Kirill Klip GEM Royalty TNR Gold Copper Presentation May 2019

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Back Into The Future
Tesla Energy rEVolution: Red Metal Goes Green.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
1

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

Legal Disclaimer For The US
Please read legal disclaimers. There is no investment advice in this
presentation. Always cons...

Energy rEVolution
The World Just Before The INTERNET
“Maximum Plaid” of Tesla Roadster: Elon Musk has
demonstrated the pot...

Tesla Model 3
Before we had the best Electric Cars and affordable EVs. Now
we have the first best and more affordable Elec...

Tesla’s Unfathomable Launch
Elon Musk promised to ramp up Model 3 to 10k a week
and build 500k of all models in 2018.
Kiri...

Tesla In 2018
Tesla becomes “Real Car Company”
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
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Tesla Ramping Up
Elon Musk predicts that adding the cheaper Model 3 will
boost sales this year.
Kirill Klip GEM Royalty TN...

China’s Electric Car Surge
China’s share of electric-vehicles sales has grown
exponentially in just a few years.
Kirill Kl...

China’s Hunger For Copper
China’s Copper Raw Material Imports: 2008 – 2019.
Kirill Klip GEM Royalty TNR Gold
Copper May 20...

Tesla Ahead Of The Curve
Catalyst: Elon Musk talks about cost below $100/kWh for
lithium cells in 2019 and for battery pac...

Tesla Energy rEVolution
Electric Cars are coming faster than a lot of people are
anticipating it.
Kirill Klip GEM Royalty ...

EV Mass Adoption
EV outlooks are changing towards mass adoption.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
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The End of The ICE Age &
OIL Domination
For centuries we have been burning things just to get some energy.
It has been mos...

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

Tesla Comes To China
Shanghai welcomes Elon Musk and Tesla Gigafactory 3.
Transfer of technology is unavoidable.
Kirill Kl...

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 ra...

Green Energy: Clean Equals Cheap
Catalyst: Solar and Wind Energy becomes cheaper than
coal and gas.
Kirill Klip GEM Royalt...

Renewable Energy
Renewable energy projected to account for three
quarters of global power generation by 2050.
Kirill Klip ...

A Golden Age For Copper
With the rise of EVs, copper demand will follow suit.
Kirill Klip GEM Royalty TNR Gold
Copper May ...

Copper Drives Electric Vehicles
Copper Development Association Inc.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
21

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 EVs Demand
An increasing amount of copper will be required to
power Tesla rEVolution.
Kirill Klip GEM Royalty TNR G...

The Switch: Energy Transition
43% potential increase in copper demand by 2035.
Kirill Klip GEM Royalty TNR Gold
Copper May...

Copper Is Essential To EV Technology
Copper Development Association Inc.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
...

Copper Is Needed For EVs & All
Charging Infrastructure
Copper Development Association Inc.
Kirill Klip GEM Royalty TNR Gol...

EVs & Copper Demand
EVs are expected to drive copper demand.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
27

Copper Big Picture
Over the next 26 years the world is going to mine more
copper that what has been mined in all history.
...

Copper Fundamentals
Glencore: Resilient demand across commodities is a
continuation of a long term trend.
Kirill Klip GEM ...

Copper Supply Gap
Without copper projects supply gap will exceed 15Mt
by 2035.
Kirill Klip GEM Royalty TNR Gold
Copper May...

New Supply Vacuum
Major copper mines starting in 2014-2019.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
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Copper Production Peaks In 2022
Planned copper projects will not meet demand.
Kirill Klip GEM Royalty TNR Gold
Copper May ...

“Severe Deficit”
Goldman sees “severe deficit” for copper starting
in 2023.
Kirill Klip GEM Royalty TNR Gold
Copper May 20...

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

Copper Discoveries
Exploration budgets are going down and major copper
discoveries are far and few between.
Kirill Klip GE...

Have We Found Everything?
The future of copper mining means grades
below 0.5% Cu Eq.
Kirill Klip GEM Royalty TNR Gold
Copp...

Copper Head Grade
Industry head grade is going lower.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
37

$6 Trillion Investment In EVs
Fast roll out of infrastructure for EVs will require stable
supply of copper.
Kirill Klip GE...

Commitments To EVs
There is a huge disconnect between billons $$$ invested in
electric cars and capital invested in mining...

Copper Projects NPV & IRR
RFC Ambrian: Projects in the development pipeline are
highly sensitive to copper price.
Kirill K...

Projects Delayed
Most of new large mining projects and expansions
delayed beyond 2023.
Kirill Klip GEM Royalty TNR Gold
Co...

Price Shocks Are Imminent
Much higher prices for copper needed to put new
mines in production.
Kirill Klip GEM Royalty TNR...

Copper Inventories
Glencore: Copper inventories are significantly reduced.
Kirill Klip GEM Royalty TNR Gold
Copper May 201...

Commodity Stock Index
Commodity stocks undervalued.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
44

Los Azules Copper
McEwen Mining: “Los Azules – Our Sleeping Giant"
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
45

The Green Energy Metals
Royalty & Gold
TNR Gold Corp.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
46

GEM Royalty Co.
TNR Gold Corp. (TSXV: TNR)
Becoming The Green Energy Metals Royalty Company.
Kirill Klip GEM Royalty TNR G...

TNR Gold Corp. Global Assets
TNR Gold Corp. current holdings.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
48

Argentina G20 Meeting
Argentina is back in business.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
49

Argentina Is Back To Business
Argentina and Chile signed the protocol aimed at the
development of Los Azules Copper projec...

Assets – Los Azules Copper,
San Juan, Argentina
Andean Cordillera – Home to Major Copper Mines.
Kirill Klip GEM Royalty TN...

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

Los Azules Copper Resource
Los Azules Copper resource contains 10.2B lb. indicated
and 19.3B lb. inferred resources.
Kiril...

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

Los Azules Copper
Undiscounted NSR $35.2B
McEwen Mining PEA: Commodity Price Assumptions.
Kirill Klip GEM Royalty TNR Gold...

Los Azules Copper
Potential Value of TNR Gold’s NSR Royalty
TNR Gold holds a 0.36% NSR Royalty on the entire
Los Azules Co...

Los Azules PEA
Los Azules projected cost of Copper production.
Kirill Klip GEM Royalty TNR Gold
Copper May 2019
57

Los Azules PEA
Los Azules can become 26th largest Copper mine
in the world.
Kirill Klip GEM Royalty TNR Gold
Copper May 20...

Los Azules Summary
Value-adding will continue for Los Azules
in 2019 and 2020.
Kirill Klip GEM Royalty TNR Gold
Copper May...

Los Azules Copper
McEwen Mining: Los Azules – big optionality to copper
price.
Kirill Klip GEM Royalty TNR Gold
Copper May...

Copper Transactions
McEwen Mining: Benchmarking Los Azules Intrinsic
value.
Kirill Klip GEM Royalty TNR Gold
Copper May 20...

Largest Copper Projects
RFC Ambrian: 19 largest copper projects reserves and
resources.
Kirill Klip GEM Royalty TNR Gold
C...

The Largest Copper Projects For JVs
RFC Ambrian: 21 largest copper projects that may
require 3rd party.
Kirill Klip GEM Ro...

The Largest Copper Projects For JVs
RFC Ambrian: Copper projects >5Mt which may require
3rd parties.
Kirill Klip GEM Royal...

GEM Royalty Co. - TNR Gold Corp.
• Becoming The Green Energy Metals Royalty Co.
• Assets with major companies as Operators...

Thank you!
Energy rEVolution.
The World Just Before The INTERNET.
Follow @KirillKlip
Visit www.kirillklip.blogspot.com
Con...

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