EPISODE · Oct 17, 2019 · 32 MIN
Best Uranium Investment Now Is Kazatomprom (Will Thomson Interview)
from Mining Stock Education · host Bill Powers
Will Thomson is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Will is a Graduate of Trinity College and holds a Masters in Government from Harvard University. Massif Capital is a long/short equity fund focused on global opportunities in liquid real assets and industrials. The team’s work experience with governments in frontier markets, operational experience with growing energy companies, and time spent managing downside risk for project finance lenders gives them a unique edge. 0:05 Introduction1:16 Uranium market overview4:56 Kazatomprom investment opportunity10:12 Response to Marin Katusa’s advice to avoid “AK-47 nations”16:47 How Will’s experience helped form his views on jurisdictional risk18:31 USA’s section 232 decision’s impact on Kazatomprom22:25 Key takeaways from meeting with Kazatomprom26:20 Thoughts on Pala Investments’ acquisition of Cobalt 27Massif Capital Uranium and Kazatomprom Report: http://www.miningstockeducation.com/wp-content/uploads/2019/10/Initiating-Report-KAP-January-2019-Massif-Capital.pdfSign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
What this episode covers
Will Thomson is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Will is a Graduate of Trinity College and holds a Masters in Government from Harvard University. Massif Capital is a long/short equity fund focused on global opportunities in liquid real assets and industrials. The team’s work experience with governments in frontier markets, operational experience with growing energy companies, and time spent managing downside risk for project finance lenders gives them a unique edge. 0:05 Introduction1:16 Uranium market overview4:56 Kazatomprom investment opportunity10:12 Response to Marin Katusa’s advice to avoid “AK-47 nations”16:47 How Will’s experience helped form his views on jurisdictional risk18:31 USA’s section 232 decision’s impact on Kazatomprom22:25 Key takeaways from meeting with Kazatomprom26:20 Thoughts on Pala Investments’ acquisition of Cobalt 27Massif Capital Uranium and Kazatomprom Report: http://www.miningstockeducation.com/wp-content/uploads/2019/10/Initiating-Report-KAP-January-2019-Massif-Capital.pdfSign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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Best Uranium Investment Now Is Kazatomprom (Will Thomson Interview)
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