CruxCasts

KazAtomProm (KAP) - Perceptions, Mis-Conceptions and Price Discovery

July 13, 2020

Interview with Riaz Rizvi, Chief Commercial Officer of JSC NAC Kazatomprom (AIM: KAP)

Rizvi spends time talking about perception in the market and how KazAtomProm wish to be perceived and thoughts on the adversarial narrative in the market between US commentators and Russia and its nuclear uranium partners.

We discuss production issues and playing catch up, whilst dealing with the grow 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 in to the market. We discuss partners, partnerships, dividends, target prices, term-contract market, supply demand picture in the market.

Company Page: https://www.kazatomprom.kz/en

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