Kirill Klip: The Green Energy Metals Royalty Co. Copper Presentation - TNR Gold Corp. April 2018

Back Into The Future
Tesla Energy rEVolution: Red Metal Goes Green.
Kirill Klip GEM Royalty TNR Gold
Copper Wentworth 2018
1

Legal Disclaimer

All information about McEwen Mining and International
Lithium is presented from publicly available data.
2

Legal Disclaimer For The US

Please read legal disclaimers. There is no investment advice in
this presentation. Always consult your qualified financial adviser.
3

Energy rEVolution
The World Just Before The INTERNET

“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the potential of Electric Cars.
4

Tesla Model 3

Before we had the best Electric Cars and affordable EVs.
Now we have the first best and affordable Electric Car.
5

Tesla Energy rEVolution

Electric Cars are coming faster than a lot of people are
anticipating it.
6

Mel Herbert from
Talking Tesla
•  “Tesla Model 3 is huge, huge problem for
Tesla ... This car is so good - it's going to
cannibalize Tesla Model S sales if they are
not very careful. This car is so good, that I
way prefer it to Tesla Model S... It is a perfect
size, it feels zippier and feels much faster
than Tesla Model S. It feels like a sport car. It
is the perfect car...”
7

China Is The Centre Of
The Lithium Universe
Kirill Klip’s GEM Royalty TNR Gold
Lithium Presentation
Wentworth 2018.
8

The Lithium Universe

TNR Gold’s Stake In International Lithium Corp.
Wormholes: Entry Into The Lithium Universe – China.
9

Green Energy Metals Royalty Co.

TNR Gold Corp.
10

TNR Gold Holds
Strategic Stake In
International Lithium
Corp.
11

TNR Gold Holds
Royalty on
Mariana Lithium,
Argentina
12

Entry Into Vertically Integrated
Lithium Business With Ganfeng
TNR Gold’s Stake In International Lithium provides an entry point
into Vertically Integrated Lithium Business with Ganfeng Lithium.
13

Ganfeng Lithium Is The Largest
Integrated Lithium Producer In China
Company is trading on Shenzhen Exchange with
capitalization of approximately USD $9 Billion.
14

China Is The Centre Of The Lithium
Universe
It is not only Tesla Gigafactory – 30 Lithium Batteries
Megafactories are rising all across the globe.
15

The End of The ICE Age &
OIL Domination
For centuries we have been burning things just to get some energy.
It has been mostly OIL for the last 100 years.
Not Any More.
We do not have to burn things.
Electricity is the most efficient form of Energy known to humans.
And now we can Store It and USE IT When We Want.
Cheap Lithium Batteries Change Everything.
16

China’s State Grid Is
Getting Ready For 100
Million Electric Cars By
2030
Can We Reach 200 Million EVs Globally By That Time?
17

UBS
Expected Growth Of EVs
UBS: the largest Wealth Management bank in the world
is talking about Electric Cars & Lithium.
18

Beyond The Tesla Gigafactory

CATL already sells the most lithium batteries to the
biggest EVs makers in the biggest EVs market: China.
19

China Targets Sevenfold EVs Sales
Increase By 2025
The new assemble lines will make CATL world’s largest
EVs Lithium Battery Maker.
20

Summer 2017
My “Totally Outrages” Forecast 36M T LCE Needed
By 2040 For 600M EVs
100M T Lithium LCE Needed by 2050
if Elon Musk and Warren Buffett Are Right About Electric Cars.
21

100M T Lithium LCE
Needed by 2050
100M T Lithium LCE needed ONLY for All New Cars being Electric.
The Economist: 1.8 B Electric Cars by 2040.
22

Energy Storage Systems
Solar & Wind
Energy Storage Systems Will Consume More Lithium
Batteries’ Capacity Than Electric Cars in the Future.
23

Copper Drives Electric Vehicles

Copper Development Association Inc.
24

The Switch: Millions Are Switching
To EVs
Each EV demands 3 times more Copper than ICE car.
Every Electric Car has 6 km of copper wires.
25

Copper Is Essential To EV Technology

26

Copper Is Needed For EVs & All
Charging Infrastructure
27

Let’s Talk About Copper Market
Fundamentals
Glencore: The world is enjoying synchronized global
growth …
28

Commodities Stay
“Stronger For Longer”
Glencore: Signs of inflation are emerging and
historically, inflation is good for commodities.
29

Copper Fundamentals
Continue To Improve
Glencore: Resilient demand across commodities is a
continuation of a long term trend.
30

OverSupply In Copper Has Been
Eliminated
Glencore: Shifting to deficit while 2018 supply disruption
risks remain acute.
31

Copper Exploration Has Been
Increasingly Unsuccessful
Glencore: Copper mine project pipeline has more than
halved.
32

GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
Becoming a Green Energy Metals Royalty Company.
33

TNR Gold Corp. Global Assets

TNR Gold Corp. current holdings.
34

Argentina Is Back To Business

Argentina and Chile signed the protocol aimed at the
development of Los Azules Copper project.
35

Assets – Los Azules Copper,
San Juan, Argentina
Andean Cordillera – Home to Major Copper Mines.
36

Los Azules Copper Resource

Los Azules ranks as one of the top 2 or 3 world class
deposits that are “for sale”.
37

Los Azules Copper Resource

Los Azules Copper resource contains 10.2B lb. Indicated
and 19.3B lb. Inferred resources.
38

Los Azules Copper
Preliminary Economic Assessment
McEwen Mining Preliminary Economic Assessment’s
Highlights.
39

Los Azules Copper
Undiscounted NSR $35.2B
McEwen Mining PEA: Commodity Price Assumptions.
40

Los Azules Copper
Potential Value of TNR Gold’s NSR Royalty

TNR Gold holds a 0.36% NSR Royalty on the entire Los
Azules Copper project With McEwen Mining.
41

Los Azules Copper Summary

Argentina is open for business.
Project is moving forward.
42

GEM Royalty Co. - TNR Gold Corp.

•  Becoming a Green Energy Metals Royalty Co.
•  Assets with major companies as Operators.
•  Green Energy Metals: Copper and Lithium.
•  TNR holds NSR Royalty on Los Azules Copper.
•  TNR holds Strategic Stake in International Lithium.
•  TNR holds NSR Royalty on Mariana Lithium.
•  TNR holds 90% stake in Shotgun Gold, Alaska.
•  TNR Gold presentations on www.tnrgoldcorp.com
•  All Information is available on www.sedar.com
43

TNR Gold’s Stake In International Lithium Corp.:
Lithium Royalty and Strategic Investments Company
•  “Strategic Partnership” with Ganfeng Lithium.
•  Mariana Lithium JV - 82.754% GFL : 17.246% ILC.
•  ILC retains 10% Back-in Right.
•  Avalonia Lithium, Ireland - 55% GFL : 45% ILC.
•  JV Partnership with Pioneer Resources, Australia.
•  Mavis Lake JV, Canada – Pioneer earns-in 51%.
•  Raleigh Lake JV, Canada – Pioneer earns-in 51%.
•  ILC presentation is on www.internationallithium.com
•  All Information is available on www.sedar.com
44

Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Follow @KirillKlip
Visit www.kirillklip.blogspot.com
Contact k.klip@btinternet.com
45

Kirill Klip: The Green Energy Metals Royalty Co. Copper Presentation - TNR Gold Corp. April 2018

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Kirill Klip: The Green Energy Metals Royalty Co. Copper Presentation - TNR Gold Corp. April 2018