by Marin Katusa, Katusa Research:
Editor’s note: In today’s end-of-year issue, you’ll find four big investment ides we wrote about in 2017. But this is no bland “retrospective” list. These ideas could make you a fortune next year and the year after that. We hope you and your family have a great holiday season.
Idea #1: How to Invest in the Next Great Shale Field
Of all the ways to make money, few can match the power of owning a stake in a giant oil field, before it becomes front page news.
For example, in 2009, Kodiak Oil & Gas was a virtually-unknown small-cap oil producer. But what investors didn’t know was that Kodiak was a very early player in the now-legendary Bakken Shale. As Kodiak struck rich deposits there, shares soared 8,400% before it was bought out.
We know what the next great shale field will be. Nobody has done more homework on it than us. We know all the players and companies involved. We believe one company is poised to soar in value as this field is developed. Read our full write up here.
Idea #2: Gold Miners Are Running Out of Gold. Here’s Why That’s Good for You
What’s bad for large gold miners could be very good for gold stock investors for the next few years. The catch is, you must be a certain type of gold stock investor.
Put simply, large gold miners are running out of gold. Rather than look for more in jungles or frozen tundra, gold miners will do the smart thing. They’ll search for gold in the stock market… and go on a buyout binge of small and mid-cap companies with proven gold reserves.
Gold investors are smart to become familiar with what kind of assets the majors want to buy… along with the world’s 10 or 20 best, most attractive projects that large miners will see as critical to their survival and growth. Learn the full story here.
Idea #3: This Commodity is About to Enter a Very Large, Very Long Bull Market
We believe the widespread adoption of Electric Vehicles (EVs) will create a very long and very large bull market in copper and copper stocks. As you may know, EVs require 3 – 4 times more copper than conventional vehicles.
Driven by surging demand from EVs, annual copper demand could grow at 4.5% per year for the next 25 years. While that may not sound like much, it’s nearly a tripling of demand. However, the world won’t get all the copper it wants at current prices around $3.15 per pound.
The world’s largest, most important copper mines – the ones that set the global copper price – are in decline. They have been in operation for decades, and their richest parts have been tapped. To use an analogy, most of the world’s big copper mines are like former all-star ballplayers in their late 30s and early 40s. They were great in their prime, but their ability to produce is steadily decreasing.
Surging demand. Limited supply. It’s a recipe for much higher prices. Since mining stocks are highly leveraged to the price of metals, their share prices could soar at least 500% from current levels. You can find all the details in our four-part essay series. Here’s Part I, Part II, Part III, and Part IV.
Idea #4: My 2018 Uranium Outlook: Two Major Catalysts Mean Higher Prices Ahead
Over the past few years, many people have said “Can it get any worse?” while discussing the deeply depressed uranium market. Conditions have been so bad that people who know it the best have given up on the sector and now love it the least. That is a good sign for a speculator.
We believe those words indicate we have passed the worst in the uranium downturn. When all give up hope and only expect more pain, it’s a sign we have reached the bottom. Which gives us limited investment downside and huge upside. But as any seasoned speculator would tell you, we needed to see some particular catalysts to turn fully bullish on the sector.
And just recently, we got two major catalysts that sparked an interest in uranium. Read the full story here.
Read More @ KatusaResearch.com