Our thesis
Acquire. Build. Grow.
La Mancha seeks to offer professional investors targeted exposure to high-quality mining assets with untapped potential in the precious and energy transition metals sectors.
Value creation
Unlocking potential
01
Acquire
Acquire substantial stakes (20 - 30%) in promising, junior mining companies, trading at a discount.
Acquire
- Quality asset
- Upside potential
- Managerial expertise
- ESG benefit
Targets are typically listed, with single or in-construction assets with scope for organic and external growth.
02
Build & Improve
Build new mines and capacities to achieve first re-rating and Improve operational efficiencies.
Build & Improve
- Promoting operational efficiency improvements
- Aggressively exploring to prove asset and land package potential
- Building new mines and capacities
- Proactively managing social and regulatory risk
La Mancha appoints key executives to portfolio companies to promote, prioritise and manage complex ESG challenges.
03
Grow & Exit
Grow organically and through M&A; follow-up on the initial investment to maintain shareholding and consider Exit opportunities following second re-rating.
Grow & Exit
- Continuing exploration and industrial improvements to build scale organically
- Implementing transformational M&A
La Mancha works with portfolio companies to generate optimal exit opportunities by:
- Developing management succession programs
- Improving market positioning
- Increasing liquidity
- Achieving intermediate re-rating
01
Our Approach
Acquiring and managing significant minority stakes in mining companies with strong managerial and geological potential.
Aiming to deliver transformational growth and returns.
A concentrated portfolio of listed equities, with the ability to also acquire private assets.
02
Risk Mitigation
03
Sustainability
04
Our Impact
La Mancha has played a key role in the transformation of multiple junior mining companies into sizeable, well-diversified, regional and sector-significant players.