The news from Kazatomprom is a 17% cut in their guidance increase - likely to produce a major re-rate of uranium share prices next week,
https://www.londonstockexchange.com/news-article/KAP/kap-1h24-financial-results-2025-production-update/16632134
https://www.ft.com/content/240af090-8684-49dc-a85e-20b535d62dda
https://www.marketwatch.com/story/kazatomprom-cuts-next-year-s-production-target-after-profit-surges-on-higher-prices-e9932cb7
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