Kazatomprom NAC (KAP LI): Strong Fundamentals and Improving Demand Supply Dynamics.

Emerging and frontier market equity analyst, AlphaBox Advisors

Mohit Surana

Emerging and frontier market equity analyst

AlphaBox Advisors

At AlphaBox, our recommendations are sector and country agnostic and diversified by market cap. We follow value-investing philosophy and pursue a bottom-up approach to recommending stocks that has a good risk-reward profile and potential to generate market-beating returns, which in some cases would be complemented with an attractive dividend yield. Our recommendations fall into the following two broad categories: (i) Long-term Compounders – Global Markets (ii) EM and FM Alpha

Equity Bottom-Up

<ul>
<li>The Kazakh government silently allowed Russia to buy 49% stake in JV Budenovskoye sometime in 2021-H2.</li>
<li>Kazatomprom owned 51% in the JV, but the deal was not properly disclosed in Kazatomprom reports.</li>
<li>Many company officials resigned since the deal fearing breach of legal duty on disclosure.</li>
</ul>


The Kazakh government silently allowed Russia to buy 49% stake in JV Budenovskoye sometime in 2021-H2.
Kazatomprom owned 51% in the JV, but the deal was not properly disclosed in Kazatomprom reports.
Many company officials resigned since the deal fearing breach of legal duty on disclosure.


Kazatomprom (KAP LI): Revelation Of A Silent Uranium Deal

NAC Kazatomprom JSC

Kazatomprom (KAP LI): Revelation Of A Silent Uranium Deal