EMERGING RESOURCES
“A Gateway into Global Mining Investment”
World economy
The mining sector is pivotal to the world’s economy. Numerous industries worldwide depend on the supply of mined commodities. The dependency of various high-tech-industries on rare earth metals has recently resulted in rapidly increasing value and there continues to be inelastic demand for mined raw materials.
Emerging Resources main focus is on capital discipline, we explore how to invest in growth and transformation.
The energy transition is shifting demand and companies are responding through more investment in “future-facing” commodities, including copper and lithium, while divesting coal assets.
Such decisions are not only motivated by a desire to adapt to an evolving market, but also to meet investors’ expectations around ESG performance. Organizations’ access to capital is increasingly linked to their ability to show how they create value beyond the bottom line.
Sustainability
With demand for certain commodities set to increase and sustainability becoming a bigger focus, we analyse where optimal value can be found, designing a portfolio to capture this. Following how companies decide to rationalize, grow and transform to best withstand disruption, navigate changing commercial relationships and ultimately win competitive advantage.
Emerging Resources possesses extensive experience and knowledge of the mining sector, along with a strong network of industry ties, enabling us to offer long-term value to investors through professional input, operational assistance, investment guidance and industry recommendations. Holding logical and financial experience, as well as strong in-house knowledge in geology, engineering, mineral processing, mining finance, and private equity.
Emerging Recourses takes a long-term partnership approach with its investee companies.