Uranium Royalty Corp.

• CI Capicraft Investment Partners Capicraft Newsletter ↗ Capicraft maintains a cautious stance on AI infrastructure, arguing that capital intensity, competition and circular demand could prevent technological usefulness from translating into shareholder returns. It increased energy exposure after the Hormuz disruption, retained uranium and precious-metals positions, and argues that depleted oil inventories and central-bank gold demand support the long-term thesis. Second Quarter / First Half 2026 —

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