Alex Weinstein

First post is an investment memo on Permian Resources ($pr)! #oott (accidentally deleted my last tweet) open.substack.com/pub/alpacaanal…

Cash Raised: ~$27.9M

#SPUTTracker Updated: 200K pounds purchased for a total of 60.7M. 1.3M units issued and $183.1M cash on hand. Spot closed at $89.00 per pound (per @numerco). Implied #uranium price $88.29. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0

Cash Raised: ~$48.4M; 8-day trailing average spot velocity of $-12.11 per million pounds purchased

#SPUTTracker Updated: 200K pounds purchased for a total of 60.5M. 2.3M units issued and $166.5M cash on hand. Spot closed at $87.00 per pound (per @numerco). Implied #uranium price $87.25. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0

Cash Raised: ~$22.2M; Maximum pounds purchasable (assuming no spot velocity): 1,006.6K

#SPUTTracker Updated: 0 pounds purchased for a total of 60.3M. 1.1M units issued and $136.6M cash on hand. Spot closed at $86.00 per pound (per @numerco). Implied #uranium price $85.48. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0

#SPUTTracker Updated: 600K pounds purchased for a total of 59.7M. 0 units issued and $165.5M cash on hand. Spot closed at $99.00 per pound (per @numerco). Implied #uranium price $93.04. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0

#SPUTTracker Updated: 1,400K pounds purchased for a total of 59.1M. 0.4M units issued and $226.3M cash on hand. Spot closed at $101.50 per pound (per @numerco). Implied #uranium price $99.79. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0

Cash Raised: ~$39.5M; 8-day trailing average spot velocity of $5.75 per million pounds purchased

#SPUTTracker Updated: Nothing purchased; total of 57.7M pounds purchased since acquisition by @Sprott. 1.7M units issued and $360.8M cash on hand. Spot closed at $100.00 per pound. Implied #uranium price $99.88. $sruuf, @quakes99 @uraniuminsider bit.ly/3mOr3R0

Cash Raised: ~$214M; 8-day trailing average spot velocity of $5.75 per million pounds purchased

#SPUTTracker Updated: 500K pounds purchased for a total of 57.7M. 9.6M units issued and $323M cash on hand. Spot closed at $92.38 per pound (per @numerco). Implied #uranium price $93.88. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0

Note that this is the 7th largest premium SPUT has closed at since 9/1/2021.

#SPUTTracker Updated: 100K pounds purchased for a total of 57.2M. 0.3M units issued and $144.1M cash on hand. Spot closed at $85.00 per pound (per @numerco). Implied #uranium price $92.14. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0

Cash Raised: ~$7.2M; 8-day trailing average spot velocity of $ per million pounds purchased

#SPUTTracker Updated: Nothing purchased today. 1.2M units issued and $146.3M cash on hand. Spot closed at $85.00 per pound (per @numerco). Implied #uranium price $88.59. $sruuf, @quakes99 @uraniuminsider bit.ly/3mOr3R0

#SPUTTracker Updated: Nothing purchased; total of 57.1M pounds purchased since acquisition by @Sprott. 0.8M units issued and $122.2M cash on hand. Spot closed at $85.00 per pound (per @numerco). Implied #uranium price $89.33. $sruuf, bit.ly/3mOr3R0

@erfmufn How are you doing? Hope you’re healing!!

Nobody has to draw the outline, tell you to squint your eyes or point out the bit that looks like the name. It's just the most unambiguous horse head you've ever seen in the universe. C14" EHD @ F7.7 / 2737mm ZWO 2600MM Duo HA - 61 x 3m G - 17 x 3m B - 28 x 3m Total: 5.3hrs

Cash Raised: ~$23.3M; 8-day trailing average spot velocity of $0.83 per million pounds purchased

#SPUTTracker Updated: 100K pounds purchased for a total of 57.1M. 1.1M units issued and $105M cash on hand. Spot closed at $83.50 per pound (per @numerco). Implied #uranium price $86.18. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0