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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | May 8, 2024 | Praetorian Capital Management | -2.3% | 4.9% | AMRK, JOE, JOY.TO, TDW, U-U.TO, VAL | Crisis Hedge, energy, inflation, Precious Metals, uranium, value | Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate towards the marginal cost of production. Sprott Physical Uranium Trust is sequestering available above-ground stockpile through ATM offerings. | JOY.TO AMRK JOE U.TO TDW VAL |
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| 2023 Q2 | May 7, 2023 | Praetorian Capital Management | -2.3% | 4.9% | BNO, JOE, JOY.TO, TDW, U-U.TO, VAL, YPF | Crisis, energy, inflation, oil, uranium, value | Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate towards the marginal cost of production. Sprott Physical Uranium Trust is purchasing uranium through an ATM offering, which should accelerate price realization by sequestering available above-ground stockpile when utilities need substantial purchases to re-stock. | JOY.TO JOE ATU.TO |
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| 2023 Q1 | May 4, 2023 | Praetorian Capital Management | -2.3% | 4.9% | JOE, JOY.TO, U-U.TO | commodities, Crisis, energy, oil, uranium, volatility | Manager believes an imminent energy crisis will supersede interest rate impacts, driven by reversing headwinds including China reopening, depleted strategic reserves, and OPEC production cuts. Expects oil prices must rise to destroy 5-7% of global demand to balance markets. | JOE JOY.TO U-U.TO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Praetorian Capital Management | Journey Energy Inc | Energy | Oil & Gas Exploration & Production | Bull | Toronto Stock Exchange | Canada, Capital Expenditure Cuts, Commodity Exposure, Energy crisis, ESG Constraints, oil producer, supply constraints, Western Canadian Basin | View Pitch |
| Apr 27, 2026 | Fund Letters | Praetorian Capital Management | Journey Energy Inc | Energy | Oil, Gas & Consumable Fuels | Bull | Toronto Stock Exchange | Canadian Energy, capital expenditure, Commodity Exposure, Energy crisis, ESG Constraints, Fossil Fuels, inflation hedge, oil producer | View Pitch |
| Apr 13, 2026 | Fund Letters | Praetorian Capital Management | Journey Energy | Energy | Oil & Gas Exploration & Production | Bull | TSX | Canadian Energy, Commodity Exposure, ESG Constraints, heavy crude, oil producer, supply constraints, Underinvestment | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||