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"13/23 🤝 Ownership matters: wholly owned streams = fatter margins; JVs add scale/flexibility. Inkai is a JV with Camecoa keystone partnership. 🧩🏗 #uranium #nuclear $KAP @NAC_Kazatomprom $CCJ @Cameco"
X Link @FreiburgCoffeeC 2025-10-14T10:15Z 1005 followers, XXX engagements
"12/23 🧾 How KAP gets paid: mix of spot + short/mid/long term. Often buys JV pounds at a discount to spot then on-sellstracking market while smoothing cash flow. 🔁📈 #commodities #uranium $KAP @NAC_Kazatomprom"
X Link @FreiburgCoffeeC 2025-10-14T10:15Z 1006 followers, XXX engagements
"The wild card isnt just utilities anymore. Hyperscalers + a U.S. stockpile bid on one side KAP/CCJ output risks on the other. Thats not a trade; thats a repricing of fuel security. ⚛ #NuclearFuel $CCJ $KAP $U.U #Uranium"
X Link @AlLouigi 2025-10-09T21:28Z XXX followers, XXX engagements
"$KAP may have competition in 2H 2026 as Uzbekistan plans to IPO it's #uranium business Navoiyuran in London"
X Link @frontiervalueh1 2025-10-07T09:53Z 1033 followers, 2856 engagements