KAZATOMPROM GDR REGS 1/1 WKN: A2N9D5 ISIN: US63253R2013 Kürzel: KAP Forum: Aktien Thema: Hauptdiskussion

Ich bin für die nächsten 3-10 Jahre hier drin, kommt drauf an was sich ergibt

Vor allem müsst ihr klar sein, wenn wir die Nachrichten bekommen, dann ist es längst eingespeist. Wir können wir versuchen mit zu schwimmen

Weil ich nicht kurzfristig investiert bin und die Meinung vertrete, dass Uran insbesondere in asien stark gefragt sein wird.

Weil?

Das ist schade, aber für mich kein Grund auszusteigen

Naja, Kazatomprom kann für die nächsten zwei Jahre wohl nicht ihrem vollen Angebot nicht nachkommen

Warum

Wieso

Was haltet ihr davon?

https://twitter.com/urtokencorgi/status/1747987549467894209

Uranium miners jump after Kazatomprom flags production shortfall in 2024 https://www.xm.com/research/markets/allNews/reuters/uranium-miners-jump-after-kazatomprom-flags-production-shortfall-in-2024-53737466

Uranium prices could power on after largest producer warns on supply, say investors: Kazakh mining company Kazatomprom expects shortfalls for next two years https://www.ft.com/content/67bb40e1-59e7-4b35-9b9a-8e7c68a1f469

Uranium's "Third Bull Market" Set to Shine in 2024 https://oilprice.com/Alternative-Energy/Nuclear-Power/Uraniums-Third-Bull-Market-Set-to-Shine-in-2024.html

Kazatomprom expects adjustments to its 2024 Production Plans: National Atomic Company “Kazatomprom” JSC (“Kazatomprom”, “KAP” or “the Company”) expects its 2024 production to be adjusted due to the challenges related to the availability of sulphuric acid, a critical operating material, as well as delays in completing construction works at the newly developed deposits, however remains committed to its 2024 delivery obligations. https://www.kazatomprom.kz/en/media/view/kazatomprom_expects_adjustments_to_its_2024_production_plans

Uranium Rally Still Has Fuel: The price of the nuclear fuel has hit its highest level since 2007. The market is only getting tighter. https://www.wsj.com/finance/commodities-futures/uranium-rally-still-has-fuel-6c704fb8

Analysts See "Uranium's Third Bull Market" Through 2024 : So far this week, spot prices for yellowcake - uranium concentrate used in nuclear power generation - reached a new 16-year high, climbing to $92.45 per pound. Reflecting on our December 2020 note to readers in "Buy Uranium: Is This The Beginning Of The Next ESG Craze," yellowcake prices have risen 217%. The uranium market is only getting hotter, and continued tightness could push prices over $100, analysts from Bank of America and Berenberg Bank wrote in two separate notes. https://www.zerohedge.com/commodities/analysts-see-uraniums-third-bull-market-through-2024