Uranium Royalty ($UROY) podcast mentions
Timestamped Uranium Royalty ($UROY) mentions across our podcast corpus.
Intrepid Metals has launched its first ever gold-focused exploration at its Mattie Prospect within its Coral Copper Project in Cochise County, Arizona, kicking off roughly 3-week program of about 1,170 soil samples on a 50-meter spacing across 1,900 by 1,500 meter grid to define surface gold footprint and generate drill targets. Mattie represents a District 3rd mineralized Station Style at Coral. Westhaven Gold reported a fourth batch of results from its 35,000-metre south zone infill program at the Shovelnose property in southern BC, now 66 complete with 4 rigs. Highlights include 27.51 metres grading at 14.47 grams per tonne gold and 52.3 grams per tonne silver, 30.76 metres of 3.31 grams per tonne gold, and a 0.52-metre interval of 200 grams per tonne gold and 141 grams per tonne silver, the program's highest single assay located at the deposit's northern edge and suggesting grades continue towards the Alpine target. Uranium Royalty has completed a plan of arrangement pairing its uranium strategy with its cash-flowing soda ash portfolio anchored by its 5 mines in Wyoming Green River Basin. The deal is expected to be accretive to net asset value, cash flow, and EPS, and adds Orion and Ontario Teachers as its 2 largest shareholders. Cambria Gold Mines released results from 42 underground infill holes at its Pru Zone of its premier Northern Light deposit near Stewart, BC, headlined by 24.36 grams per tonne gold over 6.3 metres and 13.17 grams per tonne gold over 10.6 metres, with drilling continuing to define wide high-grade zones and to clarify post-mineral faulting ahead of further underground development planned for Q4. The The company has also started infill drilling at its Big Missouri and its Silver Coin deposits, where geological teams have remodelled wide gold zones tied to quartz sulphide breccias historically mined in the '40s and '90s, all near Cambria's 2,500-ton-per-day mill. And lastly, Copper Giant Resources reported that infill hole MD-066 at its Moco copper-molybdenum porphyry in Patumo, Colombia, cut 584 metres at 0.73 copper equivalent, including 183-meter core of 0.94 copper equivalent, well above the current resource average of 0.51% copper equivalent and confirming the model ahead of an anticipated PEA. The Mining Stock Daily Morning Briefing is produced by Clear Commodity Network. It is distributed throughout the world, your podcast network of choice, and at Clear Commodity Network. That's it today for everyone. Have a great day. Stay safe.
Michael McCray · Mining Stock Daily · Morning Briefing: Citi is bullish on copper · 2026-07-28Now, we had a great show yesterday. We looked into the story about how 10-year Treasury yields are about to break out and what that means for bond and equity investors. We also answered a listener question on Mueller Industries that was submitted via the— our Invest Talk YouTube channel. If you happen to miss it, go check it out. And as always, the best way to follow Invest Talk is by checking us out wherever you get your podcasts. Now, we have a lot of ground to cover over the next 45 minutes or so, and time permitting, we'll get to all of it, which is our main focus point about gold. It's usually safe haven. It isn't really playing out as expected despite the war, but we'll talk about why. And there's actually a direct link in my mind of why gold is pulled back from its early February highs and the war in Iran, which you would expect higher, entire inflation because of the war. Well, that's not really manifesting in higher gold prices. Once again, I'll tell you my perspective on why, as well as what's going on with central banks globally and why still there remains a longer-term uptrend in place. So we'll look at that story. We'll also look at the Chinese solar industry, what's going on with that. You think you get a boost from what's going on in the Middle East, but so far not so much. We'll talk about that. And then oil stocks— not stocks, not the companies— talking about The inventory of oil, the lowest level in two decades. Two decades. So when will we finally see that super spike in oil prices? We'll look at that story as well. We also have voice bank calls. One is on the EUAD. It's a, an ETF that holds European aerospace and defense companies. And then UROY, Uranium Royalty Corp. UROI. So you have a question on those two, and of course questions that came in via the comment section over on our Invest Talk YouTube channel. But most importantly, as always, are your live calls. So whatever's on your mind, don't hesitate to reach out. 888-99-CHART is how you get through and ask your question 24 hours a day, 7 days a week. Let's take a quick look at the markets today.
Justin Klein · InvestTalk · Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected · 2026-06-04Hi, this is Dennis from the East Coast of Iowa and I'm calling about Uranium Royalty Company, UROY. Either as a volatility trade or long-term investment. As a volatility trade, I would hope to harvest maybe 12%, 2, 3, 4 times in a 12-month period. So just a fraction of a position in my account, but I'm also interested in it as a, as a possible long-term investment. I like the space. Hopefully it has some room for growth. I'll listen to your answer on the podcast. Thank you.
Steve Peasley · InvestTalk · Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected · 2026-06-04Are looking at, you UROY, Uranium Royalty Corp. This is a very small cap name, $529 million market cap. They operate an exploration company engaged in acquiring and assembling a portfolio of royalties and investing in companies exposure to uranium and physical uranium. So they go and invest in uranium mines, a lot of junior explorers, things like that. There are a lot of these type of names in the Gold and Silver patch. So they're trying to replicate kind of that model where they're not actually doing the exploration themselves, but they are, they're investing, they're, they're taking equity effectively positions in a bunch of different mines and some work out, some won't. Over the long term, they hope that the ones that will work out counter the ones that don't and net-net, they have good positive cash flow and returns. But that's the hope because the reality is return on equity is 1%. Free cash flow is pretty good at about $28 million. That's an all-time high on an enterprise value of $464 million. But the shares outstanding continue to go up. So you get dilution. Last year they lost 3 cents. This year they're supposed to make 2 cents and next year they're supposed to make a penny. It's a $3.61 stock, so it's effectively a penny stock, but it's trading at pretty ridiculous multiples, 300 times. The chart's okay, the sector has been going up, but you're just getting diluted away because they're just issuing more and more shares. And here's my issue with the junior miners in general in the uranium space is there's the big daddies, there's Kazatomprom, if I'm saying it correctly, as well as Cameco out of Canada. Those are the two heavyweights in the industry. And especially Cameco, I know Cameco well. They have a lot of supply that is just not being produced because it's not economical at these prices. But as prices go up, they can unlock some of that supply almost immediately. And capitalize on that by selling more pounds of uranium. So yes, they could, they could actually— these junior miners could start to produce. But historically, across the mining space, whether you're talking about uranium, platinum, gold, silver, whatever it is, most of them are just money pits. Pun intended. Meaning they're just investing and they're not getting much out.
Justin Klein · InvestTalk · Gold's Confusing Signal: Why the Safe-Haven Trade Isn't Playing Out as Expected · 2026-06-04URNM is the Sprott Uranium Miners ETF. It is the only pure-play uranium ETF, tracks the North Shore Global Uranium Mining Index. What it does is it invests in companies that devote 50% plus of your— their assets to uranium mining, to exploration, to physical uranium holdings, or uranium royalties. It has 31 total holdings. Actually, it's down to 26 total holdings, and it's very top-heavy. The top 10 makes up 79.37% of the total weight in the ETF. And its top 3 names are names that I imagine you are familiar with: Cameco, NextGen, and then the Sprott Physical Uranium Trust. Over the past year, it's done pretty well. Why? Because uranium nuclear has done very, very well. Big tech has been striking bold deals for small modular reactors. AI data center power demand has been driving this hyperscaler nuclear procurement. Microsoft, Google, Amazon, they have all signed long-dated nuclear deals. And so the reason why we're bullish on uranium is because of this demand. Now, you're right, 75 basis points, that is expensive. It is expensive for a passive index with Extreme concentration. And so although this is the highest octane pure play uranium vehicle on US exchanges, given how much of its weight is devoted to the top companies, I personally don't think paying 75 basis points for such a concentrated index is worth it. That is, URNM The Sprott Uranium Miners ETF. Thanks for the call. We got a lot of ground to cover in the next 45 minutes or so, and here's some of what we have planned. My main focus point concerns this story: China-Iran oil sanctions and the escalating US-China economic Cold War. China invoked its anti-sanctions law this week to block US blacklisting of its oil refiners. Marking a significant escalation in the economic conflict running parallel to the Middle East military one. For global investors, this move signals that the US-China economic Cold War is intensifying in ways that could reshape supply chains, commodities, and emerging markets exposure. Also, we'll touch on the petrodollar. Another story about how airlines are dealing with jet fuel costs. And should we have time at the end of the show, touch on memory makers and why they're running so hot.
Luke Guerrero · InvestTalk · China Iran Oil Sanctions and the Escalating US-China Economic Cold War · 2026-05-08