PROFESSIONAL INVESTMENT IDEAS, EVERY WEEK.

Global macro trades from around the world targeting huge returns, delivered to your inbox.

WHAT IS INSIDER WEEKLY?

"Not many people lay out convincing ways to play the current COVID crisis. I manage my family's wealth, and Insider Weekly has been an invaluable tool in positioning my family for the future - ideas each week that are long term and deep value. I read each issue at least twice."
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EDITORS

Insider Weekly is published by professional investors with decades of money management and entrepreneurial experience at the highest levels

Chris MacIntosh

Raised in Southern Africa, Chris has since lived & invested from 7 different countries. After a career at top tier investment banks such as JPM, Lehman, Robert Flemmings and Invesco, Chris became tired of corporate life, and has since built multiple million dollar companies, overseen $35m into venture capital, all the while investing full time, and managing his own and private clients wealth.

Brad McFadden

After managing high net worth private client funds at Henry Ansbacher, and a proprietary trading book for Rand Merchant Bank in South Africa & Australia, Brad’s speciality is in executing strategies to achieve the asymmetric payoffs for any given thesis, and works with Chris in identifying opportunities across the world’s different markets and asset classes, and how best to execute them.

"SOME OF THE SHARPEST MINDS IN THE GAME."

Paul B.

EXAMPLE INVESTMENTS

Ceres Power (CWR)

Recommended: 12 JUN 17

Entry Price: 125

Feb 2020 Price: 427 (242% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“If you are into fuel cell technology, then have a look at Ceres Power Holdings PLC (CWR) listed on the LSE. It makes fuel cells. Seems very interesting, and if you look at the short-term time frame, it seems someone knows something.”

Petropavlovsk (POG)

Recommended: 12 JUL 17

Entry Price: 7.8

Feb 2020 Price: 19.8 (154% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“Petropavlovsk (POG) is an obscure Russian gold miner trading on the LSE. They had issues a few of years ago with flooding at their mines, and the price of gold collapsing didn’t help them either. It is profitable with a 6% ROE and, as with many of these smaller miners, has huge upside potential if the gold price were to lift – which we think it will do, though we are of the opinion right now that the USD will rally first and that could present us with better, maybe the best entry points in a decade. We wait and watch.”

Avon Products (AVP)

Recommended: 6 FEB 19

Entry Price: 44.3

Feb 2020 Price: 103.51 (134% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“Avon is a dead man walking, most would say. But don’t underestimate the Avon brand and its products. Watch closely what former Unilever European head, Jan Zijderveld, now Avon CEO, does. The chart suggests something bullish is developing”.

NEL ASA (NEL)

Recommended: 25 SEP 18

Entry Price: 5.35

Feb 2020 Price: 10.31 (104% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“Their solutions cover the entire value chain from hydrogen production  technologies to manufacturing of hydrogen fuelling stations. The company has the world’s largest hydrogen filling manufacturing plant with capacity for some 300 units per year. Also the world’s largest electrolyser company (splitting oxygen to produce hydrogen).

So in short, if you want to position for hydrogen to have a more significant role in society over the coming years, then NEL may well be your one stop shop. The company carries very little debt and lots of cash.”

Gran Columbia (GCM)

Recommended: 12 SEP 17

Entry Price: 1.67

Feb 2020 Price: 6.89 (313% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“Something is brewing with gold miners beneath the scenes. These gold stocks are a little bit different in that they have diverse geographical operations. Yet they all exhibit the same chart pattern:

– A fall of 90% or more

– Traded in a sideways trading range for at least two years

– The trading range over the last 12 months has been compressing

– And finally, breakouts to the upside

If my experience is anything to go by, these chart formations usually result in huge breakouts to the upside.

One final comment… In all the charts below work out how much they have to rise to produce a 5-fold return. You will see that even a 5-fold return is a mere blip on the chart.”

Download This Week’s Issue of Insider Weekly

Lynas (LYC)

Recommended: 31 JUL 17

Entry Price: 0.9

Feb 2020 Price: 2.35 (161% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“Rare earths are actually not rare. That’s important. What’s also important though is that the market – like any other – is cyclical. We’ve experienced the lows, nobody wants to know about it, and in some of the minerals are tools of geopolitics. Given the political environment we’re in, and will continue to experience, we like the exposure to this unloved sector. ASX-listed rare earth metal producer Lynas looks great with a classic long-term bottom formation. I’m not expecting it to explode to the upside like it did in 2009-2011 but it does give you an idea of what can happen.”

Rex International (5WH.SI)

Recommended: 2 SEP 19

Entry Price: 0.08

Feb 2020 Price: 0.196 (145% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“Rex was highlighted to us from member Raminder who I had the pleasure of spending some time last week with in Singapore. Raminder is a private banker who, like us, looks for deep value unloved positions. He’s a sharp guy and a wonderful person, so hat tip to Raminder here.

In any event, Rex is a little oil and gas stock with more cash on its balance sheet than its market cap. So in buying Rex, you get its Oman discovery asset, Norway assets, or its virtual drilling.”

ITM Power (ITM)

Recommended: 19 JUL 19

Entry Price: 34.28

Feb 2020 Price: 116 (238% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“ITM, in conjunction with Shell, is building the world’s biggest “green” hydrogen plant in Germany. You may think this is a big step forward, and it is, but it will only supply 1% of Shell’s hydrogen needs for its Rhineland oil refinery. In other words, a tiny drop in the ocean. Interestingly what they don’t tell us is where the electricity is coming from to power the electrolyser. Side note: this is a recurring and common theme that we’re seeing across the energy sector. New technologies being touted, even developed and deployed with all manner of projections, and yet bugger all second order thinking. The electricity that would be needed, for example,

for this above plant has to come from something other than unicorn farts. The batteries required to bring about the EV volumes now mandated by governments. Where are the battery metals going to come from? What supply?”

PowerCell Sweden (PCELL)

Recommended: 9 MAR 19

Entry Price: 65.6

Feb 2020 Price: 237 (261% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“Much has been quietly building in the hydrogen space and this time it is for real, unlike promises in the past which turned out to be delusional dreams. Rarely does one come across a situation where it is a “when, not if” setup and at the same time have a real hard decision to make as to “WTF” to buy. Between PowerCell and our other hydrogen equities, we feel we have the space well covered.”

TAN (ETF)

Recommended: 31 JUL 17

Entry Price: 21.6

Feb 2020 Price: 37.9 (75% gain)

WHAT WE SAID IN INSIDER WEEKLY:

“The absurd amount of capital that poured into the “alt energy” space a decade ago brought about cost efficiencies in the technology, and especially so when the entire market collapsed leaving the few remaining players to consolidate and recapitalise. Today the sector is both profitable (without subsidies) and growing. Nobody is taking notice… because that’s how it is when investors have lost their shirts in a sector. We anticipate that over the next decade the sector will outperform..”

Note: past results are not indicative of future performance. Do your own due diligence.

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