Friday, 2 August 2024

Powered by Tesla Energy rEVolution: TNR Gold Los Azules Copper NSR Royalty Holding with McEwen Mining Presentation

 

“We are building The Green Energy Metals Royalty and Gold Company. Our business model provides the unique entry point into the creation of supply chains for critical materials like energy metals which are powering Tesla Energy rEVolution and Gold industry which is providing the ultimate hedge during this part of the economic cycle. Our shareholders are participating in the building of The Green Energy Metals Royalty and Gold Company. In our portfolio, we have a unique combination of assets providing exposure to different parts of mining cycle: starting with the power of blue sky discovery and including partnerships with industry leaders like McEwen Mining, Ganfeng Lithium and Lundin Mining as operators on the projects that will potentially generate royalty cashflows to contribute significant value for our shareholders.”

Kirill Klip, Executive Chairman TNR Gold Corp.



"A recently published research report on TNR, written by Fundamental Research Corpreckons fair value for the company at C$0.22 per share. The current price is significantly lower than half of that." (Alastair Ford)

 


Since our initiating report in September 2023, TNR’s royalty projects have made significant progress,” the analysts wrote in a report. “TNR is up 40% since September 2023.” (Emily Jarvie)



"The report from Fundamental Research underscores the company's near-term royalty potential, particularly from Ganfeng Lithium's Mariana project, and reaffirms a Buy rating with an adjusted fair value estimate of C$0.24 per share." (Angela Harmantas)


Disclaimer: Please be aware that any opinions, estimates or forecasts regarding the performance of TNR Gold Corp. in any research reports do not represent the opinions, estimates or forecasts of TNR Gold Corp. or of its management.




Alastair Ford: TNR Gold’s Recent Rejection of a Takeover Bid From Lithium Royalty Has Shone a Spotlight on the Value of Its Royalty and Exploration Portfolio


 





Please read my legal disclaimer. There is NO investment advice on any Kirill Klip feeds and blogs. Always consult a qualified financial adviser before any investment decisions. 
Do Your Own Research.




TNR Gold Los Azules NSR Royalty: McEwen Copper Is Planning The World's First Regenerative Green Copper Mine in Argentina



 


Today you can better understand the idea of Green Copper and why I believe that Argentina has everything to become the Power House of the Tesla Energy rEVolution. Rob McEwen presents his truly extraordinary vision for the world's first regenerative Green Copper mine at Los Azules in Argentina.



All TNR Gold shareholders can appreciate the magnitude of this giant project and I am honoured to be a part of this vision with our Company. On the links below you can find my thoughts on the state of the Copper market, why Argentina is becoming the Power House of Tesla Energy rEVolution and how TNR Gold is building The Green Energy Metals and Gold Company. 



Analysts' reports can help you to do your own research and better understand the potential valuations of TNR Gold Royalty Holdings and our Shotgun Gold Project in Alaska.





Copper breaches $11,000 a ton and FT is writing articles about $40,000 Copper: "Copper price to rocket to $40,000 a tonne, says top trader Andurand".


"Goldman Sachs is talking about Copper price reaching $6.8 per lb driven by the deficit in the market. "If Copper goes to $6 per lb it will put a few smiles on the faces of people around here", Rob explains. "There is a large gap between supply and demand is developing according to Goldman Sachs. And if China comes back on stream, they are the big buyer of Copper... so we could see that number. I will be very happy as Los Azules is projected to be producing copper at $1.7 per lb."

 




This very impressive advance of the Copper price reflects not only the ongoing short squeeze on COMEX but indicates the coming long-term disbalance between supply and demand. "Copper supply will plunge if miners don't get spending", according to Bloomberg.


Investors are looking for the most economically efficient investments in mining. Miners have to choose the best available projects. Only the development of giant Copper projects like Los Azules can provide a significant new long-term stable supply of this critical metal for the future to fill the rising gap between supply and demand.


China dominates the Copper market. According to Bloomberg: "The Asian nation accounts for more than half the world's copper demand". Now China is making a lot of efforts to restart its growth engine, reignite the equity markets and address the problems in its real estate market.


China coming back online will add very significant demand to the infrastructure development plans advanced all over the world during the Energy Transition. Argentina has everything now to become the Power House of the Tesla Energy rEVolution.


Bloomberg reported that Central Puerto SA, Argentina's biggest power supplier, is in talks to invest in McEwen Copper's Los Azules project. TNR Gold holds NSR Royalty on this giant Copper, Gold and Silver Project. 



We are building The Green Energy Metals Royalty and Gold Company. TNR Gold is plugged into Tesla Energy rEVolution with our Royalty Holdings on the Mariana Lithium Project with Ganfeng Lithium, Los Azules Copper, Gold and Silver Project with McEwen Mining and Batidero I and II Properties of Josemaria Copper-Gold Project with Lundin mining.





On the links below you can find all the latest information about TNR Gold's Royalty portfolio, potential valuations of TNR Gold's NSR Royalty and how Rob McEwen's plan to produce "Green Copper" for Argentina is taking shape. 


"A recently published research report on TNR, written by Fundamental Research Corpreckons fair value for the company at C$0.22 per share. The current price is significantly lower than half of that." (Alastair Ford)



“Since our initiating report in September 2023, TNR’s royalty projects have made significant progress,” the analysts wrote in a report. “TNR is up 40% since September 2023.” (Emily Jarvie) 


Disclaimer: Please be aware that any opinions, estimates or forecasts regarding the performance of TNR Gold Corp. in any research reports do not represent the opinions, estimates or forecasts of TNR Gold Corp. or of its management.

 


"TNR Gold's 0.36% NSR Royalty could be valued at USD $30 million, based on Rob McEwen's estimations analysing the recent Osisko Gold Royalties deal with SolGold in Ecuador. In the Alastair Ford article, you can find more information about TNR Gold and benchmarks for our GEM Royalty portfolio."

Chart by Nicholas Winton

"As I wrote before, if TNR Gold can do one thing well, it's to identify underappreciated assets and squat on them until pop hype and fanfare wake up the hatchling within. But there’s a certain poetry to this business model; TNR must be warmed in turn by those looking for underappreciated assets, so participating in this type of venture requires a certain kind of paternal patience, no matter the blizzard coming." (Konstantin Klip)



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