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Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2019

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Tesla Energy rEVolution And The Golden Age For Copper: Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2019

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Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2019

  1. 1. Back Into The Future Tesla Energy rEVolution: Red Metal Goes Green. Kirill Klip GEM Royalty TNR Gold Copper May 2019 1
  2. 2. Legal Disclaimer All information about McEwen Mining and International Lithium is presented from publicly available data. Kirill Klip GEM Royalty TNR Gold Copper May 2019 2
  3. 3. Legal Disclaimer For The US Please read legal disclaimers. There is no investment advice in this presentation. Always consult your qualified financial adviser. Kirill Klip GEM Royalty TNR Gold Copper May 2019 3
  4. 4. Energy rEVolution The World Just Before The INTERNET “Maximum Plaid” of Tesla Roadster: Elon Musk has demonstrated the potential of Electric Cars. Kirill Klip GEM Royalty TNR Gold Copper May 2019 4
  5. 5. Tesla Model 3 Before we had the best Electric Cars and affordable EVs. Now we have the first best and more affordable Electric Car. Kirill Klip GEM Royalty TNR Gold Copper May 2019 5
  6. 6. Tesla’s Unfathomable Launch Elon Musk promised to ramp up Model 3 to 10k a week and build 500k of all models in 2018. Kirill Klip GEM Royalty TNR Gold Copper May 2019 6
  7. 7. Tesla In 2018 Tesla becomes “Real Car Company” Kirill Klip GEM Royalty TNR Gold Copper May 2019 7
  8. 8. Tesla Ramping Up Elon Musk predicts that adding the cheaper Model 3 will boost sales this year. Kirill Klip GEM Royalty TNR Gold Copper May 2019 8
  9. 9. China’s Electric Car Surge China’s share of electric-vehicles sales has grown exponentially in just a few years. Kirill Klip GEM Royalty TNR Gold Copper May 2019 9
  10. 10. China’s Hunger For Copper China’s Copper Raw Material Imports: 2008 – 2019. Kirill Klip GEM Royalty TNR Gold Copper May 2019 10
  11. 11. Tesla Ahead Of The Curve Catalyst: Elon Musk talks about cost below $100/kWh for lithium cells in 2019 and for battery packs by 2020. Kirill Klip GEM Royalty TNR Gold Copper May 2019 11
  12. 12. Tesla Energy rEVolution Electric Cars are coming faster than a lot of people are anticipating it. Kirill Klip GEM Royalty TNR Gold Copper May 2019 12
  13. 13. EV Mass Adoption EV outlooks are changing towards mass adoption. Kirill Klip GEM Royalty TNR Gold Copper May 2019 13
  14. 14. 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. Kirill Klip GEM Royalty TNR Gold Copper May 2019 14
  15. 15. China’s State Grid Is Getting Ready For 100 Million Electric Cars By 2030 Can We Reach 200 Million EVs Globally By That Time? Kirill Klip GEM Royalty TNR Gold Copper May 2019 15
  16. 16. Tesla Comes To China Shanghai welcomes Elon Musk and Tesla Gigafactory 3. Transfer of technology is unavoidable. Kirill Klip GEM Royalty TNR Gold Copper May 2019 16
  17. 17. My 20/200 Formula The Switch: we are getting there - mass market for EVs USD$20k buys you BMW 2 style EV with 200 miles range. Kirill Klip GEM Royalty TNR Gold Copper May 2019 17
  18. 18. Green Energy: Clean Equals Cheap Catalyst: Solar and Wind Energy becomes cheaper than coal and gas. Kirill Klip GEM Royalty TNR Gold Copper May 2019 18
  19. 19. Renewable Energy Renewable energy projected to account for three quarters of global power generation by 2050. Kirill Klip GEM Royalty TNR Gold Copper May 2019 19
  20. 20. A Golden Age For Copper With the rise of EVs, copper demand will follow suit. Kirill Klip GEM Royalty TNR Gold Copper May 2019 20
  21. 21. Copper Drives Electric Vehicles Copper Development Association Inc. Kirill Klip GEM Royalty TNR Gold Copper May 2019 21
  22. 22. 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. Kirill Klip GEM Royalty TNR Gold Copper May 2019 22
  23. 23. Copper EVs Demand An increasing amount of copper will be required to power Tesla rEVolution. Kirill Klip GEM Royalty TNR Gold Copper May 2019 23
  24. 24. The Switch: Energy Transition 43% potential increase in copper demand by 2035. Kirill Klip GEM Royalty TNR Gold Copper May 2019 24
  25. 25. Copper Is Essential To EV Technology Copper Development Association Inc. Kirill Klip GEM Royalty TNR Gold Copper May 2019 25
  26. 26. Copper Is Needed For EVs & All Charging Infrastructure Copper Development Association Inc. Kirill Klip GEM Royalty TNR Gold Copper May 2019 26
  27. 27. EVs & Copper Demand EVs are expected to drive copper demand. Kirill Klip GEM Royalty TNR Gold Copper May 2019 27
  28. 28. Copper Big Picture Over the next 26 years the world is going to mine more copper that what has been mined in all history. Kirill Klip GEM Royalty TNR Gold Copper May 2019 28
  29. 29. Copper Fundamentals Glencore: Resilient demand across commodities is a continuation of a long term trend. Kirill Klip GEM Royalty TNR Gold Copper May 2019 29
  30. 30. Copper Supply Gap Without copper projects supply gap will exceed 15Mt by 2035. Kirill Klip GEM Royalty TNR Gold Copper May 2019 30
  31. 31. New Supply Vacuum Major copper mines starting in 2014-2019. Kirill Klip GEM Royalty TNR Gold Copper May 2019 31
  32. 32. Copper Production Peaks In 2022 Planned copper projects will not meet demand. Kirill Klip GEM Royalty TNR Gold Copper May 2019 32
  33. 33. “Severe Deficit” Goldman sees “severe deficit” for copper starting in 2023. Kirill Klip GEM Royalty TNR Gold Copper May 2019 33
  34. 34. Copper Exploration Has Been Increasingly Unsuccessful Glencore: Copper mine project pipeline has more than halved. Kirill Klip GEM Royalty TNR Gold Copper May 2019 34
  35. 35. Copper Discoveries Exploration budgets are going down and major copper discoveries are far and few between. Kirill Klip GEM Royalty TNR Gold Copper May 2019 35
  36. 36. Have We Found Everything? The future of copper mining means grades below 0.5% Cu Eq. Kirill Klip GEM Royalty TNR Gold Copper May 2019 36
  37. 37. Copper Head Grade Industry head grade is going lower. Kirill Klip GEM Royalty TNR Gold Copper May 2019 37
  38. 38. $6 Trillion Investment In EVs Fast roll out of infrastructure for EVs will require stable supply of copper. Kirill Klip GEM Royalty TNR Gold Copper May 2019 38
  39. 39. Commitments To EVs There is a huge disconnect between billons $$$ invested in electric cars and capital invested in mining. Kirill Klip GEM Royalty TNR Gold Copper May 2019 39
  40. 40. Copper Projects NPV & IRR RFC Ambrian: Projects in the development pipeline are highly sensitive to copper price. Kirill Klip GEM Royalty TNR Gold Copper May 2019 40
  41. 41. Projects Delayed Most of new large mining projects and expansions delayed beyond 2023. Kirill Klip GEM Royalty TNR Gold Copper May 2019 41
  42. 42. Price Shocks Are Imminent Much higher prices for copper needed to put new mines in production. Kirill Klip GEM Royalty TNR Gold Copper May 2019 42
  43. 43. Copper Inventories Glencore: Copper inventories are significantly reduced. Kirill Klip GEM Royalty TNR Gold Copper May 2019 43
  44. 44. Commodity Stock Index Commodity stocks undervalued. Kirill Klip GEM Royalty TNR Gold Copper May 2019 44
  45. 45. Los Azules Copper McEwen Mining: “Los Azules – Our Sleeping Giant" Kirill Klip GEM Royalty TNR Gold Copper May 2019 45
  46. 46. The Green Energy Metals Royalty & Gold TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Copper May 2019 46
  47. 47. GEM Royalty Co. TNR Gold Corp. (TSXV: TNR) Becoming The Green Energy Metals Royalty Company. Kirill Klip GEM Royalty TNR Gold Copper May 2019 47
  48. 48. TNR Gold Corp. Global Assets TNR Gold Corp. current holdings. Kirill Klip GEM Royalty TNR Gold Copper May 2019 48
  49. 49. Argentina G20 Meeting Argentina is back in business. Kirill Klip GEM Royalty TNR Gold Copper May 2019 49
  50. 50. Argentina Is Back To Business Argentina and Chile signed the protocol aimed at the development of Los Azules Copper project. Kirill Klip GEM Royalty TNR Gold Copper May 2019 50
  51. 51. Assets – Los Azules Copper, San Juan, Argentina Andean Cordillera – Home to Major Copper Mines. Kirill Klip GEM Royalty TNR Gold Copper May 2019 51
  52. 52. Los Azules Copper Resource Los Azules ranks as one of the top 2 or 3 world class deposits that are “for sale”. Kirill Klip GEM Royalty TNR Gold Copper May 2019 52
  53. 53. Los Azules Copper Resource Los Azules Copper resource contains 10.2B lb. indicated and 19.3B lb. inferred resources. Kirill Klip GEM Royalty TNR Gold Copper May 2019 53
  54. 54. Los Azules Copper Preliminary Economic Assessment McEwen Mining Preliminary Economic Assessment’s Highlights. Kirill Klip GEM Royalty TNR Gold Copper May 2019 54
  55. 55. Los Azules Copper Undiscounted NSR $35.2B McEwen Mining PEA: Commodity Price Assumptions. Kirill Klip GEM Royalty TNR Gold Copper May 2019 55
  56. 56. 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. Kirill Klip GEM Royalty TNR Gold Copper May 2019 56
  57. 57. Los Azules PEA Los Azules projected cost of Copper production. Kirill Klip GEM Royalty TNR Gold Copper May 2019 57
  58. 58. Los Azules PEA Los Azules can become 26th largest Copper mine in the world. Kirill Klip GEM Royalty TNR Gold Copper May 2019 58
  59. 59. Los Azules Summary Value-adding will continue for Los Azules in 2019 and 2020. Kirill Klip GEM Royalty TNR Gold Copper May 2019 59
  60. 60. Los Azules Copper McEwen Mining: Los Azules – big optionality to copper price. Kirill Klip GEM Royalty TNR Gold Copper May 2019 60
  61. 61. Copper Transactions McEwen Mining: Benchmarking Los Azules Intrinsic value. Kirill Klip GEM Royalty TNR Gold Copper May 2019 61
  62. 62. Largest Copper Projects RFC Ambrian: 19 largest copper projects reserves and resources. Kirill Klip GEM Royalty TNR Gold Copper May 2019 62
  63. 63. The Largest Copper Projects For JVs RFC Ambrian: 21 largest copper projects that may require 3rd party. Kirill Klip GEM Royalty TNR Gold Copper May 2019 63
  64. 64. The Largest Copper Projects For JVs RFC Ambrian: Copper projects >5Mt which may require 3rd parties. Kirill Klip GEM Royalty TNR Gold Copper May 2019 64
  65. 65. GEM Royalty Co. - TNR Gold Corp. • Becoming The 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 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 Kirill Klip GEM Royalty TNR Gold Copper May 2019 65
  66. 66. Thank you! Energy rEVolution. The World Just Before The INTERNET. Follow @KirillKlip Visit www.kirillklip.blogspot.com Contact k.klip@btinternet.com Kirill Klip GEM Royalty TNR Gold Copper May 2019 66

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