Read it and smile. Slides from last night
My thoughts
- Slide 4 Long-term Supply/Demand Dynamics- Missed one key point. ALL mines decline over time. Kap has proved that itself!
- Slide 5 2024 (estimate): ~7,000 tU total expected reduction vs. SSUs KAP has missed each year and downrampers who claimed KAP would flood the markets lost this one
- Slide 6 ISR mining sequence at a deposit- Just gold. CAPEX required year prior to any new production, Decline of existing and new mines shown perfectly with a mere 36-to-48-month life of each site!
- slide 7 Sulphuric Acid – key ISR component- This is gold plus. Food shortages in any place are bad news. Food demand and governments trying to keep prices under control are factors out side KAPs control . It needs much more to just maintain its exisitng wells. Watch this space
- Slide 8 FY2023 Operational Highlights - Significant reduction in U308 inventory is clearly due to production shortfalls. Watch this space
- Slide 10 Uranium Sales Price Sensitivity- Trend is our friend. Facts are clear!
- slide 13 "Large scale exploration program is expected to be launched aimed at resource replenishment and reserves increase"
I bolded the key word. Not we are not we have and not its funded and ready to go
- Slide 14 Management turnover- Its been huge! Why is clear really
https://www.kazatomprom.kz/storage/15/2023FullYearConferenceCallSlides.pdf
- Forums
- ASX - By Stock
- PDN
- THE SQUEEZE IS ON
THE SQUEEZE IS ON, page-2188
-
- There are more pages in this discussion • 595 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PDN (ASX) to my watchlist
|
|||||
Last
$13.89 |
Change
0.715(5.43%) |
Mkt cap ! $4.203B |
Open | High | Low | Value | Volume |
$13.93 | $14.28 | $13.83 | $37.62M | 2.673M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
42 | 3080 | $13.88 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$13.89 | 1347 | 16 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
35 | 2564 | 13.880 |
14 | 3221 | 13.870 |
17 | 3838 | 13.860 |
8 | 4477 | 13.850 |
14 | 12615 | 13.840 |
Price($) | Vol. | No. |
---|---|---|
13.890 | 720 | 5 |
13.900 | 21078 | 24 |
13.910 | 3455 | 12 |
13.920 | 2927 | 9 |
13.930 | 3132 | 8 |
Last trade - 15.10pm 11/07/2024 (20 minute delay) ? |
Featured News
PDN (ASX) Chart |