By: Marin Katusa, Chief Energy Investment Strategist
What is Casey’s Club?
Let me first share the evolution of Casey Research and why I think if you’re a serious speculator, you need to be part of Casey’s Club.
A little over a decade ago, I was a Casey subscriber. At the time, there was only the International Speculator, and the firm was made up of only Doug Casey and David Galland.
But as I got to know the power players in the industry, I learned that the savvy speculators made their millions investing via private placements (PPs) and clip and collect warrants.
Out of the gates, investors in PPs have an advantage over investors who buy in the open market. First off, you pay no buying commission to your broker when you buy via a private placement. More important, by buying into a PP, the investor gets exposure to warrants.
A warrant is essentially the right to buy a stock for a predetermined period of time at a fixed cost.
In the Casey Energy Confidential, we recommend both buying in the open market and private placements.
In an energy market where investors are getting slaughtered, we made money in 2014. How? Warrants. And we don’t even include the warrants in our portfolio performance until the warrant position is sold and gains are realized.
In 2014, I sent out 59 alerts to Casey Energy Confidential subscribers.
Let’s use an example of a stock we made great money on in 2014.
On October 29, 2013, I sent out an alert for subscribers to buy Blackbird Energy (BBI.V) in the open market under C$0.06 or in the private placement.
The PP units were priced at C$0.09 with a full, five-year transferable warrant priced at C$0.15.
Here’s a video with the president of Blackbird Energy, Garth Braun, for everyone to see not only the current success the company has achieved, but how Casey Research was the first firm to initiate coverage on Blackbird Energy.
In the summer of 2014, Garth boarded a bus with other industry experts, including Frank Holmes, Stephen Quin, Marcel de Groot, Nolan Watson, Amir Adnani, Paul Matysek, and many others, along with many Casey’s Club members, for a day trip that I organized to two operating mines in British Columbia.
During this trip, I put together a booklet of every company and president who joined me on the bus trip that day.
The Casey’s Club members who joined the trip literally got to sit beside and watch the best in the business talk about their companies, their goals and challenges, and most important, got to know the key players in the industry.
I put together that trip not because it’s my job, but because I love this business, and it was a fun way to spend a Saturday in the summer.
Now, the only oil and gas executive I invited on this specific trip was Garth Braun, and as with all the executives, I called up Garth and asked him to give his pitch to everyone on the bus.
I stated while on that bus that I believe Garth’s company, Blackbird Energy, would at least double, and everyone should consider investing in it. I clearly explained that we took a big chunk of the late-2013 financing, and our subscribers made over 300% gains in a choppy market, including the warrants.
Garth’s stock went up over 100% shortly after that bus trip, and the only people on the bus who had heard of the company were the Casey’s Club members who read the Casey Energy Confidential alert in late 2013, and the subsequent updates.
I think BBI will go higher, for all the reasons you will see on the video link above.
Our Casey Energy Confidential subscribers made a good score on an early-stage oil company in a market where energy stocks have suffered.
When you join Casey’s Club, you get access to all of my favorite PPs that Doug and I are writing checks for at the same price as not only us, but other industry experts. This is how retail investors, stock brokers, and fund managers can get exposure to what I’m doing in the resource sector.
Some may look at what Casey’s Club costs and think it’s pricey. I see it as completely the opposite. I would have paid many times the price a decade ago to have access to what Rick Rule, Doug Casey, and other industry experts are doing with their own money.
It didn't exist then, so I started including the best available private placements in addition to the other services the alerts provide. The first newsletter in the world to recommend participating in PPs in the junior resource sector was mine, which I started in 2007.
If you’re a serious speculator, I believe you owe it to yourself to try out Casey’s Club and see what I’m doing. The markets are awful, but it’s your choice if you want to make the markets work to your advantage and get exposure to full five-year warrants like the Blackbird example above.
You may think you’re a contrarian, but to succeed you need to take action, and I’m offering you a chance to get in on the deals that I am doing, at the same price.
It’s your portfolio, so do yourself a favor and try it out.
The article Unconventional Investing for Unconventional Times was originally published at caseyresearch.com.
-- Posted Tuesday, February 10 2015 | Digg This Article |
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