Greed is Back and This is What You Should Do Next
One important thing has returned to the junior markets. The rally since the turn of the year is indicative of something missing since 2011. (5 minute read).
April 29, 20162 min read
Archive
Research
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The Interview That Caused All Gold Stocks to Run (117% in 90 days)
At the recent Vancouver Resource Investment Conference co-sponsored by Katusa Research and Cambridge House, Marin interviewed a mining legend. And there was no room for softball questions.
April 20, 20162 min read
How to Beat a Billionaire, and Make a 120% Gain in less than 11 Months
One of my top recommendations of 2015 is now one of the market’s most popular mining stocks. Katusa Research readers are up handsomely by 120% in less than a year.
April 11, 201618 min read
Exclusive Report – The Do’s and Don’ts of Fund Activism in the Resource Sector
This special report is an exclusive release to the readers of Katusa Research. Rarely will you find published thoughts from a hedge fund managers perspective on structuring deals and companies’ board of directors. (19 minute read)
March 7, 201642 min read
We’ve Just Seen The Hottest 55 Days of Any Year in This Sector
The first 55 days of 2016 has raised more money for mining stocks than all of 2015. We delve into how much money is actually on the sidelines and moving onto the golden playing field.
February 29, 20163 min read
What Will Happen to all the Debt in the Oil Patch?
Many oil companies and base metal producers are breaching their debt covenants. In this missive, I break down the solutions that the bankers have come up with. (7 min read)
February 12, 20166 min read
This is what an Incredible Oil Well in North America Looks Like
In 2013, I was the first analyst to publish on an unknown company that had little money, an interesting land position and management team I liked. I believed in the world-class potential of its Montney acreage.
February 1, 20162 min read
The Iranian Sanction Liftoff: Winners and Losers
The Iran Sanctions are a done deal. Here we inform you on the winners and losers of Iranian oil coming online and being sold into the international markets (9 minute read).
January 18, 20168 min read
3 Key Facts the News Outlets are Missing on the Saudi Aramco IPO
The hottest topic of conversation today is the speculation that Saudi Aramco may go public with an IPO. But there are some simple questions that no one is asking.
January 15, 201610 min read
Revisiting my Open letter to David Einhorn’s Big Oil Short
A trip down memory lane: David Einhorn’s oil short and comparing our largest holdings.
November 19, 20157 min read
2015 Silver Summit, India and the Elephant in the Room
An invite to San Francisco and the new elephant in the oil and gas sector.
November 13, 20156 min read
The Future of Uranium: Three Major Takeaways from the 2015 World Nuclear Fuel Market Conference
I had the pleasure of speaking at the 2015 World Nuclear Fuel Market (WNFM) Conference in Paris, France
June 26, 201513 min read
