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Kirill Klip GEM Royalty TNR Gold Lithium Presentation May 2020

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Lithium Will Power Us For The Next 50 Years And Then Robots: Kirill Klip GEM Royalty TNR Gold Lithium Presentation May 2020

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Kirill Klip GEM Royalty TNR Gold Lithium Presentation May 2020

  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 May 2020 1
  2. 2. Back Into The Future The future is already here, not everybody can see it yet, but megatrends are manifesting themselves. rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 2
  3. 3. Legal Disclaimer All information about Ganfeng Lithium and International Lithium Corp. presented using publicly available data. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 3
  4. 4. 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 May 2020 4
  5. 5. Clean Air Kirill Klip GEM Royalty TNR Gold Lithium May 2020 5
  6. 6. DIEselGate Kirill Klip GEM Royalty TNR Gold Lithium May 2020 6 DIEselGate Kirill Klip GEM Royalty TNR Gold Lithium May 2020 6
  7. 7. Electric Cars: Safety & Personal Freedom Electric cars provide health safety, personal freedom and reduce carbon footprint. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 7
  8. 8. Electric Cars Are Cleaner Than ICE By 2019, lifecycle EV emissions were around 3 times lower than ICE conventional car. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 8
  9. 9. Electric Cars Are Cleaner Than ICE Lifecycle greenhouse gas emissions: ICE conventional vs Tesla (US battery). Kirill Klip GEM Royalty TNR Gold Lithium May 2020 9
  10. 10. 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 May 2020 10
  11. 11. Energy rEVolution The World Just Before The INTERNET The future is already here, not everybody can see it yet. Technology to stop burning Oil is here and it is beautiful. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 11
  12. 12. Oil Used To Be Very Big Some still think that oil is very big, but thanks to rEVolution Energy Security is not only about oil anymore. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 12
  13. 13. 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 Lithium May 2020 13
  14. 14. Tesla Model S Before we had the best Electric Cars and affordable EVs. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 14
  15. 15. 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 Lithium May 2020 15
  16. 16. 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 Lithium May 2020 16
  17. 17. 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. On the roads. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 17
  18. 18. 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 May 2020 18
  19. 19. Tesla 2018 Tesla becomes “Real Car Company”. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 19
  20. 20. Tesla 2020 Tesla Vehicles Deliveries Q1 2020. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 20
  21. 21. Tesla Best-Selling Luxury Car Tesla Model 3 was America’s best-selling small and midsize luxury car in Q1 2020. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 21
  22. 22. All Legacy Autos Are Behind The pandemic crisis will hit legacy autos drowning in debt very hard, they are not EV ready. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 22
  23. 23. Cheaper Lithium Batteries Change Everything Advanced materials are the base of Energy rEVolution. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 23
  24. 24. Total Cost Of Ownership Is lower With EVs CleanTechnica: Large auto leasing company - Electric Cars have mostly lower total cost In Europe. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 24
  25. 25. EV & ICE Car Cost Parity We are closing on EV & ICE car cost parity. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 25
  26. 26. Mass Volume Production Lithium batteries mass volume production is getting ready for mass market for electric vehicles. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 26
  27. 27. Tesla Ahead Of The Curve Catalyst: Elon Musk talks about lithium cells cost below $100 per kWh and for battery packs in 2020. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 27
  28. 28. Mass Volume Production Lithium batteries mass volume production $100/kWh Tipping Point. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 28
  29. 29. Tesla Energy rEVolution Electric Cars are coming much faster than a lot of people are anticipating it. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 29
  30. 30. The Switch: Mass Market For EVs Now all automakers are rushing to catch up with Tesla. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 30
  31. 31. The Switch: Mass Market For EVs Now all automakers are rushing to catch up with Tesla. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 31
  32. 32. World’s Top 10 EVs Manufacturers Tesla is leading world’s top EVs manufacturers. China’s BYD, BAIC and SAIC take next 3 places. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 32
  33. 33. World’s Top 10 Selling EVs Tesla Model 3 is leading world’s top electric car sales by a huge margin. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 33
  34. 34. The Switch: The End Of The ICE Age China’s ICE engines passenger vehicles sales collapsed. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 34
  35. 35. 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 Lithium May 2020 35
  36. 36. Mercedes Kills ICE Engines Daimler stops developing new generations of ICE engines and will concentrate on electric powertrains. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 36
  37. 37. The Switch Flipped Global sales of traditional fuel-powered cars and trucks may have already peaked. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 37
  38. 38. Global Electric Vehicles Sales Cumulative global passenger EV sales - 4 million sold by 2018, 5 million sold by 2019. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 38
  39. 39. The Time To Sell A Million EVs The time to sell a million EVs is shortening. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 39
  40. 40. Global Electric Cars Sales Electric Cars sales growth worldwide was affected by slowing China due to NEV policy changes in 2019. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 40
  41. 41. Global Electric Cars Sales Electric Cars sales are growing. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 41
  42. 42. Global Electric Vehicles Fleet Cumulative global passenger EV sales – 4M sold by 2018, 5M sold by 2019, 8M sold by 2020. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 42
  43. 43. BNEF EV Outlook 2020 BNEF: 500 EV models will be available globally by 2022. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 43
  44. 44. The Switch: Mass Market For EVs BNEF: As EV sales spread to new markets they are projected to jump to 54 million by 2040. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 44
  45. 45. EV Share Of New Car Sales BNEF: EV share of new car sales is projected to grow to 58% by 2040. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 45
  46. 46. Global EV Fleet BNEF: Global EV fleet is projected to reach 116 million by 2030. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 46
  47. 47. Global Electric Cars Sales Global annual passenger vehicles sales by drivetrain. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 47
  48. 48. Global Electric Vehicles Sales Annual passenger EV sales by region. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 48
  49. 49. 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 May 2020 49
  50. 50. China’s EV Sales BNEF: China accounts for the largest share of global EV sales. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 50
  51. 51. Tesla Comes To China Shanghai welcomes Elon Musk and Tesla Gigafactory 3. Transfer of technology is unavoidable. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 51
  52. 52. Tesla Gigafactory 3, China Tesla’s $2B China Gigafactory covers the size of 121 football pitches, aimed to make 3k EVs a week. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 52
  53. 53. Tesla Gigafactory 3, China Tesla’s $2B China Gigafactory: “machine is building machines”, aims to make 4k EVs a week in 2020. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 53
  54. 54. Tesla Gigafactory 4, Germany Germany welcomes Tesla Gigafactory 4! Kirill Klip GEM Royalty TNR Gold Lithium May 2020 54
  55. 55. Tesla Gigafactory 4, Germany Tesla comes to the motherland of the iconic legacy automakers and will keep them on their toes. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 55
  56. 56. Tesla Gigafactory 5, Texas? Reports: Tesla will likely select Texas as location for its Cybertruck Gigafactory 5. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 56
  57. 57. Rivian New players are coming in. Rivian is backed by Amazon and Ford. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 57
  58. 58. Tesla Energy rEVolution We must stop burning oil. Solar and Wind. Electricity. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 58
  59. 59. Green Energy: Clean Equals Cheap All-in cost for clean energy is already cheaper than coal and gas. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 59
  60. 60. Clean Energy Is Getting Cheaper All-in cost for clean energy is getting much cheaper than coal and gas. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 60
  61. 61. China Is The Centre Of The Lithium Universe. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 61
  62. 62. The Lithium Universe TNR Gold NSR Royalty on Mariana Lithium Ganfeng JV. Wormholes: Entry Into The Lithium Universe – China. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 62
  63. 63. The Green Energy Metals Royalty Co. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 63
  64. 64. Ganfeng Lithium Is The Largest Integrated Lithium Producer In China Company is trading on Shenzhen Exchange with capitalization of approximately USD $8 Billion. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 64
  65. 65. 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 May 2020 65
  66. 66. TNR Gold Holds NSR Royalty on Mariana Lithium, Argentina. Ganfeng Lithium JV Operator 66 Kirill Klip GEM Royalty TNR Gold Lithium May 2020
  67. 67. China Was 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 May 2020 67
  68. 68. China Is The Centre Of The Lithium Universe It is not only Tesla Gigafactory: October 2019 – 99 Lithium Batteries Megafactories are rising all across the globe. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 68
  69. 69. Battery Megafactories May 2020 – 131 Lithium Batteries Megafactories are rising all across the globe. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 69
  70. 70. 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 May 2020 70
  71. 71. Beyond The Tesla Gigafactory Electrification of energy and transportation requires new supply chains. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 71
  72. 72. Global Battery Arms Race We are in the midst of a global battery arms race that is rapid and relentless. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 72
  73. 73. Lithium Supply Chain China today exerts vast control over every step of the supply chain. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 73
  74. 74. Lithium Supply Chain Where does China’s dominance lie in the lithium supply chain? Kirill Klip GEM Royalty TNR Gold Lithium May 2020 74
  75. 75. China Targets Sevenfold EVs Sales Increase By 2025 Lithium batteries cell suppliers. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 75
  76. 76. China’s Battery Producers Chinese battery producers are graduating to Tier 1. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 76
  77. 77. Global Lithium Supply and Demand Global Lithium supply and demand forecast. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 77
  78. 78. Lithium Production All lithium industry has managed to build just approximately 325,000 T/y LCE capacity by 2020. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 78
  79. 79. Lithium Mining Delays Lithium mining and conversion are very complex even if capital is available. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 79
  80. 80. Pandemic Shock CoronaVirus has impacted half the supply chain. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 80
  81. 81. Lithium Boom Electric vehicle rEVolution will fuel global demand for lithium. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 81
  82. 82. UBS Lithium Demand Forecast Over 1,000,000 T LCE/Y 2026 “SQM would be able to produce up to 216k T Li LCE a year through 2025.” Reuters 2018 – 180k SQM 2019. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 82
  83. 83. 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 May 2020 83
  84. 84. 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 May 2020 84
  85. 85. 100M T Lithium LCE Needed by 2050 100M T Lithium LCE needed ONLY for All New Electric Cars. The Economist: 1.8 Billion Electric Cars by 2040. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 85
  86. 86. 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 May 2020 86
  87. 87. 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 May 2020 87
  88. 88. Battery Blastoff Demand for energy storage is forecast to rise as prices fall. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 88
  89. 89. Tesla Giant Battery Tesla deployed the largest lithium battery plant in Australia. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 89
  90. 90. 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 May 2020 90
  91. 91. Lithium Supply Chains Autos are investing $$$ Billions of dollars in lithium batteries supply chains. Who can deliver? Kirill Klip GEM Royalty TNR Gold Lithium May 2020 91
  92. 92. The Real Lithium Scare. You can’t get secure supply of battery grade Lithium. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 92
  93. 93. Security Of Lithium Supply • Autos are here now: The Price of Lithium is the second thought after you have established Secure Supply of Lithium with battery grade quality. • The Future: The Price of Lithium and its Amount Somewhere will be 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. • Industry is starving for Capital: further concentration. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 93
  94. 94. Disruption Of $12T Industries: Energy And Transportation • Disruption of $12 Trillion Industries: $8T Energy & $4T Transportation is based on $3B Lithium Market by sales in 2019. • Industry needs $20B Investment to meet UBS 1M T/y LCE demand by 2026 - it raised just over $2B in 2018. • Investors are burnt and retreated – Price Shocks Are Imminent after consolidation. • M&A will redistribute the existing production first and near-future supply development second. • Tesla Energy rEVolution – All Known Reserves of Lithium will be produced, but who will own it then? Kirill Klip GEM Royalty TNR Gold Lithium May 2020 94
  95. 95. Welcome to REE 2.0 The strongest players are consolidating control of the supply chains for 21st century. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 95
  96. 96. Lithium: Welcome to REE 2.0 The strongest players are getting stronger, the weak ones are wiped out. Who can cross the desert? Kirill Klip GEM Royalty TNR Gold Lithium May 2020 96
  97. 97. 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 May 2020 97
  98. 98. 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 May 2020 98
  99. 99. 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 May 2020 99
  100. 100. 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 May 2020 100
  101. 101. 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 May 2020 101
  102. 102. How To Cross Digital Divide And Finance Tesla rEVolution? Capital is coming to global electric cars space, but only the best Lithium companies can get it. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 102
  103. 103. How To Cross Digital Divide And Finance Tesla rEVolution? Lithium industry is starving, only the best Lithium companies can get Capital. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 103
  104. 104. Investors Moved From Lithium To Pot Speculative investors have moved from lithium to pot. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 104
  105. 105. 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 Lithium May 2020 105
  106. 106. 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 May 2020 106
  107. 107. 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 May 2020 107
  108. 108. 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 May 2020 108
  109. 109. China’s Lithium Giant Ganfeng Lithium has expanded globally. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 109
  110. 110. China’s Lithium Giant Ganfeng Lithium resources. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 110
  111. 111. China’s Champion Ganfeng Lithium has quickly grown its share of the market. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 111
  112. 112. China’s Lithium Giants Ganfeng Lithium stock is 59% higher than a year ago, Tianqi is 29% lower. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 112
  113. 113. Ganfeng Tesla Supply Deal Ganfeng made lithium supply deal with Tesla. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 113
  114. 114. Ganfeng Volkswagen Deal Ganfeng made lithium supply deal with Volkswagen. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 114
  115. 115. Ganfeng BMW Supply Deal Ganfeng made lithium supply deal with BMW. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 115
  116. 116. Ganfeng Scale & Staying Power Ganfeng reaffirmed commitment to Argentina celebrating $160M investment in Lithium Americas in September 2019. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 116
  117. 117. Mariana Lithium JV Ganfeng Lithium Operator Ganfeng Lithium brings the capital and technology to extract and process lithium for an established and growing market. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 117
  118. 118. Mariana Lithium, Argentina Mariana Lithium Project - Ganfeng JV in Argentina. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 118
  119. 119. Mariana Lithium, Argentina Ganfeng Lithium 2019 annual report - project update. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 119
  120. 120. Ganfeng Lithium 2019 Report “The feasibility study of Mariana Project in Argentina was completed in 2019, and environmental assessment and construction of the project are planed to be conducted.” Kirill Klip GEM Royalty TNR Gold Lithium May 2020 120
  121. 121. Mariana Lithium Project Ganfeng Lithium 2019 Report “The feasibility study of Mariana Project in Argentina was completed in 2019, and environmental assessment and construction of the project are planed to be conducted.” Kirill Klip GEM Royalty TNR Gold Lithium May 2020 121
  122. 122. Mariana Lithium Project Ganfeng Lithium 2019 Report “The feasibility study of Mariana Project in Argentina was completed smoothly in 2019, and environmental evaluation and construction were planed to be conducted gradually.” Kirill Klip GEM Royalty TNR Gold Lithium May 2020 122
  123. 123. The Green Energy Metals Royalty & Gold Company. TNR Gold Corp. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 123
  124. 124. GEM Royalty Co. TNR Gold Corp. (TSXV: TNR) Becoming The Green Energy Metals Royalty & Gold Company. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 124
  125. 125. TNR Gold Business Model We do not have to contribute any capital to the development of Mariana Lithium. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 125
  126. 126. TNR Gold Corp. Global Assets TNR Gold Corp. current holdings. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 126
  127. 127. Mariana Lithium, Argentina Mariana Lithium PEA released December 2018. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 127
  128. 128. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 128
  129. 129. Mariana Lithium PEA Ganfeng Lithium 2018: • 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 • Before Resource Increase by 250% plus in 2020 Kirill Klip GEM Royalty TNR Gold Lithium May 2020 129
  130. 130. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 130
  131. 131. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 131
  132. 132. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 132
  133. 133. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 133
  134. 134. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 134
  135. 135. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 135
  136. 136. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 136
  137. 137. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 137
  138. 138. Mariana Lithium Royalty TNR Gold reports on Mariana Lithium Royalty Holding. Kirill Klip GEM Royalty TNR Gold Lithium May 2020 138
  139. 139. 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 May 2020 139
  140. 140. 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 May 2020 140

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