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Kirill Klip GEM Royalty TNR Gold Lithium Presentation January 2019

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Building The Green Energy Metals Royalty Company: Kirill Klip GEM Royalty TNR Gold Lithium Presentation January 2019

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Kirill Klip GEM Royalty TNR Gold Lithium Presentation January 2019

  1. 1. Back Into The Future Lithium Will Power Us For The Next 50 Years And Then Robots Kirill Klip GEM Royalty TNR Gold Lithium January 2019 1
  2. 2. Legal Disclaimer. All information about International Lithium Corp. presented from publicly available data. Kirill Klip GEM Royalty TNR Gold Lithium January 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 Lithium January 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 Lithium January 2019 4
  5. 5. Tesla Model 3 Before we had the best Electric Cars and affordable EVs. Now we have the first best and affordable Electric Car. Kirill Klip GEM Royalty TNR Gold Lithium January 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 Lithium January 2019 6
  7. 7. Tesla 2018 Tesla becomes “Real Car Company” Kirill Klip GEM Royalty TNR Gold Lithium January 2019 7
  8. 8. Cheaper Lithium Batteries Change Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 8
  9. 9. 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 Lithium January 2019 9
  10. 10. Tesla Energy rEVolution Electric Cars are coming faster than a lot of people are anticipating it. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 10
  11. 11. A Record December 2018 Global monthly EV sales. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 11
  12. 12. Electric Vehicles Sales Global Electric Cars fleet and sales. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 12
  13. 13. The Time To Sell A Million EVs The time to sell a million EVs is shortening. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 13
  14. 14. 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 Lithium January 2019 14
  15. 15. China EVs Sales China is the global leader in sales of EVs. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 15
  16. 16. China Electric Cars Sales China electric cars sales up 83% y-o-y. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 16
  17. 17. Tesla Comes To China Shanghai welcomes Elon Musk and Tesla Gigafactory 3. Transfer of technology is unavoidable. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 17
  18. 18. Tesla Energy rEVolution We must stop burning oil. Solar and Wind. Electricity. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 18
  19. 19. Green Energy: Clean Equals Cheap Catalyst: Solar and Wind Energy becomes cheaper than coal and gas. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 19
  20. 20. China Is The Centre Of The Lithium Universe. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 20
  21. 21. The Lithium Universe TNR Gold Royalty on Mariana Lithium. Wormholes: Entry Into The Lithium Universe – China. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 21
  22. 22. The Green Energy Metals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 22
  23. 23. TNR Gold Holds Royalty on Mariana Lithium, Argentina. 23 Kirill Klip GEM Royalty TNR Gold Lithium January 2019
  24. 24. Entry Into Vertically Integrated Lithium Business With Ganfeng TNR Gold’s Royalty on Mariana Lithium provides an entry point into Vertically Integrated Lithium Business with Ganfeng Lithium. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 24
  25. 25. Ganfeng Lithium Is The Largest Integrated Lithium Producer In China Company is trading on Shenzhen Exchange with capitalization of approximately USD $4 Billion. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 25
  26. 26. China Is The Centre Of The Lithium Universe It is not only Tesla Gigafactory: early 2018 - 30 Lithium Batteries Megafactories are rising all across the globe. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 26
  27. 27. China Is The Centre Of The Lithium Universe It is not only Tesla Gigafactory: early 2019 – 68 Lithium Batteries Megafactories are rising all across the globe. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 27
  28. 28. 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 Lithium January 2019 28
  29. 29. 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 Lithium January 2019 29
  30. 30. Beyond The Tesla Gigafactory CATL already sells the most lithium batteries to the biggest EVs makers in the biggest EVs market: China. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 30
  31. 31. China Targets Sevenfold EVs Sales Increase By 2025 The new assemble lines will make CATL world’s largest EVs Lithium Battery Maker. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 31
  32. 32. UBS Lithium Demand Forecast Over 1,000,000 T LCE/Y 2026 “SQM would be able to produce up to 216,000 T Lithium LCE a year through 2025.” Reuters. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 32
  33. 33. Dr. David Deak Former SDE Of Tesla Motors Inc. To Electrify The World’s Fleet of Vehicles By 2050 Lithium Production Needs To Average 3.1 Million T LCE for 20 Years. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 33
  34. 34. Summer 2017 My “Totally Outrageous” 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. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 34
  35. 35. 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. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 35
  36. 36. Energy Storage Systems Solar & Wind. Energy Storage Systems Will Consume More Lithium Batteries’ Capacity Than Electric Cars in the Future. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 36
  37. 37. Battery Blastoff Demand for energy storage is forecast to rise as prices fall. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 37
  38. 38. Energy Security - It Is Not About Oil Anymore Tesla’s Lithium supply chain goes all around the globe and back to China now. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 38
  39. 39. The Real Lithium Scare. You Can’t Get It. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 39
  40. 40. Security Of Lithium Supply. • We are Here now: The Price of Lithium is the second thought after you have got some Secure Supply. • The Future: The Price of Lithium and its Amount Somewhere are not important if You Can’t Get It. • Scene One: China is diverting Supply of Lithium Chemicals for Batteries to Their Own Producers. • Scene Two: Australia, Chile, Argentina, Canada and Others Prohibit The Export of Any Battery Grade Chemicals other than In Lithium Batteries. • I will leave this stimulating process of thinking to all interested parties. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 40
  41. 41. Disruption Of $12T Industries: Energy And Transportation. • Disruption of $12 Trillion Industries: $8 T Energy & $4 T Transportation is based on $3 B Lithium Market by sales in 2018. • Money flow in Security of Lithium Supply will expand this market by price first and by volume after it. • Investments are lacking the Big Picture – Price Shocks Are Imminent. • M&A will redistribute the existing production first (SQM) and near-future supply development second (Lithium Americas and Lithium X). • Tesla Energy rEVolution – All Known Reserves of Lithium will be produced. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 41
  42. 42. Smart Money Controls Bottlenecks Energy Security. Electrification. Disruption of $12T Energy and Transportation depends on $3B Lithium market. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 42
  43. 43. China New Energy Plan State-level Approach China is making another “leap forward” straight into the Post Carbon Economy: Solar, Wind and Electric Cars. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 43
  44. 44. Will China Build Green Energy Future For Us? Lithium industry: learning Mandarin - all miners are praying for deals with China. Now we all can start praying for mercy. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 44
  45. 45. How To Cross Digital Divide And Finance Tesla rEVolution? We are facing Oligopoly controlling Lithium supply and can be facing Monopoly after more brave Trade Wars. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 45
  46. 46. We Need Real Things To Build Other Things Seems reasonable? But Markets are broken. How to transfer Capital directly to enterprises? Kirill Klip GEM Royalty TNR Gold Lithium January 2019 46
  47. 47. We Need To Produce 12 Million T Of Lithium LCE By 2030 2030: To Have 200 Million Electric Cars – 12 Million T of Lithium 2040: To Have 600 Million Electric Cars – 36 Million T of Lithium 2050: To Have All New Cars Electric – 100 Million T of Lithium Kirill Klip GEM Royalty TNR Gold Lithium January 2019 47
  48. 48. The End Of The ICE Age & OIL New Players Are At The Table Who will control the future of Tesla Energy rEVolution? The Lithium Race Is ON. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 48
  49. 49. China’s Lithium Giant Ganfeng Lithium has expanded globally. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 49
  50. 50. China’s Champion Ganfeng Lithium has quickly grown its share of the market. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 50
  51. 51. Ganfeng Tesla Supply Deal Ganfeng made lithium supply deals with Tesla for 3 years and with BMW for 5 years in 2018. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 51
  52. 52. Mariana Lithium, Argentina Mariana Lithium project in Argentina. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 52
  53. 53. Mariana Lithium, Argentina Resources Estimate (NI 43-101 Technical Report) filed in April 2017. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 53
  54. 54. Mariana Lithium JV – Ganfeng Lithium Operator Ganfeng Lithium brings the capital and technology to extract and process lithium into high value product and sell that product into an established and growing market. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 54
  55. 55. The Green Energy Metals Royalty Company & Gold. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 55
  56. 56. GEM Royalty Co. TNR Gold Corp. (TSXV: TNR) Becoming The Green Energy Metals Royalty Company. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 56
  57. 57. TNR Gold Corp. Global Assets TNR Gold Corp. current holdings. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 57
  58. 58. Argentina G20 Meeting Argentina is back in business. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 58
  59. 59. Argentina Is Back To Business Argentina: Building Power House For Tesla Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 59
  60. 60. Mariana Lithium, Argentina Mariana Lithium PEA released December 2018. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 60
  61. 61. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 61
  62. 62. Mariana Lithium PEA • 25-year mine life producing 10,000 T/y LCE Lithium plus 84,000 T/y SOP (Fertilizer) • CAPEX USD$243M • NPV = USD$192M after tax at 10% discount rate • IRR = 20% post-tax • Annual revenue USD$143M Kirill Klip GEM Royalty TNR Gold Lithium January 2019 62
  63. 63. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium January 2019 63
  64. 64. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium January 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 Lithium January 2019 65
  66. 66. 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 Lithium January 2019 66

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