I call this disruption “the Everything Metal.” It’s a crucial ingredient in electric cars. Without it, the cars are just hunks of scrap metal. Most importantly, it’s my favourite way to make a bundle in this mega-trend.
Why take 1 in 3,000 odds? The gold development sector is the absolute best place in the gold sector for value investors to place their bets.
I’m openly doubting Friedland’s copper demand projections, but I’m not betting against him. Even if my conservative forecast is right, copper is going much higher over the long term. (5 minute read).
This week, the Indonesian government and major miner Freeport McMoRan reached a “settlement” where Freeport’s ownership stake in the colossal Grasberg mine will be reduced drastically. Call this how you want, but I call it nationalization. (5 minute read).
Copper has rallied off its 2015 lows and I believe this rally will turn into a long period of rising copper prices. To show you why, I’ll cover both supply and demand. (7 minute read).
Northern Dynasty's Pebble Project is the focus of intense debate. It’s become one of the biggest stories in the natural resource industry. To give you an expert’s perspective on this debate, I sat down face to face and discussed Pebble with the legendary geologist David Lowell. (6 minute read).
You see, unlike most everyone who is now writing about Northern Dynasty, I owned this stock long before it became headline news. So, I may have unique insight on the situation that others do not. (4 minute read).
Marin takes an in-depth look at the copper sector and whether it's time to start deploying capital. (6 min read).
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)