---

Up One Level

Casey Research Marin Katusa

L: Can you offer us an example? Or would that be providing too much away? Marin: No problem. In the geothermal sector, there's one stock I believe is nearly a book example of a great energy speculation. I've been out to examine their operations in the field, I have actually consulted with management numerous times for many years, and now I'm making a huge, big investment in it.

L: I keep in mind covering them before we split the energy newsletter from the metals newsletter. It was always a good story, but the stock never seemed to take off. Why do you think it will now? Marin: They have actually invested the last 10 years constructing their plant the largest geothermal plant integrated in the U.S.

They get tax credits for green energy and have power purchase contracts (PPAs) in location that give the task quantifiable worth. marin katusa green engergy. This thing is so underestimated now, even by Graham & Dodd type analysis. It ought to be trading at about 94 cents a share, just for the existing possessions and money, however it's trading around 50 cents.

L: Sounds like a gem to me. Marin: It is it's the only geothermal company we own in our fund. Do you remember the Casey conference last September, in Denver, when Ross Beaty was plugging his geothermal company, Magma Energy (T.MXY), and I stated that it was a terrific business, however that it was misestimated at the C$ 2.00 cost variety it was trading at, at the time? L: I remember.

Marin: Yep. I informed the audience to be patient and they 'd have the ability to purchase the stock under C$ 1.50, and they all said I was incorrect, that the company was adding worth and heading greater, but it did drop below C$ 1.50. L: It's close to a buck now, Canadian. Marin: Right so people need to be careful.

There are great deals of fund supervisors out there who make money based on understood gains, which suggests they get in and get out really quickly. Those are big positions, so this can put selling pressure on even the very best stories. If you're patient and really do your due diligence to identify what rate it makes good sense to purchase at, and after that wait on the marketplace to come to you, you'll do well.

However what would you state to our readers who've been seeing Doug requiring The Greater Depression and all our other bearish calls on the economy, and who agree with our analysis, however who've seen energy products decrease when the economy decreases? They might be unwilling to purchase energy now, and how could anybody who thinks the global economy remains in trouble blame them? Marin: Typically speaking, that caution is bang on target.

L: What do you suggest? Marin: Today, in the U.S., China, and in specific countries in Europe, supplies are at all-time highs. Production is still going terrific, the pipelines are performing at capability, and not only are the onshore storage facilities performing at capacity, the offshore tankers and such are as well.

Bustin and I discovered that we call the "undetectable U.S. gas supply." L: How's that? Marin: Since of the method the new fracking innovation works, there are countless wells that are basically being used as storage facilities. marin katusa wiki. These resources don't require to be put into production when they are tapped they can be brought online in simply a couple of days, so the business can sit on them till they require them.

On the other hand, all these funds searching for excellent investments have found out that oil is one of them and it is, however they've driven the costs greater than the supply and demand justify. We've computed that the present cost of a barrel of oil includes about $15 to $20 due to speculation alone.

Marin Katusa Heart Attack

Think of what took place in the after-effects of the Deepwater Horizon catastrophe in the Gulf of Mexico. There went 25% of the U.S.'s domestic oil supply boom, offline in a day. Now, generally, you 'd anticipate to see the rate of oil to increase, right? The supply drops, so the price increases (marin katusa net worth).

However it didn't it remedied almost 20% because week. That informs me there were a lot of speculators in the field, and they panicked and got out. There's just no other factor for the rate to drop when supply ended up being constrained. L: So How do you choose oil business in such an environment? Marin: We utilize $45 oil.

There are a great deal of business making excellent net-backs the distinction between their cost of production and the realized rate per barrel at $80 oil, however those margins dwindle, or turn unfavorable, at lower costs. So, to see the true strength and value of an oil business, we use a much lower oil price - marin katusa northern dynasty.

L: And if there is a huge correction in the energy sector, you average down? Marin: Right. The need for energy isn't going away, and lucrative companies on sale will make for magnificent investments at that time (marin katusa bio). For instance, our oil-sands select is absolutely the finest of sector. colder war marin katusa. It's not only the lowest-cost manufacturer in the sector oil sands being the biggest source of unconventional oil in the world right now but it has excellent development potential.

L: I picture the business loved that. Marin: We get a great deal of heat for our "buy under" suggestions, simply as you do, however we don't work for the business, we work for our subscribers. And in this case, we needed to wait four months for our price assistance to be met, but the marketplace did concern us, and our customers got in at much lower prices.

I like to tell financiers that if they seem like they've missed out on the boat, they've missed the boat. You do not purchase a ticket after the boat's left coast, you wait for the next one. L: If you fail, there's no point in leaping; you'll just get damp.

You'll simply drown. L: Anything brand-new and exciting in the company? Marin: I believe tapping into new sources of non-traditional oil and gas will continue spreading out, especially into India and Asia. You know, we were the first research group to compose about European shale gas (marin katusa goldmining inc). That's become a huge story now, but we beat the Merrill Lynches of the world to it.

Closer to house, depending upon how the elections go in the U.S., I believe American geothermal plays could become very hot. I see a huge debt consolidation being available in the geothermal sector. There are huge players here, multi-billion-dollar companies, but they're all personal. You can't play that way, however you can buy the up-and-coming companies they are likely to take control of, like NGP and the others we follow.

These are speculative markets the only cash you must have in them is your high-risk cash. And when you see strong gains, take revenues and reduce your danger. To stay in this video game, you need to recuperate your initial capital and contribute to it as you go, not risk it on dangerous "double or absolutely nothing" type bets (how many shares of uec marin katusa owns).

Well, thanks a lot some terrific insight into how to play the energy sector in today's market environment. ----- Nobody knows the energy sector much better than Marin and his careful approach to high-risk/high-reward junior stocks has actually made exceptional gains for his customers, approximately 100% ... 300% ... even 1,000% returns within 12-24 months.

Marin Katusa Bio

Podden och tillhrande omslagsbild p den hr sidan tillhr Simon Black. Innehllet i podden r skapat av Simon Black och inte av, eller tillsammans med, Poddtoppen (marin katusa net work).

The most alarming interview you'll listen to in 2020! Would you ever envision that the American people are funding the cannibalism of our own industries? Thanks to something called dollar swap lineswhich grants unlimited lines of credit to 15 central banks around the worldthis is exactly what's taking place in the shadow banking system - marin katusa net worth.

would offer an unlimited credit line to nations Who authorizes the lines of credit Who is going to get screwed when these countries do not pay back the loan And the most crucial lesson you'll find out is if you own stock of a business that has assets in a country that didn't get a dollar swap line you might be dealing with the most risk of all.

Get a complete year of Marin Katusa's PREMIUM research for the most affordable cost you'll ever seeMarin has actually built among the best financial investment track records in history (with wins of 1,852%, 1,050%, 1,450%, 2,400% even 4,160%). However if his design of investing isn't for you, you've got 30 days to get a full refund (marin katusa northern dynasty).

Welcome back to another episode of Wall Street Unplugged!I simply returned from the 2017 Consumer Electronic Show and we have a lot of ground to cover. To begin off today's episode, I provide listeners my take on the event. This year's experience was a bit various. In reality, there are more patterns to avoid rather than patterns to buy.

I'm then joined by the one and just, Marin Katusa creator of Katusa Research study. marin katusa hedge fund. There's been a great deal of tech-talk just recently, however let's not get captured up in just one sector. With the yearly Vancouver Resource Investment Conference simply two weeks away, Marin is here to give listeners a sneak-peek.

Even with the dollar strengthening, we've seen a small rebound in these sectors. What does this mean moving forward? Well, let us speak with the very best as Marin shares his 2017 outlook. Then, to end the episode, Marin speaks about his most effective discovery in 2015. He claims it as the "world's largest undeveloped copper & cash cow." Its the stuff of legendsAnd thanks to Marin, I gave listeners a stock that has actually grown over 300% considering that advising it just 6 months ago!As you'll hear, this stock is dirt-cheap yet still holds massive growth capacity.

(GPRO) Amazon (AMZN) hhgregg, Inc. (HGG) JPMorgan Chase & Co. (JPM) Merck & Co., Inc. (MRK) Bristol-Myers Squibb Company (BMY) Cameco Corporation (CCJ) Uranium Energy Corp. (UEC) Northern Dynasty Minerals Ltd. (NAK) Apple Inc. (AAPL) Makerbot/ Stratasys Ltd. (SSYS) BlackBerry Limited (BBRY) Corning Incorporated (GLW) Qualcomm Incorporated (QCOM) AT&T Inc. (T) Fitbit, Inc. (FIT) Garmin Ltd. the secrets of making money in gold and gold stocks marin katusa. (GRMN) NVIDIA Corporation (NVDA) Advanced Micro Gadgets, Inc - marin katusa hedge fund. (AMD).

Many think July 2020 was one for the gold history books, however it wasn't even a top 10 relocation in gains for gold traditionally - marin katusa green engergy. In reality, last month's huge relocation in gold to all-time U.S. Dollar highs was the 23rd best area monthly return. Let that sink in. A new all-time high was struck, and yet the "big" monthly relocation that's drawn a generation of new investors and captured the creativity of a whole new set of financiers isn't even a top 20 monthly gain portion smart for gold traditionally.

Gold and silver stocks have actually responded, capturing a tailwind not seen in a decade. As I showed in my premium newsletter to customers today, institutional money hasn't even went into the sector in a huge way. We released extremely in-depth analysis of the flow of funds from organizations (for paid subscribers just) and we shared our unique conclusions based on the proprietary data.

Marin Katusa Investment Fund

Fed, European Central Bank, Bank of England and Bank of Japan have actually developed brand-new ways of printing cash and keeping the financial markets afloat - marin katusa goldmining inc. Below is a chart demonstrating how much the overall properties (balance sheets) of central banks have actually swollen throughout the Crisis. Expansionary monetary policy is advantageous to gold.

The pandemic and lockdown produced record inflows into: Safe-haven investments like AAA-rated government bonds (often with negative genuine and nominal yields), Large Tech stocks with solid balance sheets (Think paying for monetary security in the FANG stocks) Currencies like the USD and JPY, and Gold and silver (marin katusa). The once "pet rock" and "barbarous antique" is now on the lips of every talking head.

Last     Next Article
See Also...
marin katusa stocks - Marin Katusa
marin katusa 2018 - Marin Katusa
marin katusa net worth - Marin Katusa

---