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Uranium Royalty (URC) investor relations material
Uranium Royalty Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Sold 593,255 lbs of U3O8, generating $51.0 million in revenue at an average realized price of $86.00/lb, slightly above market average.
Net income surged 1530% year-over-year to $16.3 million for the quarter ended July 31, 2026.
Completed the Sweetwater acquisition, significantly expanding scale, land holdings, and long-term cash flow profile.
Now holds over 5.3 million acres, making it the largest landowner in Wyoming and second largest publicly traded landowner in the U.S.
Financial highlights
Revenue reached $51.0 million for the quarter, driven by uranium sales at a premium to market.
Cost of sales totaled $34.1 million, or $57.40/lb.
Diluted EPS increased 900% year-over-year to $0.10.
Outlook and guidance
Key uranium royalty counterparties maintained or exceeded production guidance, supporting portfolio stability.
Langer Heinrich exceeded FY2026 production guidance and outlined further growth into 2027.
Management expects long-term cash flow and value creation from diversified assets and strategic land holdings.
- Diversified uranium royalty portfolio offers high price leverage and robust growth potential.URC
Corporate presentation - Transformational US$1.9B merger forms the largest U.S. royalty platform with immediate cash flow.URC
M&A announcement - Pure-play uranium royalty leader with global assets, strong financials, and high price leverage.URC
Corporate presentation - Diversified uranium royalty portfolio leverages price upside and global nuclear growth.URC
Corporate presentation - Diversified uranium royalty portfolio offers high price leverage and strong growth outlook.URC
Corporate presentation - Offering up to $150M in securities, the company targets uranium royalties but faces ongoing losses.URC
Registration Filing - Uranium royalty firm plans $150M multi-security offering amid ongoing negative cash flow.URC
Registration Filing - Diversified uranium royalties and streams position for growth amid surging nuclear demand.URC
Nordic Funds and Mines Conference 2024 - Expanded uranium royalty portfolio, increased equity funding, and grew physical uranium sales.URC
Q4 2025
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