Sandy Munro On Tesla Battery Day: "The Art Of War - Tesla Eradicates ICE Engines".

Some people are still lost and missing the truly groundbreaking progress which Elon Musk has achieved with his Team at Tesla. Today I would like to share with you this brilliant video helping us to understand what is really happening now and why we are entering The End of The Ice Age. Sandy Munro is spelling out the real significance of the developments for Lithium Batteries announced by Elon Musk at Tesla Battery Day. 

He is not mincing his words and calls it: "The Art of War. The power of understatement. Tesla eradicates ICE engines. You want them all terrified. You don't have time at all." And these particular words from Sandy will be sending the shockwaves among the headquarters of all legacy automakers: "I want parts from companies which will be around. I want to use Tesla parts in cars I design. This is the battery I want." 

Tesla Battery Day. The End Of The ICE Age, Welcome The Post Carbon Economy - Fossil Fuel Species Annihilation Stage.

Elon Musk and his Team at Tesla Battery Day did not disappoint at all! All that "disappointment" you can hear about in some articles is created by the fossil species PR machine and will be coming from those who are not ready for the Post Carbon World and rEVolution powered by Lithium. They all will be gone as other fossil species very soon. 

This chart summarises very well the most important of the announced breakthrough technologies which have been developed by Tesla Team for Lithium Batteries and which Elon Musk decided to make public this time at Tesla Battery Day. 

A lot of people are still chasing the game of shadows on their screens which Mr Market is playing with the intoxicated by greed and fear Robinhood crowd. Even "Pros" are still missing the real tectonic shift of this earthquake for the legacy autos, Big Oil, OEM supply chains and Lithium Battery & Chemicals industries. Elon Musk is pushing the trajectory for Lithium Battery costs down and starting the real tsunami of electrification which will overtake all our $12 Trillion Transportation and Energy industries. 

It does not mean that Tesla stock will be over $500 again next week. It is more important now to follow who will be going down without any chance of coming back. Do not miss The World Just Before The Internet in the Hydrogen fog. Big Oil will be more than happy to put us all on another needle, but Elon Musk's "first level of physics approach" is making the real change possible. 

Among very many far-reaching consequences of the presented Tesla Vertically Integrated Production approach will be next Tesla Electric Car with a $25,000 price tag. We can talk about EV & ICE Car Cost Parity: Electric Vehicle Powertrains That Cost Less Than Combustion Engines.      

We are entering The End Of The ICE Age, Welcome The Post Carbon Economy - Fossil Fuel Species Annihilation Stage. The technology for Electric Cars is here, the best cars will be electric and cheaper to buy than ICE very soon. Now it is only a matter of time to scale it and achieve the truly massive volume production for The Switch. 

The situation with Lithium and the secure supply chains for this Energy rEVolution will not be as smooth and easy as we all would like it to be. Lithium mining and conversion are very complex even if capital is available.

Some players are already "head above shoulders" in the "Opaque Lithium Kingdom" as Tesla is "head above shoulders" with its Vertically Integrated Technology for Electric Cars among legacy automakers. 

The most important news is that we have enough Lithium for all our fleet to be electric and we are one more very important step closer to The Switch now. Our ability to cross "the digital divide" and finance the creation of the secure supply chains for the Tesla Energy rEVolution will determine the success of all this New Industrial rEVolution.  

"TNR Gold is plugged into the Tesla Energy rEVolution with our NSR Royalty Holding on Mariana Lithium JV under the management of this giant from China. Ganfeng proposed USD $25 million budget for Mariana Lithium in 2020 and "The feasibility study on Mariana Lithium was completed in 2019, and environmental assessment and construction of the project are planned to be conducted," as it has stated in Ganfeng Lithium 2019 Annual Report. 

 

 

Ganfeng Lithium has provided a further update on Mariana Lithium in 2020 Interim Report: "The feasibility study of Mariana Project in Argentina was successfully completed in 2019, and environment assessment, pilot scale test, and design of plant construction are being launched to the project."

TNR Gold Royalty Holding On Mariana Lithium Project Operated By Ganfeng: "China’s Ganfeng To Be Largest Lithium Hydroxide Producer".

Gold Bulls, Time Machines And Warren Buffett With His "Drunken Psycho Mr Market".

There is a lot of drama these days. It is definitely too much for many to handle. Investing should not be as hysterical as our mass media news today. Stick to your core values and do your own research. 

We are in elections "silly season" and "nothing is off the table". The FED is setting the stage for a major policy change. Nobody can afford Gold at $5,000 tomorrow. The System will collapse. The good old smackdown is coming first. QE pump will start again next. Please do not forget that FED's balance sheet is again above $7 Trillion last week and the global stimulus is over $20 Trillion dollars. 

We have Warren Buffett now on board with his $564 million stake in Barrick Gold and we can apply his best investing principles to this Gold Bull Market as well. Always keep The Big Picture in front of you.

I personally like what I see these days. It is a very healthy correction for this young Gold Bull after it hit the new all-time high at $2,078 intraday just a few weeks ago. 

All discussions that "this Gold Bull Market is over" should be seen in the light of Gold performance these days: Gold is down 3.5% in the last 30 days and it is up 577% in the last 20 years. Gold is beating Warren Buffett's performance in the 21st Century. 

Is Gold Bull over already or "Drunken Psycho Mr Market" gives us another opportunity to use the Time Machine again? Only you can decide. Look at the Big Picture and fundamentals for Gold.

"Only sometimes Mr Market can soften up and take a pause from its main function of separating boyz from men and most people from their money. You should always be ready to spot this opportunity because even then nothing is for sure. Nobody can make money for you, only you can do it or fail. But you will never know before you try. Sometimes a few circumstances can come together manifested by the very strong will and focus and provide a life-changing opportunity. This is where the magic comes from. "There is magic, but you have to be a magician to make this magic happen."

Has anything changed for Gold fundamentals from those happy days just a few weeks ago when everybody was screaming together with all Robinhood crowd "Buy" and chasing everything that was barely breathing but still going up? 

Can this picture just show that happy trading crowd is learning about the "Margin Call" phenomena and that Mr Market can decide to change his mind one morning and punish as many as he can? Not a lot of Robinhood "Pros" who are chasing bankrupt ideas and filled by hot air bubble companies know that Warren Buffett's Mr Market is still very well alive and his main function is to separate boyz from men and the most "investors" from their money.  

Investors sold Gold in March during The Market Double Black Monday Crash just to raise cash to cover the margin calls. Can we have the same situation again? Should you sell to Mr Market now? Or should you hold or maybe even buy from him now? For every seller, there is a buyer. Who will be right this time again? We will all find it out very soon. Below you can find more of my thoughts for your own research, buckle up and stay safe.  

Warren Buffett Dumps Goldman Sachs And Buys Barrick Gold: Investors Are Coming Home - Gold In The USA, Alaskan Elephant Country.

Gold is not Gold Bug’s religion only anymore. Investors are coming home. Gold is Real Money. Warren Buffett dumps Goldman Sachs and buys Barrick Gold. We have another piece of the puzzle put in place. The full circle. A lot of very smart people will explain to you what it all really means now. I will add just a few points relevant to our journey. 

You have one more answer helping with your questions and explaining my very brave dream: to build TNR Gold using the best Warren Buffett principles, to build The Green Energy Royalty Metals and Gold Company like an investor would do for other investors to join. Now you can better understand why I put Gold and Warren Buffett in the same sentence many years ago. 

Negative Real Interest Rates change everything. Gold is shining bright in the MMT Age. Time is a function of Energy. Money is compressed Energy. Gold is Real Money. There is nothing really esoteric at this stage - welcome to the Gold Genius Club. Now Warren Buffet revealed his $564 million membership. Eric Sprott has explained to us that the best Gold mining companies are literally printing money with expanding margins following the record high Gold prices. 

Frank Holmes presented to us his case on why money managers cannot ignore Gold mining companies anymore. Funds are coming in Gold mining stocks chasing the rising cash flow yields in the MMT Age of Negative Real Interest Rates. The best Gold mining companies generate rising cash flow yields. Gold mining companies’ margins and cash flow yields are growing with the growing pile of negative-yielding debt, which is pushing the Gold price higher. Gold is the ultimate hedge. 

The best Gold mining companies become wealth generators. As Mark Bristow, CEO of Barrick Gold puts it: “Self-funded Insurance Policy.” Now more money managers, including insurance companies and pension funds, will be allowed by their Boards to allocate funds to get at least some Gold exposure. A lot of them just cannot buy Gold, but they can buy Gold miners. Mainstream financial media is talking already about Gold as the real hedge and the only one which can substitute bonds in the “model portfolios” in the MMT Age. 

This coming tsunami of funds seeking the increased allocation to Gold will be meeting the... 0.57% of Gold share in the global equity portfolios! This is why we were talking about real fireworks this year after the 4th of July: 

"My dear Friends, we are here. Unimaginable events are happening. Not only our small worlds are affected, but we have a collectively shared manifestation on a global scale. If you read this, you can have a glimpse into my world. But you will see yours. Each of us will have to decide for ourselves, where we are going to live. Which Universe we will choose.  

We are here. Gold has hit all-time high intraday at the US $2,078, new all-time high weekly close is at the US $2,035, and the new all-time high monthly close is at the US $1,976"

Alastair Macleod provided us with his insights into the game of music chars going in the Gold market. There is no Gold in “paper gold” - there is only paper. With Warren Buffett moving in, we will see very soon who is swimming without trunks in that “paper gold”, the tide is coming out with every physical delivery now. 

But back to Barrick Gold and why "Investors are coming home", as Thomas Kaplan, Chairman of NovaGold put it? We have Peak Gold. Gold miners need new new “Elephant” projects to replenish the declining resource base. They need new giant projects just to keep Gold production at the same annual rate. 

In his recent interview on CNBC, Mark Bristow has acknowledged that even if the Barrick Gold’s official Gold price is still $1,200 for all planning purposes, “they are using now $1,500 as the indication for a mid-term time horizon.” It will not escape your attention that nobody will be buying out Barrick Gold, probably, this year, but they will have to buy themselves something big and promising. Who will be talking the Gold price up going into the M&A market as the buyer? All recent developments around NovaGold, which we have discussed in great detail with you here, are pointing us to the brave scientific question for a pure curiosity pleasure at this stage. Who will buy NovaGold first in the fight for the solid lead as the number 1 Gold mining company in the world? Will it be Newmont Mining or will Mark Bristow conclude the “unfinished business” of the previous unsuccessful buy out attempt and will finally bring Donlin Gold “back home”? In the world moving super crazy fast into the $3,000 Gold as a new normal, for me, this is just a question of time now. Nor Barrick Gold neither Newmont Mining can afford to lose Donlin Gold to each other without a walk over effectively from the race for the crown of the world’s top Gold miner. 

I must warn you again, as usual, that all my brave positive affirmations and dreams are based solely on my personal observations of public information available in the market and I do not have any other insider information. Always do your own research and now you can better understand another layer of my previous post. TNR Gold had its first double from a multi-year base. There could be some people who bought a ticket on our ship just by chance and who are not sure about the destination. Our journey involves very significant Risks of travelling, particularly nowadays, even if we are going to the amazing, possibly, even exciting opportunities. For all those who are not sure that they can hold the waves and withstand the seasickness, thank you and it will be much better for you to disembark now. 

Nobody knows the future. We will be moving into the stormy waters again. I already know that I would like next to visit the very nice beach spot marked as a "10" on the map. There could be two more doubles potentially from here after very hard work with the sails and after a lot of blisters. In my very personal vision, we do not need anything really groundbreaking and dramatic, apart from very hard work and execution of the strategy which we discussed in details here, in order to really enjoy our journey and finally to get to the “50 cents” Party at the “Club 55”, just to bring sweet memories. But then it’s again: it is all my positive affirmations and “Never buy anything you cannot hold.”

Barrick Gold has Warren Buffett now and we have Shotgun Gold for your due diligence study below. “Investors are coming home.”

"Our Team at TNR Gold is wishing all the luck to our shareholders at NovaGold in the next stage for the development of Donlin Gold and we hope this exploration program will demonstrate that exploration and mining business can be done safely in the US even now. On our side of the great Alaskan Elephant Country, Shotgun Gold is ready for a major Gold mining Company to join our Story. 

It was tough, but we used our "staying at home time" wisely. Auditors gave us the clean bill of health, Q1 MD&A and Financials are filed and I have finally received my newly acquired block of shares after closing our final tranche of the private placement. Read more." 

TNR Gold Shotgun Gold Project Presentation from Kirill Klip

Please visit the TNR Gold website for all updated presentations.

Please always read legal disclaimer. There is NO investment advice on any Kirill Klip feeds and blog. Always consult a qualified financial adviser before any investment decisions. 

Do Your Own Research.

Jim Puplava: “Copper Is The New Gold. Why I Am Extremely Bullish On Copper And Why It Is Worth Investors’ Consideration. The Green Economy Doesn’t Work Without Copper.”

Jim Puplava is making a great presentation of the bullish case for Copper by summarising for us today his views on the electrification of our $12 Trillion Transportation and Energy industries: "Copper is the new Gold. Why I am extremely bullish on Copper and why it is worth investors' consideration. The green economy doesn't work without Copper." 

Jim is talking about the unprecedented level of buying from China and that companies like Barrick Gold are looking for "Strategic Copper" to tap into the exponential growth of sales for Electric Cars. 

Elon Musk and Tesla Battery Day announcements are making The Switch on a truly massive scale possible and we are entering the era of mass-market for EVs and electrification of all our transportation fleets. We have discussed with you before that Tesla rEVolution has already propelled Copper into the bullish Golden Cross and that $5 Dollar Copper can be next milestone in this decade. 

The unprecedented global stimulus of over $20 Trillion and expansion of FED and other Central Banks balance sheets are very positive for the new bull markets for the metals like Gold and Copper. "Gold and Copper are among the best investment plays on the lower US Dollar," tells Mike McGlone from Bloomberg Commodities in his discussion with Jim Puplava. 

Chart by @Northst18363337

Jim Puplava is talking in-depth about record low Copper inventories at LME, depleted Copper mines with industry head grades going down and the coming $8 Dollar Copper prices during the exponential growth stage of this Green rEVolution. As always, do your own research and below you can find my discussions about the main drivers for Copper Bull market and TNR Gold NSR Royalty position on the entire Los Azules Copper Project - "The Sleeping Giant" as Rob McEwen is calling it. GEM Royalty TNR Gold is plugged into Tesla Energy rEVolution with our Royalty Holdings in Copper and Lithium and now we are entering the new stage of acceleration for this exponentially growing market for Electric Cars and renewable Energy Storage Systems.  

Dr Ryan D Long has provided his personal analysis on the potential valuations for TNR Gold Royalty holding with McEwen Mining:

"TNR also holds a 0.36% NSR on the Los Azules Copper Project, located in San Juan Province of Argentina. The Los Azules Project is owned 100% by McEwen Mining Inc (NYSE:MUX) and is expected to be the 26th largest copper mine in the world once it reaches production. 

A PEA at the project completed in September 2017, demonstrated a post-tax NPV8 of US$2.2bn with a post-tax IRR of 20.1%. Based on the PEA figures the mine is expected to generate average revenue per annum of U$953mln, which could generate around US$3.5mln a year to TNR over 37 years."

 

GEM Royalty TNR Gold Powered By Tesla rEVolution: Rob McEwen - "Los Azules Has Resources Of Greater Than 50 Million Gold Equivalent Ounces".

We have discussed with you in-depth that Tesla rEVolution has already propelled Copper into the powerful Golden Cross and the significance of the break out above the $3 dollar Copper price. You already know that TNR Gold is plugged into this rEVolution and the coming mass market for Electric Cars with our NSR Royalty Holding on the entire Los Azules Copper project under the development by the legendary Mr Gold Corp. - Rob McEwen. Today Rob McEwen himself is describing the magnitude of the Los Azules Copper project for your further research: "Los Azules has resources of greater than 50 million gold equivalent ounces."

The mining world is relatively small and it is getting much smaller once you will account all capable people with the real money who can move giant projects like Los Azules Copper into the next stage. To add a few more pieces for this Energy rEVolution value play puzzle we must remember that Warren Buffett bought a $564 million stake in Barrick Gold. Barrick Gold is looking for a strategic Copper and Rob McEwen is "derisking this asset (Los Azules Copper), improving the access, and improving its attraction for a potential JV partner". 

"Also, in Argentina is the company's large, 100%-owned Los Azules copper project. "To give you a sense of its size I will convert the pounds of copper to gold equivalent ounces (by dividing the gold price by the copper price, then take the product and use it to divide the number of Indicated and Inferred pounds of copper to arrive at the number of gold equivalent ounces) and to that number add the gold and silver ounces in the deposit. Based on current metal prices, Los Azules has a resources of greater than 50 million gold equivalent ounces. We have focused on derisking this asset, improving the access, and improving its attraction for a potential JV partner," Rob explained."

TNR Gold Los Azules Copper NSR Royalty Holding With McEwen Mining Presentation from Kirill Klip

Please visit the TNR Gold website for all updated presentations.

Please always read legal disclaimer. There is NO investment advice on any Kirill Klip feeds and blog. Always consult a qualified financial adviser before any investment decisions. 

Do Your Own Research.

Tesla rEVolution, Golden Cross And $5 Dollar Copper: "Roskill Sees ‘Structural Shift’ In Copper Market On Intense Buying From China"

TNR Gold GEM Royalty And Energy rEVolution: There Is Time To Sow And Time To Reap The Rewards - "Barrick Gold On The Hunt For Copper Deals."

Tesla Battery Day. The End Of The ICE Age, Welcome The Post Carbon Economy - Fossil Fuel Species Annihilation Stage.

Elon Musk and his Team at Tesla Battery Day did not disappoint at all! All that "disappointment" you can hear about in some articles is created by the fossil species PR machine and will be coming from those who are not ready for the Post Carbon World and rEVolution powered by Lithium. They all will be gone as other fossil species very soon. 

This chart summarises very well the most important of the announced breakthrough technologies which have been developed by Tesla Team for Lithium Batteries and which Elon Musk decided to make public this time at Tesla Battery Day. 

A lot of people are still chasing the game of shadows on their screens which Mr Market is playing with the intoxicated by greed and fear Robinhood crowd. Even "Pros" are still missing the real tectonic shift of this earthquake for the legacy autos, Big Oil, OEM supply chains and Lithium Battery & Chemicals industries. Elon Musk is pushing the trajectory for Lithium Battery costs down and starting the real tsunami of electrification which will overtake all our $12 Trillion Transportation and Energy industries. 

It does not mean that Tesla stock will be over $500 again next week. It is more important now to follow who will be going down without any chance of coming back. Do not miss The World Just Before The Internet in the Hydrogen fog. Big Oil will be more than happy to put us all on another needle, but Elon Musk's "first level of physics approach" is making the real change possible. 

Among very many far-reaching consequences of the presented Tesla Vertically Integrated Production approach will be next Tesla Electric Car with a $25,000 price tag. We can talk about EV & ICE Car Cost Parity: Electric Vehicle Powertrains That Cost Less Than Combustion Engines.      

We are entering The End Of The ICE Age, Welcome The Post Carbon Economy - Fossil Fuel Species Annihilation Stage. The technology for Electric Cars is here, the best cars will be electric and cheaper to buy than ICE very soon. Now it is only a matter of time to scale it and achieve the truly massive volume production for The Switch. 

The situation with Lithium and the secure supply chains for this Energy rEVolution will not be as smooth and easy as we all would like it to be. Lithium mining and conversion are very complex even if capital is available.

Some players are already "head above shoulders" in the "Opaque Lithium Kingdom" as Tesla is "head above shoulders" with its Vertically Integrated Technology for Electric Cars among legacy automakers. 

The most important news is that we have enough Lithium for all our fleet to be electric and we are one more very important step closer to The Switch now. Our ability to cross "the digital divide" and finance the creation of the secure supply chains for the Tesla Energy rEVolution will determine the success of all this New Industrial rEVolution.  

"TNR Gold is plugged into the Tesla Energy rEVolution with our NSR Royalty Holding on Mariana Lithium JV under the management of this giant from China. Ganfeng proposed USD $25 million budget for Mariana Lithium in 2020 and "The feasibility study on Mariana Lithium was completed in 2019, and environmental assessment and construction of the project are planned to be conducted," as it has stated in Ganfeng Lithium 2019 Annual Report. 

 

 

Ganfeng Lithium has provided a further update on Mariana Lithium in 2020 Interim Report: "The feasibility study of Mariana Project in Argentina was successfully completed in 2019, and environment assessment, pilot scale test, and design of plant construction are being launched to the project."

TNR Gold Royalty Holding On Mariana Lithium Project Operated By Ganfeng: "China’s Ganfeng To Be Largest Lithium Hydroxide Producer".

Ganfeng Lithium continues to build the Vertically Integrated Lithium Business Empire and increasing its lithium production capacity by this lease deal with Jinaxi Special Electric Motor. Apparently, Ganfeng can make things work even in the very tough markets where others seem to be just losing money and making strategic mistakes by taking on unbearable debt and overpaying at the top of the market for the "Get Big Fast" strategy with M&A deals.

Ganfeng becomes the largest Lithium Hydroxide producer in the world surpassing Albemarle after this deal. Needless to say, that Company is looking forward and getting ready for the exponential stage of growth for the sales of Electric Cars. Ganfeng has deals to supply Lithium to Tesla, Volkswagen and BMW among others.

We are entering the Post Carbon Economy. Even BP is warning its shareholders these days in its famous Energy Report: "Oil demand already peaked." Exxon is out of the DOW already and Tesla was roasting shorts alive with its parabolic surge defying all the laws of gravity before its long due correction the last couple of weeks. 

Only those who are ready and can cross the desert will be abler to enjoy the full power of this Energy rEVolution. High Voltage can be very unforgiving. The strongest are getting stronger and the weak ones are being wiped out from the Lithium Universe by the ruthless Mr Market these days. We are talking here about the new geopolitical balance in the world which will affect all trading and commercial relationships. The Global Village is over. New secure supply lines must be built for this Energy rEVolution which is electrifying $12 Trillion industries of Energy and Transportation. 

From the very early days, Ganfeng was paying very careful attention and building step by step its diversified Lithium raw material base. Earlier in September Company has announced the completion of its new JV deal with Lithium Americas in Argentina and now Ganfeng controls Kauchari-Olaroz Lithium project. This company knows how to operate in Argentina and used the opportunity to consolidate control of one of the largest Lithium brine projects in the world. 

TNR Gold is plugged into the Tesla Energy rEVolution with our NSR Royalty Holding on Mariana Lithium JV under the management of this giant from China. Ganfeng proposed USD $25 million budget for Mariana Lithium in 2020 and "The feasibility study on Mariana Lithium was completed in 2019, and environmental assessment and construction of the project are planned to be conducted," as it has stated in Ganfeng Lithium 2019 Annual Report. 

Ganfeng Lithium has provided a further update on Mariana Lithium in 2020 Interim Report: "The feasibility study of Mariana Project in Argentina was successfully completed in 2019, and environment assessment, pilot scale test, and design of plant construction are being launched to the project."

Tesla's battery Day on September 22 will bring batteries and lithium to the front pages in the world again. Do not miss this generational opportunity in the hydrogen fog - we have The World Just Before The Internet all over again. Below you can find more information about TNR Gold for your own research. 

TNR Gold Royalty Holding On Mariana Lithium Project Operated By Ganfeng: Lithium Resource Increased By More Than 250%, "USD $25 Million Budget Is Proposed For 2020".