Saturday, 26 August 2017

Green Energy Metals Royalty Co.: TNR Gold Investor Presentation June 2017.


LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.


Green Energy Metals Royalty Company: TNR Gold Deputy Chairman Buys 7.49 Million Shares.






Kirill Klip, the Company’s Executive Chairman commented, “I welcome John Wisbey as an active member of our team and the TNR Board. TNR is working to become an energy metals royalty company. We are advancing strategic market opportunities for our royalty holdings in McEwen Mining’s Los Azules Copper project in Argentina as well as other royalties in strategic commodities such as lithium, and our strategic stakes in the Shotgun Gold investment project. The Company will be expanding its reach in overseas markets such as London in order to facilitate the active management of its projects portfolio. John will oversee the Company’s capital market operations and strategic transactions.”






TNR Gold - Rob McEwen: "Los Azules Copper Represents The Single Biggest Value Creator Currently In Our Portfolio."




We have another update on giant Los Azules Copper project progress in Argentina from McEwen Mining Q2 Earnings Call. These extracts are from Seeking Alpha transcript:


"Rob McEwen: Our large Los Azules copper project has advanced significantly and we will be releasing in September a new preliminary economic assessment and it will show that we have significantly lowered the CapEx and improved the economics. While we're intensely focused on being a precious metal company, I strongly believe that Los Azules represents the single biggest value creator currently in our portfolio.
CFO: Secondly, at our Los Azules copper project in Argentina, we are in the process of completing the updated PEA and the results should be announced later in the third quarter. With the completion of the seasonal drill campaign, we have seen a drastic reduction in our expenditures there.
President & COOAt the Los Azules project also in Argentina, during the second quarter we dedicated ourselves to complete up work to the field campaign completed during the first quarter of the year which focused on supergene, high grade, enrichment zone definition and improving it's continuity. The results obtained from drilling are now being used to refine our understanding of the deposit. 
Engineering work continued to define our project configuration, mine plants and infrastructure, which will be reflected in the new preliminary economic assessment, on track to be finalized in the third quarter of this year." Read more.



Another very good news for the project:

Argentina and Chile to resume a 20-year-old treaty that opens the borders between two countries to mining projects.



McEwen Mining AGM 2017 presentation.


Please Note that TNR Gold Qualified Person - as it is defined by NI 43-101, was NOT able to Verify and Confirm Any Provided Information by The Third Parties; you must NOT rely in any sense on any of this information in order to make any Resource or Value Calculation, or attribute any particular Value or Price Target to any Discussed Securities.





Friday, 25 August 2017

Lithium Race To Mass Market For Electric Cars: What To Expect From Tesla Model Y.



People just love their SUVs, they are the fastest growing segment of auto sales and all auto makers are migrating towards one or even a few SUV models to offer. The one who can make "the best affordable electric SUV" will be taking the market by storm. It can be Elon Musk and Tesla Motors again with its Model Y coming very soon among other 8 models of electric vehicles from Tesla!

The decision made under pressure from "Tesla's executive team" (as Elon Musk joked on the recent conference call) will bring Tesla Model Y much faster now. This electric car will share the architecture with Tesla Model 3 and it will make its time to market by late 2019 feasible. Elon Musk will be able to disrupt another very fast growing and profitable sector of the ICE car makers and leave a lot of competitors behind in the dust.

Tesla's ability to produce reliable lithium batteries in mass volume will be a crucial competitive advance.  Elon Musk is already talking about 6 Gigafactories coming up in the future and now the secure supply of lithium must be on his agenda finally. The dream of raw materials coming to one side of the Gigafactory and Teslas coming from the other end of it will be the dream without lithium coming from diversified sources and not just from your future competition like Panasonic.




Lithium Race: Tesla Model S Brought An Earthquake To The ICE Age Auto Industry, Now Tsunami Of Model 3s Is Coming ...




The most important message in this video is the presenter - the future belongs to the new generation and they will be buying electric cars. "I am a geek. I have never liked cars, I have never been a fan of cars until Tesla". Tesla Model S brought an earthquake to the ICE Age auto industry and Elon Musk has demonstrated that the best cars can be electric. Now tsunami of Tesla Model 3s is coming ... "We had the best electric cars and we had affordable electric cars, now we have the best affordable electric car.Read more.




"The cost of lithium batteries is going down very fast and I believe that fully electric cars will rule the world very soon. Tesla Model 3 with 65 kWh lithium battery provides over 200 miles of range and will become the standard in the industry with its mass volume production from this July. There is around 60 kg of LCE (Lithium Carbonate Equivalent) in one Tesla Model 3 battery. We will need 36 Million Tonnes of LCE to be produced by 2040 to put this IEA plan into life. 



To put it into perspective, the total lithium production last year was around 200,000 T of LCE. Now you can better understand why there is the real cut throat competition for the security of lithium supply which is still hidden from the most of the people by the clouds of toxic cancer hazard fumes emitted by all DIEsel cars on our roads. ICE (Internal Combustion Engines) are on the way out, all cars will be electric very soon and we are facing the total disconnect between the coming demand for lithium and the available supply. Read more."


International Lithium's JVs With Ganfeng Lithium Is An Entry Point To A Vertically Integrated Business With An Industry Giant From China. 




International Lithium's (TSXV: ILC) Joint Ventures with Ganfeng Lithium in Argentina and Ireland is an entry point to a vertically integrated lithium business with a USD $6 Billion market cap industry giant from China. ILC's strategy is to build VC Capital in a number of M&A transactions. Construction of ILC Royalty Portfolio is our underlining business model. International Lithium's stake in the Mariana joint venture is of particular interest for OEMs entering into the electric car and lithium battery business looking to secure their long term lithium supply. Read more.
Please contact us to explore this opportunity. Thank you! InternationalLithiumCorp@gmail.com



EXAnnex:

INFOGRAPHIC: WHAT TO EXPECT FROM THE TESLA MODEL Y

Posted on August 25, 2017 by Matt Pressman
With September almost upon us, buzz will kick into high gear for the Tesla Semi. Nevertheless, this launch (scheduled for September 28th) may be a smoke screen for an even bigger project coming from Tesla — the much-anticipated Model Y. We're already expecting the Model 3 to compete with some of the world's best. Could the forthcoming Model Y be an even bigger-selling car for Tesla?
Above: Tesla Model Y concept design by Mike Bleczyc (Instagram: autodeskautomotive)
First, let's rewind to Tesla's most recent earnings report where Elon Musk gave an update on plans for the Model Y. He predicted the Model Y should be coming late 2019 or 2020. Musk explained that "upon the counsel of my executive team, the Model Y will in fact be using substantial carry-over from Model 3 in order to bring it to market faster.” Musk explained prior that the Model Y would be using a new architecture but “the executive team wheeled me back from the cliffs of insanity.” He also reminded analysts that the compact SUV market is far larger than that of the Model 3's sedan market.  
Infographic: Some helpful guesstimates about the Tesla Model Y (Image: Carsoid)
So will the Model Y really be bigger than the Model 3? Valuewalk recently provided a broad overview of the car and proclaimed that, "The Tesla Model Y is arguably the most exciting electric vehicle that has ever reached the public domain, even if the car itself is not yet available... [and] it seems quite likely that this will be the biggest selling Tesla release yet when it finally reaches forecourts across the United States."
Above: Elon Musk's mysterious deleted tweet hinting at falcon wing doors for the Model Y (Source: Valuewalk)
While Elon Musk once hinted about falcon wing doors (see above) for the Model Y, little is known about its forthcoming features. "Whispers also suggest that the Model Y might be an SUV crossover vehicle that is bigger than a conventional sedan, but possibly also smaller than a traditional sport utility vehicle. Tesla is continually looking for crossover appeal... [It's likely a more] compact vehicle than the Model X, particularly as Tesla is likely to make this a more affordable vehicle than some of its previous releases."
Above: The official Model Y teaser image from Tesla (Image: Valuewalk via Tesla)
The million dollar question is — what will it look like? Of course, most of us have glimpsed the Model Y teaser image (see above) that was previously revealed. Beyond that, it's anybody's guess. That said, there have been some intriguing conceptual design renderings by a variety of artists. In addition to the top image we've featured in this article, check out our round-up of possible Tesla Model Y design approaches to stir up your imagination a bit...
Model Y Gallery: Concept Design Renderings
Above (top to bottom): Auto Express; all other images Carsoid via Autocar, RM Car Design, and Autoguide

Thursday, 24 August 2017

Lithium Race At UBS: Electric Vehicles To Reach Cost Parity With Petrol Cars By 2018.




The most important here is who is talking. This time it is UBS, one of the largest wealth managing bank in the world. The clients will listen. Almost nothing drives human nature more than a wallet. Now we can add officially the most powerful driver for millions of future drivers to buy an electric car. You will start saving money from day one comparing to owning a similar class ICE car. UBS is talking about total cost of ownership at the moment, but by 2020 we can expect that the cost of buying an electric car will be lower than an ICE one. This will ignite The Switch we are talking about here. And do not forget that UBS has tested not the best affordable electric car by any stretch of an imagination. 

Tesla Model S brought an earthquake to the ICE Age auto industry and Elon Musk has demonstrated that the best cars can be electric. Now tsunami of Tesla Model 3s is coming ... "We had the best electric cars and we had affordable electric cars, now we have the best affordable electric car."




"BYD is very proud to be back on the wave in China in July with over 11k EVs sold, it gives us over 130k per year EVs sold annualized. Elon Musk is talking about the rate of production with 20k Teslas per month by the end of this year and over 500k per year by the end of 2018. Now he estimates the demand for Tesla Model 3 at 700k per year. Bloomberg estimates that we will be able to choose from 200 EV models by 2020. The market is not even close to the proper translation of what kind of EV tsunami is coming and how it will affect the demand for lithium and other energy metals."




Lithium Race: Tesla Model S Brought An Earthquake To The ICE Age Auto Industry, Now Tsunami Of Model 3s Is Coming ...




The most important message in this video is the presenter - the future belongs to the new generation and they will be buying electric cars. "I am a geek. I have never liked cars, I have never been a fan of cars until Tesla". Tesla Model S brought an earthquake to the ICE Age auto industry and Elon Musk has demonstrated that the best cars can be electric. Now tsunami of Tesla Model 3s is coming ... "We had the best electric cars and we had affordable electric cars, now we have the best affordable electric car." Read more.




"The cost of lithium batteries is going down very fast and I believe that fully electric cars will rule the world very soon. Tesla Model 3 with 65 kWh lithium battery provides over 200 miles of range and will become the standard in the industry with its mass volume production from this July. There is around 60 kg of LCE (Lithium Carbonate Equivalent) in one Tesla Model 3 battery. We will need 36 Million Tonnes of LCE to be produced by 2040 to put this IEA plan into life. 



To put it into perspective, the total lithium production last year was around 200,000 T of LCE. Now you can better understand why there is the real cut throat competition for the security of lithium supply which is still hidden from the most of the people by the clouds of toxic cancer hazard fumes emitted by all DIEsel cars on our roads. ICE (Internal Combustion Engines) are on the way out, all cars will be electric very soon and we are facing the total disconnect between the coming demand for lithium and the available supply. Read more."


International Lithium's JVs With Ganfeng Lithium Is An Entry Point To A Vertically Integrated Business With An Industry Giant From China. 




International Lithium's (TSXV: ILC) Joint Ventures with Ganfeng Lithium in Argentina and Ireland is an entry point to a vertically integrated lithium business with a USD $6 Billion market cap industry giant from China. ILC's strategy is to build VC Capital in a number of M&A transactions. Construction of ILC Royalty Portfolio is our underlining business model. International Lithium's stake in the Mariana joint venture is of particular interest for OEMs entering into the electric car and lithium battery business looking to secure their long term lithium supply. Read more.
Please contact us to explore this opportunity. Thank you! InternationalLithiumCorp@gmail.com




ReNewEconomy:






By  on 22 May 2017

"Analysts for UBS have torn apart a perfectly good Chevy Bolt to see how it is put together. What they found led them to make this rather startling announcement:  the “total cost of consumer ownership [of electric cars] can reach parity with combustion engines from 2018.”
Notice that doesn’t mean an electric car and a conventional car will cost the same to buy new. It means they will cost the same to own, figuring in maintenance, cost of fuel, insurance, and all the other factors that are part of the total cost of ownership.
The UBS study goes on to say, “This will create an inflection point for demand. We raise our 2025 forecast for EV sales by 50% to 14.2 million — 14% of global car sales.”
After deconstructing the Chevy Bolt, which it called “the world’s first mass-market EV, with a range of more than 200 miles,” UBS called the electric car the “most disruptive car category since the Model T Ford.” It says it expects Europe to lead the rest of the world in adoption of electrics.
The UBS team found that the powertrain for the Bolt was $4,600 cheaper to produce than originally thought, “with much cost reduction potential left.”
It also found that the electronics built into the car cost about $4,000 more than those in a conventional car, not including the cost of the battery. But they say GM is losing money on every Bolt they sell. “We estimate that GM loses $7,400 in earnings before interest and tax on every Bolt sold today, mainly due to a lack of scale.”
The same analysts say they expect Tesla to lose $2,800 on entry-level versions of its soon to be introduced Model 3 but think customers will opt for extra cost options that will raise the average selling price to $41,000 — $6,000 more than the base price. Tesla will be able to break even at that price, they believe.
Overall, automakers will start earning a profit of about 5% on electric cars by 2023 as the switch over from conventional cars to electrics gathers momentum. “Once total cost of ownership parity is reached, mass-brand EVs should also turn profitable,” UBS said. 5% happens to be the average profit margin on conventional cars, although some premium manufacturers like BMW are accustomed to profit margins as high as 8%.
Its findings led UBS to issue a warning for companies that make replacement parts, since electric car drivetrains are more reliable than those that feature internal combustion engines. That makes perfectly good sense, considering a gasoline engine has over 1,000 moving parts. An electric motor has 3.
Add in the increasingly complex automatic transmissions in use today and there are a lot of things that require fixing as a conventional car ages. “Our detailed analysis of moving and wearing parts has shown that the highly lucrative spare parts business should shrink by 60% in the end-game of a 100% EV world, which is decades away,” UBS said."

Wednesday, 23 August 2017

Green Energy Metals Royalty Company: TNR Gold Deputy Chairman Buys 7.49 Million Shares.


LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.


Kirill Klip, the Company’s Executive Chairman commented, “I welcome John Wisbey as an active member of our team and the TNR Board. TNR is working to become an energy metals royalty company. We are advancing strategic market opportunities for our royalty holdings in McEwen Mining’s Los Azules Copper project in Argentina as well as other royalties in strategic commodities such as lithium, and such strategic stakes as the Shotgun Gold investment project. The Company will be expanding its reach in overseas markets such as London in order to facilitate the active management of its projects portfolio. John will oversee the Company’s capital market operations and strategic transactions.”






TNR Gold - Rob McEwen: "Los Azules Copper Represents The Single Biggest Value Creator Currently In Our Portfolio."




We have another update on giant Los Azules Copper project progress in Argentina from McEwen Mining Q2 Earnings Call. These extracts are from Seeking Alpha transcript:


"Rob McEwen: Our large Los Azules copper project has advanced significantly and we will be releasing in September a new preliminary economic assessment and it will show that we have significantly lowered the CapEx and improved the economics. While we're intensely focused on being a precious metal company, I strongly believe that Los Azules represents the single biggest value creator currently in our portfolio.
CFO: Secondly, at our Los Azules copper project in Argentina, we are in the process of completing the updated PEA and the results should be announced later in the third quarter. With the completion of the seasonal drill campaign, we have seen a drastic reduction in our expenditures there.
President & COOAt the Los Azules project also in Argentina, during the second quarter we dedicated ourselves to complete up work to the field campaign completed during the first quarter of the year which focused on supergene, high grade, enrichment zone definition and improving it's continuity. The results obtained from drilling are now being used to refine our understanding of the deposit. 
Engineering work continued to define our project configuration, mine plants and infrastructure, which will be reflected in the new preliminary economic assessment, on track to be finalized in the third quarter of this year." Read more.



Another very good news for the project:

Argentina and Chile to resume a 20-year-old treaty that opens the borders between two countries to mining projects.



McEwen Mining AGM 2017 presentation.

Please Note that TNR Gold Qualified Person - as it is defined by NI 43-101, was NOT able to Verify and Confirm Any Provided Information by The Third Parties; you must NOT rely in any sense on any of this information in order to make any Resource or Value Calculation, or attribute any particular Value or Price Target to any Discussed Securities.



TNR Gold:



Vancouver B.C. August 23, 2017:  TNR Gold Corp. (TSX-V: TNR) (“TNR” or the “Company”) is pleased to announce John Wisbey, Deputy Chairman of TNR, has increased his shareholding in the Company through a series of market purchases to a total of 7,497,000 common shares, representing 5.004% of the common shares outstanding. Mr. Wisbey also holds options to purchase up to 1,550,000 common shares, representing diluted shareholdings of 5.977%.

Kirill Klip, the Company’s Executive Chairman commented, “I welcome John Wisbey as an active member of our team and the TNR Board. TNR is working to become an energy metals royalty company. We are advancing strategic market opportunities for our royalty holdings in McEwen Mining’s Los Azules Copper project in Argentina as well as other royalties in strategic commodities such as lithium, and such strategic stakes as the Shotgun Gold investment project. The Company will be expanding its reach in overseas markets such as London in order to facilitate the active management of its projects portfolio. John will oversee the Company’s capital market operations and strategic transactions.”

ABOUT TNR GOLD Corp.

TNR Gold Corp. is working to become an energy metals royalty company. Over the past twenty-two years, TNR, through its lead generator business model, has been successful in generating high quality exploration projects around the globe. With the Company’s expertise, resources and industry network, it identified the potential of the Los Azules copper project in Argentina and now holds a 0.36% NSR on the prospect.

TNR is also a major shareholder of International Lithium Corp. (“ILC”), with current holdings of approximately 15% of the outstanding shares of ILC. ILC holds interests in lithium projects in Argentina, Ireland and Canada.

TNR retains a 1.8% NSR on the Mariana property in Argentina. ILC maintains a right to repurchase 1.0% of the NSR on the Mariana property of which 0.9% relates to the Company’s NSR interest. The Company would receive $900,000 on execution of the repurchase. The project is currently being advanced in a joint venture between ILC and Ganfeng Lithium International Co. Ltd.

At its core, TNR provides significant exposure to gold and copper through its holdings in Alaska (the Shotgun gold porphyry project) and Argentina, and is committed to continued
generation of in-demand projects, while diversifying its markets and building shareholder value.
On behalf of the Board of Directors,

Kirill Klip
Executive Chairman


For further information concerning this news release please contact +1 604-700-8912


Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Cautionary Statement Regarding Forward-Looking Information

Except for statements of historical fact, this news release contains certain “forward-looking information” within the meaning of applicable securities law. Forward-looking information is frequently characterized by words such as “plan”, “expect”, “project”, “intend”, “believe”, “anticipate”, “estimate”, “will”, “could” and other similar words, or statements that certain events or conditions “may” or “could” occur. Such forward-looking information is based on a number of assumptions and subject to a variety of risks and uncertainties, including but not limited to those discussed in the sections entitled “Forward-Looking Statements” in the interim and annual Management’s Discussion and Analysis which are available at www.sedar.com. While our management believes that the assumptions made are reasonable, should one or more of the risks, uncertainties or other factors materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in forward-looking information. Forward-looking information herein, and all subsequent written and oral forward-looking information are based on estimates and opinions of management on the dates they are made and are expressly qualified in their entirety by this cautionary statement. Except as required by law, the Company assumes no obligation to update forward-looking information should circumstances or management’s estimates or opinions change.