Marin Katusa is the author of the New York Times bestseller, The Colder War. Over the last decade, he has become one of the most successful portfolio managers in the resource sector, such as his 2009 Fund Partnership (KC50 Fund, LLC) which has outperformed the comparable index, the TSX.V by over 500% post fees. Katusa has been involved in raising over $1 billion in financing for resource companies. He has visited over 400 resource projects in over 100 countries. Katusa publishes his thoughts and research at www.katusaresearch.com.
Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun.
Investors have spoken, and they said they don't want a merger of Fission Uranium and Denison Mines. In this interview with The Energy Report, Marin Katusa, founder of Katusa Research, shares his insight on why Fission investors rejected the deal and where he is finding value in the uranium and oil sector today.
What if you could tell before a press release comes out that a company is poised to be bought out, possibly at a nice premium? Sounds good, right? By watching historic patterns, that might just be possible. The Gold Report reached out to experts who have been around through enough cycles to know and asked for the clues they watch that an acquisition might be imminent. From location and early investment to derisking levels, you just have to know what to look for to position yourself for a liquidity event.
"I think FCU will keep drilling fantastic numbers."
"The team at NXE has done an incredible job."
"NMI has been putting dollars into drilling and hitting very high-grade gold."
"Investors looking at the top-tier companies also have to consider the royalty streaming companies like SLW."
"NGN is one of my favorite stocks."
"FCU has one of the highest-grade projects in the world."
"FIS has the right management team that made not one, but two major discoveries."
"Major producers like RDS can find financing."