Creating a portfolio of strategic and high returning investments in metal and mineral resource companies essential to the clean energy transition

Joined February 2021
2 Photos and videos
Vision Blue retweeted
Vision Blue grants Cornish Metals £7 million backing @CornishMetals (TSXV, LSE: $CUSN) secures a £7M credit facility from @VisionBlueres to support the reopening of the South Crofty tin mine in southwest England, advancing its tin production plans. #tin northernminer.com/news/visio…
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Great news from NextSource!
We are delighted to announce the signing of a Mandate Letter with IFC, marking a significant milestone in our journey to expand the Molo Graphite Mine and support the diversification of global supply chains for critical battery materials such as graphite. nextsourcematerials.com/next…
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Andrew Trahar, Partner and Co-Founder of @visionblueres told FMF TV how Saudi Arabia has been amazingly supportive and that its combination of clear vision with financial power and effective resolve in the mining sector is impressive. #FutureMineralsForum #FMF24
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Vision Blue retweeted
Writing in Time magazine Ian Bremner, leading political risk analyst, ranked the “fight for critical minerals” as one of the top 10 global risks. NextSource is well positioned to deliver the materials that the world needs.time.com/6552898/top-10-glob…
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Vision Blue retweeted
In 2023, the US imported 100% of its natural graphite according to the USGS Mineral Commodity Summary 2024, will supply mostly from China. US reliant on imports for 29 of its 50 critical metals: USGS (mining-journal.com)

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Vision Blue retweeted
Macquarie Research are forecasting graphite deficits to begin in 2024 and increase each year to 2030. investornews.com/critical-mi…. #graphite #demand #intergrated #lithiumionbattery
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Vision Blue retweeted
Day 2 How the Green Energy Transition is Fuelling Demand at 121 Mining Investment Cape Town. To learn more about 121 Mining Investment Cape Town and to sign up, please click here: hubs.la/Q02jrCjm0 #121MiningInvestment #CapeTown @afreximbank @VisionBlueRes @TataIntl
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Vision Blue retweeted
Serra Verde says it has started commercial production of mixed rare earth concentrate from Phase I of its Pela Ema deposit in Brazil. At full capacity, Serra Verde will produce at least 5,000 tonnes per year of rare earth oxide used to make permanent magnets for EV, wind turbines
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Today our portfolio company Serra Verde announced it had entered commercial production, making it the first scale producer of critical rare earths outside of Asia. A huge achievement! 👏👏 serraverde.com/en/2024/01/11…

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Serra Verde operates a large, long-life ionic clay deposit that contains an elevated proportion of high value heavy and light REEs, primarily neodymium (Nd), praseodymium (Pr), terbium (Tb) and dysprosium (Dy) that are key to the energy transition.
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Vision Blue retweeted
Our CEO Craig Scherba presenting at @RedCloudFS Fall Mining Showcase
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Vision Blue retweeted
Our CEO Craig Scherba presenting the developments in natural and synthetic graphite markets. #graphite #criticalminerals #anode #BenchmarkWeek2023
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Vision Blue retweeted
#FAR is pleased to announce the conversion of the outstanding convertible loan notes held by @VisionBlueRes into 33,520,088 ordinary shares of no par value in the Company. Full details of the CLN conversion can be found here: londonstockexchange.com/news…
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Madagascan production growing fast 👀@nextsourcemat
Benchmark Infographic - Who dominates the #graphite to #EV battery supply chain? Below, Benchmark analysis provides a visual breakdown of natural and synthetic graphite supply chains. 🚨 Graphite Anodes - part of #BenchmarkWeek 2023 - is the world's leading graphite industry conference. View the full conference agenda and expert speakers from government, industry and finance ➡️ benchmarkevents.benchmarkmin… Secure your tickets to join us in LA next week on 14-16 November ➡️ benchmarkevents.benchmarkmin…
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Vision Blue retweeted
#Graphite freebie: China is once again flexing its proverbial muscles, imposing export controls on graphite and giving the Western world a reminder that it remains years ahead for certain aspects of the energy transition fastmarkets.com/insights/gra…
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Vision Blue retweeted
The announcement of new restrictions on #graphite exports by the Chinese government has caused strong industry reaction across the world. Security and quality of supply is under an even brighter spotlight than before - Benchmark data below illustrates why. 🌏 2023 global #anode capacity - China accounts for 92.6%. 🌏 2035 global anode capacity - China accounts for 90.2%. Graphite supply dynamics and international government policy across the #battery supply chain will be a central focus at Graphite Anodes 2023 during Benchmark Week coming to Los Angeles on 14-16 November. View the full agenda for Graphite Anodes 2023 ➡ benchmarkevents.benchmarkmin… New for #BenchmarkWeek 2023 - One Ticket, Three Days, Access All Areas. Secure your tickets here ➡ benchmarkevents.benchmarkmin…
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More good progress at NextSource
We are pleased to announce the first bulk #shipment of SuperFlake® #graphite from the Molo Graphite mine in Madagascar and that #commissioning of the #solar and #battery facility for the mine’s hybrid power plant has been completed
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Vision Blue retweeted
We are pleased to announce the first bulk #shipment of SuperFlake® #graphite from the Molo Graphite mine in Madagascar and that #commissioning of the #solar and #battery facility for the mine’s hybrid power plant has been completed
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