KazAtomProm (KAP) - Perceptions, Mis-Conceptions and Price Discovery
Matthew Gordon, Ptolemy Capital
3 Months ago
Interview with Riaz Rizvi, Chief Commercial Officer of JSC NAC Kazatomprom (AIM: KAP)
Rizvi spends time talking about perception in the market and how they wish to be perceived and adversarial narrative in the market between US commentators and Russia and its nuclear and uranium partners.
We discuss production issues and playing catch up, whilst dealing with the growing concerns of COVID-19 within Kazakhstan. Why have they managed to maintain guidance even with the extension to the lockdown period and when will they have to dip into the market? We discuss partners, partnerships, dividends, target prices, term-contract market, and the supply-demand picture in the market.
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