Portfolio Exposure of Pre Yield Assets and Structured Exploration
Categories of real asset exposure within the SKGP platform. SKGP focuses on early stage real assets where the majority of long term value is created during development and derisking, long before traditional cash flow appears. These assets are organized into clear exposure categories so capital can be allocated across different stages of maturity and different real asset systems in a disciplined and transparent way.Pre Yield Assets represent real assets that are still in formation.
They include projects and systems across mining, agriculture, energy, land, industrial infrastructure, and logistics that are advancing through development and derisking inside the SKGP platform.Each category reflects how value is created through control, sequencing, governance, and execution as uncertainty is reduced over time. This structure allows the platform to hold diversified exposure across assets at different stages of development while maintaining consistent capital discipline and long term strategy.
Pre-Yield Assets, Structured Exploration & Derivative/Special Situations Category Exposures
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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
Land Utilization
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 Of PYA Categories
Refiners under cycle compression
Distressed miners with viable ore bodies
Agri processors with margin pressure
Industrial and energy nodes needing liquidity
Distressed or surplus commodity bundles
Corridor compression/arbitrage
Physical trade linked opportunities
© 2025 SKGP Strategic Partners. All rights reserved. All proprietary frameworks, research, and materials are the intellectual property of SKGP Strategic Partners. Unauthorized use or distribution is prohibited.
