Jumat, 25 Oktober 2024

Uranium's Bull Market Is Here—This Is Just the Beginning

 
Katusa Research
 
Katusa's Investment Insights
 
October 25, 2024

Uranium's Bull Market Is Here—This Is Just the Beginning

**Disseminated on behalf of Uranium Royalty Corp**
 
If you think nuclear power is old news, think again.

In a new, exclusive interview, Marin Katusa sits down with Scott Melbye, CEO of Uranium Royalty Corp (UROY).

They reveal why uranium is about to experience an unprecedented surge on the back of major nuclear energy demand—and how you can capitalize on it.
 
In this must-see conversation, Marin and Scott discuss:
  • AI’s Insatiable Power Demand – Tech giants like Google, Amazon, and Microsoft are driving uranium demand to new heights to fuel their data centers. There are no signs of slowing down to secure power and electricity.
  • Geopolitical Supply Squeeze – With Russia and China securing most of Kazakhstan’s uranium, the West is scrambling for stable, long-term supplies.
  • Cash Flow Incoming: Major Mines Coming Online The imminent cash flow from world-class uranium mines like McArthur River and Cigar Lake makes UROY attractive. These aren’t speculative projects—cash flow is expected soon, giving investors confidence that the company’s growth is tangible and not just theoretical.
If you’re serious about investing in the future of energy—and capitalizing on the rise of AI—this interview is essential viewing.

Scott’s insights in the industry come with deep knowledge and contacts, and gives you the edge you need to make an informed position.

Including…
  • Physical Uranium Supply Is Drying Up - There isn’t enough physical uranium available, even with $400 million in hand—it’s already locked in. UROY secured its supply when uranium was just $25 per pound, and today it’s worth much more. With demand soaring and supply tight, it’s a seller’s market.
  • Geopolitical Tensions: Uranium Prices Could Rally Higher - Cheap uranium from Kazakhstan is a thing of the past. Rising costs, shrinking supplies, and geopolitical tensions between the West and BRICS countries are pushing prices up. Uranium Royalty Corp is perfectly positioned with assets in North America and Africa to fill this gap.
  • UROY’s Irreplaceable Portfolio - UROY’s portfolio is one-of-a-kind, with royalties on top-tier assets like Roughrider and McArthur River. No competitor can replicate what they’ve built. This gives UROY a moat that positions it as a future leader in the uranium space.
Watch the Full Interview Here
If you’ve been waiting to catch up on Nuclear Power and Uranium, this isn’t an interview you want to miss.

Best,

Anthony Ford
Publisher, Katusa Research
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