Vision Blue Resources is planning to invest in companies involved in vanadium, graphite, silicon metal, tin and rare earths.
The company recently announced that it has raised over US$650 million from investors seeking exposure to VBR’s strategy of supporting companies that will help drive the global transition to clean energy. Following strong support from specialist mining, private and large institutional investors, the proceeds were above VBR’s US$500m target.
Since its launch in 2021, VBR has continued to expand its portfolio to five strategic investments in companies involved in graphite, vanadium, silicon metal, tin and rare earths. Each of these commodities benefits from rapidly growing demand from end markets including electric vehicles, grid scale energy storage, wind and solar energy infrastructure, and electronic devices.
Vision Blue’s investment strategy is to secure significant minority stakes in companies with well defined, advanced and scalable assets, and committed management teams. The VBR team works closely with its investee companies to accelerate growth by providing capital, management support, access to public and private finance, technical and operating support, expertise in building a world-class ESG framework, as well as delivery of a value realisation strategy.
Sir Mick Davis said:
“Since our first investment in early 2021, we have seen a growing realisation amongst governments, investors, industry and others that the world is facing a major shortfall in the supply of metals and minerals needed to enable the transition to clean, low carbon energy production and usage.
“VBR is already playing an important role in accelerating the supply of these critical commodities by supporting the rapid and responsible development of new sources of supply that have the potential to become globally significant.
“The interest from new investors seeking exposure to VBR’s strategy of accessing critical minerals has been beyond our expectations. We are now well placed to expand our portfolio of strategic investments and capitalise on the opportunities which we have already identified.”