For Katusa’s Investment Insights Readers:
An Important Personal Invitation From Marin
Something I’ve Never Done in 10 Years — And Will Never Do Again…
A Special Invitation to Join the KRO at the Lowest Price in a Decade
Ten Years.
That’s how long I’ve been putting my own money in before I ask you to put in yours.
Ten years of open market buys and private placements, deals that never appear on a stock exchange, never get announced on CNBC, and never get offered to the general public.
At the same price. The same terms.
No way for me to win if you lose.
Ten years of flying to mine sites in Kazakhstan… Mongolia… and West Africa — not to write about them, but to finance them.
To walk the drill core. Sit across from the CEO. Decide with my own capital whether the thesis is real.
Ten years of being early and being right about things most of Wall Street ignored until it was too late.
Uranium and SMR’s before the utilities woke up…

Copper before the AI power demand made it front-page news.

And gold before central banks started buying it faster than at any point in 70 years.

NOTE: These are some of the BEST possible returns. Stocks and investing is HIGH-RISK. NEVER invest what you’re not comfortable going to zero.
And now, today…
The resource supercycle that Goldman Sachs’ former head of commodities just called “the most asymmetric trade in modern financial history” — Wall Street code for limited downside… and unlimited upside.
That’s why I want to personally invite you to take advantage of something I’ve never done before… and will never do again:
To mark the ten-year anniversary of Katusa’s Resource Opportunities — because I believe the next leg of this commodity supercycle will be the biggest and most profitable we’ve ever seen…
Until Sunday July 12th at Midnight…
I’m reopening the original charter member price for Katusa’s Resource Opportunities from ten years ago, the day we launched.
Why am I doing this now?
Because this is the moment I’ve been building toward for ten years…
And I want the people who’ve been following my free research to have the chance to be in the room with me when it happens.
So if you’ve been on the fence about joining me in the KRO…
This is the only invitation you’re going to see at this 10-years-ago price.
You see, what I just learned at a private Washington, DC meeting is why I believe the next 18 months will be the most profitable of the next decade’s commodity cycle…
What I Learned in a Private Washington, DC Meeting About the Next Big Commodity Move
On May 14th, I was invited to the Department of Energy (DOE) for a private, invite-only meeting with Chris Wright, the United States Secretary of Energy.

Six people in the room.
President Trump was in the air, en route to Beijing for trade negotiations…
So the cameras were somewhere else.
The meeting I was invited to concerned America’s energy future…
And what I heard in that room at the DOE changed the scale of everything I thought I understood about what’s coming.
Secretary Wright is sharp. Experienced. Engaged in a way you don’t always see at that level.
This was no ceremonial meeting.
It was a working session between people with capital in the ground and the man responsible for powering the United States of America.
Later that same day, I sat down with three U.S. senators. That evening, I had dinner with the DOE’s Chief of Staff and two of the most switched-on energy policy minds in Washington.
The Chief of Staff said something over dinner that I haven’t stopped thinking about since.
“Energy In, Intelligence Out.”
Four words that describe exactly why the United States government has quietly decided that nuclear power is no longer an energy policy discussion.
It is a national security imperative.
Here’s the number that should stop you cold.
This administration intends to quadruple America’s nuclear capacity to 400 gigawatts…
Roughly equal to every nuclear reactor currently operating on the entire planet.
To put that scale in perspective:
One gigawatt powers roughly 700,000 American homes…
Four hundred gigawatts powers 280 million homes.
That’s more nuclear power than the United States, France, China, Russia, and South Korea combined.
Those five countries represent 71% of all nuclear capacity on earth…
So in short…
What I heard at the DOE is that the U.S. is proposing to build, by itself, more reactor capacity than every country on Earth currently operates.
The last time America moved like this was after World War II.
I’m telling you this not as a history lesson, but as a reminder of where I was and who I was with.
I wasn’t reading about Washington’s energy agenda in a press release.
I was in the room where the decisions are made.
Having dinner with the people who execute it. Hearing what they actually think, not what they’re authorized to say publicly.
Here’s the bottom line:
America is at the very beginning of rebuilding an industrial base it spent thirty years letting walk out the door.
And the U.S. only moves at this speed and this scale when the threat is real.
Now here’s why this matters to you and to every serious investor who probably has no idea that the commodity markets have been quietly outperforming everything Wall Street told you to own.
In fact, the former head of commodity research Goldman Sachs called it:
“the most asymmetric trade in modern financial history.”
He wasn’t talking about AI or tech stocks…
He was talking about the copper, uranium, silver, lithium, and more that every data center… every power grid… and every AI model on earth depends on to function.
While Wall Street was telling you to pile into tech and AI stocks…
Gold beat Nasdaq and S&P 500:

Silver beat the Nasdaq and S&P…

Uranium did too…

The three best-performing asset classes of the past five years are all commodities.
The physical world beat just about every tech benchmark on earth…

After what I learned at the Department of Energy…
We are only at the very beginning of a historic commodity bull market that could make those in the know very, very wealthy…
Because now Washington is in the game…
And for the next few days only, I’m inviting you to come along for the ride.
One Million Air Miles
After 20 years in the resource sector, I’ve seen just about everything.
I’ve flown more than one million air miles to see the dirtiest, most dangerous mines in the world…


To the hidden gems that can potentially turn a few dollars into a fortune.

In short…
I’ve been a cofounder, director, lead investor, and the main financier of many public companies that, over the past 20 years, have put many mines into production…

Spending my career hunting down the very best early-stage resource stocks in the market…
And I have the track record to prove it.
In the last year alone:
- Uranium Royalty went from $2 to $7 for a 250% gain…
- Artemis Gold went from $16 to $46, a 190% gain…
- And Uranium Energy Corp from $3.99 to $20 a share, for a 409% gain.
This is just a small sample of the hundreds of profitable opportunities I’ve found for a select group of followers over my career.
But it was November 2022 that really sparked the early stages of the commodity bull market we’re in right now…
The month when ChatGPT went live and introduced AI to the world.
Today, the biggest technology companies on earth have made their position clear.
Google, Amazon, Microsoft, OpenAI, Oracle, and Meta have collectively committed over $1 trillion to AI infrastructure.
They’re on pace to deploy $700 billion this year alone with $3 trillion more queued up behind it.
For over twenty years, I’ve watched capital cycles come and go…
The world is witnessing the largest-ever capital investment in history.
Then add Washington to the mix… with its virtually unlimited spending power…
And we are about to witness a tsunami of money pouring into everything to secure American AI dominance.
Of course, there’s just one problem:
Every AI model you’ve ever heard of runs on semiconductors and servers.
Those servers run on electricity. No matter where the electricity comes from, nuclear, coal, or solar, it runs through copper wire.
But… you can’t download a copper mine.
You can’t email uranium to a reactor…
You can’t copy-paste a power grid…
And you can’t use ChatGPT to mine a silver deposit.
Bottom line:
The most advanced and fastest-growing technology on earth still needs a person to dig the hole first.
That’s where I’ve spent my career…
And that’s exactly where the smart money and the U.S. government is moving right now.
Just look at the recent past…
400% Gains in One Week, Thanks to the U.S. Government
Once Washington started writing checks to critical resource companies…
Investors who were paying attention could have made a lot of money — fast:
- MP Materials: The U.S. government took a 15% stake in America’s only commercial rare earth mine. The stock jumped 50% in a single day. The company went on to gain 229% within next 3 months.
- Lithium Americas: When Reuters broke the story that the Trump administration was pursuing an equity stake in the operator of what will be America’s largest lithium mine, the stock rocketed 95% overnight. It popped another 35% when the deal was officially confirmed.
- Trilogy Metals: The White House announced a $35.6 million stake in this small Alaskan copper and critical minerals explorer. The stock exploded 200%+ in a single session. Within one week: +400%.
And those are just the names that made the headlines.
Standard Lithium landed the single largest federal grant ever awarded for direct lithium extraction technology…
USA Rare Earth is backed by federal funds to build a complete domestic rare earth supply chain from mine to magnet, something that hasn’t existed in America in decades…
And an $80 billion partnership with Westinghouse Electric, America’s premier nuclear reactor builder to deploy a new fleet of reactors across the country.
Every one of those reactors runs on uranium. And the U.S. currently produces nowhere near enough of it.

Every company where Washington took a position has beaten the S&P 500 over the same period, except one…
But one miss out of seven is not a bad record for a portfolio built around national security bets.
So in short…
Washington is backing companies that sit at chokepoints they can’t afford to leave exposed and the market is starting to agree.
In short…
The “brain” of the AI revolution is being built at unprecedented speed.
But the “body”, the physical resources that power, wire, and fuel that infrastructure is in the worst structural deficit in decades.
Copper hasn’t seen a major new mine permitted in over a decade.
- Uranium hasn’t been in surplus since 2016.
- Lithium demand is projected to 5x by 2030.
As I just learned at the Department of Energy… and as you can see for yourself…
The U.S. government isn’t placing one or two little bets here and there.
It’s methodically starting to secure every single critical resource it needs to win the AI race…
Which will drive the prices of these critical resources to unprecedented levels…

All you need to do is follow the money.
The kinds of gains we’ve seen from U.S. government investment in this space so far are exceptional.
I don’t think anyone could argue that 400%+ in one week isn’t an incredible return.
But there’s a simple way you could make two… three… even five times that or more…
Leverage
The gains from MP Materials, Lithium Americas, and Trilogy Metals, impressive as they were — are actually the conservative version of this story.
Because by the time a company appears on Wall Street’s radar…
Or the government is writing nine-figure checks and the story hits the newswires… the easy money is already gone.
The REAL money, the kind that could potentially turn a $10,000 stake into $100,000 or more gets made in the small resource companies that nobody’s talking about yet…
Which is the area of the market I specialize in.
Think about it:
Fidelity can’t buy a stock trading at $1.50.
Vanguard or Berkshire Hathaway can’t take a meaningful position in a company with just a $40 million market cap.
The big pension funds, hedge funds, institutional money that moves markets — they’re literally locked out of the early stages of the best junior resource plays.
That’s not a problem for you and me.
A small, well-run copper explorer with a proven deposit… a tight share structure… and a management team with skin in the game can move from $1 to $10 on news that wouldn’t even register for a mid-cap miner.
It’s one of the few genuine edges left in the public markets…
Because when the price of a resource goes up even a little whether it’s gold, silver, uranium, copper, you name it – the right junior resource stocks can potentially go up thousands of percent.
I’ve spent twenty years deep in this corner of the market.
Flying to the projects. Meeting the geologists. Reading the drill results before they hit the wire…
And putting my own capital in at the financing stage, the same price the institutions wish they could get, but can’t.
Here’s the thing…
You can’t just go out and buy any small resource stock… even in an AI-driven bull market.
To find the top stocks that are candidates for the really big returns…
You need to know exactly what to look for.
Some are illiquid and barely trade any volume.
Others have management teams with no skin in the game… or cash in the bank.
For example, back in 2008, while everyone else watched their portfolios get decimated by the mortgage crisis…
I took a large stake in Ventana at 56 cents per share.
Eventually, Ventana was taken over by a Brazilian billionaire… and I cashed out of the position with over a 1,250% gain… in just 10 months.

1,450% gains on Ryan Gold…

And in 2015, the middle of a gold bear market…
I recommended New Market Gold. which then merged with Kirkland Lake at $3 a share.
It soared to $75 per share… for a 2,400%+ gain from first publishing.

Of course, three wins don’t make a track record.
Twenty years do.
Here’s a fraction of the small resource opportunities I’ve found for folks who have followed my work since we started:
Note: These stocks are very high risk, and past performance does not indicate future performance and you could lose money that you invest in the stock market.
Among many, many others.
And today…
The AI buildout I described, $1 trillion committed, $700 billion deploying this year alone needs physical resources on a scale the market has never seen before.
I’ve identified one specific opportunity sitting directly in the path of that spending tsunami.
The kind of setup that made the gains above possible… and that you’d never hear about from your broker.
Right now, the window to get in is still open.
The Metal That Runs the World
Every AI model runs on servers.
Those servers run on electricity…
Which runs through copper wire.
The data centers that house them are built with copper.
The power grids that feed them are strung with copper.
The nuclear reactors that will power them are cooled with copper.
There is no ChatGPT, Claude, or Grok without copper.
No data centers.
And no AI economy.
A single hyperscale AI data center requires between 27 and 47 tonnes of copper per megawatt of installed capacity.
Microsoft’s data center in Chicago used over 2,000 tonnes of copper for a single facility.
The AI campuses being built today are ten times that size.
Google, Amazon, Microsoft, and Meta (and that’s not even counting SpaceX) are spending $700 billion on AI infrastructure this year alone.
Every dollar of that spending has copper in it somewhere…
And that’s before you add in the defense industry.
Global military spending hit $2.7 trillion in 2024, the steepest single-year increase since the Cold War.
Every weapons system in the U.S. arsenal runs on copper.
Missiles. Navy ships. Fighter jets. Munitions.
The Pentagon plans to increase production of copper-containing 155-millimeter artillery shells from 93,000 to 1.2 million per year.
That’s a 13x increase in one ammunition category alone.
Military copper demand currently accounts for nearly 9% of total global refined copper output and it’s been growing at 14% per year.
Don’t forget that the U.S. military just expended a big portion of its munitions in the Iran war…
And none of what I just told you takes into account the copper inside every new home… car… hospital… and every factory on earth, the baseline demand that existed long before anyone heard of AI.
The message I took out of Washington was simple.
America is rebuilding its industrial base, its energy grid, and its military arsenal simultaneously at a speed and scale this country hasn’t attempted since World War II.
Every one of those three priorities runs on the same metal.
There’s just one big problem:
We’re using a lot more copper than we’re producing.
S&P Global published a major study in January 2026 calling the copper supply gap a “systemic risk for global industries, technological advancement, and economic growth.”

Demand is projected to surge 50% by 2040.
Existing and planned mines can meet less than three-quarters of what the world will need by 2035.
So why can’t that gap be closed quickly?
Finding copper is hard.
Permitting a mine takes years.
Building the mine takes a decade or more.
From discovery to first production, the industry standard is 15 to 20 years.
That means the copper needed to meet demand in 2030 should already be in the ground and permitted.
Most of it isn’t.
The fact is, the world’s largest mines are producing less copper from lower-grade ore every single year.

Worse yet…
Two of the biggest operations on earth faced major disruptions in 2025.
Chile’s state-owned copper giant, the largest producer on earth, saw average ore grades fall nearly 50% in a single year.
Copper hit an all-time high on the London Metal Exchange in January 2026.
It set a new record on COMEX in May.
The price action of the last six months is telling you something:
We are in the early innings of a structural copper shortage at the exact moment the AI economy, the defense industry, and the nuclear renaissance all need more of it than the world has ever demanded before.
The specific opportunity I’ve found—truly one of the best I’ve ever seen—sits at the intersection.
It’s a small Canadian company currently trading for just a few dollars a share and can be easily bought through U.S. brokerages that holds a carried joint venture interest on one of the largest copper-gold deposits ever discovered on earth.
In fact, one media source called it:
“An extraordinary treasure worth more than a trillion dollars—one of the richest copper deposits in the world.”
The deposit contains an estimated 80 billion pounds of copper and 45 million ounces of gold in the ground.
To put that in perspective:
80 billion pounds of copper, at today’s prices, represents hundreds of billions of dollars-worth of metal.
It’s already been measured, drilled, and confirmed by some of the best geologists in the world.
What makes this unusual:
This company’s interest in the project has the characteristics of a royalty company with the benefits of a producer.
That means they participate in the upside as copper comes out of the ground…
But without the capital costs… operational headaches… or execution risk of actually running a mine.
The heavy lifting is done by one of the world’s largest miners.
They build it, operate it, and manage it.
This small company holds its carried interest in the project and is positioned to participate as it advances.
In a rising copper market which is exactly where we are right now, with copper hitting all-time highs…

…And a structural deficit that every major research firm on earth has confirmed that royalty-like structure is extraordinarily powerful.
When the price of copper goes up, the value of what this company holds goes up with it, for built-in leverage.
I have strict criteria when it comes to ore bodies. Grade. Size. Operator quality.
In twenty years, I’ve walked away from more deposits than I’ve invested in — because most of them don’t clear the bar.
I’ve been to the mine twice to see it myself.
I know the geology.
I know the management team.
When an ore body is this large, this high grade, and this strategically valuable…
This one clears every bar I have.
The asset it holds an interest in is worth multiples of that in the ground.
Now layer on top of it the most powerful demand shock copper has ever seen:
- $700 billion in AI infrastructure spending this year alone…
- A defense industry restocking at the fastest pace since the Cold War…
- A nuclear renaissance backed by the full weight of the U.S. government…
- And a supply chain that cannot respond for another decade.
The last time I found a setup this good…
Companies like this one — positioned at the intersection of a massive coming supply shock — are the kinds of opportunities that have returned 400%… 700%… even 4,000%+ over the years.
Of course, it’s important to remind you that not every recommendation I make goes up thousands of percent.
We have losers too that don’t pan out.
All investing carries risk, especially in small resource stocks so you should never risk more than you can afford to lose.

But the potential gains you could make here is what keeps me in these markets day in and day out…
And I’m putting the full details on this lucrative resource opportunity into a new, comprehensive investment report called, The AI Chokepoint: The #1 Stock to Profit from the Metal That Runs the World.
In it, you’ll get the name, ticker symbol, my precise entry strategy, target price projections, and exclusive market insights into what’s happening in the copper market right now… which makes this an even more exciting opportunity for early investors.
This intelligence isn’t available anywhere else, at any price.
But for the next few days, on our 10th anniversary…
I’m making it available (free of charge) to new subscribers of my research service, Katusa’s Resource Opportunities.
How To Get Access Before
July 12th
By now, you probably have a good idea about the work I do in the KRO.
The typical financial newsletter gives you a ticker symbol, maybe a price target, and wishes you luck.
That’s where the relationship ends.
Katusa’s Resource Opportunities is your seat at the table and much different than any research advisory you’ve ever read.
When you join, you get the full active portfolio, every position I currently hold, my entry price, and the complete thesis behind it.
You get private placement access, the early-stage financings that never hit the public market. The kind of deal flow that comes from two decades of me being the first call the resource CEOs make when they need a financing partner.
These private placement opportunities don’t come up every month. In some cases, you must be an accredited investor, individuals with $1 million + in net worth or $200,000+ in annual income to get involved. Others may be available to all subscribers.
But when I get access to one of these deals, I put my own money in. Same price. Same terms as you.
(More on that in a minute…)
And you get a full year of my monthly deep-dive Katusa’s Resource Opportunities research on the new energy and materials supercycle — uranium, copper, gold, lithium — the kind of analysis hedge funds and family offices pay $50,000 a year to access.
And finally, you get real-time alerts the moment I make a move. The full reasoning. The risk. The exit strategy… and how much you could reasonably expect to make.
This is the same access that turned a private financing in a company called JR Resources into $25 million sitting in subscriber accounts…
And that has produced gains of 500%… 1,000%… even 4,000%+ over the past twenty years.
For example, subscriber F.F. made $500,000 on a single recommendation:
“Marin always finds investments I have never heard of, but I’ve learned to pay attention. He suggested buying Brazil Resources. I made exactly half a million dollars after getting back my original $90,000. I made over 500% in less than a year.”
James W. covered his subscription cost in one week:
“Already paid for itself in one week. Incredible!”
Joel N. saw returns that exceeded the subscription cost multiple times:
“I had already made more profits than the subscription cost. In addition to your track record, your videos really set your newsletter above the rest.”
And David Galland, co-founder of EverBank and former Director of Casey Research, said this about my work:
“Be skeptical of any newsletter writer who specializes in small resource stocks. Personally, I only completely trust one: Marin Katusa. Marin works insanely hard to find good deals, and he will always tell it like it is.”
*Past performance doesn’t guarantee future results. These represent our best outcomes. All investing carries risk.
And right now…
When you take advantage of this special one-time-only, risk-free offer, you’re also getting three research reports immediately upon joining.
The first is the one I just described: The AI Chokepoint: The #1 Stock to Profit from the Metal That Runs the World…
The full details on the royalty company I just told you about, including the name, the ticker, and exactly why I believe it’s one of the best-positioned small resource stocks in the market today.
The second report covers a resource I haven’t even mentioned yet…
That every government on earth, including Washington, has been accumulating at the fastest pace in decades…
One that has already outperformed the S&P 500, the NASDAQ, and virtually every other asset class on earth over the past five years…
And one that still has its most powerful move ahead of it.
The Next Big Move is Just Getting Underway
For 20 years, I’ve tracked central bank gold buying…
And right now, the pattern I’m seeing is one I’ve only seen once before in my career — right before gold tripled in price.
Central banks bought 863 tonnes of gold in 2025 — the fourth straight year of purchases more than double the historical average.
But the number that actually stopped me cold came from Europe recently:
For the first time since 1996 — thirty years — foreign central banks now hold more gold than U.S. Treasuries.
Gold at 27% of global reserves. Treasuries down to 22%.

The world’s most sophisticated monetary institutions just told you, with their own balance sheets, which asset they trust more.
And here’s something Wall Street isn’t talking about. Yet.
In early 2025, Chinese regulators quietly approved the country’s ten largest insurance companies to begin buying physical gold — funded directly by selling U.S. Treasuries.
At the current 1% cap, that’s roughly 200 tonnes of new demand.
Industry insiders I talk to believe that cap could move to 5% within a few years.
If it does, the math is staggering:
That single change in Chinese insurance regulation could absorb more gold than every mine in America produces in a year. Combined.
These companies aren’t even required to disclose their holdings yet.
When they start, I expect the market to be caught flat-footed…
And the price of gold could absolutely skyrocket.
Gold moved from $2,500 to $3,000 in just 213 days, the fastest $500 milestone in its entire trading history.
What happened next is almost hard to believe…
In one trading day in January 2026, gold blew past $5,200… $5,300… $5,400… and $5,500.
Four milestones in one day.
For comparison, the move from $1,500 to $2,000 took 3,394 days.
I’ve watched the S&P-to-gold ratio for over a decade. It’s flashing the same signal it gave before the dot-com crash and before 2008 — institutional capital quietly rotating out of expensive paper assets and into hard assets.
This is the kind of setup I’ve built my career on.
For example, I mentioned Kirkland Lake earlier. I got in back in 2015, in the middle of a brutal gold bear market, at $3 a share — before it ran to $75…

I was also the first analyst to publish on Artemis Gold back in 2020, when it traded near $1.
It peaked at $45 – and subscribers who held are sitting on 4,400% gains.

And I was the first to publish on a little-known gold company called G-Mining Ventures in 2020…
It’s now up over 4,931% at the time of writing.

I believe the setup in front of us right now in gold could be even bigger.
For everyone who thinks gold has already had its run that the easy money is gone and you’re too late…
I believe gold has much, much further to run from here…

Remember:
When the price of any commodity goes up even a little — including gold…
The right small mining stocks can go up A LOT: as the track record I showed you earlier makes clear.
I’ve identified three gold companies I believe are positioned to just as well if not better than my previous gold recommendations…

So when you take a no-risk trial of Katusa’s Resource Opportunities…
I’ll send you the full details — including my entry levels, exactly why each one made my list, and my complete background research on all three, including geological results – in your second free report, called The 3 Best Gold Stocks to Buy Now.
Before I show you everything else waiting for you as a new member — the pricing, the guarantee, all of it…
There’s one more thing I want to send you, with my compliments.
Because the biggest gains I’ve ever made for my followers didn’t come from a stock at all…
And it’s what makes my research different than anything else you’ve read before.
A Seat at the Table
Right now, somewhere in Vancouver…
A board is voting on a resource financing you will never hear about.
CNBC won’t cover it. The Wall Street Journal won’t run a feature. The retail market won’t hear about it until six months after it closes…
By then, the investors who wrote the checks at the discounted price will have already locked in a position the open market can’t touch.
This is how the highest-return corner of the resource sector has always worked.
I’ve been in that room for twenty years.
In 2019, I backed a small gold company called Artemis Gold alongside another well-known resource investor who had just sold his last company for $800 million.
The private placement priced at $0.90 a unit… the stock went on to peak at $45.
A $10,000 position in that financing grew to roughly $988,000 when you include the full warrants attached.
In 2016, I backed Northern Dynasty at $0.45 a unit…
Eighteen months later, that same $10,000 had grown to roughly $180,000.
And something unusual happened on that Northern Dynasty deal.
The warrants I negotiated in this deal got listed on the open exchange — which almost never happens.
My friend Rick Rule watched it happen and started calling that exact structure — full warrant, five years, listed, struck above the financing price — a “Katusa Warrant.” The name stuck.
I’ve written checks into hundreds of these financings.
That’s exactly why I wrote the third report you’ll receive free with this no-risk offer for Katusa’s Resource Opportunities:
It’s called The Black Book of Private Placements — twenty years of field and boardroom experience in these kinds of deals.
This is what makes my research different from every other newsletter out there.
When a private placement opens up — one of these deals that never touches the open market — you get the call.
This kind of access doesn’t come from a marketing department.
It comes from twenty years of being the first name resource CEOs think of when they need a financing partner.
My reputation isn’t transferable… and it isn’t something a competitor can replicate by launching a newsletter next month.
Now, as I mentioned, private placement opportunities don’t show up every month, and some are restricted by law to accredited investors — individuals with $1 million or more in net worth, or $200,000 or more in annual income.
Others are open to every subscriber, regardless of accreditation.
Either way, here’s what never changes.
When I get access to one of these deals, I write my own check first.
Same price you’d pay. Same terms you’d get. If I’m asking you to consider a financing, it’s because I’ve already wired my own money into it.
That’s not a marketing claim. It’s the only way I’ve ever done this — skin in the game along with my subscribers.
When I have one of these deals I can share with you, this report will show you how this corner of the market works, including:
- The four variables that determine whether a warrant is worth anything
- The specific filter I run every deal through before I write my own check
- The mistakes that quietly turn winning theses into losing positions
- And exactly how to position yourself for the next deal — before it ever reaches the open market.
Of course, you are never obligated to participate in any private placement I alert you to.
But if you decide that this kind of investing is for you…
You can see by some of the notes we’ve received that this KRO benefit has the potential to make a huge difference in your portfolio…
Note: these are some of the best testimonials chosen and received, and your experience might be completely different.
“I’ve participated in several KRO financing opportunities. Happy with all of them… how Marin handles them is indicative of the core value of this service. He holds the CEOs responsible for their actions, he admits when he screws up, he lets us know what he’s learned. He also gives subscribers a heads-up as to when he will sell. I am confident that Marin will always be looking out for his subscribers first, vs screwing them over like Wall St in general.”
“I appreciate that you don’t try to put out a ‘deal a month’; I prefer good deals, however infrequent. I took a large position in [redacted] which has obviously worked out very well, and I look forward to participating in similar future opportunities.“
“I value and appreciate the commodities research and private placement opportunities and have participated in a handful of the private placements (5?). Overall they have been very rewarding.“
“Katusa Research has been instrumental in my development as an investor particularly through learning Marin’s analytical framework for evaluating companies, developing patience and aligning expectations with appropriate time horizons. UEC has been a 10 bagger so far along with several other significant wins.“
*Past performance doesn’t guarantee future results. These represent our best outcomes. All investing carries risk.
To Sum Up:
When you join me today, before this no-risk offer expires on July 12th at Midnight…
Here’s what you’ll receive immediately:
- Katusa’s Resource Opportunities (KRO) — 12 Monthly Issues. My complete research and analysis on the resource and energy supercycle, delivered straight to your inbox every month — uranium, copper, gold, and the specific companies positioned to benefit as Washington and the AI economy compete for the same scarce resources.
- Real-Time Buy and Sell Alerts. The moment I make a move in my own portfolio, you get the alert — the company, my entry price, the full thesis, and the exit plan.
- FREE REPORT #1: The AI Chokepoint: The #1 Stock to Profit from the Metal That Runs The World. The full details on the small royalty company I’ve found sitting at the center of the AI buildout, the defense rearmament, and the coming copper shortage — including the name, the ticker, and exactly why I believe this is such a lucrative opportunity.
- FREE REPORT #2: The 3 Best Gold Stocks to Buy Now. My three highest-conviction gold positions for this stage of the bull market, including my entry levels, the geological research behind each pick, and exactly why each one made the list.
- FREE REPORT #3: The Black Book of Private Placements. Twenty years of field and boardroom experience compressed into one quick read — how these financings actually work, the filter I run every deal through, and how to position yourself to participate when the next opportunity opens up.
- Private Placement Access When Available. When an early-stage financing opens up — the kind that never touches the open market — you get the call. When I get access, I write my own check first. Same price. Same terms as you.
- 24/7 Access to the KRO Member’s Portal. Every report, every alert, every weekly update I publish lives in one secure online location — searchable, organized, and available whenever you want it. Inside, you’ll also find my complete model portfolio: every open position, entry price, current performance, and sell target, updated in real time.
Considering the access and opportunities you’re receiving…
As you can imagine, Katusa’s Resource Opportunities is not cheap.
The regular annual rate is $3,500.
There are two reasons for that.
First, this research is extraordinarily expensive to produce.
I spend over $100,000 a year on data services alone. I travel constantly — site visits, conferences, private meetings with management teams, and now, private meetings at the Department of Energy. I employ a full-time staff of six.
When I need specialized geological or financial analysis, I pay top experts to get it right.
This isn’t a newsletter written from a cubicle using internet articles.
It’s a specialized investment research operation.
Don’t take my word for it though…
Cindy A. wrote in simply to say thank you:
“A quick email to simply say a huge THANK YOU from the little guy… the odds are tipped in our favour only because of you.”
*Past performance doesn’t guarantee future results. These represent our best outcomes. All investing carries risk.
Second, I focus on small, thinly-traded companies.
If I had 50,000 subscribers all piling into the same microcap stock, nobody would make money. The price would spike before anyone could build a position.
So the KRO’s price tag keeps my subscriber base small enough that we don’t move markets against ourselves.
It ensures serious investors get serious value…
Like John F., who appreciates our “no-BS” approach:
“Over the last 10 to 15 years I have read many a financial newsletter and it is rare to find the quality, honesty and integrity that you bring to the table. To you and your team — keep up the good work!”
*Past performance doesn’t guarantee future results. These represent our best outcomes. All investing carries risk.
Because you’ve read this far…
Because this is our 10th anniversary…
And because everything I’ve shown you today — what I learned in Washington, DC… the copper shortage… the gold setup… the private placement access — are all converging at the same moment…
I’m making an offer I’ve never made before, and will never make again.
For the next few days only, you can join Katusa’s Resource Opportunities at the original charter member price.
Instead of $3,500, you’ll pay just $1,499.
That’s the price our very first members paid a decade ago.
I’ve never reopened it since. After July 12th at Midnight, it closes for good.
For $1,499, you get 12 months of complete research and access.
Real-time buy and sell alerts.
Full 24/7 portal access.
And all three of your free reports, The AI Chokepoint… The 3 Best Gold Stocks to Buy Now… and The Black Book of Private Placements.
One resource stock that doubles, not unusual in this sector, pays for more than 10 years of membership.
One small-cap copper play that does what Solaris did pays for a subscription for the rest of your life.
And I’m doing something else I rarely do.
Here’s my promise.
Join Katusa’s Resource Opportunities today.
Read the research and your free special reports. Review the open positions.
Decide for yourself if this is the investment intelligence you’ve been looking for.
If at any point in the next 30 days you don’t believe this is the best money you’ve spent on financial research, email my team.
I’ll refund every penny. No questions asked, and no hassle.
You keep everything you’ve already received.
Why offer a guarantee this strong?
Because I’ve been doing this for twenty years. I know the quality of the research. I know the value of the access…
And once you see how this kind of investing actually works, my guess is you’ll want to stick around and be a member for a long time to come.
One final thought:
Two weeks ago, I sat across from the Secretary of Energy of the United States, in a room where the President’s own administration confirmed what I’ve believed for years:
America is rebuilding its energy grid… its industrial base… and its military arsenal simultaneously — at a scale this country hasn’t attempted since World War II.
Every piece of that rebuild runs through the same handful of physical resources.
Copper. Gold. Uranium… and more.
The AI economy needs them. The Pentagon needs them.
Washington has already started writing checks to secure them — and the market has already shown you what happens to the stocks of companies sitting in that path.
I’ve spent twenty years positioning for moments like this one…
And through this one-time-only, risk-free special offer, you can come along for the ride.
Click the button below, and you’ll land on a secure order form where you can review everything one more time — the full membership, the three reports, the risk-free guarantee, the charter pricing.
Fill in your details. Complete your order.
Within about 10 minutes, you’ll have an email in your inbox with your login credentials and full access to the research library.
Your three reports will be waiting for you the moment you log in:
The AI Chokepoint… The 3 Best Gold Stocks to Buy Now… and The Black Book of Private Placements.
If you decide to act on any of it — if you want to start building a position in what I believe are the best opportunities in the commodity cycle right now you’ll have everything you need to do exactly that.
I started Katusa Research because I got tired of watching everyday investors get the leftovers.
You know as well as I do…
If you’re hearing about a stock on CNBC or in the Wall Street Journal, the real money has already been made.
I don’t think that’s fair, and I’ve spent twenty years trying to close that gap for my members.
That’s what I’m offering you today.
Not a recycled version of something you’ve already seen.
Not someone else’s secondhand take on a trend that’s at or near the top.
Real intelligence, gathered firsthand from the boardroom, from the mine site, and now from Washington, DC, on a shift that’s happening right now, while there’s still time to act on it.
Washington is moving. The commodity markets are already responding…
And until our 10-year anniversary offer deadline expires on July 12th at Midnight, you can join me at the exact same price our very first members paid a decade ago.
Click below, claim your membership, and get ready for what’s next in the world of natural resources.
Regards,

Marin Katusa
Founder, Katusa Research
P.S. To answer a few questions you might still have…
“$1,499 is a lot of money for a newsletter.”
It is — and it’s also less than half what new subscribers will pay once this offer window closes.
Compare it to the alternative: a single resource stock that doubles, which isn’t unusual in this sector, pays for more than 10 years of KRO membership. Many subscribers tell me the research paid for itself with their first few positions.
Keep in mind: This is a 100% risk-free offer. If you find my research isn’t for you within the first 30 days of membership, let us know. You’ll receive all your money back. So you really have nothing to lose by signing up today.
“I’ve heard small resource stocks are too risky.”
They can be, which is exactly why I built this membership the way I did.
Every recommendation comes with my own capital behind it, my full reasoning, and a position-sizing framework so you’re never betting more than you can afford to lose on any single name. Risk is real in this sector. Going in unprepared is the actual danger not the sector itself.
“Haven’t copper and gold already made their move? Am I too late?”
Gold has had an extraordinary run, and copper hit all-time highs this year. But the AI buildout, the nuclear renaissance, and the defense rearmament I described are still in their early innings — years of spending, not months.
The companies I’m bringing you aren’t the ones that already made their move. They’re the ones positioned for what’s coming next.
“What if I’m not an accredited investor? Can I still benefit from this?”
Absolutely. While some private placements are legally restricted to accredited investors, most of the opportunities I bring to members are open to everyone, regardless of accreditation, and easy to buy and sell in your brokerage account. And every report, every alert, and every public-market recommendation in your membership is available to you from day one.
“I don’t have time to research small individual stocks.”
You don’t need to. I’ve already done the travel, the due diligence, and the boardroom conversations. Your job is simply to read the reports, follow the alerts, and decide what fits your portfolio.
That’s the entire point of Katusa’s Resource Opportunities…
Twenty years of fieldwork, access, boardrooms, and personal capital… distilled into the vetted resource opportunities you just read about. You get the conclusions and the recommendations. I’ve already done the work for you.

Katusa’s Resource Opportunities
Take Advantage of Our Special Offer:
$2,001 Discount Today
One year of Katusa’s Resource Opportunities normally costs $3,500.
But through this special limited-time offer, you can receive this research for a full $2,001 off the regular price—just $1,499.
Join today and you’ll receive:
One year (12 months) of Katusa’s Resource Opportunities. Expect a new issue on the first Wednesday of every month, featuring a big new opportunity in junior natural resource stocks from Marin—including his two favorite ways to invest in gold now for maximum gains.
Plus you’ll get:
- SPECIAL REPORT #1: The AI Chokepoint: The #1 Stock to Profit from the Metal That Runs The World
- SPECIAL REPORT #2: The 3 Best Gold Stocks to Buy Now
- SPECIAL REPORT #3: The Black Book of Private Placements

You’ll also get urgent email alerts as needed, when Marin spots an opportunity to buy or sell an investment that simply can’t wait days or weeks.
REFUND POLICY: If you’re not totally satisfied with our report on this incredible opportunity and our extensive educational materials, simply let us know within the first 30 days of purchase and we’ll refund your membership fee in full.

Auto-Renewal
When you purchase Katusa’s Resource Opportunities with your credit card, you will be charged a membership fee of $1,499. Your membership will automatically renew each year on your anniversary date, and the annual renewal fee of $1,499 will be charged to your credit card each year.
You will receive at least one reminder before your annual renewal payment is processed. This discounted membership price is guaranteed for the duration of your membership and will not increase.
If you wish to cancel your membership at any time, please contact us by email at subscribers@katusaresearch.com or by phone at 778-737-7381, and your membership will be terminated.

