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Marin Katusa Hedge Fund

L: Can you offer us an example? Or would that be offering too much away? Marin: No issue. In the geothermal sector, there's one stock I think is practically a book example of a fantastic energy speculation. I've been out to check their operations in the field, I've consulted with management various times throughout the years, and now I'm making a huge, big investment in it.

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

They get tax credits for green energy and have power purchase arrangements (PPAs) in location that provide the job measurable worth. marin katusa is slimy. This thing is so underestimated now, even by Graham & Dodd type analysis. It needs to be trading at about 94 cents a share, simply for the existing assets and money, but 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 business, Lava Energy (T.MXY), and I stated that it was a fantastic 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 buy the stock under C$ 1.50, and they all said I was wrong, that the company was adding value and heading greater, but it did drop listed below C$ 1.50. L: It's close to a buck now, Canadian. Marin: Right so individuals need to be mindful.

There are lots of fund managers out there who get paid based upon recognized gains, which means they get in and go out very rapidly. Those are big positions, so this can put offering pressure on even the very best stories. If you're patient and actually do your due diligence to identify what cost it makes sense to purchase, and then wait for the market to come to you, you'll do well.

But what would you state to our readers who've been seeing Doug calling for The Greater Depression and all our other bearish get in touch with the economy, and who concur with our analysis, but who've seen energy commodities decrease when the economy slows down? They might be reluctant to buy energy now, and how could anyone who thinks the global economy's in trouble blame them? Marin: Generally speaking, that caution is bang on target.

L: What do you indicate? Marin: Right now, in the U.S., China, and in certain nations in Europe, supplies are at all-time highs. Production is still going great, the pipelines are performing at capability, and not just are the onshore storage facilities running at capacity, the offshore tankers and such are as well.

Bustin and I discovered that we call the "unnoticeable U.S. gas supply." L: How's that? Marin: Due to the fact that of the way the brand-new fracking technology works, there are thousands of wells that are generally being utilized as storage facilities. marin katusa bio. These resources do not need to be taken into production when they are tapped they can be brought online in simply a number of days, so the business can rest on them until they require them.

On the other hand, all these funds trying to find excellent financial investments have determined that oil is among them and it is, however they've driven the costs higher than the supply and demand justify. We have actually computed that the present price of a barrel of oil consists of about $15 to $20 due to speculation alone.

Marin Katusa Fund

Believe about what occurred in the consequences 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, usually, you 'd anticipate to see the price of oil to increase, right? The supply drops, so the price rises (marin katusa wiki).

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

There are a lot of business making excellent net-backs the difference between their cost of production and the realized cost per barrel at $80 oil, but those margins decrease, or turn unfavorable, at lower rates. So, to see the real strength and value of an oil company, we utilize a much lower oil cost - marin katusa likes kerr mines.

L: And if there is a big correction in the energy sector, you average down? Marin: Right. The requirement for energy isn't disappearing, and rewarding business on sale will produce spectacular investments at that time (marin katusa bio). For example, our oil-sands choose is definitely the very best of sector. marin katusa leaves casey research. It's not only the lowest-cost manufacturer in the sector oil sands being the biggest source of non-traditional oil on the planet today but it has exceptional development potential.

L: I picture the business liked that. Marin: We get a lot of heat for our "buy under" suggestions, just as you do, but we don't work for the business, we work for our customers. And in this case, we needed to wait four months for our rate assistance to be fulfilled, however the marketplace did pertain to us, and our customers got in at much lower rates.

I like to tell investors that if they seem like they have actually failed, they've missed the boat. You don't buy a ticket after the boat's left shore, you wait on the next one. L: If you miss the boat, there's no point in jumping; you'll just get wet.

You'll simply drown. L: Anything new and exciting in business? Marin: I think tapping into brand-new sources of unconventional oil and gas will continue spreading out, particularly into India and Asia. You understand, we were the very first research team to compose about European shale gas (equinox gold marin katusa). That's become a big story now, however we beat the Merrill Lynches of the world to it.

Better to home, depending on how the elections enter the U.S., I think American geothermal plays could become very hot. I see a huge debt consolidation coming in the geothermal sector. There are big players here, multi-billion-dollar companies, however they're all private. You can't play that method, but you can buy the up-and-coming business they are likely to take over, like NGP and the others we follow.

These are speculative markets the only money you need to have in them is your high-risk money. And when you see solid gains, take earnings and minimize your risk. To remain in this video game, you need to recover your preliminary capital and include to it as you go, not risk it on dangerous "double or nothing" type bets (marin katusa picks).

Well, thanks a lot some great insight into how to play the energy sector in today's market environment. ----- Nobody knows the energy sector 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 Fund

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 uranium holdings).

The most disconcerting interview you'll listen to in 2020! Would you ever think of that the American individuals are funding the cannibalism of our own industries? Thanks to something called dollar swap lineswhich grants limitless credit lines to 15 main banks around the worldthis is precisely what's taking place in the shadow banking system - marin katusa hedge fund.

would offer an unrestricted credit line to countries Who approves the lines of credit Who is going to get screwed when these countries don't repay the loan And the most important lesson you'll discover 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 built among the greatest investment performance history in history (with wins of 1,852%, 1,050%, 1,450%, 2,400% even 4,160%). But if his design of investing isn't for you, you've got one month to get a full refund (colder war marin katusa download).

Invite back to another episode of Wall Street Unplugged!I simply returned from the 2017 Customer Electronic Show and we have a great deal of ground to cover. To start today's episode, I provide listeners my handle the event. This year's experience was a bit different. In reality, there are more patterns to prevent rather than patterns to invest in.

I'm then joined by the one and just, Marin Katusa creator of Katusa Research. marin katusa hedge fund. There's been a lot of tech-talk recently, but let's not get caught up in just one sector. With the yearly Vancouver Resource Investment Conference just 2 weeks away, Marin is here to give listeners a sneak-peek.

Even with the dollar fortifying, we have actually seen a slight rebound in these sectors. What does this mean moving forward? Well, let us speak with the best as Marin shares his 2017 outlook. Then, to end the episode, Marin speaks about his most successful discovery in 2015. He declares it as the "world's largest undeveloped copper & cash cow." Its the stuff of legendsAnd thanks to Marin, I provided listeners a stock that has actually grown over 300% given that suggesting it just 6 months ago!As you'll hear, this stock is inexpensive yet still holds massive growth potential.

(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. marin katusa favorite gold stocks. (GRMN) NVIDIA Corporation (NVDA) Advanced Micro Gadgets, Inc - marin katusa wikipedia. (AMD).

Numerous believe July 2020 was one for the gold history books, but it wasn't even a top 10 relocation in gains for gold historically - copper prices marin katusa forcast. In reality, last month's huge move in gold to all-time U.S. Dollar highs was the 23rd finest spot regular monthly return. Let that sink in. A new all-time high was hit, and yet the "big" regular monthly move that's drawn a generation of brand-new financiers and caught the creativity of a whole new set of financiers isn't even a leading 20 regular monthly gain portion smart for gold historically.

Gold and silver stocks have reacted, catching a tailwind not seen in a decade. As I displayed in my premium newsletter to subscribers this week, institutional money hasn't even went into the sector in a big way. We published very comprehensive analysis of the flow of funds from institutions (for paid customers just) and we shared our distinct conclusions based on the proprietary data.

Marin Katusa Biography

Fed, European Central Bank, Bank of England and Bank of Japan have invented brand-new methods of printing cash and keeping the monetary markets afloat - marin katusa on tim sykes. Below is a chart showing how much the overall properties (balance sheets) of central banks have ballooned during the Crisis. Expansionary monetary policy is beneficial to gold.

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

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