Sunday, 5 April 2020

Tesla Energy rEVolution And The Light Of Hope For Electric Cars And Lithium Supply: Austria And Argentina Bring Us The Good News.

As you know, I was terrified by this CoronaVirus outbreak in China in January. Today I would like to share with you a light of hope. We can trust this tragic score from Italy. We can see some very painful progress of #StaySafeStayHome. Love for circus will cost us all dearly, not all have even bread on the tables in the UK now. Contribute to society and, please, stop being stupid. Push these horrifying exponential graphs counting thousand of deaths down! Stop the spread. Stay at home, particularly now. We are so close in Europe to stop this uncontrolled stage of outbreak explosion. Avoid all crowds. 

Pictures from the US are terrifying: markets are open in some cities, there are no lockdowns in some states, churches are open, beaches are busy - more pain to come there. It is unnecessary and can be prevented. Austria is talking about gradual opening next week. The power of discipline. We will keep our fingers crossed and monitor the situation. If these positive trends will continue into the next week we can have more Catalyses in place for our Lithium and Copper Holdings of Royalties in TNR Gold

Today is time for the good news. Electrek reports that the share of electric cars in auto sales in Germany now stands at 9.2%! This is happening even before Gigafactory 4 will start its production. 

As we have discussed, Elon Musk is holding all legacy automakers on their toes now. BMW and Volkswagen are rushing to join the Tesla rEVolution and secure Lithium supply with the giant from China Ganfeng Lithium. 

And I really think that those who are worried about Elon Musk navigating the stormy waters of this crisis must be looking at the debt of legacy automakers. Try to figure out how they can actually make it this time. 

And by all means, any government support for autos must imply that they will be switching to production of electric cars to keep our air clean and provide the thousands of so much needed highly-skilled and well-paid jobs now. 

Talking about the massive switch to the production of electric cars we must address the secure lithium supply for this exponential growth. This is where TNR Gold Royalty Holding and our strategic partners Ganfeng Lithium are coming into the picture. Among with all doom and gloom, we have the Catalyst in place for GEM Royalty TNR Gold and our very own set of great news this year. In February we have announced:

"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.”

And just a few days ago Ganfeng brought us the news in their 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.

Now we have Argentina moving back to work in mining. The government has announced a new Decree: "Argentina declares mining essential and excludes it from quarantine". We must be all extremely careful and keep all our Teams safe, but we can be moving closer to the turning point. Those who are ready will benefit the most from the coming recovery. After the immediate danger from the CoronaVirus will be addressed we will have to rebuild the economies. Infrastructure Plans, like $2 Trillion proposals in the US, and Energy rEVolution which will be taking over the stranded assets will require new secure supply lines to deliver enormous quantities of metals, particularly Copper and Lithium. 

Gold will enjoy its very own Bull Market digesting the massive increase in money supply and welcoming new investors who are increasing their allocations for Gold as the ultimate hedge in their portfolios from ... 0.57%. Stay safe and do your own research, as usual. We are getting there.  

This is why I believe that TNR Gold can provide a 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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