To create a portfolio of strategically significant investments in battery and technology metal and mineral resources which can respond to an emerging global consensus that reducing the world’s carbon footprint requires a radical and profound change in the sources, uses and storage of energy. We are in the midst of a radical transition in energy and nation states are driving this change through regulation and legislation which will increase global demand for these resources to an unprecedented scale.
Using financial, technical and transaction experience we aim to capture the opportunity of an underlying secular change where battery mineral demand and pricing will decouple from global GDP.
We will enable growth in EVs & grid scale electricity storage which delivers lasting value for all our stakeholders and at the same time deliver superior returns for our investors.
- OUR STRATEGY
We will invest in undercapitalised mining and processing companies:
- In established mining and processing jurisdictions
- With well advanced, scaleable assets
- That have low logistics and processing risks and can be brought into production rapidly
We will also create a path to facilitate emerging technologies that will enhance the value of strategically important metals and minerals.
- THE OPPORTUNITIES
A major structural change in global battery mineral demand is underway, driven by government regulation and a global consensus to urgently reduce greenhouse emissions.
The impact on battery mineral demand will dwarf even the commodity impact of China’s industrialisation in the last 20 years.
The mining industry, large and small, is unprepared to meet global demand as good quality assets have been starved of capital.
Faced with a confusing array of opportunities to invest in battery technologies, investors have overlooked the mining sectors’ ability to supply materials that are vital to the adoption of an expanding, electric future.
- CREATING VALUE
We will create value by working with existing management teams to provide
- Growth capital
- Technical support
- Experience in securing future finance
- Expertise in building a credible ESG framework
- Delivery of an ultimate exit strategy
Where possible, VBR will apply a phased and risk managed development approach in its investments to achieve large scale revenue and cash flows.
- WHY VISION BLUE?
We have identified a pipeline of opportunities across critical battery minerals providing a simple way to accelerate investment into the global market opportunity.
Our team’s track record demonstrates a unique analysis of global dynamics to spot opportunities and act rapidly to capture value which has been overlooked by others.
By understanding finance and mining risks we act decisively to capture opportunity.
Sir Mick Davis CEO
Vision Blue was founded by Sir Mick Davis, a highly successful mining executive accredited with building Xstrata plc into one of the largest mining companies in the world prior to its acquisition by Glencore plc. Before listing Xstrata on the LSE as CEO he was CFO of Billiton plc and Chairman of Billiton Coal which he joined from the position of Eskom CFO.
During his career in mining he has raised over US$40bn from global capital markets and successfully completed over US$120bn of corporate transactions, including the creation of the Ingwe Coal Corporation in South Africa; the listing of Billiton on the LSE; the merger of BHP and Billiton; as well as numerous transactions at Xstrata culminating in the sale to Glencore plc.
Sir Mick Davis is a Chartered Accountant by profession, and holds an honours degree in Commerce from Rhodes University, South Africa and an Honorary Doctorate from Bar Ilan University, Israel.
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