Sunday, 29 March 2020

Gold Genius Club, Can Copper Survive The End Of The World And "In Gold We Trust" Navigation Maps From Incrementum.



I would like to share with you today very interesting conversations that I had during our TNR Gold PDAC 2020 on the Web and with McEwen Mining Shareowners the last couple of days. The crystallised ideas should be close to those who are following us here for a while. I am not a doctor by any stretch of imaginations. I can only gather and analyse the information available to me from very well informed sources which are public, but you have to read quite a lot and in different languages on different frequencies. Hopefully, those who are following our discussions here, read the warnings in January and can be feeling safer and better now in general. As you already know, I do not know what to do in the case of the end of the world. And I am very sad to observe the ongoing human tragedy and plain stupidity which is amplifying it. It knows no borders and it does not distinguish among classes - as it looks to be a very common brain infectious disease shared among Florida beaches partygoers, some London party leaders and even both parties members residing in Washington DC.





We are building TNR Gold, not for the end of the world. Wash your hands and God bless you and the NHS. We are not building TNR Gold to worry about Gold at $500 or Copper at $2/lb. We are building The Green Energy Metals Royalty and Gold Company to be ready for Gold at $2,000 and Copper at $4/lb. I do believe that Rob McEwen is doing a similar thing, but even better with his Midas Touch. Follow all medical advice, avoid crowds in life in general and in this investment Universe particularly and hedge your investments in Companies like TNR Gold outside of this generational opportunity.





I am building it to deliver results when fundamentals are here and, finally, everybody who was buying Gold at $1,000 look like geniuses. Welcome to the Gold Genius Club. We all can be super smart and talk forever that Gold should be now at $5,000 or $10,000 - you can pick the number. It is important to be here in this club when it is moving from $1,000 to $1,600 and further up





It requires a lot of hard work to build and crystallise the value, to create The Story, to make it visible for Pros, to get it noticed by the right people before it will be apparent to everyone.  We are not there yet. It still can be the unique entry point, the unbelievable generational opportunity or it can be just my lithium-induced Dream.




Do your own research and decide, please. I will be happy to accept any of your judgements. You have to travel your own journey. If you already joined, thank you - I will always tell you what I am doing next. Stay tuned.





Shotgun Gold is keeping me busy and busy is very good. Gold has confirmed its status as The Ultimate Hedge, "paper market" is finally blowing up and there are reports from all over the world about physical shortages. Gold is moving up.  Donlin Gold is moving forward. Fully permitted and even more, small print - legal challenges for the Federal Permit granted in 2019 were dismissed as Nova Gold reported in January.




The number one question of whether you can build a giant mine for sustainable responsible mining utilising all industry best practices on the US soil and provide thousands of well-paying jobs for the proud people of the great state of Alaska is being answered by the Pros from Nova Gold and Barrick Gold JV.




The second question: how much more Gold can we have at Shogun Gold and can it be economical with Gold price at $1,000, $1,300, $1,500 or $2,000 is being under development in our brave partnership between yours truly and FED (they do not acknowledge it - "It is not QE") who is pushing hard the printing press to help us with the economics after further resource development. Why Gold can be moving finally higher despite all manipulations in this world? The Team from Incrementum is providing the best answer in their latest presentation. Enjoy.


As you are well aware, I have a very brave thesis that we all will be much better off if I will be keeping dilution in TNR Gold to the absolute minimum. And if I will find the best Strategic Partner for Shotgun Gold among major gold mining companies to grow together on the fertile US soil in the Donlin Gold Mining Camp in Alaska. I would like to drill it like swiss cheese and let the Pros find all Gold in those hills that we have already found and defined our multiple targets to increase the known NI 43-101 inferred resource. We have to make one best deal, not 10. This is what we are doing now with Gold.




Coming back to Rob McEwen and his Midas Touch. In our brave dream about Copper coming back to $3/lb to feed Tesla Energy rEVolution, anybody buying giant Copper projects like Los Azules now will be forming their own Copper Genius Club. Project is ready to go further into PEA stage benefitting from the support of both Argentina and Chile.




Some people have more capital and know how to work in Argentina better than others. JV on Los Azules will be the major catalyst for McEwen Mining and TNR Gold NSR Royalty Holding on the entire deposit. Rob is ready now for a very interesting deal: $100 million upfront payment and 25% carry into production. We have discussed Barrick Gold's ambitions in their search for Strategic Copper and even established the strategic partnership with a Chinese company to develop Gold and Copper in Argentina including Pascua Lama.





Pascua Lama is on hold at the moment and became a very expensive piece of landscaping exercise for Barrick. Nobody knows the future, but all this situation deserves your very close attention. Any positive move along these lines can become The Catalyst potentially crystallising multiples in valuations in some cases. Los Azules can open for Barrick another chapter of genius moves and keep them working on Pascua Lama options later down the road. They are already well presented in San Juan, Argentina with all their might.




Another very interesting situation is brewing and can be the source of my lithium-induced dreams. We have discussed our Royalty Holding on Mariana Lithium JV with Ganfeng Lithium developing it as the Operator. We will address it in the nearest future.

"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.”




Answering the last most important question, Robots are not ready yet unless we all missed the AI roll out together with Algos frontrunning us all together with some super smart people in the high offices. So Copper will hardly survive the end of the world yet. In all other circumstances, you are more than welcome to study all information provided on the links here and, please, do not hesitate to request your personal video update with me on Skype. Stay safe, stay at home and read. God bless all of us and the NHS.





Powered By Gold And Tesla Energy rEVolution: Why Green Energy Metals? Why Royalties? And Why TNR Gold?


Thank you.

Thank you for coming back to me here. Today I would like to thank all our shareholders and followers who are supporting our GEM Royalty TNR Gold Team. These very talented people are working very hard to make our dreams happen. The future is here, not everybody can see it yet, but megatrends are manifesting themselves. The Switch. Tesla Energy rEVolution. The recalibration of the global financial system and Gold - as the ultimate hedge for these uncertain times. 




Our Story.

It is time to tell you our Story about TNR Gold today in a more concise way. This is my personal story, I am putting my money where my mouth is, but you will have to find your winners. You will have to travel on your journey. I am just sharing my travel notes with you in my diary. I am glad if you can share the beautiful scenery with me. Join. You will learn new things. And I am ready as well. Fasten your seatbelt and, please, always make your own due diligence and consult a qualified financial adviser before any investment decision... 




This is why I believe that TNR Gold provides the truly unique entry point to participate in the Tesla Energy rEVolution and Gold. This is why I am investing in TNR. This is why we are building with our GEM Royalty Team The Green Energy Metals Royalty and Gold Company. 

Join Energy rEVolution and Gold - follow TNR Gold. 







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.



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