Wednesday / December 4.
HomeKatusa Investment InsightsI bet you don’t know Scott

I bet you don’t know Scott

Dear Reader,You’ve probably never heard of him.But he’s in what I call the “inner circle” of the uranium sector.No, he’s not some banker pitching deals.He isn’t a rig-hand tossing core in the Athabasca Basin, nor a government bureaucrat going through the motions on permitting applications.Scott Melbye is the CEO of Uranium Royalty Corp (UROY, URC.TO) and is one of the most powerful players in the uranium sector from purchases of tens of millions of dollars of uranium – at a time.And he’s one of the main sources of capital to operating and developing uranium mines.He’s probably the only person in the market who’s been on both sides of what I’ve called the Colder WarWhen Scott talks, the industry listens, and for a good reason.Scott was the president of Cameco USA the largest uranium producer in the Western world.He was also the advisor to the chairman of Kazatomprom, which is the largest producer of uranium in the world and also worked with the Russians.In this tight-knit sector, I don’t think you will find an executive more rounded and connected on the East & West way of doing things in the uranium sector than Scott.With 39 years of experience in the global nuclear and uranium mining industries, Melbye’s profound insights and expertise have consistently positioned him at the forefront of the industry’s seismic shifts.Why should you sit up and take notice?Scott has led UROY to incredible value creation for shareholders – Uranium Royalty Corp (UROY, URC.TO) by securing over 1.8 million pounds of physical uranium and royalties on operating mines.He’s taken the company quietly up nearly 300% from its IPO, and we believe this is just the start.Apart from his stellar resume and record in navigating the choppy uranium for years, his intimate knowledge of supply, demand, and the nuanced dynamics of the uranium market is unparalleled.We recently had the pleasure of hosting an interview between Scott Melbye and myself, Marin Katusa.There’s no wasted time, we want to get right into the details and behind-the-scenes.Here’s a glimpse of what you’ll uncover:

1. Market Transformation: Dive deep into how 2023 has transitioned the uranium market from inventory supply-driven to production-driven, a scenario unseen in decades.

2. Speculation vs. Reality: Scott discusses the shift in the uranium market from being driven by excess inventories to one that is production-driven, largely due to various forces absorbing the excess, notably speculative interests like Sprott, Yellow Cake, and ANU, as well as several other entities. This shift hasn’t occurred in decades.

3. Global Demand Spike: Utilities with reactors have inelastic demand for uranium; they need it irrespective of price. Discover how countries like Korea and global RFPs are heralding a new age of “have-to” uranium buyers.

4. Price Projections: Melbye suggests that the current uranium price is not prohibitive for these utilities, and prices could potentially increase further without hurting the viability of nuclear power.

5. The Value of Uranium Royalty Corp: Learn straight from Scott’s mouth about UROY’s strategies of purchasing uranium below production costs, and their aggressive pursuit of growth opportunities.

6. The Future of Uranium: Decipher the bullish stance on uranium as an irreplaceable energy asset, driven by stable, secure supply needs and the advent of innovations like Small Modular Reactors (SMRs).

Don’t miss this riveting discourse that not only sheds light on the current uranium climate but also outlines its future trajectory.If you’re keen to stay ahead of the uranium curve, this is one interview you can’t afford to miss.

Watch the Full Interview Here

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 has sponsored 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 has received cash compensation 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 in our profiles is based on data provided by the companies, extracted from SEDAR and SEC filings, company websites, and other publicly available sources.

Katusa Research, Marin Katusa, 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.

HIGH RISK: 

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.

NOT PROFESSIONAL ADVICE: 

By reading this, you agree to all of the following: You understand this to be an expression of opinions and NOT professional advice. You are solely responsible for the use of any content and hold Katusa Research, and all partners, members, and affiliates harmless in any event or claim. While Katusa Research strives to provide accurate and reliable information sourced from believed-to-be trustworthy sources, we cannot guarantee the accuracy or reliability of the information. The information provided reflects conditions as they are at the moment of writing and not at any future date. Katusa Research is not obligated to update, correct, or revise the information post-publication.

FORWARD-LOOKING STATEMENTS: 

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. Katusa Research does not undertake any obligations to update the information presented or to ensure that such information remains current and accurate.

PRINT