Perpetua Resources Corp. (PPTA): A Bull Case Theory
We came across a bullish thesis on Perpetua Resources Corp. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on PPTA.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Paulson & Co John Paulson | 32,347,299 | $909,606,048 | 29.23% | |
| 2. | Sprott Asset Management Eric Sprott | 2,261,602 | $63,596,234 | -4% | 1.85% |
| 3. | Discovery Capital Management Rob Citrone | 1,306,700 | $36,744,404 | 1.91% | |
| 4. | Brevan Howard Alan Howard | 1,225,000 | $32,854,500 | +149% | 0.29% |
| 5. | Driehaus Capital Richard Driehaus | 1,086,004 | $30,538,432 | +14% | 0.22% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.20 | 7,575,757 | $99,999,992.40 | 32,347,299 | 2025-06-16 | Filing | |
| $8.56 | 5,780 | $49,476.80 | 5,780 | 2025-02-26 | Filing | |
| $8.43 | 10,000 | $84,300.00 | 70,000 | 2025-02-21 | Filing | |
| $7.99 | 9,450 | $75,505.50 | 9,450 | 2025-02-24 | Filing | |
| $8.32 | 5,000 | $41,600.00 | 10,000 | 2025-02-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.31 | 4,079 | $119,555.49 | 44,895 | 2026-04-02 | Filing | |
| $29.31 | 2,576 | $75,502.56 | 142,329 | 2026-04-02 | Filing | |
| $29.62 | 6,123 | $181,363.26 | 144,905 | 2026-04-02 | Filing | |
| $27.58 | 37,452 | $1,032,926.16 | 132,110 | 2026-02-12 | Filing | |
| $27.54 | 6,270 | $172,675.80 | 169,562 | 2026-02-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,360,084 | $150,725,562 | 0.32% | |
| 2. | 5,289,172 | $148,731,517 | 0% | |
| 3. | 2,966,708 | $75,087,381 | 0% | |
| 4. | 2,481,954 | $69,938,982 | 0% | |
| 5. | 2,434,910 | $68,471,603 | 0.01% |