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
THE SQUEEZE IS ON, page-2188
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