Decoding Kazatomprom’s results & the uranium reaction

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7d ago 52:44

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Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook.

That led us to a broader chat on gold industry hedges as well as a focus on Bellevue and their ramp up pressure.

We rounded off with a chat MinRes’ woes, Catalyst selling Henty & potential M&A.

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(0:00:00)Introduction

(0:02:06)What KAPs numbers mean for U

(0:13:57)Why did Capricorn close their hedges

(0:28:04)Goldies: Hedged vs Unhedged

(0:38:23)Bellevue: Ramp up on a tight rope

(0:43:00)MinRes close the road

(0:46:18)Catalyst offload Henty

(0:48:00)Mining M&A speculation

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