Infrastructure PE investor by day, astrophotographer by night (IG: https://nitter.cf/t.co/7UHBCLwTeB). Anything posted by this account does not constitute financial advice.
LA
Joined October 2009
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First post is an investment memo on Permian Resources ($pr)! #oott (accidentally deleted my last tweet)
open.substack.com/pub/alpaca…
#SPUTTracker Updated: 300K pounds purchased for a total of 62.6M. 1.6M units issued and $125.6M cash on hand. Spot closed at $87.00 per pound (per @numerco). Implied #uranium price $86.98. $sruuf, @quakes99 @sprott @uraniuminsider bit.ly/3mOr3R0
#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
#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
#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
#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
#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
#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
#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
#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