dürften den Uranmarkt anheizen. Ein paar Stichpunkte dazu:
-Production Down -2%
-Inventories Down -23%
-AISC Costs Up +32%
-CAPEX Up +37%
-2024 Production Guidance slashed from 25,000-25,500tU down to 21,000–22,500tU for an up to 4000tU (-10.4M lbs #U3O8) reduction from initial 2024 guidance - maintaining at -20% below permitted levels
-2024 Sales outlook lowered in order to build up inventories
-2024 Cash Costs and CAPEX rising substantially due to inflation, higher costs for supplies, transportation, mining equipment, etc.
-No 2025 Guidance will be given until August, but everything in the presentation and Q&A suggests that there will NOT be a significant ramp-up in 2025!
-Kazatomprom also sent out a warning to the market that even with all of the announced mine restarts there will not be enough supply to meet demand. "In the current pricing environment another Kazatomprom-sized supply source will be needed to cover future market needs.”
-Sulphuric acid plants likely not coming in line until 2027. Spot commentary from call: very thin market, structural deficit, will see fluctuations in price but directions is up
sehr interessant: "This from page 48... The Group borrowed 886 tones of natural uranium from ANU Energy OEIC Ltd. due for return at 31 December 2023. In December 2023 the Group has returned 38 tones and extended the due date of agreement until the end of March 2024."
Am Freitag wurde der SPUT-ATM für 1 Trade aktiviert (200 neu ausgegebene Anteile). Discount aktuell -1,99%.
Dann noch die News heute Nacht von Niger über neue Spannungen zwischen Niger und USA:
twitter.com/PraiseKek/status/1769282549749051690
twitter.com/PraiseKek/status/1769309186913964433
-Production Down -2%
-Inventories Down -23%
-AISC Costs Up +32%
-CAPEX Up +37%
-2024 Production Guidance slashed from 25,000-25,500tU down to 21,000–22,500tU for an up to 4000tU (-10.4M lbs #U3O8) reduction from initial 2024 guidance - maintaining at -20% below permitted levels
-2024 Sales outlook lowered in order to build up inventories
-2024 Cash Costs and CAPEX rising substantially due to inflation, higher costs for supplies, transportation, mining equipment, etc.
-No 2025 Guidance will be given until August, but everything in the presentation and Q&A suggests that there will NOT be a significant ramp-up in 2025!
-Kazatomprom also sent out a warning to the market that even with all of the announced mine restarts there will not be enough supply to meet demand. "In the current pricing environment another Kazatomprom-sized supply source will be needed to cover future market needs.”
-Sulphuric acid plants likely not coming in line until 2027. Spot commentary from call: very thin market, structural deficit, will see fluctuations in price but directions is up
sehr interessant: "This from page 48... The Group borrowed 886 tones of natural uranium from ANU Energy OEIC Ltd. due for return at 31 December 2023. In December 2023 the Group has returned 38 tones and extended the due date of agreement until the end of March 2024."
Am Freitag wurde der SPUT-ATM für 1 Trade aktiviert (200 neu ausgegebene Anteile). Discount aktuell -1,99%.
Dann noch die News heute Nacht von Niger über neue Spannungen zwischen Niger und USA:
twitter.com/PraiseKek/status/1769282549749051690
twitter.com/PraiseKek/status/1769309186913964433