Weekly Notes (6/12/2025 to 6/18/2025)

Perpetua Resources (6/12/2205: Received financing. $2B loan. Plus, raised $400M for any overruns. They raised the $400M without using warrants. John Paulson owns 39% and is not likely to sell before first pour. He participated in the financing and bought $100M, or 25% of the deal. It should probably be a top pick. I'll wait until construction begins).

Ce…