Interview with Riaz Rizvi, Chief Commercial Officer of JSC NAC Kazatomprom (AIM: KAP).

Rizvi spends time talking about perception in the market and how they wish to be perceived and adversarial narrative in the market between US commentators and Russia and its nuclear and uranium partners.

We discuss production issues and playing catch up, whilst dealing with the growing concerns of COVID-19 within Kazakhstan. Why have they managed to maintain guidance even with the extension to the lockdown period and when will they have to dip into the market? We discuss partners, partnerships, dividends, target prices, term-contract market, and the supply-demand picture in the market.

Interview highlights:

  • Company Overview
  • Pre and Post 2018: Company History and Development of the Business Model
  • Perceptions of Kazatomprom: Adversarial Language, Russia Ties and Effect of the 232 Petition
  • Rumours Addressed: Forcing Higher-Cost Producers out of the Market to Fuel Growth?
  • US Rhetoric and Impact on Company Growth
  • JV Partners and M&A Possibilities Outside of Kazakhstan
  • Delivering on Contracts and Continuing to Pay Dividends: How and Why?
  • Lags in Production and Wellhead Development: When Should We Expect More Guidance on Timing?
  • The Mysterious Utilities: When Will They Start Impacting Price?
  • Lack of Quick Price Growth and its Impact on the Market
  • US Government's Involvement in Nuclear and its Effect on US Producers
  • Resumption of Production: Process of Getting Back into Normality

Company Page: https://www.kazatomprom.kz/en

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