Showing posts with label FinTech. Show all posts
Showing posts with label FinTech. Show all posts

Sunday, 7 June 2020

Gold In The USA, Alaskan Elephant Country. Frank Holmes: The Big Picture For Gold - Funds Are Coming In The Mining Stocks Chasing The Rising Cash Flow Yields.



“We are not dreamers,” he says. “We did it with the copper. We did it with the lithium. I would like to make it even bigger with the gold. I would like to do better, to keep a 25% stake.” 
It’s a vision for growth that makes a lot of sense. In tough markets, where capital is scarce, this kind of approach may well end up being a model that others choose to follow too."





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.




I trust that you are staying safe, my Friends. Avoid all crowds, particularly in the investment world. If you feel confused and disoriented and it's not because of tear gas, do not worry. You are not alone. Markets are defying gravity, laws of nature and are driven by the visible hand of FED.


Chart by @Schuldensuehner


The resilience of billionaires and their friends in power is truly remarkable. Apparently, while billionaires and FED are fighting tirelessly for every single job to be saved, millions of unemployed people have opened Robinhood accounts and driving the markets to the new all-time highs.


Chart by @Schuldensuehner


What Virus? The QE vaccine for 0,01% is already here. FED is pumping freshly "digitally printed money" to those who are closer to the Pump. The world is saved again. I am out of politics and I do not even have any magic cure from my hay fever and developed allergy for all form of nonsense.




So we will stay here applying the Oxygen Mask Rule. Put your mask on first, then help the others: your Family, your Business, your Comunity. Do not get carried away from your money - always do your own research. And never fight the FED...




If you still have any doubts, NASDAQ's new All-time High must address it. The best environment for the equities and their bull markets can be achieved, apparently, during deadly pandemics, record numbers of unemployment and destroyed businesses, and riots. FED has found finally all alchemists' dream - the eternal youth potion - at least for this stock market bull.  


Chart by @Northst18363337


Even the stubborn US Dollar is tired of its fight and after FED's "Strong US Dollar Policy from 1913" is ready to give up the way to the newly found prosperity fueled by record debt.




My brave scientific thesis remains the same: Gold is The Ultimate Hedge and the best Gold mining companies become the wealth generators in the Age Of MMT. Frank Holmes helps us today to bring a healthy dose of common sense into Ray Dalio's "World's Gone Mad" and review The Big Picture for Gold.




As we discussed yesterday on my Twitter feed, Jim Puplava made another brilliant interview with Frank Holmes discussing The Big Picture For Gold. Frank is spelling out the main drivers for this Gold Bull market. It is not just about Gold Bug's Religion anymore - the next fuel to launch this golden rocket is coming from funds who will be chasing the rising cash flow yields among the best Gold mining stocks. The best Gold mining companies are literally printing money with rising Gold prices and falling energy costs:


Please note Frank's admiration for the best run Gold Royalty companies and now we can come back to the Peak Gold situation in order to complete our Big Picture for Gold. The best Gold mining companies are becoming the wealth generators in this generational Gold Bull market. In order to keep this business going: "Self-funded Insurance Policy" for the Age of MMT - as Barrick Gold CEO calls it, Gold miners must find new elephant gold deposits to replenish their depleted resources base. This is where our value network in the Alaskan Elephant Country is coming into this picture.




Alastair Ford from Proactive has crystallised my vision for TNR Gold's strategic approach to advance Shotgun Gold in The Alaskan Elephant Country for your further studies very well. 





NovaGold's stake in TNR Gold provides us with a solid stepping stone into the future opening potential opportunities to participate in a lot of very interesting recent developments in Alaska. Thomas Kaplan's Electrum Group, Rob McEwen and Eric Sprott are on the quest for the next Donlin Gold and drive interest among investors to the potential M&A deals in the region. You can find all information for your research on my links, TNR Gold website, SEDAR and SEDI. Enjoy your journey, stay safe and fasten your seatbelts if Frank Holmes vision will come true this time as well. 




Frank Holmes made this presentation in January and now you can see for yourself how many things have happened already which were truly unimaginable before. A lot of investors were really excited with Bank of America's call for USD $3,000 handle for Gold. Can we really see not only USD $10,000 Gold handle but even USD $25,000 now in this brave New MMT World? 




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Monday, 1 June 2020

Tesla Energy rEVolution And The Golden Age For Copper: Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2020.



"Now it is time, at least judging from Nicholas Winton and Northstar brilliant charts, to dive into the Copper story again. FT reports: "Barrick Gold On The Hunt For Copper Deals." Barrick Gold's search for "Strategic Copper" was interrupted by Covid-19 pandemic, but now Mark Bristow is on his quest again. M&A deals we were talking about in January, are getting in the headlines. Below you can find the digest of our discussions which can help you with your own research on the value matrix among top world mining companies and world-class Copper mining assets. As you already know, TNR Gold has its own place among all these players and GEM Royalty is plugged into the Energy rEVolution with our Royalty Holdings on Los Azules Copper with McEwen Mining and Mariana Lithium with Ganfeng Lithium as JV Operator."







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.






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."




There is time to buy and time to sell. Your entry point will always define the success of every investment decision you ever make. Buy low, sell high. It is simple. If you know the future or if you know how to do it. Nobody knows the future. So the best decision-makers in this world are always important to follow. And the big decision-makers of this world can bend the gravity and markets, and the money will follow. 


Chart by Nicholas Winton.


We have discussed with you Mark Bristow's - CEO of Barrick Gold - views on the internal drivers of the Gold Bull market and that the best Gold mining companies are "Self-funded Insurance Policies" in the world "gone mad" with MMT on steroids. 


Chart by Northstar.


Now it is time, at least judging from Nicholas Winton and Northstar brilliant charts, to dive into the Copper story again. FT reports: "Barrick Gold On The Hunt For Copper Deals." Barrick Gold's search for "Strategic Copper" was interrupted by Covid-19 pandemic, but now Mark Bristow is on his quest again. M&A deals we were talking about in January, are getting in the headlines. Below you can find the digest of our discussions which can help you with your own research on the value matrix among top world mining companies and world-class Copper mining assets. As you already know, TNR Gold has its own place among all these players and GEM Royalty is plugged into the Energy rEVolution with our Royalty Holdings on Los Azules Copper with McEwen Mining and Mariana Lithium with Ganfeng Lithium as JV Operator.


Chart by Nicholas Winton.



"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."

Now investors can do their own research and start putting the different pieces into their own valuation puzzle. Rob McEwen has prepared Los Azules to the potential major JV deal in the copper space. Agreements between Argentina and Chile are signed in order to advance the Los Azules project and the new road is being under feasibility study. The new approach by Rob McEwen which he has articulated in order to jump-start the development is making a huge difference for any potential partners:

"McEwen Mining conference call, Robert McEwen -- Chairman and Chief Owner
Happy to. We had past discussions with a senior base metal producer. What we were looking for was recovering part of the cash we put in. We were looking for $100 million upfront that the partner would advance the project to feasibility and then into production and we would continue with an interest of 20% or 25% of the property going forward."

Needless to say that any potential deal will bring the new valuation drivers for all parties involved: McEwen Mining and TNR Gold, as the project will be moving into the feasibility and construction stage. Development of Los Azules will provide enormous economic benefits for San Juan, which is ready to support this kind of responsible mining business for the benefit of proud people of Argentina. I have been calling Argentina the potential Energy Power House for many years, it can finally coming all together now."





Rob McEwen Is Ready For A Deal On His "Sleeping Giant" Los Azules Copper, Gold And Silver Project While Barrick Gold Is Flirting With Argentina Again.






FT:


"Barrick Gold is looking to take advantage of a downturn in copper prices to make an acquisition in the sector, its chief executive Mark Bristow said, as the Canadian miner reaps the benefits of a higher gold price. “The gold price is up and the copper price is down,” Mr Bristow told the Financial Times. “So there are bound to be opportunities.”  Shares in Barrick have risen by 56 per cent this year, giving the world’s second-largest gold miner a market capitalisation of C$68bn (US$49bn). Gold prices are up by 13 per cent year-to-date at $1,695.49 a troy ounce, helping Barrick pay down its debt. In contrast copper prices have fallen by 15 per cent, reviving speculation that Barrick might make a deal for US miner Freeport-McMoRan."




"Now we can talk about Copper for Tesla Energy rEVolution and EVs. TNR holds NSR Royalty on the entire giant Los Azules Copper with McEwen Mining. Legendary Rob McEwen is calling Los Azules - "Our sleeping giant". There is over 10.2 B lb of indicated and 19.3 B lb of inferred copper in all resource categories; plus 1.7 M Oz of indicated and 3.8 M Oz of inferred Gold resources; and 56 M Oz of indicated and 136 M Oz of inferred Silver resources. Please never mix in your investment analyses different resource categories."  


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Sunday, 31 May 2020

FED Fears Nothing And There Are No Limits To Its Balance Sheet To Be Brave: TNR Gold Announces Non-Brokered Private Placement Second Tranche Close.



"We have the once lifetime opportunity to build the wealth and generate Capital with our Gold Strategic Holding in the "Alaskan Elephant Country" and deploy it wisely increasing the assets and valuation of our Green Energy Metals Royalty portfolio. GEM Royalty TNR Gold is on the launch pad."



FED fears nothing and there are no limits to its BS to be brave. Apparently, Jerome Powell cannot see that recent policies are making inequality ... more evident, should we say, looking at the burning streets? Without any moral hazard left and no limits to the BS, we can safely assume that Gold has enough rocket fuel to follow SpaceX and will be launched to the new highs in US Dollars as well this time.





FED will continue to pump money to those who are closer to the pump. I am out of politics and I do not have any solutions for any political or medical problems, but can only point out that really wealthy people are not trusting FED - which is as Federal as "Federal Express" - with "Strong Dollar Policy From 1913". They are buying Gold.




“We are not dreamers,” he says. “We did it with the copper. We did it with the lithium. I would like to make it even bigger with the gold. I would like to do better, to keep a 25% stake.” 

It’s a vision for growth that makes a lot of sense. In tough markets, where capital is scarce, this kind of approach may well end up being a model that others choose to follow too."






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.





TNR Gold:


"NOT FOR DISTRIBUTION TO UNITED STATES NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
Vancouver, British Columbia – May 29, 2020: TNR Gold Corp. (TSX-V: TNR) (“TNR”, “TNR Gold” or the “Company”) is pleased to announce the close of the second tranche of the non-brokered private placement (the “Private Placement”) of up to 10,000,000 units (each a “Unit”) announced on April 14, 2020. On closing of the second tranche, the Company issued 3,800,000 Units at $0.03 per Unit for proceeds of $114,000. Each Unit consists of one common share of the Company and one non-transferable common share purchase warrant exercisable into one common share of the Company at an exercise price of $0.05 per share for five years from the date of issue.
The proceeds of the Private Placement will be used for exploration and maintenance of the Company’s projects in Alaska and Argentina, management consulting fees, office administration, regulatory fees, audit, legal and IT.  A cash commission consisting of 5% of the gross proceeds sourced will be paid to an arm’s length finder.
All Private Placement securities will be restricted from trading for a period of four months plus one day from the date of closing.


ABOUT TNR GOLD Corp. 

TNR Gold Corp. is working to become the green energy metals royalty and gold company.
Over the past twenty-four years, TNR, through its lead generator business model, has been successful in generating high-quality exploration projects around the globe. With the Company’s expertise, resources and industry network, it identified the potential of the Los Azules Copper Project in Argentina and now holds a 0.36% NSR Royalty on the entire project, which is being developed by McEwen Mining Inc.
In 2009, TNR founded International Lithium Corp. (“ILC”), a green energy metals company that was made public through the spin-out of TNR’s energy metals portfolio in 2011. ILC holds interests in lithium projects in Argentina, Ireland and Canada.
TNR retains a 1.8% NSR Royalty on the Mariana Lithium Project in Argentina. ILC has a right to repurchase 1.0% of the NSR Royalty on the Mariana Lithium Project, of which 0.9% relates to the Company’s NSR Royalty interest. The Company would receive $900,000 on the completion of the repurchase. The project is currently being advanced in a joint venture between ILC and Ganfeng Lithium International Co. Ltd.
TNR provides significant exposure to gold through its 90% holding in the Shotgun Gold porphyry project in Alaska. The project is located in Southwestern Alaska near the Donlin Gold project, which is being developed by Barrick Gold and Novagold Resources Inc.
The Company’s strategy with Shotgun Gold Project is to attract a joint venture partnership with one of the gold major mining companies. The Company is actively introducing the project to interested parties.
At its core, TNR provides significant exposure to gold, copper and lithium through its holdings in Alaska (the Shotgun Gold porphyry project) and Argentina (the Los Azules Copper and the Mariana Lithium projects) and is committed to the continued generation of in-demand projects, while diversifying its markets and building shareholder value.

On behalf of the Board of Directors,
Kirill Klip
Executive Chairman 
For further information concerning this news release please contact +1 604-229-8129
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Cautionary Statement Regarding Forward-Looking Information
Except for statements of historical fact, this news release contains certain “forward-looking information” within the meaning of applicable securities law. Forward-looking information is frequently characterized by words such as “plan”, “expect”, “project”, “intend”, “believe”, “anticipate”, “estimate”, “will”, “could” and other similar words, or statements that certain events or conditions “may” or “could” occur, although not all forward-looking statements contain these identifying words. Specifically, forward-looking statements in this news release include, but are not limited to, statements made in relation to: TNR’s corporate objectives, changes in share capital, market conditions for energy commodities, the results of McEwen Mining’s and ILC’s PEAs, and improvements in the financial performance of the Company. Such forward-looking information is based on a number of assumptions and subject to a variety of risks and uncertainties, including but not limited to those discussed in the sections entitled “Risks” and “Forward-Looking Statements” in the Company’s interim and annual Management’s Discussion and Analysis which are available under the Company’s profile on www.sedar.com. While management believes that the assumptions made and reflected in this news release are reasonable, should one or more of the risks, uncertainties or other factors materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in forward-looking information. In particular, there can be no assurance that: TNR will be able to repay its loans or complete any further royalty acquisitions or sales; debt or other financing will be available to TNR; or that TNR will be able to achieve any of its corporate objectives. TNR relies on the confirmation of its ownership for mining claims from the appropriate government agencies when paying rental payments for such mining claims requested by these agencies. There could be a risk in the future of the changing internal policies of such government agencies or risk related to the third parties challenging in the future the ownership of such mining claims. Given these uncertainties, readers are cautioned that forward-looking statements included herein are not guarantees of future performance, and such forward-looking statements should not be unduly relied on. 
In formulating the forward-looking statements contained herein, management has assumed that business and economic conditions affecting TNR and its royalty partners, McEwen Mining Inc. and International Lithium Corp. will continue substantially in the ordinary course, including without limitation with respect to general industry conditions, general levels of economic activity and regulations. These assumptions, although considered reasonable by management at the time of preparation, may prove to be incorrect.
Forward-looking information herein and all subsequent written and oral forward-looking information are based on estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this cautionary statement. Except as required by law, the Company assumes no obligation to update forward-looking information should circumstances or management’s estimates or opinions change."



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Tuesday, 26 May 2020

Lithium Will Power Us For The Next 50 Years And Then Robots: Kirill Klip GEM Royalty TNR Gold Lithium Presentation May 2020.



"Kirill Klip, Executive Chairman of the Company commented, “We are very pleased to see this more than 250% increase in measured and indicated resources from the 2017 resource estimate at Mariana and that Ganfeng Lithium is advancing this project in Argentina towards further updated PEA and pre-feasibility studies. The Mariana Project preliminary economic assessment (“PEA”), as announced in our news release of January 28, 2019, was the first PEA on the project that provided a potential value for the total NSR Royalty from Mariana’s life of mine cashflow. TNR Gold does not have to contribute any capital for development of Mariana and our NSR Royalty does not depend on the size of ILC’s potentially diluted ownership in the Mariana Project. The 1.8% Mariana NSR Royalty is an important part of TNR Gold’s portfolio. The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders.”






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.






TNR Gold Mariana Lithium NSR Royalty Holding: Ganfeng Lithium - "The Feasibility Study Of Mariana Project In Argentina Was Completed In 2019, And Environmental Assessment And Construction Of The Project Are Planned To Be Conducted."





The supersonic boom has brought to us the great public news from China to brighten the universal gloom. Ganfeng Lithium has released publicly its Annual Report 2019 and we can finally find more public information on the development of Mariana Lithium. 





We have the catalyst in place for TNR Gold NSR Royalty Holding on Mariana Lithium project under the operation by the giant from China Ganfeng Lithium.


"Kirill Klip, Executive Chairman of the Company commented, “We are very pleased to see this more than 250% increase in measured and indicated resources from the 2017 resource estimate at Mariana and that Ganfeng Lithium is advancing this project in Argentina towards further updated PEA and pre-feasibility studies. The Mariana Project preliminary economic assessment (“PEA”), as announced in our news release of January 28, 2019, was the first PEA on the project that provided a potential value for the total NSR Royalty from Mariana’s life of mine cashflow. TNR Gold does not have to contribute any capital for development of Mariana and our NSR Royalty does not depend on the size of ILC’s potentially diluted ownership in the Mariana Project. The 1.8% Mariana NSR Royalty is an important part of TNR Gold’s portfolio. The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders.”





"The feasibility study of Mariana Project in Argentina was completed in 2019 smoothly, and environmental assessments and construction of the project were planned to be conducted gradually." Ganfeng Lithium Annual Report 2019.





"The feasibility study of Mariana Project in Argentina was completed in 2019 smoothly, and environmental assessments and construction of the project are planned to be conducted gradually." Ganfeng Lithium Annual Report 2019.



TNR Gold Reports On Royalty Holding: Ganfeng Provides Technical Report With Increase Of Measured + Indicated Resource To 4.41 Million Tonnes LCE At Mariana Lithium Brine Project.




Kirill Klip, Executive Chairman of the Company commented, “We are very pleased to see this more than 250% increase in measured and indicated resources from the 2017 resource estimate at Mariana and that Ganfeng Lithium is advancing this project in Argentina towards further updated PEA and pre-feasibility studies. The Mariana Project preliminary economic assessment (“PEA”), as announced in our news release of January 28, 2019, was the first PEA on the project that provided a potential value for the total NSR Royalty from Mariana’s life of mine cashflow. TNR Gold does not have to contribute any capital for development of Mariana and our NSR Royalty does not depend on the size of ILC’s potentially diluted ownership in the Mariana Project. The 1.8% Mariana NSR Royalty is an important part of TNR Gold’s portfolio. The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders.”





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