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Kirill Klip GEM Royalty TNR Gold Copper Presentation November 2019

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

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Kirill Klip GEM Royalty TNR Gold Copper Presentation November 2019

  1. 1. Back Into The Future Tesla Energy rEVolution: Red Metal Goes Green. Kirill Klip GEM Royalty TNR Gold Copper November 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 November 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 November 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 November 2019 4
  5. 5. Oil Is Still Very Big Actually, oil is very big, but thanks to rEVolution Energy Security is not only about oil anymore. Kirill Klip GEM Royalty TNR Gold Copper November 2019 5
  6. 6. 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 November 2019 6
  7. 7. 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 November 2019 7
  8. 8. Tesla In 2018 Tesla becomes “Real Car Company”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 8
  9. 9. Tesla Best-Selling Luxury Car Tesla Model 3 was America’s best-selling luxury car in 2018. Kirill Klip GEM Royalty TNR Gold Copper November 2019 9
  10. 10. Tesla 2019 Tesla Vehicles Deliveries Q3 2019. Kirill Klip GEM Royalty TNR Gold Copper November 2019 10
  11. 11. The End Of The ICE Age Tesla Model S was an earthquake, followed by tsunami of Model 3. Model Y will end The ICE Age. Kirill Klip GEM Royalty TNR Gold Copper November 2019 11
  12. 12. Cheaper Lithium Batteries Change Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Copper November 2019 12
  13. 13. Tesla Ahead Of The Curve Catalyst: Elon Musk talks about lithium cells cost below $100 per kWh by 2019 and for battery packs by 2020. Kirill Klip GEM Royalty TNR Gold Copper November 2019 13
  14. 14. Mass Volume Production Lithium batteries mass volume production is getting ready for mass market for electric vehicles. Kirill Klip GEM Royalty TNR Gold Copper November 2019 14
  15. 15. Tesla Ramping Up Elon Musk predicts that adding the cheaper Model 3 will boost sales this year. Kirill Klip GEM Royalty TNR Gold Copper November 2019 15
  16. 16. 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 November 2019 16
  17. 17. China’s Hunger For Copper China’s Copper Raw Material Imports: 2008 – 2019. Kirill Klip GEM Royalty TNR Gold Copper November 2019 17
  18. 18. Tesla Energy rEVolution Electric Cars are coming faster than a lot of people are anticipating it. Kirill Klip GEM Royalty TNR Gold Copper November 2019 18
  19. 19. The Switch: Mass Market For EVs Now all automakers are rushing to catch up with Tesla. Kirill Klip GEM Royalty TNR Gold Copper November 2019 19
  20. 20. The Switch Flipped Electric Cars are forecast to account for all the growth in passenger vehicles sales from 2023. Kirill Klip GEM Royalty TNR Gold Copper November 2019 20
  21. 21. Mercedes Kills ICE Engines Daimler stops developing new generations of ICE engines and will concentrate on electric powertrains. Kirill Klip GEM Royalty TNR Gold Copper November 2019 21
  22. 22. The Switch: The End of The ICE Age China’s ICE engines passenger vehicles sales collapsed. Kirill Klip GEM Royalty TNR Gold Copper November 2019 22
  23. 23. China EVs Sales China is the global leader in sales of EVs. Kirill Klip GEM Royalty TNR Gold Copper November 2019 23
  24. 24. Global Electric Vehicles Sales Cumulative global passenger EV sales - 4 million sold. Kirill Klip GEM Royalty TNR Gold Copper November 2019 24
  25. 25. Global Electric Vehicles Sales Global Electric Vehicles fleet and sales - 5 million sold. Kirill Klip GEM Royalty TNR Gold Copper November 2019 25
  26. 26. The Time To Sell A Million EVs The time to sell a million EVs is shortening. Kirill Klip GEM Royalty TNR Gold Copper November 2019 26
  27. 27. Global Electric Vehicles Growth Virta: Year on year growth in sales of electric vehicles. Kirill Klip GEM Royalty TNR Gold Copper November 2019 27
  28. 28. Global Electric Car Fleet Virta: Estimated global electric car fleet in 2019. Kirill Klip GEM Royalty TNR Gold Copper November 2019 28
  29. 29. EV Mass Adoption EV outlooks are changing towards mass adoption. Kirill Klip GEM Royalty TNR Gold Copper November 2019 29
  30. 30. 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 Anymore. 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 November 2019 30
  31. 31. 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 November 2019 31
  32. 32. Tesla Comes To China Shanghai welcomes Elon Musk and Tesla Gigafactory 3. Transfer of technology is unavoidable. Kirill Klip GEM Royalty TNR Gold Copper November 2019 32
  33. 33. Tesla Gigafactory 3, China Tesla’s $2B China Gigafactory covers the size of 121 football pitches, aims to make 3k EVs a week. Kirill Klip GEM Royalty TNR Gold Copper November 2019 33
  34. 34. 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 November 2019 34
  35. 35. Green Energy: Clean Equals Cheap Catalyst: Solar and Wind Energy becomes cheaper than coal and gas. Kirill Klip GEM Royalty TNR Gold Copper November 2019 35
  36. 36. Clean Energy Is Getting Cheaper All-in cost for clean energy is already cheaper than coal and gas. Kirill Klip GEM Royalty TNR Gold Copper November 2019 36
  37. 37. Tesla Energy rEVolution We must stop burning oil. Solar and Wind. Electricity. Kirill Klip GEM Royalty TNR Gold Copper November 2019 37
  38. 38. Renewable Energy Renewable energy projected to account for three quarters of global power generation by 2050. Kirill Klip GEM Royalty TNR Gold Copper November 2019 38
  39. 39. A Golden Age For Copper Visual Capitalist: “With the rise of EVs, copper demand will follow suit”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 39
  40. 40. Copper And Clean Energy Visual Capitalist: “A new energy transition is beginning and copper is at the heart of it”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 40
  41. 41. Clean Energy Transition Visual Capitalist: “In the future, clean energy sources are set to take a larger potion of the global energy mix”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 41
  42. 42. Clean Energy Becomes Cheaper Visual Capitalist: “The declining costs of wind, solar and energy storage technologies will contribute to the clean energy transition”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 42
  43. 43. Why Copper? Visual Capitalist: “Copper has the superior properties that allow it to be used for many types of clean energy”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 43
  44. 44. Copper In Wind Farms Visual Capitalist: “Offshore wind farms require significantly more copper per MW”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 44
  45. 45. U.S. Large-Scale Wind Projects Visual Capitalist: “Since 2004, $177 billion has been invested in U.S. large-scale wind projects”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 45
  46. 46. Copper In Solar Visual Capitalist: “There are approximately 5.5 T per MW of copper in solar power systems”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 46
  47. 47. U.S. Solar PV Visual Capitalist: “The cost to install solar has dropped by more than 70% over the last decade”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 47
  48. 48. Copper In Energy Storage Visual Capitalist: “Copper wiring and cabling connects renewable power generation with energy storage devices”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 48
  49. 49. U.S. Energy Storage Visual Capitalist: “Across the United States, a total of 5.8 MW of energy storage capacity has been commissioned”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 49
  50. 50. Copper in Electric Vehicles Visual Capitalist: “Electric vehicles rely heavily on copper for the motors and charging cabling”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 50
  51. 51. Copper in Electric Vehicles Visual Capitalist: “Electric vehicles rely heavily on copper for the motors and wiring”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 51
  52. 52. Electric Vehicles Visual Capitalist: “Electric vehicles are becoming more accessible as more options enter the market”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 52
  53. 53. Copper And Energy Transition Visual Capitalist: “With each energy transition comes a new need for materials”. Kirill Klip GEM Royalty TNR Gold Copper November 2019 53
  54. 54. The Switch: Energy Transition 43% potential increase in copper demand by 2035. Kirill Klip GEM Royalty TNR Gold Copper November 2019 54
  55. 55. Copper Is Needed For EVs & All Charging Infrastructure Annual copper demand in EVs and ICE vehicles. Kirill Klip GEM Royalty TNR Gold Copper November 2019 55
  56. 56. EVs & Copper Demand EVs are expected to drive copper demand. Kirill Klip GEM Royalty TNR Gold Copper November 2019 56
  57. 57. Copper Big Picture Over the next 26 years the world is going to mine more copper than what has been mined in all history. Kirill Klip GEM Royalty TNR Gold Copper November 2019 57
  58. 58. Copper Fundamentals Chinese copper demand to remain strong. Kirill Klip GEM Royalty TNR Gold Copper November 2019 58
  59. 59. China’s Share China’s share of world copper consumption. Kirill Klip GEM Royalty TNR Gold Copper November 2019 59
  60. 60. Copper Supply Gap Without copper projects supply gap will exceed 15Mt by 2035. Kirill Klip GEM Royalty TNR Gold Copper November 2019 60
  61. 61. New Supply Vacuum Major copper mines starting in 2014-2019. Kirill Klip GEM Royalty TNR Gold Copper November 2019 61
  62. 62. Copper Production Peaks In 2022 Planned copper projects will not meet demand. Kirill Klip GEM Royalty TNR Gold Copper November 2019 62
  63. 63. “Severe Deficit” Goldman sees “severe deficit” for copper starting in 2023. Kirill Klip GEM Royalty TNR Gold Copper November 2019 63
  64. 64. Copper Industry Meets 21st Century It was our great-grandfathers that built today’s copper industry. Kirill Klip GEM Royalty TNR Gold Copper November 2019 64
  65. 65. Copper Industry Investment Cycles Understanding the implications of underinvestment. Kirill Klip GEM Royalty TNR Gold Copper November 2019 65
  66. 66. Copper Exploration Has Been Increasingly Unsuccessful Glencore: Copper mine project pipeline has more than halved. Kirill Klip GEM Royalty TNR Gold Copper November 2019 66
  67. 67. Copper Discoveries Exploration budgets are going down and major copper discoveries are far and few between. Kirill Klip GEM Royalty TNR Gold Copper November 2019 67
  68. 68. Have We Found Everything? The future of copper mining means grades below 0.5% Cu Eq. Kirill Klip GEM Royalty TNR Gold Copper November 2019 68
  69. 69. Copper Head Grade Industry head grade is going lower. Kirill Klip GEM Royalty TNR Gold Copper November 2019 69
  70. 70. $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 November 2019 70
  71. 71. 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 November 2019 71
  72. 72. Speculative Capital Has Gone Up In Smoke Speculative capital normally allocated to junior mining has gone up in smoke quite literally. Kirill Klip GEM Royalty TNR Gold Copper November 2019 72
  73. 73. Copper Projects NPV & IRR RFC Ambrian: Projects in the development pipeline are highly sensitive to copper price. Kirill Klip GEM Royalty TNR Gold Copper November 2019 73
  74. 74. Projects Delayed Most of new large mining projects and expansions delayed beyond 2023. Kirill Klip GEM Royalty TNR Gold Copper November 2019 74
  75. 75. Price Shocks Are Imminent Much higher prices for copper needed to put new mines in production. Kirill Klip GEM Royalty TNR Gold Copper November 2019 75
  76. 76. Copper Inventories Copper inventories are significantly reduced. Kirill Klip GEM Royalty TNR Gold Copper November 2019 76
  77. 77. Commodities Big Picture Commodities radically undervalued. Kirill Klip GEM Royalty TNR Gold Copper November 2019 77
  78. 78. Los Azules Copper McEwen Mining: “Los Azules – Our Sleeping Giant" Kirill Klip GEM Royalty TNR Gold Copper November 2019 78
  79. 79. The Green Energy Metals Royalty & Gold Company. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Copper November 2019 79
  80. 80. GEM Royalty Co. TNR Gold Corp. (TSXV: TNR) Becoming The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Copper November 2019 80
  81. 81. TNR Gold Business Model We do not have to contribute any capital to development of Los Azules Copper. Kirill Klip GEM Royalty TNR Gold Copper November 2019 81
  82. 82. TNR Gold Corp. Global Assets TNR Gold Corp. current holdings. Kirill Klip GEM Royalty TNR Gold Copper November 2019 82
  83. 83. GEM Royalty Co. TNR Gold Corp. (TSXV: TNR) Becoming The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Copper November 2019 83
  84. 84. The Green Energy Metals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Copper November 2019 84
  85. 85. Assets – Los Azules Copper, San Juan, Argentina Andean Cordillera – Home to Major Copper Mines. Kirill Klip GEM Royalty TNR Gold Copper November 2019 85
  86. 86. 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 November 2019 86
  87. 87. 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 November 2019 87
  88. 88. Los Azules PEA Los Azules can become 26th largest Copper mine in the world. Kirill Klip GEM Royalty TNR Gold Copper November 2019 88
  89. 89. Los Azules PEA Los Azules projected cost of Copper production. Kirill Klip GEM Royalty TNR Gold Copper November 2019 89
  90. 90. Los Azules Copper Preliminary Economic Assessment McEwen Mining Preliminary Economic Assessment’s Highlights. Kirill Klip GEM Royalty TNR Gold Copper November 2019 90
  91. 91. Los Azules Copper Undiscounted NSR $35.2B McEwen Mining PEA: Commodity Price Assumptions. Kirill Klip GEM Royalty TNR Gold Copper November 2019 91
  92. 92. 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 November 2019 92
  93. 93. Los Azules Update McEwen Mining’s update on Los Azules. Kirill Klip GEM Royalty TNR Gold Copper November 2019 93
  94. 94. Los Azules Summary Value-adding will continue for Los Azules in 2019 and 2020. Kirill Klip GEM Royalty TNR Gold Copper November 2019 94
  95. 95. Los Azules Copper McEwen Mining: Los Azules – big optionality to copper price. Kirill Klip GEM Royalty TNR Gold Copper November 2019 95
  96. 96. Copper Transactions McEwen Mining: Benchmarking Los Azules Intrinsic value. Kirill Klip GEM Royalty TNR Gold Copper November 2019 96
  97. 97. Largest Copper Projects RFC Ambrian: 19 largest copper projects reserves and resources. Kirill Klip GEM Royalty TNR Gold Copper November 2019 97
  98. 98. The Largest Copper Projects For JVs RFC Ambrian: 21 largest copper projects that may require 3rd party. Kirill Klip GEM Royalty TNR Gold Copper November 2019 98
  99. 99. The Largest Copper Projects For JVs RFC Ambrian: Copper projects >5Mt which may require 3rd parties. Kirill Klip GEM Royalty TNR Gold Copper November 2019 99
  100. 100. 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 November 2019 100
  101. 101. Thank you! Energy rEVolution. The World Just Before The INTERNET. Contact k.klip@btinternet.com Visit www.kirillklip.blogspot.com Follow on Twitter @kirillklipKirill Klip GEM Royalty TNR Gold Copper November 2019 101

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