Monday File: A New Emissions Speculation or Two

Adding a new asset class to the Real Money Portfolio in your Friday Monday File

By Travis Johnson, Stock Gumshoe, June 21, 2021


The piece I wrote about Marin Katusa’s teased “carbon streaming” company a couple weeks ago got me to thinking about the ongoing opportunity in carbon emissions and carbon offsets as governments continue to push for emissions reduction, so I decided to add a little exposure to this to my Real Money Portfolio. Not Katusa’s specific teased idea, that situation doesn’t yet strike me as proven enough to be interesting (though my opinion might change as it re-enters the public markets more seriously, and as we get a better idea the financials), but a couple of the ideas that started percolating in my mind at that time are now investments.

That Katusa teased company which is trying to build a royalty-like business on carbon offsets, Carbon Streaming (MXVDF), has started to invest in new deals with all that private placement money they’ve been raising (perhaps from Marin Katusa, as I speculated last week), though the latest deal falls in the category I’d call “least interesting” — they’re backing a nature preserve to preserve the