MMT Age Chronicles: Elon Musk And Bitcoin Have Found Each Other - "China's Gold Consumption During The Spring Festival Grew 80% From Last Year".

There are a lot of voices among the brave Bitcoin community and Reddit "investors" that Gold has outstayed its 5,000 years welcome. I love to hear it, at least nobody is calling Gold a bubble when it is trading just shy of $2,078 intraday all-time high reached last August. We like what we see and we are buying more of it now. 

What a few short months can do in the MMT Age! My beloved Elon Musk and Bitcoin have found each other and I lost sleep for a couple of days. All geniuses have to fight their own demons. 

Some of them are doing it publicly, inviting the SEC as a witness. One day "Bitcoin is almost as "BS" as fiat money" - the other day you have its logo in the Twitter Bio and a few days later an announcement about a $1.5 Billion worth purchase by Tesla. 

Craig DeWitt @CryptoCwby

Welcome to Bitcoin "market" with a price discovery driven by Tether digital printing press instead of FED's FIAT "digital press" and Elon Musk Twitter feed. Do brave FED fighters on blockchain even realise that?    

Holger Zschaepitz @Schuldensuehner

Now everything is back to normal and the proper centuries-old definition can be applied even during the Twitter and Reddit investment gurus age. Bubbles are bubbles. If you put two bubbles together, you just getting a larger bubble. 

Holger Zschaepitz @Schuldensuehner 

Who will bring down who is not so important for us here. I love Tesla and Elon Musk is a genius, but my money is going upstream for a long time and now Tesla is moving up as well with its "The Art of War" in Lithium Space. 

Even the best trees are not growing to the moon, but even "pigs" can fly for a while during the hurricane. We discussed with you already that some super-smart banksters are pumping up the "Lithium Hot Air Balloons" and releasing them into the thin air full of electricity and FOMO these days. 

These shiny balloons will carry your money away in those banksters' pockets. Our Mining Alliance of Trust and simple Mining 101 rules on how to Make Your Own Research and keep flies from your hamburgers can help all those who are ready to learn and prosper. 

The last thing to note here is that you must always have a clear definition of your actions for yourself and have a clear mental separation between trading & speculation and old fashioned investing. 

Philip Calrissian @Trading_Sunset

It is important, that all HOT things on Reddit are coming back down from the sky like stones affirming the laws of gravity. And the time of the "half-life of radioactive hype" of every next Pump and Dump is getting shorter and shorter. 

Other warning signs to keep in mind will be two covers of The Economist which are separated by one year. 

As one of my followers noted: "All Big Techs are higher now" - my humble response was: "We had quite a few things in between..." Be careful, Do Your Own Research, buckle up and stay safe.

In the space of the solid business which is driven by the megatrends, Dr Copper is screaming inflation and breaking out $4.0 per lb. Tesla rEVolution is supercharging The Green Energy Metals: Copper, Silver and Lithium and now you are reading in the headlines all 1,000 reasons why we are building GEM Royalty TNR Gold.

Your grocery bills, insurance premiums and other "things that you need" are screaming: "Inflation" - as well. "I think the price of doing too little is much higher than doing something big," - said Treasury Secretary Janet Yellen. We already know what is coming next. Now we can address the Big Picture for Gold.

Despite all that FUD, total "panic and despair" in certain "monetary" circles which are minting numerous cryptocurrencies visually presented as some kind of Gold 2.0 (but "better and digital") coins, everything is fine with our young Bull Market. It is ready to celebrate in style the new leg up with the Chinese New Year.   

          

"China's Gold consumption during the seven day Spring Festival grew 80% compared to the same period last year," - China Perspective. There are numerous reported shortages of physical Gold and Silver already.

Now we should put all the recent market noise in the perspective of The Big Picture for Gold.

Gold is beating Warren Buffett's performance and S&P 500 this century.

The recent initial scare of the rising rates and sell-off in the bonds markets brought Gold to its recent consolidation stage of this beautiful Cup and Handle formation. Nobody can afford now to scare the smart money from the enormous bond market and bring to the US Treasury market a further question about its stability as we had during the dark Double Black Monday in March of 2020. 

Yield Curve control is next on the FED's menu and Gold will be driven by The Real Interest Rates, which will remain negative for years to come. Very smart engineering of a new investment paradigm in the form of Bitcoin and presentation it as the Gold 2.0 allowed to take the pressure from the Gold market for a while. Gold Market Manipulation continued to keep young investment gurus on Reddit and Twitter scared and the rise of the Gold price more or less gradual. 

Now the question for Big Brothers and their FED will be what is worse to have in order to keep the status quo - Gold at $5,000 or a breakdown of the US Treasury market during record deficits and the US National Debt pushing towards $30 Trillion? We can start even entertain very interesting charts with long term Gold price projections based on the exponential expansion of the monetary base. Needless to say, that any affirmation for the Robinhood generation that Gold is heading towards $5,000 and not $500 will bring the real fireworks to the best Gold mining and exploration companies.

𝙋𝘼𝙉𝙄𝘾 𝙎𝙀𝙇𝙇𝙄𝙉𝙂 @panicselling

As you know, not everything in the recent Reddit and Twitter investment phenomenons is just short-term "gamma squeeze" speculation. Now with the Silver Squeeze movement, we can have the real change in our mining business. Buying and taking a massive physical delivery of Silver has started The Game of Musical Chairs in the Gold market as well. There's is only paper in "paper silver and gold". 

COMEX was already under enormous pressure this summer with Gold hitting a $2,078 all-time high intraday in August. Bitcoin has taken many young "monetary freedom fighters" away from the Gold market. As someone put it on CNBC: "If there was no Bitcoin, Gold would be trading at $3,000 already". We are just one "Solar Wind" or "Texas Blackout" event away from this kind of valuation catalyst for Gold on top of all other fundamentals. We like what we see and we are buying more of it now. I have participated in another financing for TNR Gold and other investors joined me. 

Nicholas Winton @HedgehogTrader

"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."

 

TNR Shotgun Gold Project In "The Alaskan Elephant Country". Dr Tim Baker: "Major Porphyry Gold Deposits".

We extend our congratulations to TNR Gold shareholder NovaGold and their Donlin Gold JV partner Barrick Gold. JV partners of Donlin Gold have announced solid results from the largest drilling campaign since 2008 on the project. On the back of this news, it is time for us to discuss our own relationship with developing Donlin Gold Mining Camp and my own personal vision of how the Donlin Gold project can potentially grow into a 50 million-plus oz Au resource project and become a major Gold Mining Camp in the world based on the U.S. soil. 

Dr Tim Baker

How is this relevant, what is the relationship between Donlin and Shotgun Gold? My belief is TNR's Shotgun Gold Project can potentially grow and become a foremost, immediate satellite site Gold deposit to Donlin Gold's Mining Camp infrastructure. This vision is based on our exploration work and academic studies like the ones from Dr Tim Baker in which Shotgun Gold Project is not only listed alongside Donlin Creek as one of the "Major Porphyry Gold Deposits" but is also projected to contain the similar porphyry intrusion-related type system as Donlin. 

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 feasible. You 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."

 

Kirill Klip GEM Royalty TNR Gold Lithium Presentation December 2020 from 

Kirill Klip

Please visit the TNR Gold website for all updated presentations.

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.

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 Grade				Contained Metal
		Cu %	Au g/t	Mo %	Ag g/t	Cu lbs  Billions	Au oz  Millions	Mo lbs  Millions	Ag oz  Millions
Indicated	962	0.48	0.06	0.003	1.8	10.2	1.7	57.3	55.7
Inferred	2,666	0.33	0.04	0.003	1.6	19.3	3.8	194.0	135.4

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."  

TNR Gold Los Azules Copper NSR Royalty Holding with McEwen Mining Presentation from Kirill Klip

Please visit the TNR Gold website for all updated presentations.

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.