Building The Green Energy Metals Royalty Company: Kirill Klip GEM Royalty Blockchain Capital Presentation January 2019

1. Back Into The Future
Tesla Energy rEVolution: How To Cross Digital Divide.
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2. Legal Disclaimer
All information about McEwen Mining and International
Lithium is presented with publicly available data.
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3. Legal Disclaimer For The US
Please read legal disclaimers. There is no investment advice in this
presentation. Always consult your qualified financial adviser.
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4. The Green Energy Metals
Royalty Company.
TNR Gold Corp.
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5. Tesla Energy rEVolution
We must stop burning oil. Solar and Wind. Electricity.
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6. Clean Energy Equals Cheap
Solar and Wind energy are cheaper than coal and gas.
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7. Electric Cars
Now we can store electricity and use it in style
when we need it.
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8. Cheaper Lithium Batteries Change
Everything
Advanced materials are the base of Energy rEVolution.
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9. Metals Are Making All Our Gadgets
Tick
But they are still at the mercy of the same old multi-year
long mining cycle.
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10. Green Energy Metals
Mining Lifecycle is taking too long for the appetite of
investors in the 21st century.
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11. Have We Found Everything?
Exploration and development of the new projects are
literally in a free fall. Lack of capital and new discoveries.
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12. Junior Miners Are Struggling
Financing flow has dried up. Low metal prices, fear,
uncertainty and doubt have pushed investors away.
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13. Millennials Are Chasing Crypto Bubbles
The demographic situation is not helping:
“Gold Bugs” are facing extinction.
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14. Crypto:
The Phase To Get Rich Fast Is Over
But the Dream and Billons $$$ in allocated to
Crypto Capital remain.
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15. Blockchain Technology
There are 800 crypto coins which are dead already, but
core Blockchain technology will stay.
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16. New EcoSystems:
Decentralization Of Capital
Time is to build Blockchain applications:
decentralized access to the Capital can be one.
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17. There Was Is Capital
But those who need it most can’t get it.
Markets are broken: FED, Bad Banks, HFT, Algos and ETF.
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18. Can Blockchain Build
Decentralized Capital Access?
Can Capital seeking yield be securely, cheaply and
legally connected with enterprises?
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19. “Time Arbitrage”:
Potential Future Royalties
How to bridge the gap: Capital which is needed now
and potential Royalty cash flow in the future?
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20. We Need Real Things To Build
Other Things
Seems reasonable? But Markets are broken.
How to transfer Capital directly to enterprises?
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21. Smart Money
Controls Bottlenecks
Energy Security. Electrification. Disruption of $12T Energy
and Transportation depends on $3B Lithium market.
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22. China New Energy Plan
State-level Approach
China is making another “leap forward” straight into the
Post Carbon Economy: Solar, Wind and Electric Cars.
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23. 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.
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24. Energy Security - It Is Not About Oil Anymore
Tesla’s Lithium supply chain goes all around the globe
and back to China now.
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25. 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.
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26. GEM Royalty TNR Gold
TNR Gold announced strategic initiatives: convertible
Royalty debentures and exploring Blockchain technology.
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27. Seeking Strategic Partners With
Crypto Assets
Connecting crypto assets with potential Royalties in
Copper and Lithium.
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28. GEM Royalty Portfolio
• 0.36% NSR Royalty on the entire Los Azules,
Argentina – one of the largest Copper projects
under McEwen Mining management.
• 1.8% NSR Royalty on the Mariana Lithium, Argentina
– lithium brine project under Ganfeng Lithium
management.
• 90% Shotgun Gold project, Alaska. Gold in the
Elephant Country - Donlin Gold mining district
developed by Barrick Gold and NOVAGold.
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29. Los Azules Copper
Undiscounted NSR $35.2B
McEwen Mining PEA: Commodity Price Assumptions.
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30. 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.
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31. Los Azules Copper, Argentina
If it were in production now – 26th largest copper mine in
the world.
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32. Los Azules Summary
Value-Adding will continue for Los Azules in
2019 and 2020
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33. Mariana Lithium, Argentina
Mariana Lithium PEA released December 2018.
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34. 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
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35. 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
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36. 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 Blockchain
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