Fact and fantasy in uranium

I like the structural uranium deficit theme for some 3 years but in this note I want to highlight the dislocation between the stock price of Kazatomprom, the price of uranium and the media/pundit noise.

Kazatomprom’s stock price is back to the same price seen in September 2023.

February 9, 2024

by Rob Zdravevski

rob@karriasset.com.au