“We’ve Never Been Busier” – Scott Melbye’s Nuclear Wake-Up Call
Release Date: 07/15/2025
In it to Win it
Jason Jessop, CEO of Magna Mining, delivers a key update from the 2025 Rule Symposium, spotlighting the company’s aggressive growth in Ontario’s Sudbury Basin. With a $365M CAD market cap, no debt, $38M in cash, and 48 million tons of resource, Magna is ramping up copper production from its flagship McCreedy West Mine. Jessop breaks down Magna’s strategic focus on high-grade footwall copper deposits, with recent drill results hitting up to 25% copper. Backed by fully permitted projects like Shakespeare and Podolsky, Magna’s low-capex model sells ore directly to mills, bypassing...
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Guy Goulet, CEO of Cerro de Pasco Resources, delivers a major update from the 2025 Rule Symposium in Boca Raton. With a $250M CAD market cap, $17M in cash, and no debt, the company controls one of the world’s largest above-ground mineral resources—historic tailings left behind from centuries of inefficient processing in Peru. Goulet outlines plans to reprocess these tailings using modern technology, including floating barges and slurry pumps, targeting high-grade silver, zinc, copper, and critical metals like gallium and indium. Cerro de Pasco expects potential annual profits between...
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Javier Reyes, Executive Chairman of Luca Mining, delivers a powerful update at the 2025 Rule Symposium in Boca Raton. He outlines Luca’s transformation from a debt-laden $50M company to a $400M+ market cap producer with $20M in cash and minimal low-cost debt. The company now operates two fully producing mines in Mexico: Campo Morado (polymetallic) and Tahuehueto (gold-focused). Reyes emphasizes the value of local expertise and cultural understanding in managing complex operations. With over 2.4 million gold-equivalent ounces in reserves and under 10% of land explored, Luca is expanding...
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Andy Schectman, CEO of Miles Franklin, shares urgent macroeconomic insights from the 2025 Rule Symposium in Boca Raton, warning of a global shift away from U.S. treasuries and toward commodities and blockchain-based financial systems. As central banks rapidly increase gold holdings, Schectman highlights how the U.S. has quietly become a net importer of gold for the first time in decades. He details the expansion of BRICS+ settlement systems and China's Shanghai Metals Exchange as key signals of a transition to a new global monetary framework. Schectman points to discussions around...
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Tom Hartel, an experienced individual investor, joined the 2025 Rule Symposium to share his journey from learning stocks with his father at age 10 to decades of investing in natural resources. With over 30 years attending conferences, Hartel emphasizes the life-changing value of listening to industry experts. He highlights silver and platinum as top opportunities in today’s market, citing silver’s tendency to follow gold and platinum’s historic undervaluation, rarity, and rising industrial demand. His key stock picks include First Majestic, Sylvania Platinum, Pan American Silver, and...
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Brad Langille, CEO of GoGold Resources, delivers key insights from the 2025 Rule Symposium in Boca Raton. With a market cap of $550M USD, $135M in cash, and zero debt, GoGold stands out as a low-risk silver producer with strong cash flow and fully funded growth plans. Langille details GoGold’s expansion through the Las Ricos South project, which is shovel-ready and expected to boost production from 2M to over 16M ounces annually. He also highlights the company’s innovative environmental approach to reclaiming historic tailings, strong community partnerships, and a low $12 AISC. ...
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Steve Barton delivers sharp insights on this week’s *Monday Market Moves*, covering major trends in commodity investing. The S&P 500 reaches a new intraday high of 6,390, while the dollar weakens and treasury yields remain flat ahead of the Fed meeting. Key sectors show mixed signals: gold and silver flash bearish patterns, while copper shows signs of topping. Uranium continues to gain momentum, fueled by strong investor sentiment. Steve highlights trade setups and technical levels across top ETFs like PHYS, PSLV, GDX, and COPX. Energy markets remain volatile. Oil breaks down from a...
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Matt Warder of Sea Wolf Research joins Steve Barton to deliver a sharp update on the coal market’s evolving macro landscape. He explains how summer demand, LNG export growth, and rising U.S. power prices are shaping met and thermal coal pricing. Warder notes how Chinese steel production and potential capacity cuts are critical catalysts that could drive prices further, especially as restocking season approaches. Key companies discussed include Warrior Met Coal (HCC), Core Natural Resources (CNR), Alliance Resource Partners (ARLP), and Ramaco Resources (METC). Warder also shares his current...
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Joe Mazumdar of Exploration Insights joins Steve Barton at the 2025 Rule Symposium in Boca Raton to share his journey from field geologist to mining finance expert. Having worked across Canada, Australia, and Argentina, Joe brings a global perspective on geology and economics that shaped his career and the direction of his publication. Mazumdar highlights geopolitical risks in mining jurisdictions such as Argentina and Guatemala, analyzing companies like Pan American Silver and why Abra Silver is a standout opportunity. He also emphasizes the importance of investing in liquid commodities...
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Simon Ingram, CEO of Lara Exploration, delivers key insights from the 2025 Rule Symposium in Boca Raton. Lara Exploration stands out with a $90M CAD market cap, no debt, and $4M in cash. Backed by a strong technical team, the company operates under a proven prospect generator model with a record of major copper discoveries. The company’s flagship asset, the 100%-owned Planalto project in Brazil, hosts a 200M ton open-pit copper resource in one of South America's most infrastructure-ready mining districts. With $10M already invested by a former partner and a PEA expected this September,...
info_outlineScott 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
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Affiliates /Tools for Success that I Love and find Helpful:
Rule Symposium 2025 (Livestream Replay)
Rule Classroom Plus (2 Free Months)
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
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