Thank you for coming back!
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 - like The Ultimate Hedge for these uncertain times.
Our Story.
It is time to tell you our Story about TNR Gold with all recent developments today. This is my personal story, I am putting my money where my mouth is. Please never forget that you will have to find your winners. You will have to travel on your own 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 to learn as well. Fasten your seatbelt and, please, always make your own due diligence and consult a qualified financial adviser before any investment decision.
We are building The Green Energy Metals Royalty and Gold Company and I hold a 25% stake in our Company on a partially diluted basis now. TNR Gold has a very tight float with all insiders holding well over 50%, including NovaGold's stake in our Company.
This year was very tough for us all, but we used our "time at home" wisely. The Company has received a clean bill of health from TNR Gold Auditors and I have received my newly acquired block of shares. Freshly printed maps with Shotgun Gold claims in Alaska are ready for the major Gold mining companies to make their Due Diligence to open the new chapter for our Company.
Why Green Energy Metals, why Royalties and why TNR Gold?
Let's tell you first what we have done already. Tesla is huge now - everybody knows about Tesla finally. Is it too late to play the stock which was already launched by Elon Musk, a genius traveller from the future, to the moon? I don't know. What about Lithium for Tesla and all other electric cars? A lot of people are looking upstream now on the supply chains for electric cars. This is where our partner is coming into this Energy rEVolution picture.
Ganfeng Lithium is the largest integrated lithium producer in China and just recently became the largest Lithium Hydroxide producer in the world. Ganfeng is already a huge story itself and supplies Tesla, VW and BMW. But only some people in the industry know about it, despite that, Ganfeng's stock chart was going vertical early in 2020. The stock almost tripled from Summer 2019. Now it looks like Ganfeng has managed to shake of pandemic fever already as well.
What is GEM Royalty TNR Gold? We are building The Green Energy Metals Royalty and Gold Company. We have Royalty Holdings in the projects with industry leaders like Ganfeng Lithium and McEwen Mining in Copper. We do not have to contribute any capital to develop these giant projects. Even more, we have companies like NovaGold who are holding their stake in TNR Gold.
GEM Royalty business model.
How does our business model work? TNR Gold started our Lithium Story in 2008, by 2010 Ganfeng Lithium has joined us. Ganfeng is investing Capital - many millions of dollars to build the Mariana Lithium JV project.
This year we announced a new Lithium resource estimation provided by Ganfeng with over 250% increase of resources from 2017 estimation to well over 4M T of LCE at Mariana Lithium JV! This is very significant - almost nobody knows about it. TNR Gold holds NSR Royalty on the entire Mariana Lithium JV under Ganfeng development - almost nobody even heard about it. And the most important thing here is that we do not have to contribute any capital and dilute our shareholders to develop Mariana Lithium.
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 they 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."
And here we can come back to a simple personal fact, why does CEO buy TNR Gold shares? Because I personally believe that TNR Gold is very undervalued even at 5 cents. Some shares can still be bought now below 5 cents in the market. It is not investment advice, as you already know, just a pure scientific observation of the junior mining market landscape.
And what about Copper for Tesla Energy rEVolution?
Now we can talk about Copper for Tesla Energy rEVolution and EVs. 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 Goldcorp - Rob McEwen. Recently Rob McEwen described in his own words the magnitude of the Los Azules Copper project for your further research: "Los Azules has resources of greater than 50 million gold equivalent ounces."
TNR Gold 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)
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."
What else do we have in TNR? - GOLD.
Shotgun Gold project is in the South-West of Alaska. It is located near the giant Donlin Gold project in the Alaskan "Elephant Country" with 39M Oz of Gold resources. CEO Mark Bristow confirmed that Donlin Gold JV project with NovaGold in Alaska is currently a key project for Barrick Gold. TNR has already found Gold as well and identified the initial inferred resources of over 700,000 Oz of Gold.
All mineralisation is opened at depth and we have identified five similar geological and geophysical targets on the property. TNR is working to bring a major Gold company as a strategic partner - “Ganfeng in Gold” - to repeat the success of Mariana Lithium and Los Azules Copper with our Shotgun Gold project in Alaska now.
"...company that holds a lithium royalty from Ganfeng, one of the biggest lithium names in the business, a copper royalty from McEwen Mining, also a major name, and which may also be sitting on a five million ounce gold project.
The upside is clear. Indeed, Novagold sees it well enough, since it retains a significant stake in TNR, and former Novagold director Greg Johnson now sits on the TNR board. How long it will take the rest of the market to wake up remains to be seen.Nonetheless Klip is confident that this is a company that’s going places.“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.”
NovaGold already holds a stake in TNR Gold. Greg Johnson - one of the founders of NovaGold - is on our TNR Gold Board. This year NovaGold announced that right of way and other crucial necessary permits were granted in Alaska. Donlin Gold is moving forward and will create the major Gold mining Camp on the US soil. TNR Gold is in that mining camp already with our Shotgun Gold project.
What is next?
Our Team at TNR Gold has a deep financial background as well. Our unique business model provides investors with exposure to Lithium and Copper - which are powering Tesla rEVolution, and Gold - like The Ultimate Hedge for these uncertain times. TNR shareholders will participate in the potential of blue sky discovery with our gold project and in potential royalty cash flows from the projects under development by industry leaders like Ganfeng Lithium and McEwen Mining.
Nobody knows the future but potentially we can even see the situation when 3 major companies may be looking at TNR Gold portfolio for possible M&A activities reflecting our respective assets.
With Ganfeng JV - in Lithium, according to industry analysts, our NSR Royalty may represent in the future potentially millions of dollars per year as Royalty payments to TNR from Mariana Lithium JV after it will be in production (please note that Lithium Royalty calculation was made by the analyst before we have announced more than 250% increase of Lithium resource at Mariana Lithium).
With McEwen Mining - in Copper. McEwen Mining is looking for a strategic partner to advance Los Azules as JV. According to industry analysts, our NSR Royalty may represent in the future potentially many millions of dollars per year as Royalty payments to TNR from Los Azules after it will be in production.
With NovaGold - in Gold, ShotgunGold is ready for the strong strategic partner to grow together in the Alaskan "elephant country" in the new major Donlin Gold mining camp under development on the US soil.
I will not be surprised personally, that after very hard work, we may see potentially some kind of M&A activities particularly with Gold, Copper and Lithium prices going up, our projects growing resources and moving forward towards further development and potential production.
I believe that TNR Gold provides the truly unique entry point for me personally to participate in the Tesla Energy rEVolution and Gold markets - The Ultimate Hedge which is providing solid values in uncertain times. This is why I am investing in TNR Gold every time I have the appropriate opportunity.
The future is here, not everybody can see it yet. 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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