Existing U.S. industrial asset
Operational infrastructure, a skilled workforce and a strategic location in Shelby, North Carolina.
02Investment thesis / Why Basaltunum
The timing isstructural.
A unique combination of an existing industrial asset, differentiated materials technology and large-scale demand creates a platform with room to compound.
ASSET
TECHNOLOGY
MARKET
TIMING
02
Five reasons to pay attention
The opportunity is bigger than the material.
A unique combination of an existing industrial asset, differentiated materials technology and large-scale demand creates a platform with room to compound.
Advanced materials technology
Continuous basalt fiber with a performance and cost profile designed for real applications.
Large and growing markets
Defense, aerospace, infrastructure, energy and advanced manufacturing all need new capacity.
Scalable platform model
Move from fiber to fabrics, prepreg, composite structures and finished components.
Strong market timing
Reshoring, defense expansion and supply-chain realignment are accelerating now.
The compounding formula
+Established industrial platform
+Continuous basalt fiber
+Global strategic markets
=Global materials company