What is a Pre-Yield Asset(PYA) & or Structured Exploration Category?
PYA Categories represent the major systems where early stage real assets can be structured into allocable, pre-yield exposures. Each category reflects a distinct value system geological, agricultural, industrial, or logistical where value forms through control, sequencing, governance, and gate progression before yield
Pre-Yield Assets, Structured Exploration & Derivative/Special Situations Category Exposures
By SKGP, SKGP Strategic Partners © 2025 SKGP Strategic Partners. All Rights Reserved.
Unauthorized use, derivative work, reproduction, or distribution of SKGP content, terminology, frameworks, or materials is strictly prohibited.
Core → Second Cycle → Derivative/Special Situations
The 3 Level Category Structure
A. Core PYA Categories
B. Second Cycle PYA Categories
C. Derivative / Opportunistic PYA Categories
A. Core PYA Categories
Main pillars.
Mining Exploration & Development
Agricultural Land & Agri Processing Systems
Energy Extraction (O&G, geothermal)
Industrial Corridors & Processing Nodes
Logistics Linked Asset Systems
B. Second Cycle PYA Categories
Assets that are partially derisked but structurally incomplete.
Partially advanced exploration assets
Stranded industrial assets
Under structured licenses
Half complete projects with missing capital
Transferable rights requiring sequencing
C. Derivative/Special Situations PYA Categories example
Derivative opportunities of PYA structure.
Refiners under cycle compression
Distressed miners with viable ore bodie
Agri processors with margin pressure
Industrial and energy nodes needing liquidity
Distressed or surplus commodity bundles
Corridor compression/arbitrage
Physical trade linked opportunities
Etc
© 2025 SKGP Strategic Partners. All rights reserved.
All proprietary frameworks including Pre-Yield Assets™, Structured Exploration™, Capital Physics™, Node Architecture™, Jurisdictional Exposure Score™, and PYA Intelligence™ are the intellectual property of SKGP Strategic Partners. Unauthorized use, reproduction, or distribution of SKGP content, terminology, frameworks, or materials is strictly prohibited.
