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Vision Blue Resources Completes US$650m Fundraising
London 18 April 2023: Vision Blue Resources (“VBR” or “Vision Blue”) announces 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$500m target.
Since its launch in 2021, VBR has continued to expand its portfolio to five strategic investments in
companies involved in graphite, vanadium, silicon metal, tin and rare earths. Each of these
commodities benefits from rapidly growing demand from end markets including electric vehicles, grid
scale energy storage, wind and solar energy infrastructure, and electronic devices.
Vision Blue’s investment strategy is to secure significant minority stakes in companies with well
defined, advanced and scalable assets, and committed management teams.
The VBR team works closely with its investee companies to accelerate growth by providing capital,
management support, access to public and private finance, technical and operating support, expertise
in building a world-class ESG framework, as well as delivery of a value realisation strategy.
Sir Mick Davis said:
“Since our first investment in early 2021, we have seen a growing realisation amongst governments,
investors, industry and others that the world is facing a major shortfall in the supply of metals and
minerals needed to enable the transition to clean, low carbon energy production and usage.
“VBR is already playing an important role in accelerating the supply of these critical commodities by
supporting the rapid and responsible development of new sources of supply that have the potential to
become globally significant.
“The interest from new investors seeking exposure to VBR’s strategy of accessing critical minerals has
been beyond our expectations. We are now well placed to expand our portfolio of strategic
investments and capitalise on the opportunities which we have already identified.”
Good to see a rise in volume this past Month but for nothing more than to lead to a lower high will require NB to deliver on his promises.
1. Profitability of current plant and no supply/ sales constraints, hopefully @ 7M$fcf,
2. Updated mineral reserves showing long mine life which can be used for reserves based lending of phase 1,
3. Offtake agreement for the carbon black
4. feasability study confirming capex requirements and opex costs.
5. (for things to really take off) Lower interest rates and the loosening of lending standards prior to financing.
For me no.1 is most important and has me considering Nicks credibility into question given it's performance.
I am still quietly topping up - average is still higher than I would like - the company credentials and plan remain hugely positive and Sir Mick is very much in the game!!
Look how narrow the spread has been. This is a good sign as it suggests MM's see little risk in taking your shares.
More of a toe dip, but buys nevertheless ….
I’m buying some down here as fundamentals for me remain over long term
Well it's the second week of April, so the ob1 updated resource is due. Will it be out in the next 3 days or will it be later than the back end of the forecast and by how much.
I'm just hopeful of an RNS in the next 4 weeks of the updated resource having confirmation of profitability & supplies at the plant.
Today might spark some activity
https://www.londonstockexchange.com/news-article/NMT/vanadium-recovery-financing-update/15879550
Maybe everyone read the broker note which valued the plant @ 5p, stating 4M$ earnings & got spooked as Bridgen reckons it can produce 8M$. You'd think, being the company broker they would both be aligned.
One day we will all be supprised because the company is self funding, it's just nobody knows when that is or how much.
Next winter we should have plenty of LNG.
How low can we go? We ca n definitely go into the 8s...
UK budget is proposed to fund Ukranian arms over the next 2 years @ 5£Bn a year, implying the govt expects the war to last that long. Get used to there being hostilities in East Ukraine, this time last year Russia was making fast progress and now has been holding a line for Months, probably in the hope that Europe will want to pressure a deal when the gas runs out next winter.
I would average down, but you can only go so far. We do need some news and a positive timeline, which will hopefully start the recovery. And the Russian war coming to an end at some point would certainly help..
Been some big trades recently if you look on the london stock exchange website for FAR, looks like a fund is pulling out. I've already filled my boots & need 15p to sell to break even. Holding on as I believe in the project, it's a bit rough but with the extra warrants & subscription shares etc. I think 30p should be reached after phase 1 financing but calculated for 100M$ and think this could be next year.....
On reflection I was way too early and not expecting the second placing. Think the markets could go a lot lower without a rate cut from the fed, pulling FAR down more, so am hanging on to my hat. £1.5M in value lost because someone wanted to sell 10K£ is a joke but that's what happens with low liquidity.
Need positive news from BoD on both current operations, feasibility study and then the plans to make the new mine operational. Costs, funding and any anticipated raises. I’m assuming the uncertainty on 1-3 year plan is reason for the sp bleeding… no news so investors get bored
Can anyone see a realistic turnaround for this share? It's been a slow bleed for most of the last two years. I'm bullish long term but this is beginning to test me. Sitting on a pretty big loss now
This is getting silly now ?
Headder. The only change I have noted since last year amongst major holders is NB reducing to 49.7m from 53m
Thanks for the link headder just reminds us why we are all here when things are very quite thanks again.
I'm sure everybody reads it but here's the link;
https://seekingalpha.com/article/4582795-vanadium-miners-news-february-2023
Notes FAR's grant funding for vrfb's this month. If anyone knows glencore's cash cost as well as AMG's that would be greatly appreciated.
Feb 28th 16:30 2.5M share dump @ 9.75. Anyone know how to see an up to date share register? Simply wall street's is from last year....
posted today from the 28th Feb...
£250k worth = 2,564,103
Remember the market cap in 2021 when it was 10p? If Bridgen is to be believed, currently we are around fair value for the current plant with nothing to add for balusa. Can only go one way from here, if we are trading 10p after financing (when should be 1/3 dcf npv) phase1 I will be shaking my fist!
What would you sell for today at this bombed out price? Silver/gold stocks? Chinese adrs?? cocaine dealing hookers??? Seems someone has a bunch to offload......
Something I've also learned, can always re-invest after taking profits
Today we are at the March 12 2021 price of 10p before it exploded to 50p. Who would of thought we'd be here now. Just shows to always take a profit on AIM.