One-stop shop to invest in
Battery Metals
We are in the Energy Transition
Decarbonisation
To reach Net-Zero goals we need to decarbonise our energy system.
Electrification
Global transportation systems will be electrified by 2050.
Energy Storage
The Lithium-Ion Battery is the central element of our generation.
Battery Metals
Sustainable up-stream raw materials are in high demand.
Growth Investment Strategy
Pure play
Battery Metals
We believe in an ongoing up-stream raw materials supply shortage, Net-Zero goals and the increasing urgency in the decarbonisation and electrification.
Top-down
Commodity preference
Battery manufacturing and development of technology are going to determine demand, price and opportunity.
Bottom-up
Portfolio selection
We evaluate companies to identify who is going to succeed in the future; promising junior explorers, developers and established producers.
Impact analysis
Geopolitics, supply chain transparency and SDGs are part of our proprietary evaluation process.
Risk management
We evaluate risks such as commodities, inflation & interest, trends in battery technology and government regulation.
Due diligence
We examine management, assets, financial strength, ESG, country risk, ownership & confidence.
Impact
The inconvenient truth about the transition to a low-carbon future is: “it will be very mineral intensive”.