Alex Weinstein

Infrastructure PE investor by day, astrophotographer by night (IG: Anything posted by this account does not constitute financial advice.

[Alex Weinstein @theAlexW]

First post is an investment memo on Permian Resources ($pr)! #oott (accidentally deleted my last tweet)
https://t.co/a0hKM4pa88

[Alex Weinstein @theAlexW]

Cash Raised: ~$32.8M; 8-day trailing average spot velocity of $1.88 per million pounds purchased

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

Cash Raised: ~$27.9M

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

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

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

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

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

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

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

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

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

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

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

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

[Alex Weinstein @theAlexW]

#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 https://t.co/dAOh1xHxFI

[Alex Weinstein @theAlexW]

#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, https://t.co/dAOh1xI5vg

[Alex Weinstein @theAlexW]

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