The Underinvestment Crisis That’s Creating the Next Uranium Cash Flow Rush

Every single major tech company is moving forward on nuclear energy plans. FAST. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

**Disseminated on behalf of Uranium Royalty Corp** Sam Altman of ChatGPT gets it. So do Nvidia, Tesla, Meta and Microsoft. As does the CEO of Alphabet. Just days ago Amazon jumped in. Every single major tech company is moving forward on nuclear energy plans. FAST. They’re all sounding the alarm about one critical issue—the world’s energy supply is falling short, and nuclear power is the only viable solution. The future of energy depends on uranium, yet the supply chain is badly underinvested. Right now, major tech and energy players are scrambling. Companies like OKLO have jumped 345% in a matter of weeks. This is a company that’s engineering Small Modular Reactors (SMR’s) powered by uranium. This mad scramble is why Microsoft recently locked down the largest carbon-free Power Purchase Agreement, securing nuclear energy for 20 years. Nvidia’s CEO, Jensen Huang, bluntly stated… “It’s impossible to win the A.I. race without building nuclear plants”. Even Mark Zuckerberg admitted,   "We would probably build out bigger clusters than we currently can if we could get the energy to do it". These are some of the reasons why uranium demand is increasing so quickly because of the nuclear demand JUST in the USA… Regulators are scrambling to push laws to move things forward. The infamous three-mile island reactor is going to restart and so is California’s Diablo Canyon nuclear facility. We already talked about the Russia-China-America nuclear supply race that’s happening. With the demand for Made-in-America uranium set to skyrocket. The “fuel” for nuclear must come from somewhere. That’s one other major problem though behind closed doors… From mine to nuclear power plant, the entire pipeline is massively underinvested, in uranium. This is a major wrench. Especially in the United States. U.S. uranium production has been at historically low levels, contributing less than 1% of the country's annual uranium consumption for nuclear energy. And right on cue, new nuclear developments are increasing demand for uranium. Being early means being prepared…   The Company with the existing supply and future supply agreements Uranium Royalty Corporation (UROY:NASDAQ) has set itself up so shareholders can profit from the risks to uranium supply—while taking on minimized risk themselves. To start with, UROY is led by President and CEO Scott Melbye. There’s simply no one else in the world with a resume like Scott Melbye: Executive Vice President of Uranium Energy Corp. and Uranium One. Vice President of Sprott Physical Uranium Trust, the world’s largest publicly-held physical uranium broker. Advisor to the CEO for Kazatomprom, the world’s largest uranium producer. He’s also the former Chair of the Board of Governors of the World Nuclear Fuel Market and the current president of the Uranium Producers of America. Put simply, Scott is uranium royalty. He’s one of the best-connected people in the industry globally, ensuring that UROY can secure the best prices and agreements for physical uranium and uranium production. Not only that, but he’s lived through 40 years of uranium market cycles. Which is how UROY ended up purchasing millions pounds of uranium far below current prices... It currently holds 2.4 million pounds of uranium… AND locked down 24 interests on 19 development, advanced, permitted and producing uranium projects in multiple jurisdictions: Including royalties on the world class McArthur River, Cigar Lake and Langer Heinrich mines.   A Strategic Advantage in an Undervalued Market What sets UROY apart? They’ve built a business designed for growth, not just survival. Low overhead, zero debt, and liquid assets give them flexibility in a volatile market. Energy giants Paladin and Orano may struggle if a mine halts production… But UROY’s diversified portfolio ensures steady cash flow across multiple projects. It’s in talks with over half a dozen companies to acquire even more royalties and physical uranium. As production ramps up, their portfolio's value is set to rise in a nuclear bull market. Their ultra-efficient model boasts low operating costs that will only improve over time. The company's overhead is less than the cash flow from a single royalty, and they can triple in size without increasing staff. Despite these massive advantages, UROY remains undervalued—even after a slight pullback in uranium prices. UROY has a market cap of $340M and liquid assets of $225M—with zero debt. Those liquid assets include cash, marketable securities and inventories. In other words, UROY provides incredibly low-cost exposure to the price of uranium, which we project to surge in the coming years. We’re looking to Uranium Royalty Corp for a BIG quarter in Q4 2024 on the back of this incredible flow of nuclear energy news and data. Regards, Marin Katusa and the KR Special Situations Team Copyright © 2024, Katusa Research, All rights reserved. PLEASE READ: RETURNS AND TESTIMONIAL DISCLOSURE  Contact Us | Privacy | Terms & Conditions   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. 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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). 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