Friday, 12 February 2021

TNR Gold Lithium Royalty Holding: Tesla Launches Lithium Market SpaceX Vertical, Ganfeng Increases Stake In Mariana Lithium Closer To 100% And Moves Project Towards Pilot Scale Test Stage.

Tesla

Happy Chinese New Year to all our Friends! Tesla launches lithium market SpaceX vertical after defying all laws of gravity for its own stock and hitting intraday $900 mark.

 


As you know, even the best trees are not growing "to the moon", but even "pigs" can fly for a while during the hurricane. 

Chart by Haplo

Always Do Your Own Research, all these "flying hurricane pigs" have quite distinctive special features which you can recognise upon further investigations. Always make a clear distinction for yourself from the entry point between brave speculation & trading and old fashioned investing. 



Ruthless Mr Market, as usual, will be separating boyz from men and the majority of "investors" - who are chasing their dreams in the chatrooms of CEO.ca - from their money. 



Joe Lowry is already making PSAs for all our Lithium community reminding us all about recent history and the life-changing difference between "Lithium Balloons Full of BS and Hot Air" and the real Lithium business. Beware of these "Hot" Air Balloons being launched with your money in the recent Pump and Dump schemes. 




These kamikaze pilots can wear very expensive ties and they can put lipstick on any "pig". These balloons are full of BS (Banking Slang which is masquerading the massive dilution for all other shareholders with "convertible debentures" and "bonus warrants" for insiders) and hot air. 



They will fly away with your money in banksters' pockets. We have discussed with you our Mining Alliance of Trust and how to separate flies from your hamburgers. There are simple Mining 101 rules on how to stay safe in the junior mining space. Rule number 1: Avoid at all cost flying with kamikaze pilots. Always DYOR and stay safe.  



In the real business news, investors are finally waking up to the realities of Lithium supply and demand from the exponentially growing sales for electric cars during Tesla rEVolution. You can find a lot of information for your research on my blog by diving into the links and articles below. 



Finally, some brave souls on Robinhood made a connection between "Coca-Cola" and the sugar industry in the Energy Storage Age. "The Art of War" performed by Elon Musk in order to secure lithium supply helped Tesla to make some deals on the cheap, but the tide is turning. Lithium prices have made the bottom and jumped up by 41% in China in January. We like what we see in the real solid Lithium business and buying more of it now.


I am participating in another round of financing for TNR Gold, other insiders joined me and you will have to make your own research to decide for yourself whether Mr Market has provided us with another ticket for his Time Machine adventure



Chart by Nicholas Winton

Gangfeng Lithium is taking control over the raw materials supply chain and the crown of the largest integrated Lithium producer in China and was even declared the largest Lithium hydroxide producer in the world in September



Unfortunately, the deal for leasing additional Lithium production capacity between Ganfeng Lithium and Jianxi Special Electric Motor fell apart, but the company was really busy anyway shaking off the pandemic fever and growing over $26B market cap this year.

Ganfeng Lithium

The main strategic priorities remain the same - building the markets, increasing production capacity and building the diversified secure supply base for the Lithium raw materials. Ganfeng and Lithium Americas JV project is moving forward following the new dreams of the policymakers in Argentina "to unleash the full market power for the Lithium mining sector"



Now Ganfeng Lithium is moving development of Mariana Lithium into the next stage with the proposed USD $25 million budget for 2020 - Ganfeng has already increased its stake in Mariana Lithium closer to 100% with 88.4% ownership according to public filings released in MD&A in November. 



I am expecting to see a further increase in Ganfeng Lithium's ownership of Mariana Lithium moving closer to 100%, as their JV partner "... has decided to temporarily cease to make contributions to the Mariana Joint Venture Project in order to concentrate on other strategic projects" in 2020 (SEDAR November 30, 2020). It is important to note here that TNR Gold does not have to contribute any capital for the development of Mariana Lithium and our NSR Royalty does not depend on the size of ILC's potentially diluted ownership in the Mariana Lithium Project.   



Ganfeng Lithium Interim Report 2020 stated: "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." 



Now you can better understand why GEM Royalty TNR Gold Team is really excited with all recent developments in the electric space. We do not have to contribute any capital for Mariana Lithium Project development and our potential future NSR Royalty cash flow is becoming more and more feasibleYou can find more public information for your own research on the links below and follow Mariana Lithium Project development on my blog and the updated Ganfeng Lithium website. 




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



"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 it has 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."

 





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.




Wednesday, 3 February 2021

TNR Gold Royalty Holding: McEwen Mining Update - "With The Increasing Copper Price, We Have Received A Heightened Level Of Interest In Los Azules From Major Mining Companies".


McEwen Mining provides us with new Los Azules Copper Project update: "With The Increasing Copper Price, We Have Received A Heightened Level Of Interest In Los Azules From Major Mining Companies" Rob McEwen is presenting giant Los Azules Copper Project "as one of our most valuable yet under-appreciated assets". This project can be considered as a giant stand-alone Silver project with credits from Gold and Copper! As you know, TNR Gold is plugged into Tesla Energy rEVolution with our Royalty Holdings on Los Azules Copper with McEwen Mining and on Mariana Lithium JV with giant Ganfeng Lithium as the operator. 



Our projects are growing and we are moving forward. Our investors were already digesting Taca Taca Copper Royalty deal, which brought a very important benchmark for the potential of TNR Gold Los Azules Copper Royalty valuation. Today we have more information from the legendary Rob McEwen about his vision and how he is going to move forward this "Sleeping Giant" in Argentina. 



I continue to invest in our Company and other insiders joined me. Now you can see how the very powerful megatrends are manifesting themselves. We are building The Green Energy Metals Royalty and Gold Company. Do your own research and join The Switch and rEVolution. Buckle up and stay safe.



McEwen Mining:

McEwen Mining: A Warm Welcome & 2021 Production Guidance

February 2, 2021

TORONTO, Feb. 02, 2021 (GLOBE NEWSWIRE) -- McEwen Mining Inc. (NYSE: MUX) (TSX: MUX) is pleased to extend a warm welcome to all our new shareholders, provide production guidance for 2021 of an expected 141,000 to 160,400 gold equivalent ounces (GEOs)(1), and discuss one of our most valuable yet under-appreciated assets, the Los Azules copper project. Beyond the potential of our gold and silver assets, Los Azules provides MUX with large indirect exposure to the growth of the electric vehicle market, renewable energy and the continuing urbanization of Asia.

 I wish to extend a warm welcome to all of our new shareholders. Some of you may not be familiar with our 100%-owned Los Azules project. According to a study (Preliminary Economic Assessment published in 2017 (2 ) ), it has the potential to generate strong returns at a $3.00/lb copper price. Here are some of the highlights: a 36-year mine life; Capex of $2.4 Billion, a payback in 3.6 years; and annual production in the first 13 years of 410 Million lbs of copper at a cost of $1.14/lb. You may be interested to learn that in terms of value, using today’s metal prices of gold at $1,834/oz, silver at $26.17/oz and copper at $3.51/lb, that approximately 522 lbs of copper are equal to 1 oz of gold or 70 oz of silver, and 7.5 lbs of copper are equal to 1 oz of silver.

Los Azules does not have reserves, but it has Indicated and Inferred resources of:

 Tonnes 
(Millions)
Average GradeContained Metal
Cu %Au g/tMo %Ag g/tCu lbs 
Billions
Au oz 
Millions
Mo lbs 
Millions
Ag oz 
Millions
Indicated9620.480.060.0031.810.21.757.355.7
Inferred2,6660.330.040.0031.619.33.8194.0135.4

Cu = copper, Au = gold, Mo = molybdenum, Ag = silver

General Motors recently announced that it will be aggressively shifting to electric vehicles, producing 30 new electric models within 4 years, and producing only electric vehicles by 2035, which may be followed by the other auto manufacturers and create an increased demand for copper and other metals.

Plans for Los Azules

We are concurrently working on two alternatives to fund the advancement and development of Los Azules. One alternative is to joint venture with a senior industry player to bring the project into production. The other alternative is to spin out Los Azules into a separate company and raise funds for it to aggressively advance the project towards a production decision. With the increasing copper price, we have received a heightened level of interest in Los Azules from major mining companies."

You should review all technical information at the source published by McEwen Mining and, please, note that NI 43-101 QP of TNR Gold has not reviewed this information and nothing should be considered as investment advice on my blog, as usual. 
 


Powered By Tesla Energy rEVolution: TNR Gold Los Azules Copper NSR Royalty Holding With McEwen Mining Presentation.


 


TNR Gold investors are digesting the news from Argentina and a new benchmark for potential valuation for NSR Royalty on the giant Los Azules Copper Project after Nova Royalty has acquired NSR Royalty on Taca Taca Copper: 

"Nova Royalty pays for 0.24% of NSR Royalty on Taca Taca USD$12.75 million, TNR Gold holds 0.36% NSR Royalty on the entire giant Los Azules Copper project."

McEwen Mining Chairman, Chief Owner and CEO Rob McEwen said: "With First Quantum acquiring Lumina Copper and their Taca Taca project, Los Azules moves to the forefront in terms of world-class, undeveloped, high-grade copper assets not owned by a major mining company. As we have said in the past, Taca Taca serves as a good proxy for the value of Los Azules and we believe this transaction demonstrates value in projects located in Argentina."  





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.




Saturday, 30 January 2021

Silver Short Squeeze And Mining Alliance Of Trust: Eric Sprott - Save Canadian Mining, Stop Predatory Short Sellers.


Silver short squeeze idea is gaining momentum and, finally, we have the chance to channel a lot of positive energy and give some real power to the people. We can make the market a better place. The system is rigged, "The Efficient Market" is nothing more than the grand casino served by bought and paid academics and politicians talking on Bubble TV. A lot of very smart people are writing about it already. I would like to return today to our Mining Alliance of Trust movement started many years ago. Now we have the real chance to change junior mining space and give a hard-working people a chance to build their business and prosper. 



It seems to be very logical that you cannot sell what you do not own, as Elon Musk explains to millions in one single tweet. But there are always the other rules for banksters. Maybe now its time for them to face the music and angry people from whom they have been stealing for so many years? Even worse than stealing money they are stealing our future. Numerous companies have been run into the ground just because banksters can do it. We all know when its stolen, not all of us have enough money and years to spend in courts to prove that life is unjust and unfair for so many. 



Gold and Silver market manipulations have been considered "conspiracy theories" for years until they become the trials in the courtrooms. But not a lot of things changed for real so far. The same banks which paid billions in fines for markets manipulations made billions back manipulating the same markets and continue to master their dirty deeds. Blowing up hedge funds which are facing the Robinhood brave souls can be the louder message this time. 



Even in our small Lithium Universe banksters try to rule and steal everything they can. Our shareholder NovaGold was under attack this year from short-sellers and this saga deserves your separate attention. Our partner Rob McEwen has suffered a lot and McEwen Mining was among the most shorted mining companies. Recent fireworks in the market show the power of real assets value, the strength of solid management and that the tide has changed. We all put our money where our mouth is, we are major owners of our Companies and we all are building businesses. People realise it and, finally, Mr Market gives us all some respect as well.


Chart by NorthStar


I cannot complain, "it just made us stronger". And today I would like to thank all our shareholders for your trust and thank all those who helped our Company to stay the course and survive during the very hard years. On your behalf, I would like to thank our very talented TNR Gold GEM Royalty Team for making this magic happen. 



The Internet has decentralised information, Energy rEVolution is decentralising production, storage and application of the most efficient form of energy known to humans - electricity. Decentralised, free-market access to the fair and transparent trading space without frontrunning, spoofing and other manipulations can not only realise the true market value of Gold and Silver but can totally change the game. Those who work hard and have brilliant ideas can deserve your vote of confidence and your money to invest it into the business to build it and grow. We all need solid values in uncertain times, like Gold and Silver. We need to supply The Switch and rEVolution with Copper and Lithium. 



Everything "free and decentralised" will attract scammers from all the corners of the earth, as usual. Crypto space learned "1000 and 1" ways to scam with a lightning speed of electrons running the show.  Always keep your eyes on the ball. Nobody will make you money. You must be in charge and making your own decisions. Below you can find my contribution with a few simple rules in mining on how to separate flies from your hamburgers.



Avoid flying with kamikaze pilots at all costs. The entry point in any investment will define your success. Always start with people. There are people building business in mining and there are banksters who are "stealing money in mining" and sucking the life out of business. The last thing any real owner would do is to build pyramids of convertible debentures sucking all money out of the company to insiders with a death spiral left for all other shareholders like banksters do. "Drilling through the pockets of shareholders" is the well-known practice, but granting themselves 50 million-plus "bonus warrants" used to be a "no go territory" even for wildest characters from the west who are minting shell companies based in Vancouver, but times have changed.  "Life in a big city".

 


Elon Musk and Eric Sprott amplified by Reddit and Twitter in fighting the cancel culture and going against short-sellers can change the world literally. Gold at $5,000 and Silver at $50 will give a generational life-changing opportunity to the best junior mining companies. The real fortunes will be made. The new secure supply lines for Energy rEVolution will be built. The future is already here, not everybody can see it yet, but megatrends are manifesting themselves. Learn, donate your retweet and share. Do your own research, join The Switch and rEVolution. Buckle up and stay safe. 




The Mining Alliance Of Trust: Eric Sprott - Save Canadian Mining, Stop Predatory Short Sellers.





As you already know, the best game requires the fare rules and strict enforcement of them for the benefit of all parties participating in the market place. Thank you, everybody, who started this extremely important action. Thank you, Eric Sprott, for your support of junior mining investors and companies. We need strong powerful leaders to build Canada in the modern investment hub for the real economic growth in the 21st century. 

Return to solid values during the uncertain times makes Gold shining bright and Energy rEVolution will power the rebuilding of the sustainable mining industry. We just cannot allow to miss this chance for all the hardworking people involved in our industry. Mining builds. Naked short selling is cancer killing our junior mining space and I am happy to join all these voices to stop it and build a healthy market in order not only to regain the trust of the investors but nurture the new generations of them.





The Mining Alliance Of Trust: Do Your Own Research - Avoid At All Costs Flying With Kamikaze Pilots.




It is time to return to our conversation about The Mining Alliance Of Trust. We have a lot of regulators in place who are helping to police and organise the market place in Canada. You can find them on my Twitter feed. Among others are the British Columbia Securities CommissionInvestment Industry Regulatory Organisation of Canada and Ontario Securities CommissionEvery investor in junior mining must follow them and subscribe to their e-news. Every junior mining company must follow them and invest in a professional Corporate Secretary in order to avoid costly mistakes and not to build fortunes for lawyers instead of their company.

All regulators in Canada are doing a great job and sometimes they are catching bad actors who are too sloppy, but how many still manage to muddy the waters of junior mining for years? We cannot restore the trust and build up the new generation of investors with the existing system. The hard-working geologists who became Executives of Junior Mining Companies in order to pursue their dream do not have a relevant legal and business education and just words IIROC and BCSC on the letterhead can bring them a heart attack. 

On another hand "smooth criminals" wearing expensive ties continue to find their ways to separate investors and their money with "1000 and one" "relatively innocent scams" - buyer beware. This system is not perfect: the good hardworking guys are spending literally millions of dollars on compliance, lawyers and other red tape requirements while "smooth criminals" are gaming the system and still walking from one company to another in the Bay Street jungle. Retail investors are running in herds from one hot tip to another and losing all their money in the process. 

We can and must improve our market place altogether by amplifying this discussion which we started as our initiative as The Mining Alliance Of Trust. On one side, all regulators must be open to the market participants and help them first and advise how to organise efficiently the trustworthy business in junior mining. They should not just seek to punish those who get caught the first time in the crossroads of some innocent mistakes. On another side, companies must really embrace regulations. Here I must say, that from my personal experience, I have only very positive encounters with all regulators, they are all very open and ready to help. We have to make a few improvements just to make it more user-friendly.

The very simple and helpful idea can be the systematic friendly review of the Companies by the regulators in order not just to find what to punish for, but to help these companies properly present their projects and avoid any innocent mistakes. This system is already in place for news releases with IIROC and I do recommend all companies to use it by sending news releases always to IIROC first.




Another very important step can be done with the new industry standard for Corporate Secretaries in Canada. BRE-X scandal has brought us Qualified Person certifications and NI 43-101. But we will not be able to rebuild the trust of the junior mining industry in Canada and bring the new generation of investors if Vancouver will remain The Wild West of mining. I believe that in order to solve this situation Corporate Secretary must be licenced as Auditors and Lawyers. They must be signing every news release on Corporate Material Information Disclosure as QPs do when it is necessary on technical disclosure.




For example, TNR Gold has our Continuous Disclosure, Confidentiality and Insider Trading Policy approved by the Board and Communication Protocols in place when all our news releases are prepared and approved by Corporate Secretary, signed by QP when required and can be released only by Corporate Secretary after being approved by Executive Chairman. But companies and regulators can do only so much protecting investors. Investing is a job and must be taken seriously, it requires very specific skills, discipline and making your homework every day. Respect your money.

Everybody is talking super-smart during the cocktail parties about investing in mining but many are salivating about speculation and investing in the drill holes not in the companies in junior mining. Respect your money. #DYOR. Do Your Own Research and start with people and their history - avoid at all cost flying with kamikaze pilots. You have very different goals. The Same Boat must be the concept which is checked out first - should you even spend more time on your Due Diligence? 




You can find a lot of very important questions for your DD of the mining companies on the charts on this blog. The first and most important: Who are the principals and major shareholders? Are they miners, entrepreneurs or banksters? How long have they been in the mining business? Are they building the junior mining company or financial pyramid where the average investor is lost in the amount of the different debt instruments and "ticking time bomb of delayed dilution"? How management is treating shareholders? Has the company become the candy store for the "super smart" executives syphoning all money back to them as interest payments, fees and commissions? Is the company diluting existing shareholders like there is no tomorrow just to keep it "as going concern"? What is a business plan? What is the burn rate in order to reach the milestones of this business plan? Have the company become a "drilling paradise" when naive investors are waiting for a golden dream intersection while management is drilling through shareholders pockets - spending all the raised money on the drilling by owned by them geological services or drilling company? 





Does It look like a lot of questions? But we are talking here about your money - does it deserve your respect? The entry point in any new investment will define the success of your investment. Start with people in order to weed out all the ones where you should not waste your time anymore. As Warren Buffett has brilliantly put it: "You can't make a good deal with a bad person", I think that we can Trust him on this one. 




Friday, 29 January 2021

TNR Gold Royalty Holding: McEwen Mining Provides Los Azules Copper Project Update - "With The Improving Copper Price, Interest In The Project Has Increased".


McEwen Mining provides us with Los Azules Copper Project update: "With the improving copper price, interest in the project has increased." As you know, TNR Gold is plugged into Tesla Energy rEVolution with our Royalty Holdings on Los Azules Copper with McEwen Mining and on Mariana Lithium JV with giant Ganfeng Lithium as the operator. 



Our projects are growing and we are moving forward. Our investors were already digesting Taca Taca Copper Royalty deal, which brought a very important benchmark for the potential of TNR Gold Los Azules Copper Royalty valuation. Now we have more information from the legendary Rob McEwen about his vision and how he is going to move forward this "Sleeping Giant" in Argentina. 



I continue to invest in our Company and other insiders joined me. Now you can see how the very powerful megatrends are manifesting themselves. We are building The Green Energy Metals Royalty and Gold Company. Do your own research and join The Switch and rEVolution. Buckle up and stay safe.



McEwen Mining:

"At our Los Azules copper project, we expect to provide an update on the construction of a new access road to the project in the coming months. This critical infrastructure would provide year-round access to the project, compared to the current road which is only passable 5 months of the year. The Los Azules PEA published in 2017 projected a robust operation at $3/lb copper. With the improving copper price, interest in the project has increased.

We are currently evaluating two alternatives to realize more value for our shareholders: one is pursuing a joint venture with a senior mining company to bring the project into production; and the other alternative is spinning out the asset into a new public company. Concurrently we are looking at opportunities to improve the economics of Los Azules with ore sorting technologies."

 



Powered By Tesla Energy rEVolution: TNR Gold Los Azules Copper NSR Royalty Holding With McEwen Mining Presentation.


 


TNR Gold investors are digesting the news from Argentina and a new benchmark for potential valuation for NSR Royalty on the giant Los Azules Copper Project after Nova Royalty has acquired NSR Royalty on Taca Taca Copper: 

"Nova Royalty pays for 0.24% of NSR Royalty on Taca Taca USD$12.75 million, TNR Gold holds 0.36% NSR Royalty on the entire giant Los Azules Copper project."

McEwen Mining Chairman, Chief Owner and CEO Rob McEwen said: "With First Quantum acquiring Lumina Copper and their Taca Taca project, Los Azules moves to the forefront in terms of world-class, undeveloped, high-grade copper assets not owned by a major mining company. As we have said in the past, Taca Taca serves as a good proxy for the value of Los Azules and we believe this transaction demonstrates value in projects located in Argentina."  





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.