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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\u2019s work experience with governments in frontier markets, operational experience with growing energy companies, and time spent managing downside risk for project \ufb01nance lenders gives them a unique edge.

0:05 Introduction
1:16 Uranium market overview
4:56 Kazatomprom investment opportunity
10:12 Response to Marin Katusa\u2019s advice to avoid \u201cAK-47 nations\u201d
16:47 How Will\u2019s experience helped form his views on jurisdictional risk
18:31 USA\u2019s section 232 decision\u2019s impact on Kazatomprom
22:25 Key takeaways from meeting with Kazatomprom
26:20 Thoughts on Pala Investments\u2019 acquisition of Cobalt 27

Massif Capital Uranium and Kazatomprom Report: http://www.miningstockeducation.com/wp-content/uploads/2019/10/Initiating-Report-KAP-January-2019-Massif-Capital.pdf

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