Sunday, 28 October 2018

How To Cross The Digital Divide To Tesla Energy rEVolution: Blockchain Technology Explained.



This is the best video primer on Blockchain Technology I have found. It is highly recommended. Like when we were launching International Lithium in 2008, it is time for TNR Gold to study and learn from the best. I will be sharing my sources on my feeds





Can we start talking about decentralized sources of capital for mining as well now? For us, at TNR Gold, the most interesting subject now is to build the access to the capital which is already allocated to the crypto space and plugging our company into participating in the "crypto capitalism movement" as Mark Yusko calls it, which is already opening new sources of capital. We are aiming with John Davies, TNR Gold Director: Capital Markets and Blockchain Technology - to navigate through all hype with scam ICOs and hundreds of coins which are dead already and mapping the landscape of the most trusted participants in this market. 




At TNR Gold we are moving forward and building A Green Energy Metals Royalty Company by expanding our capital base and business model. Our Royalty with ILC on Mariana Lithium project in Argentina, which is being developed by Ganfeng Lithium, is among core potential royalty streams in our Royalty Portfolio. This is the essence of our business model when industry leaders like Ganfeng and McEwen Mining are the operators on the projects which will potentially generate royalty streams for our Company.


Like in 2008 when at TNR Gold we were building International Lithium portfolio, now it is time to study, build our network and educate the market about the new frontiers. Honor, Commitment and Loyalty: the drive which has made John Davies The Mentor - will always attract the High-Frequency Energy which is connecting our Team. Everything that cannot stand the power of light will be left in the dust. These core values demand a lot of very hard work and will be the best compass to navigate us towards new and exciting grounds of the future when Green Energy rEVolution will be merging with Blockchain Technology, making many dreams possible.





Tesla Energy rEVolution And FinTech: How Blockchain Will Transform The Mining And Metals Industry.






We are discussing here the Tesla Energy rEVolution and the importance of mining and security of supply chains in order to make this transition to the Post Carbon Economy happen. Access to the advanced materials and Green Energy Metals are at the very base of the new distributed energy generation systems with smart grids which will power our future. The dramatic decrease in cost for Solar and Wind power generation is making it possible. Cheaper lithium batteries change everything. Now we can produce energy, store it and consume when we need it. Unbelievable performance of Tesla's electric cars clearly demonstrates the success in advancing of this technology.




Despite all incredible progress with the technology, which we are all enjoying at this moment, the very base of this leap into the future is still hardly revolutionized. Metals which are making all our gadgets tick are still at the mercy of the old multi-year long mining cycle. Extraction technology has improved, exploration is using more and more advanced methods, but still, you can hardly find really tectonic shifts which can break the cycle which is taking too long for the appetite of the modern investors. Maybe urban mining will become that thing when your exploration can be literally on the streets and the best extraction technology will define the success.




The other integral parts of the mining cycle: exploration and development of the new mining projects are literally in the free fall meaning that we are witnessing the very significant decrease in the amount of capital available for this activity and an even larger decrease in the number of the new projects being developed into the production stage.

Junior miners have been thriving for decades in this very important part of the mining cycle, but now financing flow available for this activity has dried up. Years of low commodities' prices, fear, uncertainty and doubt have pushed investors away from the junior mining sector. The demographic situation is not helping as well, Gold Bugs are facing extinction and millennials are chasing crypto bubbles.




There will be EToys and AtHomes of the crypto haze with found and lost fortunes along the way: there are more than 800 cryptocurrencies which are dead already. But if Internet Revolution can provide us with any guidance the core technologies like Blockchain will stay. This sector has attracted and developed already a very significant pool of capital chasing the dreams.

All this situation can provide one of the best "Time Arbitrage" opportunities, as Mark Yusko - Bear Creek Capital CEO - likes to talk about some of the investment ideas on his feed. Recent bloodbath in commodities was the result of the hotheads making even hotter headlines. Trade Wars come and go and unless there will be a total collapse of the financial system, critical commodities like copper will enjoy much higher prices. Actually, we can have now one of the best entry points in our sector now.




Price shocks are imminent and will be followed by the much higher prices for the Green Energy Metals. We have too mega trends colliding: The Switch to Clean Energy which will demand more and more energy metals like copper and production deficit which will be increasing every year with diminishing reserves and going down head grade. Resource nationalism will only exaggerate this looming supply deficit.




Our ability to cross this "digital divide" and connect capital chasing crypto bubbles with solid values provided by mining industry can determine the geopolitical future for many sectors of the evolving technologies like Solar, Wind, Energy Storage and Electric Cars. The alternative will be the Oligopolies controlling the supply of the critical commodities created by States and Sovereign funds backed by those states.




John Davies and I have started this conversation, which I would like to share with you today. The article below by Max Weiland provides some general ideas for integrating blockchain technology into the mining industry. I am personally very excited to explore these new opportunities which we can bring to our GEM Royalty TNR Gold. We would like to go further and find the way to engineer products which will be connecting capital allocated for FinTech sector and solid values provided by our potential Royalty cash flow streams in the future.  This will be the ultimate "Time Arbitrage". We are open to all new ideas and partnerships. Please step in and share your ideas - you know where to find us.




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