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
Read it and smile. Slides from last nightMy thoughts :)Slide 4...
Add PDN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$16.37 |
Change
-0.100(0.61%) |
Mkt cap ! $4.885B | |||
| Open | High | Low | Value | Volume |
| $16.40 | $16.42 | $16.22 | $17.73M | 1.083M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 5517 | $16.35 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $16.38 | 5000 | 1 |
View Market Depth
| Last trade - 16.10pm 14/05/2024 (20 minute delay) ? |
|
|||||
|
Last
$16.38 |
Change
-0.100 ( 0.10 %) |
||||
| Open | High | Low | Volume | ||
| $16.40 | $16.42 | $16.21 | 258540 | ||
| Last updated 15.59pm 14/05/2024 ? | |||||
| PDN (ASX) Chart |