Investment Overview

The Investment Case

Origin Minerals is a private, Pre-PEA stage critical minerals company advancing Project Dry Powder — positioned at the intersection of national security demand, policy support, and compelling project fundamentals.

The Investment Thesis

Why Origin Minerals

National Security Mandate
All four target minerals — Pr, Nd, Nb, Ti — are on the U.S. Critical Minerals List. Federal policy explicitly mandates domestic sourcing for DoW applications, creating direct government offtake pathways.
70+ Years of Validation
DuPont, Teck, Buttes, and USGS have collectively spent decades validating the Powderhorn deposit. Origin is not taking exploration risk — it is de-risking a known world-class deposit.
Mine-to-Application Strategy
Origin is committed to an end-to-end approach — from exploration through extraction, processing, and direct offtake to defense and advanced manufacturing OEMs. This eliminates the single points of failure that have historically exposed American industry to foreign supply disruptions.
Multi-Commodity Thesis
Three critical minerals (REE, Ti, Nb) from one deposit creates natural revenue diversification and meaningfully enhances project economics through byproduct credits.
BLM Land & Clear Permitted Path
127 lode claims on BLM lands in Colorado — a mining-friendly state jurisdiction with year-round road access. No private land acquisition risk. Proven regulatory framework.
Proven Leadership Team
Kelly Jones (CEO) has raised over $200M in private debt and equity and brings deep experience in banking, capital markets, and corporate development. Chief Geologist Tim Palmer, PhD, RPG, brings direct U.S. rare earth exploration experience. Advisors include veterans of MIT, Bain & Company, U.S. Nuclear Navy, and multiple energy and mining ventures.
Capital Markets Path

Strategic Path to Construction

SPAC, PIPE, Government Funding, and Strategic Partnerships — a multi-source capital strategy targeting construction start by 2027–2028.

01
Exploration & SPAC Transaction
2025–2026
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Expand mineral holdings position in Powderhorn District
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Complete preliminary metallurgy lab work and bench-scale processing flow sheet
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Issue SK-1300 Technical Report in compliance with Nasdaq regulations
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Complete compliant two-year financial audit
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Secure initial public company funding through de-SPAC transaction to advance PEA, drilling, and metallurgy programs
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Run geophysics to identify additional resource expansion zones
02
Project Planning & Strategic Capital
2026–2027
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Continue fieldwork, project expansion, and resource definition activities
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Advance metallurgy lab initiatives and pilot plant design for downstream testing
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File applications for government financing (DPA Title III, DoE, DFC)
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Strategic partnership and offtake discussions with OEMs and defense contractors
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Site selection and permitting for processing plant operations
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Preliminary project design and formal economic analysis (PEA)
03
Engineering, Pilot & Construction Financing
2027–2028
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Complete full feasibility study and engineering
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Build pilot plant to confirm operating data and produce test samples for OEMs
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Complete scoping and engineering study on full mine and plant construction
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Finalize water systems, transport, and power access infrastructure
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Complete offtake agreements with defense and commercial customers
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Complete bankable financing package and solicit lender commitments