Wednesday, 23 April 2025

TNR Shotgun Gold, the Alaskan Elephant Country: NovaGold’s Stock Rallies 36% on its Paulson-Backed $1 Billion Purchase of a Stake in Alaska’s Donlin Gold


Gold surged to over $3,500 yesterday after hitting a new highest daily closing in history at $3,424 on April 21, 2025, and a well-known billionaire investor, John Paulson, secured his stake in the new giant Gold mining camps on US soil in the making.



Gold is hitting an all-time high after another, providing the answer to investors, why I am so passionate about it and calling it The Generational Gold Bull Market


Now, you should pay serious attention to our main Story: why NovaGold is holding its stake in TNR Gold and why I believe that further development of the Donlin Gold project in Alaska will greatly benefit TNR Gold's shareholders. We are opening a new chapter of TNR Gold's Story and Gold in the USA, "Alaskan Elephant Country". The time for the Shotgun Gold Project in Alaska is coming very close to its launch.



 


"NovaGold’s stock rallies 36% on its Paulson-backed purchase of a stake in Alaska’s Donlin gold-mine project

Upping his exposure to one of the hottest investments this year, billionaire investor John Paulson is teaming up with Canada’s NovaGold Resources Inc. to purchase a stake in an Alaskan gold-mining project.

NovaGold NG +39.21% CA:NG announced Tuesday that it has entered into a deal with Paulson Advisers LLC, which is a hedge fund under the investment company Paulson & Co., to buy Barrick Gold Corp.’s 

GOLD -2.35% ABX -2.47% 50% stake in Donlin Gold LLC, which runs an Alaskan gold-mining project of the same name, for $1 billion in cash.

NovaGold’s stock rallied 36% on Tuesday, while Barrick Gold fell 2%.

NovaGold will take a 20% stake in Donlin, and Paulson an 80% stake. NovaGold also has an option to buy outstanding debt owed to Barrick linked to the Donlin project for $90 million if that is done before closing of the deal, which is expected in the second or early third quarter of 2025. The debt will remain outstanding if that option isn’t exercised.

“Donlin Gold is one of the most attractive development gold projects in the world. With 39 million ounces of gold at double the industry-average grade, and an optimal location in the prime jurisdiction of Alaska — already the second-largest gold-producing state in the United States — we believe that the project could create value for decades to come,” Paulson said in a statement.

The billionaire has long been a gold fan and has exposure to several gold-mining companies through his family office, Paulson & Co. Those include stakes in NovaGold, as well as Seabridge Gold Inc. 

Paulson’s stake in the Donlin project comes as the price of gold has soared nearly 30% on investor concerns over the economy linked to President Donald Trump’s global tariff plans. More recently, concerns over the independence of the Federal Reserve have driven investors into gold and out of the dollar 

he deal comes just two days after Oppenheimer technical analyst Ari H. Wald flagged four stocks from the VanEck Gold Miners ETF GDX -2.77% as offering better value than investing in gold itself.

“We’ve maintained a bullish outlook on the price of gold since the start of 2024 and have preferred the commodity over the equities that mine for the commodity,” Wald said in a research note. ”Our relative preference has shifted toward the gold miners (GDX) based on a decade-long base positioned to inflect higher vs. spot gold.” (MarketWatch)"

 



Mike Dunleavy, Governor of the great state of Alaska, calls this Executive Order "unbelievably good news for the people of Alaska that believe in opportunity. President Trump delivered on his first day in office!" The Executive Order details both immediate and long-term actions to open Alaska for business again and how unlocking Alaska's natural resources will benefit both the state and national economy.

Now, you should pay serious attention to our main Story: why NovaGold is holding its stake in TNR Gold and why I believe that further development of the Donlin Gold project in Alaska will greatly benefit TNR Gold's shareholders. We are opening a new chapter of TNR Gold's Story and Gold in the USA, "Alaskan Elephant Country". The time for the Shotgun Gold Project in Alaska is coming very close to its launch.


"President Trump’s executive orders, impacting Alaska! This is unbelievably good news for the people of Alaska that believe in opportunity. President Trump delivered on his first day in office! This is why elections matter. What do they mean? It means Alaska is back in business! To the people of King Cove, it means they finally get the ability to get a road! For the State of Alaska it means ANWR and NPRA are back in business.. It means a timber industry in the Tongass National Forest can once again take place. It means Alaska can begin the process finally getting its remained acreage of land from the federal government! It could mean thousands and thousands of jobs, an additional opportunity for the great State of Alaska. On behalf of the Great State of Alaska… THANK YOU PRESIDENT PRESIDENT TRUMP!"

Governor Mike Dunleavy 


UNLEASHING ALASKA’S EXTRAORDINARY RESOURCE POTENTIAL


"By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: 

Section 1. Background. The State of Alaska holds an abundant and largely untapped supply of natural resources including, among others, energy, mineral, timber, and seafood. Unlocking this bounty of natural wealth will raise the prosperity of our citizens while helping to enhance our Nation’s economic and national security for generations to come. By developing these resources to the fullest extent possible, we can help deliver price relief for Americans, create high-quality jobs for our citizens, ameliorate our trade imbalances, augment the Nation’s exercise of global energy dominance, and guard against foreign powers weaponizing energy supplies in theaters of geopolitical conflict.

Unleashing this opportunity, however, requires an immediate end to the assault on Alaska’s sovereignty and its ability to responsibly develop these resources for the benefit of the Nation. It is, therefore, imperative to immediately reverse the punitive restrictions implemented by the previous administration that specifically target resource development on both State and Federal lands in Alaska..."



"My belief is TNR's Shotgun Gold Project can potentially grow and become a foremost, immediate satellite site Gold deposit to Donlin Gold's Mining Camp infrastructure. This vision is based on our exploration work and academic studies like the ones from Dr Tim Baker in which Shotgun Gold Project is not only listed alongside Donlin Creek as one of the "Major Porphyry Gold Deposits" but is also projected to contain the similar porphyry intrusion-related type system as Donlin." 

Kirill Klip, Executive Chairman

TNR Gold Corp.

 


Angela Harmantes from Proactive wrote about the new report on TNR Gold from Fundamental Research Corp:


"TNR Gold’s portfolio spans various mining assets, with a key focus on its Shotgun gold project in Alaska and royalties in two advanced-stage projects in Argentina: the Mariana lithium project, owned by Ganfeng Lithium, and the Los Azules copper-gold project, held by McEwen Copper."



"TNR Gold is on the brink of generating significant royalty revenue from its stake in Ganfeng Lithium's Mariana lithium project in Argentina as it heads toward commercial production, Fundamental Research analysts believe.

The analysts have raised their share price target for TNR from $0.24 to $0.28 per share, highlighting the imminent cash flow potential from this strategic investment." 
(Angela Harmantes)



Disclaimer: Please be aware that any opinions, estimates or forecasts regarding the performance of TNR Gold Corp. in any research reports do not represent the opinions, estimates or forecasts of TNR Gold Corp. or of its management.




Alastair Ford: TNR Gold’s Recent Rejection of a Takeover Bid From Lithium Royalty Has Shone a Spotlight on the Value of Its Royalty and Exploration Portfolio






Please read my legal disclaimer. There is NO investment advice on any of Kirill Klip's feeds and blogs. Always consult a qualified financial adviser before making any investment decisions. 
Do Your Own Research.




TNR Gold – AmeriGold – Shotgun Gold

The Company’s strategy with the Shotgun Gold Project is to attract a partnership with one of the major gold mining companies. TNR is actively introducing the project to interested parties. We may be at the beginning of a great discovery. There is a clear path on how to move this project forward using the geological and geophysical research currently available to target drilling to expand the resource and form the basis of a preliminary economic analysis. The next step is to acquire a partner who shares our vision and recognises the growth potential and value to be added to the Shotgun project over time. 



I believe that in order to maximise shareholder value and reach the potential valuations presented above, we must preserve capital, reduce the amount of outstanding shares and not invest in Alaska our own capital.


Our strategy presented to potential strategic partners involves the creation of a JV with one of the major gold mining companies, where our partner will be investing very substantial capital in the development of the Shotgun Gold Project while earning a stake in the project.



TNR Gold shareholders will benefit from the strategic partner’s capital being invested “in the ground” and industry expertise, including operations in Alaska.



The Management is investigating the best value creation strategies for the Shotgun Gold Project and has put in place the corporate structure of AmeriGold – the stand-alone company that could potentially inherit the Shotgun Gold Project JV operations after the contemplated potential spinout from TNR Gold.



This article is for information only and provides publicly available information and my personal Vision and valuation matrix of TNR Gold. I am the largest individual shareholder of our Company. Nothing in this blog post constitutes investment advice, offer or solicitation of the sale of any securities. Please carefully read all our Legal Disclaimers and conduct your own due diligence as always.

Thank you for your support of TNR Gold!

Tesla Nicola rEVolution and Gold. 




Tuesday, 22 April 2025

The Era of FUD. How “Concerned Citizens” and Blatant Market Manipulation Poison The Golden Age For Mining.



Dear Ladies and Gentlemen,

Thank you for all the best wishes! I would like to thank all our shareholders for your overwhelming support and, on your behalf, thank our very talented TNR Gold Team for building The Green Energy Metals Royalty and Gold Company.


It looks like I have one more title for my books after retirement. After conducting our due diligence of the characters involved in our particular case of a blatant market manipulation of trading in shares of a junior mining public company in Canada, we had to build up our legal team appropriately.


I have been involved in the junior mining markets for decades. In the good old days, this practice was called "market manipulation", punishable by law. I was always very vocal defending companies and their shareholders from the dirty business of the Bay Street operators, including Naked Short Selling. It will not be any different this time.

"Common forms of manipulation are spreading false or misleading information about a firm."


"Yes, market manipulation is a criminal offense in Canada. It's prohibited under the Criminal Code and other provincial and federal securities laws. Specifically, section 382 of the Criminal Code outlines various forms of market manipulation and carries penalties like imprisonment for up to 10 years."

Now I will have to share my thoughts on “The Era of FUD. How “Concerned Citizens” and  Blatant Market Manipulation Poison The Golden Age For Mining” not only with relevant authorities following legal advice, but with a much larger audience. Your help here will be greatly appreciated. We have more than enough uncertainty and business risks involved in our mining industry. We will not be suffering in silence. It must be stopped.

Hopefully. It can help our fellow investors and CEOs to understand that not only the Company’s success and paranoid Mr Market are driving your share price on the trading exchanges in Canada, and take the appropriate legal actions. The report and book will follow. Today, you can read my travel journal.



Dear Ladies and Gentlemen,


Thank you for all the best wishes! I would like to thank all our shareholders for your overwhelming support and, on your behalf, thank our very talented TNR Gold Team for building The Green Energy Metals Royalty and Gold Company.

Our brave experiment of saving one starfish at a time from the sea of garbage is a great success already; now we know the names and all agendas involved.

There is a big difference between warrants and options. No options were exercised. 

There is an enormous and clear difference between an innocent desire to know more by asking questions and market manipulation, punishable by law. 

For all one-liners, you can expand the messages on this board and read full posts.


Warrants are not a privilege, but a reward for investors for the success of the Company. The CEO has been investing in our Company for many years and has built it to this transformation stage with his Team at TNR Gold, when industry insiders are happy to buy it any day of the week. Who is calling a very small sales to invest money into the Company at this very crucial juncture, as showing "lack of commitment"? 

The CEO is sacrificing his potential profits from much higher prices and exercising his warrants to reinvest money into the Company to finance its operations before cash flow is received from the first royalty stream. He has received these warrants for investing in the company, even during the very dark pandemic times. He is protecting all shareholders from any additional dilution; all warrants are already accounted for in the fully diluted float of the Company. 

There are no discounts, no brokers' fees, and no new warrants being issued as with a normal private placement."




We have a very big desire to stop wasting our time here, if everybody knows everything already. Haters will hate... Be prepared to hate even more. We are building a success story.

Just one more answer to those with a burning desire to hate: The CEO has not taken a single cent from TNR Gold this year. (Now, he is feeling really stupid and considering his options.)

You will have your train stop at 8 cents soon. Hopefully, after you leave, we will get some fresh air here. 

Our journey has only started, everybody is welcome to join, just buy your tickets and stop sabotaging, putting waste bins on fire and cutting seats on our train. Maybe try to stop pushing the "Emergency Break" and asking why the share price is still low? 

We have CCTV installed. Maybe just read something more about "Corporate Governance" and "Fiduciary Duty for Directors of a public company".

We will quote the correct statement among many others from this intelligent observer: "This level of G&A compares very favorably to pretty much any junior out there".

Thank you, the bright, honest investors, for being our shareholders. Your smart, real questions and observations are greatly appreciated. We have to find a way to provide you with more detailed information within all legal constraints, keeping in mind the sinister agenda of some 'concerned citizens' here.

The CEO of TNR Gold have been investing in our Company for almost two decades. He is holding the largest stake in the Company. All known to him, GEM Royalty Founders are holding more than 60%. Very interesting people are joining us now.

Who would call continued commitment from the management to our Company by investing money back into TNR Gold a "questionable thing"? Maybe these will be only those who are discussing the sale of TNR Gold to LRC at 8 cents? Or to another royalty company just before we received our first cash flow, which brought attention to our Royalties from the entire industry?

Who would like this CEO to sell this Company at 15 cents to save on his remuneration for success in building TNR Gold into a 100 million-plus market cap

We cannot help those "investors". For everybody else, you are welcome to ask intelligent questions, and our Company is always open to great positive ideas to consider them for the benefit of all our shareholders. We cannot cure chronic depression, but we can bring positive things to talk about. We are working to make them a reality. We build.


The Mining Alliance of Trust.

Best and stay safe.

TNR Gold Team.







“We are building The Green Energy Metals Royalty and Gold Company. Our business model provides the unique entry point into the creation of supply chains for critical materials like energy metals which are powering Tesla Energy rEVolution and Gold industry which is providing the ultimate hedge during this part of the economic cycle. Our shareholders are participating in the building of The Green Energy Metals Royalty and Gold Company. In our portfolio, we have a unique combination of assets providing exposure to different parts of mining cycle: starting with the power of blue sky discovery and including partnerships with industry leaders like McEwen Mining, Ganfeng Lithium and Lundin Mining as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders.”

Kirill Klip, Executive Chairman TNR Gold Corp.



Angela Harmantes from Proactive is writing about the new report on TNR Gold from Fundamental Research Corp:


"TNR Gold’s portfolio spans various mining assets, with a key focus on its Shotgun gold project in Alaska and royalties in two advanced-stage projects in Argentina: the Mariana lithium project, owned by Ganfeng Lithium, and the Los Azules copper-gold project, held by McEwen Copper."



"TNR Gold is on the brink of generating significant royalty revenue from its stake in Ganfeng Lithium's Mariana lithium project in Argentina as it heads toward commercial production, Fundamental Research analysts believe.

The analysts have raised their share price target for TNR from $0.24 to $0.28 per share, highlighting the imminent cash flow potential from this strategic investment." 
(Angela Harmantes)

 


Disclaimer: Please be aware that any opinions, estimates or forecasts regarding the performance of TNR Gold Corp. in any research reports do not represent the opinions, estimates or forecasts of TNR Gold Corp. or of its management.



"Elsewhere, at the Shotgun gold project in Alaska, TNR is actively seeking a JV partner to advance the project to a Preliminary Economic Assessment (PEA). Shotgun hosts inferred resources totaling 706 Koz of gold at a grade of 1.1 grams per tonne. Analysts believe the project has expansion potential, with the Shotgun Ridge deposit remaining open along strike and at depth." (Angela Harmantes)

 


We are building The Green Energy Metals Royalty and Gold Company. TNR Gold is plugged into Tesla Energy rEVolution with our Royalty Holdings on the Mariana Lithium Project with Ganfeng Lithium, Los Azules Copper, Gold and Silver Project with McEwen Mining and Batidero I and II Properties of Josemaria Copper-Gold Project with Lundin Mining and BHP. 

 


 






Please read my legal disclaimer. There is NO investment advice on any of Kirill Klip's feeds and blogs. Always consult a qualified financial adviser before making any investment decisions. 
Do Your Own Research.




Saturday, 19 April 2025

Ask The Company - Building The Green Energy Metals Gold and Royalty Company

 


Dear Ladies and Gentlemen,

Our beautiful Company is getting very popular these days, judging by the activity of "investors" spreading fear, uncertainty and doubt to get shares on the cheap, just before TNR Gold's major transformation in The GEM Royalty

Our CEO has been involved in the junior mining markets for decades. In the good old days, this practice was called "market manipulation", punishable by law. He was always very vocal defending companies and their shareholders from the dirty business of the Bay Street operators, including Naked Short Selling. It will not be any different this time.

We will apologise in advance that we will not be engaged in any trolling activities by those who are paid to steal your shares. Our hearts are bleeding for those who can mistakenly take constant negative comments as the constructive critique of our wonderful Company, or even worse, who will sell their shares based on the blatant misinformation provided by the anonymous accounts. 

We will address here some important issues and answer intelligent questions to the best of our ability, using the public information and all rules and regulations of the securities market in Canada. You can always find relevant public information on these sources:

Company website: https://tnrgoldcorp.com

First of all, after many years of very hard work, our strategy is bearing fruit, and TNR Gold is graduating from a project-generating junior mining company into a cash-flow generating Royalty company. This transformation will bring revaluation of our Company.

Second, this process is very well understood by the very smart mining CEOs and Investment Funds portfolio managers; they are accumulating TNR Gold shares using every opportunity. Numerous Royalty companies would like to add TNR Gold's assets to their Royalty portfolios. 

Third, TNR Gold's management's priority is to maximise shareholders' value for all our shareholders, not only for those "who are shaking the tree" to buy as many shares as they can on the cheap. We have the Shareholder Rights Plan approved to prevent any attempts to steal our Company from all our shareholders.

TNR Gold's management is paid according to the competitive industry standards to cure exactly this problem of being a "MicroCap". Everything is transparent, nobody is stealing money from shareholders by "drilling through their pockets". Nobody can be bribed at TNR Gold to sell our Company for 8, 10, 20, or 30 cents. Management is holding the largest stake in the Company. 

We believe that our Company is grossly undervalued, and we have our strategy to deliver much higher valuations for all our shareholders. Everything is done already. We have a set of assets that many Royalty companies are salivating to get. Now we have to defend our beautiful garden and let it grow. Now we have the TNR Gold GEM Royalty Story to tell as many potential investors as we can find. And, yes, we have to waste our resources to fight the FUD. 

This is a privilege for every successful Company in the making. Why, otherwise, would "investors" from anonymous accounts spread only negative misinformation about our Company? Don't they want us to succeed with our strategic plan? Or, maybe, they do see the enormous potential mispricing by the Mr Market and want to get as many cheap shares from you as they can? Very modest consulting fees are our legal and promotional expenses to deliver these results: to achieve much higher valuations for all our shareholders, and defend our Company from any attempts to steal it from them.

Fundamental Research issued a report with a 28-cent target price. Our CEO considers it a "very good milestone" to reach. He is talking about his personal targets - "50 cents and $1 CAD" if his strategy is successful.


Nobody knows the future, but we are working to bring it here.

And Fourth, always ask yourself a question: Who is writing this? Is it true? Why are they doing it? Why are they crying to accept the bid at 8 cents? Why has nobody from this board ever written to the Company to ask questions before guessing the worst possible outcome? Why are only negative "insights" being discussed here, and few wise observations are drowning in FUD? Why is warrant exercise called "options exercise" by the wise investment pros? 

Warrants are not a privilege, but a reward for investors for the success of the Company. The CEO has been investing in our Company for many years and has built it to this transformation stage with his Team at TNR Gold, when industry insiders are happy to buy it any day of the week. Who is calling a very small sales to invest money into the Company at this very crucial juncture, as showing "lack of commitment"? 

The CEO is sacrificing his potential profits from much higher prices and exercising his warrants to reinvest money into the Company to finance its operations before cash flow is received from the first royalty stream. He has received these warrants for investing in the company, even during the very dark pandemic times. He is protecting all shareholders from any additional dilution; all warrants are already accounted for in the fully diluted float of the Company. 

There are no discounts, no brokers' fees, and no new warrants being issued as with a normal private placement. Who would call continued commitment from the management to our Company by investing money back into TNR Gold a "questionable thing"? Maybe these will be only those who are discussing the sale of TNR Gold to LRC at 8 cents? Or to another royalty company just before we received our first cash flow, which brought attention to our Royalties from the entire industry?

Who would like this CEO to sell this Company at 15 cents to save on his remuneration for success in building TNR Gold into a 100 million-plus market cap? We cannot help those "investors". For everybody else, you are welcome to ask intelligent questions, and our Company is always open to great positive ideas to consider them for the benefit of all our shareholders. We cannot cure chronic depression, but we can bring positive things to talk about. We are working to make them a reality. We build.

Maybe I should ask the company?

Thank you and Happy Easter!

The Mining Alliance of Trust.

TNR Gold Team.

PS

Thank you for all the best wishes! I would like to thank all our shareholders for your overwhelming support and, on your behalf, thank our very talented TNR Gold Team for building The Green Energy Metals Royalty and Gold Company.


Please read my legal disclaimer. There is NO investment advice on any of Kirill Klip's feeds and blogs. Always consult a qualified financial adviser before making any investment decisions. 
Do Your Own Research.









“We are building The Green Energy Metals Royalty and Gold Company. Our business model provides the unique entry point into the creation of supply chains for critical materials like energy metals which are powering Tesla Energy rEVolution and Gold industry which is providing the ultimate hedge during this part of the economic cycle. Our shareholders are participating in the building of The Green Energy Metals Royalty and Gold Company. In our portfolio, we have a unique combination of assets providing exposure to different parts of mining cycle: starting with the power of blue sky discovery and including partnerships with industry leaders like McEwen Mining, Ganfeng Lithium and Lundin Mining as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders.”

Kirill Klip, Executive Chairman TNR Gold Corp.



Angela Harmantes from Proactive is writing about the new report on TNR Gold from Fundamental Research Corp:


"TNR Gold’s portfolio spans various mining assets, with a key focus on its Shotgun gold project in Alaska and royalties in two advanced-stage projects in Argentina: the Mariana lithium project, owned by Ganfeng Lithium, and the Los Azules copper-gold project, held by McEwen Copper."



"TNR Gold is on the brink of generating significant royalty revenue from its stake in Ganfeng Lithium's Mariana lithium project in Argentina as it heads toward commercial production, Fundamental Research analysts believe.

The analysts have raised their share price target for TNR from $0.24 to $0.28 per share, highlighting the imminent cash flow potential from this strategic investment." 
(Angela Harmantes)

 


Disclaimer: Please be aware that any opinions, estimates or forecasts regarding the performance of TNR Gold Corp. in any research reports do not represent the opinions, estimates or forecasts of TNR Gold Corp. or of its management.