KazAtomProm (KAP) - Perceptions, Mis-Conceptions and Price Discovery
Matthew Gordon, Ptolemy Capital
3 Weeks 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.
Crux Investor is a new market insight channel for those interested in understanding the junior mining world and opportunities to invest. Its purpose is to cut through a lot of the jargon, bias and bluster that is prevalent in this sector and hone-in on the most important factors that can indicate whether a company has a strong footing for growth and success.
Get an insight into how institutional investors evaluate the natural resource market. Hear from some of the most influential and successful people in the industry about how they made money investing in public markets. Learn key strategies, tactics and questions to allow you to make better, informed, comparative assessments.
Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situations or needs. You should not rely on any advice and / or information contained in this website or via any digital Crux communications. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice.