have been diluted in the past year (8.2% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €4.78, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Trade Distributors industry in Europe. Total returns to shareholders of 128% over the past three years.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Claire Brazenall was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Claire Brazenall was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 10Yellow Cake Announces Changes to the Board of DirectorsYellow Cake announced the appointment of Claire Brazenall as an independent non-executive director with effect from 9 November 2022. Claire acts as in-house legal counsel and Client Director of Langham Hall Fund Management (Jersey) Limited, which provides administrative services to the Company. Claire Brazenall (Legal name, Claire Le Quesne) has over 12 years of experience of the Jersey funds industry. Prior to joining Langham Hall Jersey in 2020, Ms. Brazenall spent 10 years in private practice with Carey Olsen Jersey LLP where she gained a wealth of experience of different fund structures and asset classes and was heavily involved in providing regulatory and structuring advice to a range of clients. During her time at Carey Olsen Jersey LLP, she was involved in the closings of over USD 100 billion of investor commitments into various fund structures. Claire Brazenall has extensive experience in liaising with the Jersey Financial Services Commission ("JFSC") and The International Stock Exchange and has in-depth knowledge of the relevant Codes of Practice and Jersey financial services regulations. She is approved as a principal person by the JFSC and currently acts as a director on a number of regulated and unregulated funds and Special Purpose Vehicles ("SPV") boards of client companies. Claire's appointment follows the resignation of Emily Manning as an independent non-executive director with effect from 8 November 2022. The Board would like to take this opportunity to express its sincere gratitude to Emily for her contributions to Yellow Cake.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €4.73, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Trade Distributors industry in Europe. Total returns to shareholders of 112% over the past three years.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 15% share price gain to €4.63, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Trade Distributors industry in Europe. Total returns to shareholders of 119% over the past three years.
공시 • Jul 30Yellow Cake plc, Annual General Meeting, Sep 07, 2022Yellow Cake plc, Annual General Meeting, Sep 07, 2022, at 09:30 Coordinated Universal Time. Location: St Brelade's Bay Hotel, La Route de la Baie, St Brelade, Jersey CI, JE3 8EF Jersey United Kingdom Agenda: Annual General Meeting.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Emily Manning was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 06Yellow Cake plc Announces the Retirement of Manning from the Audit and Remuneration CommitteesYellow Cake plc announced the retirement of Ms. Manning from the Audit and Remuneration Committees will not require any new appointments to be made to either committee as the membership requirement are fulfilled by the ongoing committee members.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €4.10, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Trade Distributors industry in Europe. Total returns to shareholders of 64% over the past year.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €3.54, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 17x in the Trade Distributors industry in Europe. Total returns to shareholders of 50% over the past year.
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improved over the past weekAfter last week's 15% share price gain to €4.37, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Trade Distributors industry in Europe. Total returns to shareholders of 67% over the past year.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Emily Manning was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.24, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 20x in the Trade Distributors industry in Europe. Total returns to shareholders of 97% over the past year.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 33% share price gain to €3.90, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 21x in the Trade Distributors industry in Europe. Total returns to shareholders of 58% over the past year.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$2.76, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 21x in the Trade Distributors industry in Europe. Total returns to shareholders of 19% over the past year.
Executive Departure • Apr 08Independent Non-Executive Director has left the companyOn the 31st of March, Alexandra Nethercott-Parkes' tenure as Independent Non-Executive Director ended after 1.7 years in the role. We don't have any record of a personal shareholding under Alexandra's name. Alexandra is the only executive to leave the company over the last 12 months.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improved over the past weekAfter last week's 22% share price gain to US$3.16, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 22x in the Trade Distributors industry in Europe. Total returns to shareholders of 81% over the past year.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$2.90, the stock is trading at a trailing P/E ratio of 7.9x, up from the previous P/E ratio of 6.7x. This compares to an average P/E of 22x in the Trade Distributors industry in Germany. Total returns to shareholders over the past year are 29%.
Is New 90 Day High Low • Feb 16New 90-day high: €2.90The company is up 40% from its price of €2.08 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period.
Is New 90 Day High Low • Jan 05New 90-day high: €2.80The company is up 37% from its price of €2.05 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Dec 10New 90-day high: €2.36The company is up 2.0% from its price of €2.30 on 11 September 2020. The German market is also up 2.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Trade Distributors industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Oct 29New 90-day low: €1.98The company is down 21% from its price of €2.50 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: €2.08The company is down 3.0% from its price of €2.15 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 13% over the same period.
공시 • Jul 01Yellow Cake plc to Report Fiscal Year 2020 Results on Jul 08, 2020Yellow Cake plc announced that they will report fiscal year 2020 results on Jul 08, 2020