$KAP

National Atomic Company Kazatomprom JSC· IOB

first mention in our archive Aug 22, 2025 · latest 1w ago

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5 mentions since Aug 2025

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Who's mentioning $KAP

@uraniuminsider5

Recent mentions

5 mentions

@uraniuminsiderMay 20, 2026 · 6:22 PM

While the spot market is quiet, the LT market is active. If we include the Indian contracts with $KAP and $CCJ, we're close to replacement rates YTD. I have followed this market for a very long time – these quiet periods with ↓ sentiment are where you can make a lot of money.

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@uraniuminsiderFeb 20, 2026 · 8:13 PM

@KlendathuCap Without knowing the exact terms, this looks like it’s probably 3-4mlbs/yr for ten years. Could be slightly more per year for shorter timeframe or vice versa. $KAP

will produce ~35mlbs this year attributable? It’s a large contract, but they apparently still have some capacity to sell

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@uraniuminsiderDec 4, 2025 · 5:52 PM

This law comes at the same time $KAP is: - Signaling production declines post-2030 - Warning of sulfuric-acid constraints - Facing wellfield depletion at mature ISR operations - Operating under a government that increasingly views uranium as a strategic asset

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@uraniuminsiderSep 24, 2025 · 4:55 PM

$YCA raise upsized to $175M for $KAP $100M option + spot market purchasing.

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@uraniuminsiderAug 22, 2025 · 6:34 AM

$KAP maintaining 2025 production guidance, revising DOWN 2026 100% Subsoil Use levels by -10%, and is in process of amending multiple projects' Subsoil Use Agreements.

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