#BloorStreetCapital #Kazatomprom #Uranium Chief Commercial Officer, Askar Batyrbayev, provides a fascinating discussion of the uranium spot market, the long-term market, and how utilities are responding to recent price movements in uranium.
Agenda
00:00 Intro
00:58 Overview of Kazatomprom
04:29 Peak Production
05:10 Chief Commercial Officer Role
05:50 Value Strategy
08:10 Being Disciplined
08:56 Do Utilities Care About Spot Market?
11:28 Will Sprott Make Spot Market More Efficient?
13:59 Utilities Looking For Longer Terms
16:23 Does Kazatomprom Sell Into Spot?
17:52 Being Disciplined & Selling To Utilities Only
18:30 Long-Term Uranium Market
21:19 How Large Are Contracts?
25:08 France & Uranium Demand
26:03 Where Is The Long-Term Price Going?
30:42 Is There Another Kazatomprom Somewhere?
32:03 Where Is Price Going In 5 Years?
33:37 What Can Investors Expect Going Forward?
35:50 Conclusion
Waiver & Disclaimer
If you register for this webinar you agree to the following; This webinar is provided for information purposes only. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. All webinar participants or any person watching a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar is current as of October the 6th, 2021 the date of this webinar, unless otherwise indicated, and is provided for information purposes only. This information is in a summary form and does not purport to be complete. It is not intended to be relied upon as financial or legal advice to investors or potential investors. Bloor Street Capital Inc. has received a fee from Kazatomprom in connection with this webinar.
Music: www.bensound.com