Marin Katusa’s Independence Day Royalty company

by Rays | June 14, 2018 10:46 am

Does anyone know what this Royalty company is which he says will be his biggest ever (!) investment and the price will take off on 4th July? He says it trades on the North American markets and it may be something related to Toll road operators?
If so please let us know (preferably before 4th July!)
Many thanks

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  1. Avatar
    Jun 14 2018, 02:47:02 pm

    IT has nothing with actual toll roads, he is being cryptic on that. he also states that the stock has nothing to do with oil or battery metals.

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    Jun 15 2018, 09:32:45 am

    This biggest clue for me was this: “This new development – and the revolution it will bring to this market – will do more for the world than all of the green energy companies combined.” I think hes eluding to the massive investments that energy companies have made recently to facilitate blockchain p2p energy distribution, that seeks to disrupt the traditional energy delivery model. At first I thought it was Centrica US ticker CPYYY who have already piloted such a program. But they are located in Europe and Marin states that this is a “North American Company”


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    Jun 15 2018, 12:01:29 pm

    Lucara Diamond (OTCPK:LUCRF +18.2%) surges after agreeing to acquire blockchain company Clara Diamond Solutions for $29M, joining larger rival DeBeers in exploring blockchain technology.

    Clara is operator of a digital platform selling rough diamonds as well as blockchain technology that seeks to track gems through the industry supply chain.
    Yes I think Lucara is it and blockchain is the “sort of” toll road.

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    Jun 15 2018, 09:11:39 pm

    Hmm, just checked a few things. The yearly retail market for diamonds is ~ 72 billion (very close to Katusa’s figure of 80 billion). I thought the company would be smaller (i.e., .10/share). Interesting to see the share price pop a few days ago (around the time of Katusa’s emails).

    Here’s the news release from LUC:

      • Avatar
        Jun 21 2018, 12:03:18 pm

        Lucara will be using a blockchain technology (clara) to sell diamonds. If this takes off, and the whole industry uses it, it will allow Lucara to receive a royalty on every stone sold through the program.

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    Jun 21 2018, 05:38:23 pm

    I was guessing that it’s Lucara as well since he mentioned $80 billion market and I was already a Lucara shareholder so I knew about Clara. Last but not least he said himself in a conference that he’s just waiting for Eira Thomas’ next project to invest in it, and Clara has been that project. But it was great to come across this thread and confirm my suspicion.

    So yeah, I like the company anyway, just not sure if Clara will be the next big thing. De Beers have their own block-chain thing and they have much bigger influence…

    • Avatar
      Jul 16 2018, 11:51:14 am

      Thanks – you would think when he disclosed the opportunity in his newsletter that it would be broadcast pretty quickly after the mysterious July 4th deadline… more to follow I guess…

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    Jul 27 2018, 03:52:56 pm

    Today, in a piece entitled “The Absolute Worst Thing You’ll Read about Uranium,” Katusa writes that he caught all the internet sleuths off guard and that in fact the “Independence Day royalties” firm is a uranium company–one that will do well if the uranium price stays rather low. Does anyone have any ideas?

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    Jul 28 2018, 02:29:48 am

    I noticed that the postscript to today’s message seems to imply that the stock in question is a recent IPO. It reads, “If you want to be first in line to get all the details about the most exciting IPO to hit the mining world in over a decade, then you will want to get all the details from our uranium special report.” The uranium trader Yellow Cake (YCA.L) began trading on the London Stock Exchange on 5 July.

    • Avatar
      Aug 20 2018, 02:36:25 pm

      Don’t see how it can be a uranium stock. The market cap of all uranium miners is $6-7 billion and Katusa clearly stated that it’s a $80 billion market.

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