Monday, 25 June 2018

Supply For Tesla Energy rEVolution. GEM Royalty TNR Gold NSR Copper Holding With McEwen Mining: "Los Azules - Our Sleeping Giant."



Security of Lithium Supply is in the headlines, finally. Discovery of the Copper place in Tesla Energy rEVolution will be next. Back into the future: with new record-low prices for Solar whole continents can skip the grid and fossil fuels based energy infrastructure. They can save trillions of dollars in associated CAPEX and move directly into 21st century Post Carbon Economy. Solar and Micro Grids can power Africa, India and South America. Copper is the red metal which is going Green supercharging electric cars and renewable energy infrastructure.





InvestorIntel: TNR Gold Fine Tuning Royalty Model For Green Energy Metals.


"But the investment that could return really big bucks is another NSR that TNR holds in the Los Azules copper project in Argentina, currently being developed by former Goldcorp founder Rob McEwen. TNR holds a 0.36% NSR royalty on the project, which could return $35 billion over a 35-year mine life. A looming copper crunch as the market could move into structural deficit by 2020 means that major mining companies are hungry to pounce on attractive projects being developed by juniors. A preliminary economic assessment shows that Los Azules could deliver 415 million pounds (188,241 metric tons) of copper production a year for the first ten years of mine life with cash costs of $1.11 a pound, according to TNR. 
“Investors are putting a larger discount on our cash flow because people do not expect that McEwen Mining will put this project into production,” Klip said. “All majors are looking for a good copper project and there is more and more interest.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.

Please Note that TNR Gold Qualified Person - as it is defined by NI 43-101, was NOT able to Verify and Confirm Any Provided Information by The Third Parties in the Articles, News Releases or on the Links embedded in this post; you must NOT rely in any sense on any of this information in order to make any Resource or Value Calculation, or attribute any particular Value or Price Target to any Discussed Securities.







LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.







Please Note that TNR Gold Qualified Person - as it is defined by NI 43-101, was NOT able to Verify and Confirm Any Provided Information by The Third Parties in the Articles, News Releases or on the Links embedded in this post; you must NOT rely in any sense on any of this information in order to make any Resource or Value Calculation, or attribute any particular Value or Price Target to any Discussed Securities.






Sunday, 17 June 2018

Lithium Race And Tesla Energy rEVolution: Proper Due Diligence Is The First Step To The Successful Investment In Any Junior Mining Company.




Every investor is making two the most important decisions for her investment: the first time when buying and the second time when selling such investment. The proper due diligence is the first step to the successful investment in any junior mining company.

Protection of shareholders and potential investors must be the first duty of every CEO and Board of Directors, but you should never rely on it solely as an investor.

One of the first steps of such DD, which I would always recommend is a letter to Legal Counsel and Corporate Secretary of the Company seeking financing.

Among the most important questions should be the following:

1. Request to provide minutes of the Board of Directors Meeting approving financing.

2. Have any of the Directors dissented from approval of the financing and why if it is the case?

3. Have any of the Secured Creditors or Debenture holders voted against granting General Security Agreement if it is the part of the Debt financing?

4. Are there any claims or potential claims against the Company, Directors and Management?

5. In case of participation of Insiders of the Company in the financing, can Legal Counsel confirm that approval of such financing was done appropriately without any violations of the security law?

6. In case of the exemption under which such financing has been conditionally approved, does it still apply to your particular case?

Corporate Governance is very important for all our industry: Clean Energy must be done with Clean Hands.





Sunday, 10 June 2018

Tesla Energy rEVolution: The Catalyst - Elon Musk Expects Cost Below $100 Per kWh For Lithium Battery Cells This Year And For Battery Packs in 2020.



In my opinion, it was the most important announcement for Tesla Energy rEVolution made by Elon Musk at the Tesla's shareholders meeting this month. Finally, our Holly Grail for electric cars is within reach! Even if it will end up to be "Elon Time", we can expect that Lithium Batteries' cost will drop below $100 per kWh in a couple of years! It means that 100 kWh Lithium Battery will cost only $10k. Just compare it to the $35k price tag on the 70 kWh Tesla batteries for the first Model S.





The rule of thumb in the industry is that lithium battery represents 1/3 of electric car cost. Tesla Model 3 priced at $35k and with a healthy margin for Tesla will be possible with an increased volume of production. Actually, tear down in Germany, which Elon Musk called one of the best reports, has found that cost of materials and labor for Model 3 in the range of $28k. Elon Musk has twitted later that this price for Tesla Model 3 can be reached with 10k production rate per week.




Tesla is looking for a location for Tesla Gigafactory in Europe and is very close now to the announcement of its Gigafactory in China and we have discussed it at length before. After the largest investment in Lithium Market by Chinese Tianqi Lithium of $4B dollars by buying 24% stake in Chilean SQM the grip of China on Lithium Supply is only getter stronger.





The West is very slow to address this situation and control of all the best projects are going to those who are willing to invest in the future of Energy rEVolution. There was always Oligopoly in charge of Lithium Kingdom, now it becomes The Lithium Empire and China is already The Centre of Lithium Universe. Companies like Tesla or NorthVolt which is preparing to break ground for the largest Lithium Batteries plant in Europe will be competing with the military machine "Made in China" for the security of Lithium Supply.




Chinese companies are taking over all chocking points in Lithium Supply Chain and this year increasing this concentration of power. We must be ready that Trade Wars will only add gas to the fire. Control of $3B Lithium Market gives China the control of disruption of $12T industries of Energy and Transportation. There will be always "Fast and Furious" banksters in the West who are ready to sell everything and everybody for a buck. The Lithium Wars have started already and Hunting Season is ON.




Security of Lithium Supply is everything now and understanding of the Copper place in Tesla Energy rEVolution will be coming next. We call our company GEM Royalty Co.: Green Energy Metals Royalty Company and my dream is to build it up on the base of TNR Gold to participate in this Energy rEvolution. We have started with Security of Lithium Supply. Now in our carefully crafted portfolio, we have Royalties on one of the largest Copper deposits in the world - Los Azules in Argentina under the operation of McEwen Mining and on Mariana Lithium under the operation of Ganfeng Lithium. Shotgun Gold in Alaska is the next step and we are looking for the strategic partner of the McEwen caliber to advance this opportunity in Alaska.





InvestorIntel: TNR Gold Fine Tuning Royalty Model For Green Energy Metals.




LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.

InvestorIntel:

TNR Gold Fine Tuning Royalty Model For Green Energy Metals.





 | MAY 08, 2018 |


Renowned mining investor Frank Holmes has spoken out about his fondness of mining royalty companies.
In terms of value proposition, they outperform mining equities and serve the important role of connecting exploration plays with financiers during lean bear markets, he says.
Kirill Klip, CEO and President of TNR Gold Corp. (TSXV: TNR), fell into this business model when he bought shares in gold mining royalty company Royal Gold for about $5 each, back when gold traded at $300 an ounce (it hasn’t traded in the $300s since 2003). He cashed out of that investment at over $70 a share and has been hooked on the royalty model ever since, where royalty proceeds funnel into new opportunities, he told InvestorIntel.
Klip says his version of a royalty company is slanted towards metals with high exposure to usage in electrical vehicles – lithium, copper, and even gold. His most mature investment to date is a position in International Lithium Corp. (TSXV: ILC), in which TNR holds a 14.1% equity interest after convertible debentures and warrants are exercised and a 1.8% net smelter royalty (NSR) on the Mariana brine project in Argentina. The key to this project is the involvement of joint venture partner Ganfeng Lithium Co., one of China’s largest processors of the material. Read more.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.




Thursday, 7 June 2018

GEM Royalty Co. TNR Gold Shotgun Gold Project: Gold In Alaskan Elephant Country.




InvestorIntel: TNR Gold Fine Tuning Royalty Model For Green Energy Metals.


"The third major component in TNR’s portfolio is the Shotgun gold project, located close to NovaGold and Barrick Gold’s Donlin project in Alaska. Early resource numbers suggest the project holds 20.7 million tons of ore with an average gold grade of 1.06 grams a ton, with a 0.5 g/t cut-off grade. Barrick and NovaGold’s project obtained a key environmental approval from the U.S. Army Corps of Engineers in April, indicating the government of Donald Trump is more amenable to mining in Alaska. Once again, external factors are moving in TNR Gold’s favor. 
Klip’s next step with Shotgun is to find an exploration partner of the same caliber as McEwen. One of TNR’s board members, Greg Johnson, founded NovaGold and was instrumental in the discovery of Donlin. He is entrusted with the task of finding that partner, Klip said. Don’t bet against TNR repeating the success it has had so far in ILC and Los Azules."




GEM Royalty Co.: TNR Gold Shotgun Gold - Barrick, NovaGold Project In Alaska Gets Key Environmental Approval.






This major Gold discovery in Alaska by NovaGold and Barrick Gold will not only put Alaska back on the radar screens of gold bugs and investors but can bring the long-expected turn around for the whole sector of gold mining and exploration companies.


Mining News:

TNR LOOKING TO JV SHOTGUN GOLD PROPERTY

"TNR Gold Corp. Feb. 2 said it is seeking a major gold mining company to become a joint venture partner on its Shotgun gold project in Alaska. 
Located about 110 miles of Donlin Gold and about the same distance northeast of Pebble, this property lies at the intersection of two trends known to host big deposits. 
TNR optioned Shotgun from Novagold Resources Inc. in 2002 and gained full ownership of..."









Gold In Alaskan Elephant Country: TNR Gold Shotgun Gold Project, Alaska.


Mineralization described on the Shotgun Gold project shares several key similarities both in timing and style of mineralization with that of the Donlin Gold project as well as other reduced intrusion-related gold systems within the Kuskokwim Gold Belt, which is included in the prolific Tintina Gold Province.

One of the founders of NovaGold Greg Johnson is on the Board of TNR Gold. We are working on attracting one of the major gold mining companies as our partner to develop Shotgun Gold.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.


Shotgun Gold


Property Geology

Mineralization described on the Shotgun Gold project shares several key similarities both in timing and style of mineralization with that of the Donlin Gold project as well as other reduced intrusion-related gold systems within the Kuskokwim Gold Belt, which is included in the prolific Tintina Gold Province.

One of the founders of NovaGold Greg Johnson is on the Board of TNR Gold. We are working on attracting one of the major gold mining companies as our partner to develop Shotgun Gold.






Mineral Resources

TNR commissioned GeoVector Management Inc. (“GeoVetor”) to produce a resource estimate on the Property in 2013. Geovector reported an Inferred Resource of 20,734,313 tonnes at 1.06 grams per tonne (“g/t”) gold for a total of 705,960 ounces gold (“Au”) using a 0.5 g/t Au cut-off grade (news release issued on April 22nd, 2013 and filed on SEDAR).

The main target at Shotgun is an intrusion-related gold system within the western extent of the Tintina gold province, Alaska.

We are looking for a strategic partner to advance this project. Alaska is back to business now, projects are moving forward and gold price above $1,300 will make our phone red-hot again.  There is already a substantial interest from financial institutions to Shogun Gold project.

Our new presentations are published on all our projects and you can find them on TNR Gold website.




Please Note that TNR Gold Qualified Person - as it is defined by NI 43-101, was NOT able to Verify and Confirm Any Provided Information by The Third Parties in the Articles, News Releases or on the Links embedded in this post; you must NOT rely in any sense on any of this information in order to make any Resource or Value Calculation, or attribute any particular Value or Price Target to any Discussed Securities.