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“We’ve Never Been Busier” – Scott Melbye’s Nuclear Wake-Up Call

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Manage episode 494612788 series 2616418
Content provided by Steve Barton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Barton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Scott Melbye, Executive VP of Uranium Energy Corp and CEO of Uranium Royalty Corp, shares powerful updates from the 2025 Rule Symposium in Boca Raton. Uranium Royalty Corp (URC), the only pure-play uranium royalty and streaming company, holds 25 royalties across 22 global projects. With a $300M+ market cap, $200M in cash, and zero debt, URC is well-capitalized to support the next wave of uranium mine development, offering an attractive alternative to equity or debt for developers. Insider ownership remains strong at over 20%, reflecting deep alignment with shareholders.

URC’s pipeline is growing, fueled by strategic due diligence trips to key regions such as Niger, Canada, and Australia. Melbye emphasizes the company’s lean six-person team and the unique value of acquiring overlooked royalties, even from unrelated sectors. As global demand for nuclear power surges, URC positions itself at the center of a long-term supply chain transformation, providing stable exposure to uranium through a diversified royalty portfolio.

UEC, meanwhile, leads U.S. uranium production with a $3B market cap, 500M lbs in resources, and no debt. With production beginning imminently and plans to ramp up to 7M lbs annually by 2030, UEC is aiming to become a global top-five producer. Like, share, and subscribe for more top-tier insights from inside the energy transition.

Connect with Scott Melbye!

Uranium Royalty Corp: https://www.uraniumroyalty.com/

Uranium Energy Corp: https://www.uraniumenergy.com/

🔥 Key Topics Discussed

✅ URC market cap $300M+, $200M cash, zero debt

✅ Unique uranium royalty model with 25 assets across 22 projects

✅ Over 20% insider ownership with growing institutional interest

✅ Free cash flow expected by 2026

✅ Attractive alternative to debt and equity for mine financing

✅ Global exposure including Canada, U.S., Australia, and Africa

✅ Focus on high-return assets and disciplined due diligence

✅ Active in acquiring legacy royalties from secondary sources

✅ UEC market cap $3B, 500M lbs in resources, no debt

✅ UEC targets 7M lbs annual production by 2030

If you found value in today’s breakdown, please give this video a thumbs up, share it with friends, and don’t forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!

Affiliates /Tools for Success that I Love and find Helpful:

Join Our Free Newsletter

Rule Symposium 2025 (Livestream Replay)

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Uranium Royalty Corp and Uranium Energy Corp with Scott Melbye 00:22 Introduction and Uranium Royalty Corp overview 01:22 Team experience behind Uranium Royalty Corp 02:32 Uranium spot and term market clarity 03:05 Relevance of Uranium Royalty Corp and market role 07:09 Exploring projects in Niger amid political risk 10:34 Insider ownership and company history 12:30 Biggest challenge facing uranium companies 14:27 Uranium Energy Corp update and market position 18:09 Insider ownership and growth at UEC 20:21 Institutional and retail ownership breakdown 21:38 Closing remarks and how to connect

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#UraniumStocks #ScottMelbye #NuclearEnergy #URC #UEC #UraniumRoyalty #CleanEnergy #UraniumBoom #InvestingInUranium #EnergyCrisis #RuleSymposium2025 #MiningStocks #StockMarket2025 #GoldRoyaltyModel #NuclearPower #InItToWinIt #SteveBarton

  continue reading

230 episodes

Artwork
iconShare
 
Manage episode 494612788 series 2616418
Content provided by Steve Barton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Barton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Scott Melbye, Executive VP of Uranium Energy Corp and CEO of Uranium Royalty Corp, shares powerful updates from the 2025 Rule Symposium in Boca Raton. Uranium Royalty Corp (URC), the only pure-play uranium royalty and streaming company, holds 25 royalties across 22 global projects. With a $300M+ market cap, $200M in cash, and zero debt, URC is well-capitalized to support the next wave of uranium mine development, offering an attractive alternative to equity or debt for developers. Insider ownership remains strong at over 20%, reflecting deep alignment with shareholders.

URC’s pipeline is growing, fueled by strategic due diligence trips to key regions such as Niger, Canada, and Australia. Melbye emphasizes the company’s lean six-person team and the unique value of acquiring overlooked royalties, even from unrelated sectors. As global demand for nuclear power surges, URC positions itself at the center of a long-term supply chain transformation, providing stable exposure to uranium through a diversified royalty portfolio.

UEC, meanwhile, leads U.S. uranium production with a $3B market cap, 500M lbs in resources, and no debt. With production beginning imminently and plans to ramp up to 7M lbs annually by 2030, UEC is aiming to become a global top-five producer. Like, share, and subscribe for more top-tier insights from inside the energy transition.

Connect with Scott Melbye!

Uranium Royalty Corp: https://www.uraniumroyalty.com/

Uranium Energy Corp: https://www.uraniumenergy.com/

🔥 Key Topics Discussed

✅ URC market cap $300M+, $200M cash, zero debt

✅ Unique uranium royalty model with 25 assets across 22 projects

✅ Over 20% insider ownership with growing institutional interest

✅ Free cash flow expected by 2026

✅ Attractive alternative to debt and equity for mine financing

✅ Global exposure including Canada, U.S., Australia, and Africa

✅ Focus on high-return assets and disciplined due diligence

✅ Active in acquiring legacy royalties from secondary sources

✅ UEC market cap $3B, 500M lbs in resources, no debt

✅ UEC targets 7M lbs annual production by 2030

If you found value in today’s breakdown, please give this video a thumbs up, share it with friends, and don’t forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!

Affiliates /Tools for Success that I Love and find Helpful:

Join Our Free Newsletter

Rule Symposium 2025 (Livestream Replay)

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Uranium Royalty Corp and Uranium Energy Corp with Scott Melbye 00:22 Introduction and Uranium Royalty Corp overview 01:22 Team experience behind Uranium Royalty Corp 02:32 Uranium spot and term market clarity 03:05 Relevance of Uranium Royalty Corp and market role 07:09 Exploring projects in Niger amid political risk 10:34 Insider ownership and company history 12:30 Biggest challenge facing uranium companies 14:27 Uranium Energy Corp update and market position 18:09 Insider ownership and growth at UEC 20:21 Institutional and retail ownership breakdown 21:38 Closing remarks and how to connect

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#UraniumStocks #ScottMelbye #NuclearEnergy #URC #UEC #UraniumRoyalty #CleanEnergy #UraniumBoom #InvestingInUranium #EnergyCrisis #RuleSymposium2025 #MiningStocks #StockMarket2025 #GoldRoyaltyModel #NuclearPower #InItToWinIt #SteveBarton

  continue reading

230 episodes

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