Confidential · By introduction only
▸  SFM Holdings · Currently in stealth

Whoever controls the minerals controls the stack.

An operator-led platform securing controlling stakes in producing critical-minerals assets across frontier markets. We move in months. We operate where others won't.

Raising · By introduction only
10.7°S · 25.5°E  /  12.5°S · 28.2°E  /  19.0°S · 29.9°E
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§ 01 — The supply chain problem

The dependency is measurable. The window is now.

Refining concentration
80
%
of critical-mineral refining capacity sits in a single non-aligned jurisdiction.
US import reliance
7/10
key minerals for which the United States is majority import-dependent.
Corridors under assessment
3
producing corridors in diligence. Detail in the memorandum.
Control point / Access

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