sport football: BLASTOFF: US Data Center Construction Reaches Record Highs

***Disseminated on behalf of Uranium Royalty Corp***

The race to power the AI-driven future is going crazy right now.

And the world’s tech giants are throwing billions into securing the one thing they can’t grow without: energy.

Microsoft Strikes Deal to Reopen Three Mile Island Nuclear Plant
Microsoft signed a 20-year carbon-free power deal with the revived Three Mile Island nuclear plant, supplying enough energy to power 700,000 homes and fuel its AI data center. The message is clear: nuclear energy is the future of tech.

Larry Ellison's $100 Billion Bet on Nuclear Power for Oracle’s AI
Larry Ellison isn’t waiting around. He’s all-in on nuclear power, pumping billions in SMRs to power Oracle’s next-gen AI data centers with scalable, reliable energy for the future tech boom.

UK Shortlists Major Nuclear Players for SMR Program
Across the Atlantic, the UK has shortlisted major players like Rolls-Royce and Westinghouse for its Great British Nuclear program. Contracts are expected by year-end.

The Battle for Power is Getting FIERCE

With data centers consuming more electricity than entire countries…

Tech giants like Microsoft, Oracle, Apple and now even Google are scrambling to lock down energy deals.

The future of AI and cloud computing hinges on one critical factor—power.

And nuclear energy, with its unmatched ability to deliver consistent, large-scale power, is emerging as the only real solution.

Apple’s Quiet Nuclear Power Play

Tucked away in Apple’s recent sustainability report shows the power sources they’re considering.

With more data flowing through their servers than ever before, Apple is looking for clean energy and recognizes nuclear energy as one potential source.

As Mike Tyson famously said, “Everyone has a plan until they get punched in the mouth.”

Apple’s plan could be a punch to the mouth of every other tech giant and set the energy industry scrambling. It has the clout, the connections and most importantly – the funds.

They’re looking to secure a large share of the global energy supply, and there’s one important metal that’s going to benefit.

The Uranium Boom

Nuclear power is fueled by one resource: uranium.

And here’s the kicker—the U.S. currently produces just above 1% of the uranium it consumes.

As nuclear energy demand surges, the global uranium supply chain is poised for a major disruption. And with demand currently far outpacing supply, uranium could become one of the hottest commodities of the decade.

But there’s one American company positioned to help solve America’s nuclear problem.

Enter Uranium Royalty Corp. (UROY: NASDAQ), a company that’s perfectly positioned for a uranium boom.

Why Uranium Royalty Corp. (UROY) is Our Go-To Energy Play

UROY’s unique business model gives it leverage on rising uranium prices, all while minimizing the operational risks that come with mining.

1. Tactical Leverage on Uranium Prices

UROY has made bold moves, years before the Russia invasion of February 2022 in Ukraine and the Hyperscaling looking to lock down all the nuclear power by buying 3.5 million pounds of uranium from its inception and currently hold 2.4 million as of the last financial statements of September 12, 2024.

As uranium prices rise to meet demand, UROY is positioned well to benefit. This is calculated positioning in a market that we think has potential for a breakout.

2. Positioned to Profit from Rising US Uranium Demand

Made in America uranium is expected to become critical. As the US government pushes for greater energy independence, domestic uranium production will have to catch up.

UROY has 22 interests in 19 development, advanced, permitted and producing uranium projects in multiple jurisdictions, including royalties on the world class McArthur River and Cigar Lake mines which are the two highest grade and largest uranium producing mines in the world according to their owners. The company has strategically placed itself at the heart of America’s uranium revival.

3. Undervalued and Ready for a Uranium Price Surge

Despite its strong balance sheet, over 2 million pounds of uranium above ground in storage and interests in the highest grade operating uranium mines in the world, UROY trades at a fraction of analyst consensus PNAV seen values seen below.

Note: Cash, marketable securities, and physical holdings at spot price of US$80.00/lb U3O8 on September 12, 2024, at CAD:USD $0.74.

This company has a market cap of $340M, liquid assets and cash of over $225M, no debt and 22 interests on 19 development, advanced, permitted and producing uranium projects in multiple jurisdictions.

That includes royalties on the world class McArthur River and Cigar Lake mines which are the two highest grade and largest uranium producing mines in the world… This stock offers rare upside potential in an industry that’s about to explode in demand.

Here’s why…

Data Centers Are Power-Hungry—and Nuclear is a key solution

The demand for data center power is growing at a breakneck pace.

With giants like Microsoft, Oracle, and Apple leading the charge, nuclear energy is rapidly becoming one key long-term solution.

And UROY is at the forefront of this revolution, poised to capture value as uranium becomes a critical commodity in the tech-fueled energy race.

Don’t wait until the uranium supply crunch hits.

You should refer to Uranium Royalty's annual information form and other public filings for further information regarding this opportunity. They are available under UROY's profile at www.sec.gov and www.sedarplus.ca.

Regards,

Marin Katusa

IMPORTANT DISCLAIMER & DISCLOSURES

Investing in stocks is HIGH RISK. You could lose All of your investment.

Katusa Research, as a publisher, is not a broker, investment advisor, or financial advisor in any jurisdiction.

Please do not rely on the information presented by Katusa Research as personal investment advice.

If you need personal investment advice, kindly reach out to a qualified and registered broker, investment advisor, or financial advisor.

The communications from Katusa Research should not form the basis of your investment decisions. Examples we provide regarding share price increases related to specific companies are based on randomly selected time periods and should not be taken as an indicator or predictor of future stock prices for those companies.

Uranium Royalty Corp is a paid sponsor of this report.

The information in this newsletter does not constitute an offer to sell or a solicitation of an offer to buy any securities of a corporation or entity, including U.S. Traded Securities or U.S. Quoted Securities, in the United States or to U.S. Persons. Securities may not be offered or sold in the United States except in compliance with the registration requirements of the Securities Act and applicable U.S. state securities laws or pursuant to an exemption therefrom.

Any public offering of securities in the United States may only be made by means of a prospectus containing detailed information about the corporation or entity and its management as well as financial statements. No securities regulatory authority in the United States has either approved or disapproved of the contents of any newsletter. Katusa Research nor any employee of Katusa Research is not registered with the United States Securities and Exchange Commission (the “SEC”): as a “broker-dealer” under the Exchange Act, as an “investment adviser” under the Investment Advisers Act of 1940, or in any other capacity. Katusa Research, its owners, directors, and employees are also not registered with any state securities commission or authority as a broker-dealer or investment advisor or in any other capacity.

HIGHLY BIASED:

In our role, we aim to highlight specific companies for your further investigation; however, these are not stock recommendations, nor do they constitute an offer or sale of the referenced securities. Katusa Research partner company, New Era Publishing Inc. has received cash compensation in the amount of $1.25M from Uranium Royalty Corp and is thus extremely biased . It is crucial that you conduct your own research prior to investing. This includes reading the companies' SEDAR and SEC filings, press releases, and risk disclosures. The information contained herein regarding Uranium Royalty Corp. has been derived from its SEDAR+ and SEC filings, including scientific and technical information regarding its royalty assets which has been reviewed and approved by Darcy Hirsekorn, its Chief Technical Officer and is a professional geoscientist in Saskatchewan and a qualified person as defined in National Instrument 43-101 Standards of Disclosure for Mineral Projects and is registered as a professional geoscientist in Saskatchewan. Information regarding the projects underlying Uranium Royalty Corp.'s interests has been derived from the publicly available disclosure of the underlying operators and owners, including where referenced herein.

Katusa Research, and its directors, employees, and members of their households directly own or may own shares of Uranium Royalty Corp (UROY/UROY.TSX). Therefore, Katusa Research is extremely biased. Measures are in place such that no shares will be sold during the active awareness campaign.

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The securities issued by the companies we feature should be seen as high risk; if you choose to invest, despite these warnings, you may lose your entire investment. You must be aware of the risks and be willing to accept them in order to invest in financial instruments, including stocks, options, and futures.

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Certain information presented may contain or be considered forward-looking statements. Such statements involve known and unknown risks, uncertainties, and other factors that may cause actual results or events to differ materially from those anticipated in these statements. There can be no assurance that any such statements will prove to be accurate, and readers should not place undue reliance on such information. These statements are subject to known and unknown risks including those set forth in Uranium Royalty Corp.'s most recent annual information form and other public filings available at www.sedarplus.ca and www.sec.gov. Neither Katusa Research nor Uranium Royalty Corp. undertake any obligations to update the information presented or to ensure that such information remains current and accurate, except as required under applicable law.

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Jumat, 18 Oktober 2024

BLASTOFF: US Data Center Construction Reaches Record Highs