Materials Analyst/Strategist, Janus Analysis

Gaius King

Materials Analyst/Strategist

Accelerating Tomorrow’s Independent Research

Boost Research

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Equity Bottom-Up

<ul>
<li>Uranium Price has fallen 7% over the past two months</li>
<li>Actively looking for uranium short positions</li>
<li>Provide summarised watch list</li>
<li>Wisdom from Samuel Longhorne Clemens</li>
<li>
<a href="https://www.smartkarma.com/entities/27844" target="_blank" data-smartkarma-citation="entities:27844:1">Yellow Cake PLC (YCA LN)</a>, <a href="https://www.smartkarma.com/entities/17078" target="_blank" data-smartkarma-citation="entities:17078:1">Berkeley Energy (BKY AU)</a>, <a href="https://www.smartkarma.com/entities/25364" target="_blank" data-smartkarma-citation="entities:25364:1">Cameco Corp (CCO CN)</a>, <a href="https://www.smartkarma.com/entities/27734" target="_blank" data-smartkarma-citation="entities:27734:1">Kazatomprom Natsionalnaya At (KZAP KZ)</a>, <a href="https://www.smartkarma.com/entities/28004" target="_blank" data-smartkarma-citation="entities:28004:1">Jangada Mines PLC (JAN LN)</a>, <a href="https://www.smartkarma.com/entities/28005" target="_blank" data-smartkarma-citation="entities:28005:1">Europa Metals Ltd (EUZ LN)</a>, <a href="https://www.smartkarma.com/entities/10708" target="_blank" data-smartkarma-citation="entities:10708:1">Buxton Resources (BUX AU)</a>, <a href="https://www.smartkarma.com/entities/2564" target="_blank" data-smartkarma-citation="entities:2564:1">Musgrave Minerals (MGV AU)</a>, <a href="https://www.smartkarma.com/entities/18292" target="_blank" data-smartkarma-citation="entities:18292:1">Myanmar Metals (MYL AU)</a>, <a href="https://www.smartkarma.com/entities/13112" target="_blank" data-smartkarma-citation="entities:13112:1">Archer Exploration (AXE AU)</a>, <a href="https://www.smartkarma.com/entities/15927" target="_blank" data-smartkarma-citation="entities:15927:1">Canyon Resources (CAY AU)</a>, <a href="https://www.smartkarma.com/entities/4293" target="_blank" data-smartkarma-citation="entities:4293:1">Catalyst Metals (CYL AU)</a>, <a href="https://www.smartkarma.com/entities/14712" target="_blank" data-smartkarma-citation="entities:14712:1">Core Exploration (CXO AU)</a>, Exore Resources (ASX: ERX), <a href="https://www.smartkarma.com/entities/20213" target="_blank" data-smartkarma-citation="entities:20213:1">Stavely Minerals (SVY AU)</a>, <a href="https://www.smartkarma.com/entities/28006" target="_blank" data-smartkarma-citation="entities:28006:1">Tietto Minerals Ltd (TIE AU)</a>, <a href="https://www.smartkarma.com/entities/28007" target="_blank" data-smartkarma-citation="entities:28007:1">Horizonte Minerals PLC (HZM LN)</a>, Bellevue Gold (ASX: BGL), <a href="https://www.smartkarma.com/entities/14443" target="_blank" data-smartkarma-citation="entities:14443:1">Allegiance Coal (AHQ AU)</a>, First Au (ASX: FAU), <a href="https://www.smartkarma.com/entities/3189" target="_blank" data-smartkarma-citation="entities:3189:1">Base Resources (BSE AU)</a>, <a href="https://www.smartkarma.com/entities/19210" target="_blank" data-smartkarma-citation="entities:19210:1">Breaker Resources Nl (BRB AU)</a>  </li>
</ul>


Uranium Price has fallen 7% over the past two months
Actively looking for uranium short positions
Provide summarised watch list
Wisdom from Samuel Longhorne Clemens

Yellow Cake PLC (YCA LN), Berkeley Energy (BKY AU), Cameco Corp (CCO CN), Kazatomprom Natsionalnaya At (KZAP KZ), Jangada Mines PLC (JAN LN), Europa Metals Ltd (EUZ LN), Buxton Resources (BUX AU), Musgrave Minerals (MGV AU), Myanmar Metals (MYL AU), Archer Exploration (AXE AU), Canyon Resources (CAY AU), Catalyst Metals (CYL AU), Core Exploration (CXO AU), Exore Resources (ASX: ERX), Stavely Minerals (SVY AU), Tietto Minerals Ltd (TIE AU), Horizonte Minerals PLC (HZM LN), Bellevue Gold (ASX: BGL), Allegiance Coal (AHQ AU), First Au (ASX: FAU), Base Resources (BSE AU), Breaker Resources Nl (BRB AU)  


New J Hutton – Exploration Report (Weeks Ending 22/03/19)

Asia Long-Short PM/Analyst

Curtis Lehnert

Kazatomprom Natsionalnaya Atomnaya Kompaniya / Equity Bottom-Up

Kazatomprom Natsionalnaya Atomnaya Kompaniya (KZAP KZ)

Kazatomprom Natsionalnaya Atomnaya Kompaniya

Kazakhstan, the 9th largest country by land mass in the world and largely forgotten about since 'Borat' hit theaters in 2006, is exploding back onto the world stage with a string of state-owned company privatizations starting with the national uranium company, Kazatomprom. I like! OK, enough Borat jokes.Kazakhstan is a fascinating place. It has a massive land area roughly the size of Argentina, yet with a population roughly equal to the five boroughs of New York City. It's an entirely landlocked country, yet has a navy based on the Caspian Sea. In the Kazakh language "qanağattandırılmağandıqtarıñızdan" is an actual word. It's one of the most ethnically diverse countries in the world due to its proximity to a large number of ethnic groups and the fact that Stalin deported various ethnic groups there during WWII. The society has traditionally been agrarian and nomadic with much of the culture revolving around horses. The traditional sport "kyz kuu", literally translated as “girl chasing” is basically a race between a man and woman, both on horseback, that either ends up with the man kissing the woman or the woman beating the man with a whip. Horse meat is a favorite food and the local drink, Kumis, oft referred to as "milk champagne" is just fermented horse milk.  You could tell me pretty much anything about Kazakhstan at this point and I'd probably believe it.Leaving it's oddities aside, Kazakhstan is loaded with natural resources. In fact, 74% of industrial production in the country comes from the mineral and natural resource output. For the rest of this insight, I will focus specifically on uranium, the element that Kazakhstan maintains leading production volumes of globally and <a href="https://www.smartkarma.com/entities/27734" target="_blank" data-smartkarma-citation="entities:27734:1">Kazatomprom Natsionalnaya At (KZAP KZ)</a>, the state-owned leader of uranium mining in Kazakhstan. Yakshemash. OK, last one seriously.Kazatomprom is issuing GDRs in London with intention to float 25% of the company. The roadshow is scheduled to start on October 31 with CS and JPM as the leads.In this insight I will cover:<ul>
<li>A brief overview of the uranium industry</li>
<li>Company fundamentals</li>
<li>Financial Information and Valuation Comparisons</li>
<li>No more Borat quotes</li>
</ul>

Kazakhstan, the 9th largest country by land mass in the world and largely forgotten about since 'Borat' hit theaters in 2006, is exploding back onto the world stage with a string of state-owned company privatizations starting with the national uranium company, Kazatomprom. I like! OK, enough Borat jokes.Kazakhstan is a fascinating place. It has a massive land area roughly the size of Argentina, yet with a population roughly equal to the five boroughs of New York City. It's an entirely landlocked country, yet has a navy based on the Caspian Sea. In the Kazakh language "qanağattandırılmağandıqtarıñızdan" is an actual word. It's one of the most ethnically diverse countries in the world due to its proximity to a large number of ethnic groups and the fact that Stalin deported various ethnic groups there during WWII. The society has traditionally been agrarian and nomadic with much of the culture revolving around horses. The traditional sport "kyz kuu", literally translated as “girl chasing” is basically a race between a man and woman, both on horseback, that either ends up with the man kissing the woman or the woman beating the man with a whip. Horse meat is a favorite food and the local drink, Kumis, oft referred to as "milk champagne" is just fermented horse milk.  You could tell me pretty much anything about Kazakhstan at this point and I'd probably believe it.Leaving it's oddities aside, Kazakhstan is loaded with natural resources. In fact, 74% of industrial production in the country comes from the mineral and natural resource output. For the rest of this insight, I will focus specifically on uranium, the element that Kazakhstan maintains leading production volumes of globally and Kazatomprom Natsionalnaya At (KZAP KZ), the state-owned leader of uranium mining in Kazakhstan. Yakshemash. OK, last one seriously.Kazatomprom is issuing GDRs in London with intention to float 25% of the company. The roadshow is scheduled to start on October 31 with CS and JPM as the leads.In this insight I will cover:
A brief overview of the uranium industry
Company fundamentals
Financial Information and Valuation Comparisons
No more Borat quotes


KazAtomProm IPO: Number One Uranium Miner in Kazakhstan...Great Success!

Kazakhstan

Kazatomprom Natsionalnaya Atomnaya Kompaniya AO provides uranium. The Company imports and exports uranium, rare metals, nuclear fuel for power plants, non-ferrous metallurgy, cycle output, and duel-purpose materials. Kazatomprom Natsionalnaya Atomnaya Kompaniya conducts its business in Republic of Kazakhstan.

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Kazatomprom Natsionalnaya Atomnaya Kompaniya (KZAP KZ)

New J Hutton – Exploration Report (Weeks Ending 22/03/19)

Uranium Price has fallen 7% over the past two months Actively looking for uranium short positions Provide summarised watch list Wisdom from Samuel...

Boost Research

KazAtomProm IPO: Number One Uranium Miner in Kazakhstan...Great Success!

Kazakhstan, the 9th largest country by land mass in the world and largely forgotten about since 'Borat' hit theaters in 2006, is exploding back...

Curtis Lehnert

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52-week Range

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