Tuesday, 9 October 2018

Green Metals For Tesla Energy rEVolution And FinTech: Blockchain Looks Set to Disrupt Traditional Mining Industry.



We have another report promising the disruption for the mining industry by the implementation of the smart contracts based on Blockchain Technology. Access to the capital allocated to crypto space can be even more important subject for Green Metals like Copper and Lithium and junior miners developing new projects to feed the Tesla Energy rEVolution.

We have discussed here at length the importance of mining, commodity cycles and starving for the capital junior mining industry. On another hand, billions of dollars are still chasing crypto coins' bubbles and maturing crypto industry is subject to new scrutiny and regulations when hundreds of ICOs cannot show any real utility and value to support their real-life valuations. Building a new efficient mechanism to transfer the capital which is already available for the new blockchain applications into the real industrial investments like mining can be the answer to the important question what is coming next after the initial crypto hype will be gone.




Can we start talking about decentralized sources of capital for mining as well now? For us, at TNR Gold, the most interesting subject now is to build the access to the capital which is already allocated to the crypto space and plugging our company into participating in the "crypto capitalism movement" as Mark Yusko calls it, which is already opening new sources of capital. We are aiming with John Davies, TNR Gold Director: Capital Markets and Blockchain Technology - to navigate through all hype with scam ICOs and hundreds of coins which are dead already and mapping the landscape of the most trusted participants in this market. 




The idea is simple but successful solving of this problem can be Company building for us: how can we link Solid Values which are provided by mining which is powering Green Energy rEVolution and capital allocated to Blockchain FinTech? You already know about our GEM Royalty Portfolio, which will provide potentially cash flows from projects producing copper and lithium. Now is the next stage for building up the new capital base and multiplying our Green Energy Metals Royalties.





Tesla Energy rEVolution And FinTech: How Blockchain Will Transform The Mining And Metals Industry.





Our ability to cross this "digital divide" and connect capital chasing crypto bubbles with solid values provided by mining industry can determine the geopolitical future for many sectors of the evolving technologies like Solar, Wind, Energy Storage and Electric Cars. The alternative will be the Oligopolies controlling the supply of the critical commodities created by States and Sovereign funds backed by those states.




John Davies and I have started this conversation, which I would like to share with you today. The article below by Max Weiland provides some general ideas for integrating blockchain technology into the mining industry. I am personally very excited to explore these new opportunities which we can bring to our GEM Royalty TNR Gold. We would like to go further and find the way to engineer products which will be connecting capital allocated for FinTech sector and solid values provided by our potential Royalty cash flow streams in the future.  This will be the ultimate "Time Arbitrage". We are open to all new ideas and partnerships. Please step in and share your ideas - you know where to find us.




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.

News BTC:



A report published yesterday by international law firm White & Case claims that blockchain technology could help improve transparency and remove inefficiencies from the global mining supply chain. It states that the industry’s adoption of the innovation backing Bitcoin is a matter of “when, not if.”

The report was produced by Rebecca Campbell and Andrzej Omietański of White & Case. Titled “Digitalising the mining & metals global supply chain: Rise of blockchain and the smart contract,” it explores the various ways in which the supply chain of various mined materials could be improved using blockchain technology.
During the report, definitions of both blockchain technology and smart contracts are offered up before each of the related technology’s potential to impact on the mining industry is assessed.
The authors state:
“With today’s pressured margins, inflationary costs and murmurs that the hard-won productivity gains of recent times may be eroding mining companies are looking for ways to improve efficiencies.”
They then go on to state that using blockchain technology used to track mining supply chains could increase transparency in the industry, as well as helping to eliminate fraud.
Meanwhile, in the section dedicated to smart contract technology, the authors state that blockchain-based contracts could be used to fund mining operations – in much the same way as they have been used to fund various companies using initial coin offerings (ICOs) – or by helping to alleviate disputes between parties:
“Moving contracts onto a blockchain will not in itself prevent disputes, but it may help arrive at a mathematically certain set of facts, which could be used to prove a chain of events with a high degree of certainty in the event of a later dispute.”
The report then addresses the various challenges that blockchain and smart contract technology faces before it is widely adopted in the mining industry. One of the major concerns for the authors is whether smart contracts would need to be assembled by lawyers or computer scientists. The recent case of the EOSBet smart contract hack suggests that perhaps a mix of both professionals would likely be preferable.
Whilst the White & Case report seems optimistic about the use of blockchain in the monitoring of global supply chains, the CEO of Tradeshift stated this week that the technology is by no means ready for the kind of scale required for such tasks.
Like Campbell and Omietański, Christian Lanng believes that the innovation could have a dramatic impact on the way supply chains are operated. However, he does contend that it will only really take off in the next five to 10 years, rather than the immediacy implied in the White & Case document."

Saturday, 6 October 2018

Building A Green Energy Metals Royalty Company: TNR Gold Investor Presentation.



This is the essence of our business model when industry leaders are operators on the world-class projects providing us in the future with the potential cash flow royalty streams.

Visit TNR Gold for all updated presentations.


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.
How can we link Solid Values which are provided by mining which is powering Green Energy rEVolution and capital allocated to Blockchain FinTech?




Can we start talking about decentralized sources of capital for mining as well now? For us, at TNR Gold, the most interesting subject now is to build the access to the capital which is already allocated to the crypto space and plugging our company into participating in the "crypto capitalism movement" as Mark Yusko calls it, which is already opening new sources of capital. We are aiming with John Davies, TNR Gold Director: Capital Markets and Blockchain Technology - to navigate through all hype with scam ICOs and hundreds of coins which are dead already and mapping the landscape of the most trusted participants in this market. 




The idea is simple but successful solving of this problem can be Company building for us: how can we link Solid Values which are provided by mining which is powering Green Energy rEVolution and capital allocated to Blockchain FinTech? You already know about our GEM Royalty Portfolio, which will provide potentially cash flows from projects producing copper and lithium. Now is the next stage for building up the new capital base and multiplying our Green Energy Metals Royalties.




Tuesday, 2 October 2018

Tesla Energy rEVolution And Green Energy Metals: John Davies - Ultimately Great Returns Come To Those That Understand Business Cycles, Carefully Develop A Tactical Plan And Implement At Or Near The Bottom.



"One of the greatest issues of investing is recognising cycles and rather than joining fellow investors near the end of the movement it is critical to position oneself as the shift begins. Much has been said of this for as long as there has been a marketplace but ultimately great returns come to those that understand business cycles, carefully develop a tactical plan and implement at or near the bottom. Certainly this is no easy feat and in widest majority of cases, it is the stuff of legends to be ahead of the curve.  


Only in the rarest of situations is it obvious to foresee a coming shift and that is the precise point in time many believe what is occurring today in the metals industry.  
Our world is going through enormous technological shifts along with tremendous infrastructure needs. From each corner of the globe, whether the growth of the ‘EV revolution’ and related battery storage sector that China is leading within investment research, to the ‘green energy’ movement to supply the world environmentally sustainable solutions, and of course cyclical infrastructure requirements, each places enormous demands upon mining. 
These advancements have the potential to significantly progress our world and help improve standard of life and share a common denominator: 
Mining.  
Whether one is considering bellwether copper, lithium, nickel and cobalt needs in the ‘EV revolution’, zinc and vanadium as it relates to infrastructure and possibly batteries, or many other metals, none of it is possible without mining.  


In the coming decade, the resources required from many of these innovations, including but not limited to the metals noted above, will be put to the supply side test and many experts suggest prices will escalate considerably.  
Yet mining investment has not kept pace with forecasted demands and recent retracements, brought on in part due to concerns of a global trade war, have in fact exacerbated the problem and increased the potential of significant upward price shocks.  


For investors it is crucial to see ahead of this curve, to be strategically sound contrarian with a long term approach and, to borrow upon a term from chess, see the move before the move.  
At TNR Gold, our team has the winning strategy to see that move before the move and will constantly strive to build value for our long term shareholders." 

JKD  





Green Energy Metals Royalty Co. TNR Gold: Mariana Lithium And Ganfeng - Chinese Lithium Giant Agrees Three-Year Pact To Supply Tesla.




We have discussed a lot with you here our Green Energy Metals Royalty Co. vision and the world-class assets in TNR Gold Royalty Portfolio. The new presentation by Rob McEwen has properly introduced you to "the sleeping giant" Los Azules Copper with McEwen Mining as the operator. TNR Gold holds NSR Royalty on the entire project. This is the essence of our business model when industry leaders are operators on the world-class projects providing us in the future with the potential cash flow royalty streams. Today our Lithium Story comes back to life. 

TNR Gold has founded International Lithium Corp in 2009 and now we hold NSR Royalty on Mariana Lithium project in Argentina where Ganfeng Lithium is the operator. Our strategic priority is to protect this holding. News about Ganfeng and Tesla lithium supply deal confirms our long discussions on this blog about the security of supply for critical metals for Tesla Green Energy rEVolution. 

Finally, Tesla is coming to secure the lithium supply from the real source. There is some information that this deal is not new news and part of the Ganfeng IPO PR promotion, but it is not so important here. The logic was quite straightforward: Ganfeng supplies lithium to Panasonic, Panasonic supplies Tesla with lithium cells. Now Tesla will receive lithium supply directly from Ganfeng. 

Ganfeng's IPO in Hong Kong will start another chapter for this company, hopefully, Mariana Lithium will have its important place in that book as well. TNR Gold Royalty model secures the exposure to Green Energy Metals like Copper and Lithium without any additional allocation of capital and industry leaders like McEwen Mining and Ganfeng Lithium provide necessary de-risking profiles to our holdings. Our congratulations go to the hard-working teams at Ganfeng Lithium and Tesla today!





InvestorIntel: TNR Gold Fine Tuning Royalty Model For Green Energy Metals.




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.

Monday, 1 October 2018

Crossing The Digital Divide From Mining To Tesla Energy rEVolution: CleanTechnica - Blockchain Is A Clean Tech Innovation Catalyst.




CleanTechnica is calling Blockchain a Clean Tech Catalyst in the new report and it is time to learn this technology in depth. The most important message is that after all crypto haze and related bubbles this technology will stay and enable the very rapid advance of decentralized systems including decentralized generation of energy using solar and wind, its storage using lithium batteries and smart grids which will be connecting all these systems. 




Can we start talking about decentralized sources of capital for mining as well now? For us, at TNR Gold, the most interesting subject now is to build the access to the capital which is already allocated to the crypto space and plugging our company into participating in the "crypto capitalism movement" as Mark Yusko calls it, which is already opening new sources of capital. We are aiming with John Davies, TNR Gold Director: Capital Markets and Blockchain Technology - to navigate through all hype with scam ICOs and hundreds of coins which are dead already and mapping the landscape of the most trusted participants in this market. 




The idea is simple but successful solving of this problem can be Company building for us: how can we link Solid Values which are provided by mining which is powering Green Energy rEVolution and capital allocated to Blockchain FinTech? You already know about our GEM Royalty Portfolio, which will provide potentially cash flows from projects producing copper and lithium. Now is the next stage for building up the new capital base and multiplying our Green Energy Metals Royalties.





Tesla Energy rEVolution And FinTech: How Blockchain Will Transform The Mining And Metals Industry.




Our ability to cross this "digital divide" and connect capital chasing crypto bubbles with solid values provided by mining industry can determine the geopolitical future for many sectors of the evolving technologies like Solar, Wind, Energy Storage and Electric Cars. The alternative will be the Oligopolies controlling the supply of the critical commodities created by States and Sovereign funds backed by those states.




John Davies and I have started this conversation, which I would like to share with you today. The article below by Max Weiland provides some general ideas for integrating blockchain technology into the mining industry. I am personally very excited to explore these new opportunities which we can bring to our GEM Royalty TNR Gold. We would like to go further and find the way to engineer products which will be connecting capital allocated for FinTech sector and solid values provided by our potential Royalty cash flow streams in the future.  This will be the ultimate "Time Arbitrage". We are open to all new ideas and partnerships. Please step in and share your ideas - you know where to find us.




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.

CleanTechnica:

Blockchain Is A Clean Tech Innovation Catalyst.

"With the rise of the Internet of Things, it’s tempting to assume that centralized, cloud-based supercomputing will serve as the “brains” for the future grid. Yet this approach has two crucial shortcomings for running critical energy infrastructure. Firstly, centralized supercomputing is relatively and unacceptably insecure, with a single point of failure vulnerable to cyber or other attack. Secondly, a world of ubiquitous devices will surely surpass the capacity of centralized computing to manage all those resources. (Analyst McKinsey forecasts by 2020 — two short years away — the world could already have 30 billion connected IoT devices.)
There is another, better way: blockchain. De- spite the current mania — thanks in large part to blockchain’s association with the cryptocurrency craze — the cleantech industry should pay attention.
Blockchain’s attributes make it particularly well suited to cleantech’s needs. Blockchains are a form of distributed ledger. They are heavily decentralized, with identical copies of the ledger residing on many independent computers around the world. Those computers cross-validate blocks of transactions and agree to add them to the ledger, making blockchains especially secure against corruption. This low-cost, flexible, scalable software — and the smart contracts and transactions it supports — can empower utilities, grid operators, major corporations, communities, and everyday energy prosumers like you and me (i.e., individuals). We will all play an increasingly important role in the future grid." Read more.


Saturday, 22 September 2018

Building Green Energy Metals Royalty Co.: John Davies TNR Gold - Understanding The Commodity Cycle Is Critical Within Mining And Exploration.



"The daily price fluctuation is ‘part and parcel’ of the commodities sector and reflects countless matters, often highly speculative in nature and equally should be expected. Certainly profiting from said movement may be alluring to investors in the immediate term but the great investment success stories come in ‘the long game’, having a position and seeing the fundamental qualities of the underlying commodity reflected in the market price. 
‘Long game’, not days, weeks or even months but years and with said approach, when directed proper, will reward investors for their insights. Quite naturally understanding the commodity cycle is critical within mining and exploration but equally savvy investors need to both understand said cycle and use to their advantage in a ‘long game’ contrarian strategy. 


This is possibly never more important than the present where technological advancements come at rapid fire pace and the mining and exploration sector will be put to the utmost test. From the ‘EV revolution’ and related battery storage sector and the remarkable growth of ‘green energy’, as well as global infrastructure demands, our society is making extraordinary advancements but with each, the critical ingredient comes via mining. 
Each of these great advancements places a heavy burden on metals and in many instances, none more obvious than copper, as forecasted demand in the coming years is far greater than present supply lines. Further exacerbated by the recent retracement of copper prices, brought on primarily by concerns of the consequences of a global trade war and strength of the American dollar, there is not remotely sufficient new projects coming on stream to match demand. 


Said simply, the price of copper has the potential of significant upward movement for many years to come. 
Wise investors should consider this situation, understand the potential opportunities in the sector and weigh against risks and their risk tolerance but always consider from a standpoint of a ‘long game’ strategy. 
At TNR Gold we possess the ‘winning long game strategy’ that understands the vast possibilities ahead with the remarkable growth phases in the ‘EV’ and ‘green energy’ revolution and furthermore believe potential retracement in said commodity cycle provides tremendous investment opportunities.  
In the coming months we will unveil our innovations in the area of capital financing, how we prioritise creating maximal shareholder value and how investors can participate in a company that understands the enormous benefits that the ‘green energy revolution’ provides society as a whole for generations to come.  
TNR Gold, the company that goes beyond the Balance Sheet. We build."

JKD






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.

Supply For Tesla Energy rEVolution. GEM Royalty TNR Gold NSR Copper Holding With McEwen Mining: "Los Azules - Our Sleeping Giant."




Security of Lithium Supply is in the headlines, finally. Discovery of the Copper place in Tesla Energy rEVolution will be next. Back into the future: with new record-low prices for Solar whole continents can skip the grid and fossil fuels based energy infrastructure. They can save trillions of dollars in associated CAPEX and move directly into 21st century Post Carbon Economy. Solar and Micro Grids can power Africa, India and South America. Copper is the red metal which is going Green supercharging electric cars and renewable energy infrastructure.





InvestorIntel: TNR Gold Fine Tuning Royalty Model For Green Energy Metals.


"But the investment that could return really big bucks is another NSR that TNR holds in the Los Azules copper project in Argentina, currently being developed by former Goldcorp founder Rob McEwen. TNR holds a 0.36% NSR royalty on the project, which could return $35 billion over a 35-year mine life. A looming copper crunch as the market could move into structural deficit by 2020 means that major mining companies are hungry to pounce on attractive projects being developed by juniors. A preliminary economic assessment shows that Los Azules could deliver 415 million pounds (188,241 metric tons) of copper production a year for the first ten years of mine life with cash costs of $1.11 a pound, according to TNR. 
“Investors are putting a larger discount on our cash flow because people do not expect that McEwen Mining will put this project into production,” Klip said. “All majors are looking for a good copper project and there is more and more interest.

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.