Qualified Purchaser Offering. Battery Metals Value-Add Fund I (the “Fund”) is offered solely to qualified purchasers under Section 3(c)(7) of the Investment Company Act. Minimum commitment: US $10 million. This overview is summary only; the private-placement memorandum (PPM) controls. Investments are speculative, illiquid and may result in loss of capital.
Battery Metals Value-Add Fund I — US $100 Million Rapid-Turnaround Platform
The Fund acquires undervalued copper, cobalt, lithium and nickel licences across Africa’s proven belts, executes targeted drilling, metallurgy and ESG upgrades, then exits via trade sale, consolidation or public listing. Focus: value-add, not long-haul operations. Target hold: 3–5 years per asset, IRR objective 25 %+ net.
Critical-Mineral Opportunity Map
Mineral | Priority Districts | Indicative Targets |
---|---|---|
Copper / Cobalt | Central African Copper Belt | Brown-field pits ≥0.8 % Cu; tailings 0.15–0.3 % Co |
Lithium (Spodumene) | Zimbabwe & Namibia pegmatites | Drill-ready ≥1 % Li 2 O intercepts |
Nickel Sulfide & Laterite | Madagascar, Tanzania, Botswana | Historic resources ≥0.9 % Ni |
Graphite (Flake) | Mozambique & Tanzania | 8–12 %Cgr feasibility-stage lodes |
Value-Add Playbook
- Phase 1 — Entry: secure 70 %+ project interest via option or earn-in; confirm legacy data with twinned holes and SGS/BV assays.
- Phase 2 — De-Risk: infill drilling to JORC/43-101 inferred → indicated; metallurgical variability, ESG baseline, pit optimisation.
- Phase 3 — Scale & Package: combine adjacent licences into district hub; produce PEA/PFS and marketing pack.
- Phase 4 — Exit: dual track sale to strategics or reverse-merger IPO onto LSE/TSX/JSE shell; retain royalty where possible.
Core Technical Team
Role | Key Competencies |
---|---|
Lead Geologist | 25 yrs Africa copper & lithium; authored 4 compliant resource statements >1 Mt metal. |
Metallurgical Engineer | Commissioned 6 hydromet plants; expertise in SX-EW, DMS and lithium flotation. |
Mining Economist | Modelled >20 African PFS/DFS; pit optimisation, NPVs, royalty structuring. |
ESG & Community Lead | IFC Performance Standards audits; negotiated 10+ community agreements. |
Capital Markets Director | 15 yrs mining M&A; executed $3 bn of African asset sales and 4 reverse-merger listings. |
Fund Snapshot
Parameter | Detail |
---|---|
Fund Size (Hard Cap) | US $100 million |
Minimum Commitment | US $10 million (Qualified Purchasers) |
Preferred Return | 8 % cumulative |
Carried Interest | 20 % over preferred |
Investment Period | 36 months |
Fund Term | 8 years + 2 × 1-year extensions |
Exit & Liquidity Pathways
- Reverse-Merger IPO — inject de-risked asset bundle into a clean shell on LSE/TSX; distribute shares to LPs.
- Strategic Trade Sale — sell to established cathode or smelter groups seeking feed security.
- Royalty/Stream Spin-Out — carve out NSR or stream into separate vehicle for ongoing yield.
- Toll-Milling JV — monetise ore via nearby mill, recycle capital back to Fund before divestment.
Risk Discipline
- Phase-gated capital release tied to drill metres, recovery tests, ESG milestones.
- Portfolio spread across ≥3 jurisdictions to dilute sovereign concentration.
- Base-case economics stress-tested at 30 % metal-price downside.
- Political-risk insurance and tax-stability agreements secured pre-investment.
Secure the PPM & Data Room
Qualified purchasers may request full technical data, financial model and legal documentation via contact@fgcapitaladvisors.com. Subject line: “Value-Add Fund — DD Request.”