AlphaBox Advisors
17 May 2023
Revelation of The Reason For Management Exodus In The Recent Past @ Kazatomprom
Silent Uranium deal between the Russian and the Kazakh government in 2021-H2. Company management was worried over the lack of disclosure. Geopolitical concern persists but we believe these should subside as time passes by.
AlphaBox Advisors
17 May 2023
Kazatomprom: A Play on Uranium Price Recovery
Kazatomprom is the World's largest Uranium miner with lowest cost of production. Strong fundamentals and improving demand supply dynamics. Geopolitical concerns should subside as time passes by.
Coverage
Asia
About
AlphaBox Advisors, founded in 2022, is an independent investment research firm that aims to carve a niche in the market with in-depth investment research that reflects a buy-side perspective and transcends the biases most sell-side firms face.