Friday, June 7, 2024

Three Billionaires and the Fight over 1 Billion pounds of Copper

 
Katusa Research
 
Katusa's Investment Insights
 
June 7, 2024

Three Billionaires and the Fight over 1 Billion pounds of Copper

By Marin Katusa

This editorial contains material disseminated on behalf of GoldMining Inc (GLDG:NYSE).

Dear Reader,

I’m going to share today a story that has never been told until today.

In early 2009, I received a late-night phone call from a former colleague who was able to secure the rights to an incredible project that contained a billion pounds of copper.

Long story short…

I was secured an allocation because I was the first to put my hand up for the financing.

And it was lucky I did, because right after the meeting with me (I did breakfast at 7am with the team before their 8am with the key financier), the other investors were completely cut out of the financing.

Mega-Mining financiers Robert Friedland and Lukas Lundin invested millions and took as much of the financing for themselves.

  • The share price of that company went up 10-fold within 15 months of the financing.
Lukas and Robert took the majority by investing millions because of the quality and size of that copper project.

Even more amazing and shortly after, another mining legend and billionaire, Tom Kaplan got involved and invested even more millions because of the size and quality of the copper deposit.

Fast forward over a decade and that same copper deposit is now owned 100% by GoldMining Inc. (GLDG.NYSE).

Not even the CEO of the company knew the story when I shared with him. But you’ll find out why he left a cushy job at one of the world’s largest mining companies because of the assets…

This is an interview you do not want to miss and see why the CEO’s greed (aligned with shareholders) is good for shareholders in this case… skin in the game and more…
 

But here’s where it gets truly exciting…


Alastair’s vision isn’t just about holding assets; it’s about strategically unlocking their value through spin-offs and sales.

In just three years, he has spearheaded two successful IPOs and a highly profitable project sale, showcasing his acumen in maximizing shareholder value.

We’ve conducted an exclusive interview with Alastair Still, where he reveals:
  • A project the company owns 100% of that previously was invested in by Billionaires, Robert Friedland, Lukas Lundin and Tom Kaplan and contains over 1 Billion pounds of copper.
  • The strategies that will propel GoldMining to new heights in 2024.
  • Insights into the gold and copper markets and their future.
  • The roadmap for leveraging their diverse portfolio of assets. Including how they made 14x on the sale of Nutmeg, and what’s next.
  • How the company’s leverage on uranium could unlock value (yes – more on this angle shortly).

This is your chance to get a front-row seat to boardroom-level insights from Alastair himself.

And more on the copper story you’ve never heard of…

Click here to watch the interview
Best Regards,

Marin Katusa

P.S. Opportunities like this are rare. Watch the exclusive interview to discover more, then conduct your own research, especially reviewing GoldMining's public filings.
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