Brazilian Rare Earths Limited · ASX:BRE
Brazilian Rare Earths — Investor Presentation (March 2025)
22 slides from Brazilian Rare Earths's investor presentation, Mar 18, 2025
Slide 1: Ultra High-Grade Rare Earths with Province Scale Upside
60 59 66 65 41 73 21 92 Nd Pr Dy Tb Nb Ta Sc U Neodymium Praseodymium Dysprosium Terbium Niobium Tantalum Scandium Uranium 144.242 140.908 162.5 158.925 92.906 180.948 44.956 238.028 Ultra High-Grade Rare Earths with Province Scale Upside Brazilian Rare Earths March 2025
Slide 2: Disclaimers
2 | DISCLAIMERS Disclaimers Disclaimer Exploration Target – Cautionary Statement This Presentation does not provide investment or financial product advice and does not include all available Information on Brazilian The potential quantity and grade of the Bauxite Exploration Target reported in this p
Slide 3: Investment Highlights
3 | A NEW ULTRA HIGH-GRADE REE PROVINCE Investment Highlights WORLD CLASS, PROVINCIAL SCALE REE AND CRITICAL MINERALS DISCOVERY Multiple discoveries of ultra high-grade rare earths, niobium, uranium, tantalum and scandium EXCEPTIONAL LOCATION & INFRASTRUCTURE Strong Brazilian government support, exc
Slide 4: Brazil: Tier-1 Mining Jurisdiction
4 | A NEW ULTRA HIGH-GRADE REE PROVINCE Brazil: Tier-1 Mining Jurisdiction Brazil is an advanced mining jurisdiction with a strong regulatory framework Global Rankings (2023), LatAm & Caribbean Region ✓ #1 Investment Attractiveness Index(1) Robust Presence of Major Miners ✓ #1 Policy Perception Inde
Slide 5: Project Location, Labour and Infrastructure
5 | A NEW ULTRA HIGH-GRADE REE PROVINCE Project Location, Labour and Infrastructure State of Bahia offers world-class infrastructure, skilled labour and fiscal regime Low-Cost Power Multiple Rail Lines Clean hydropower, with high Close-proximity to existing and voltage line passing near the planned
Slide 6: Province Scale Opportunity
6 | A NEW ULTRA HIGH-GRADE REE PROVINCE BRE Tenements Province Scale Opportunity Multiple discoveries of ultra high-grade rare earths and high-grade monazite sands Discovery Hard Rock Monazite Sands Scale Record Grade 45.7% TREO(1) 25mt @ 1% TREO Diamond drill assay JORC compliant inferred MRE inclu
Slide 7: Monte Alto: District Scale High-Grade Rare Earths
7 | A NEW ULTRA HIGH-GRADE REE PROVINCE Monte Alto: District Scale High-Grade Rare Earths Established ultra high-grade rare earth project with exceptional drill targets underpinning “district scale potential” ✓ 10km of highly prospective corridors defined by intense magnetic anomalies ✓ Ultra high-g
Slide 8: Monte Alto: World Class Rare Earth Discovery
8 | A NEW ULTRA HIGH-GRADE REE PROVINCE Monte Alto: World Class Rare Earth Discovery Free-dig, high-grade monazite sands at surface - with ultra high-grade REE-Nb-Sc-Ta-U mineralisation below ✓ Successful exploration results expanded the strike, continuity, and depth of ultra-high-grade rare earth m
Slide 9: Monte Alto: Shallow, ultra-high grades compound advantages
9 | A NEW ULTRA-HIGH GRADE REE PROVINCE Monte Alto: Shallow, ultra-high grades compound advantages Ultra high-grade rare earths results: …with a potential high-grade monazite sand cap rapid starter operation Up to 45.7% TREO 69,558ppm NdPr 11,696ppm DyTb …and potential to leach ultra high-grade mine
Slide 10: Outstanding Metallurgical Test Results
10 | A NEW ULTRA-HIGH GRADE REE PROVINCE Outstanding Metallurgical Test Results Test work on high grade REE-Nb-Sc-Ta-U mineralisation delivered superior leachability of rare earths Achievements-to-Date Other 100 (minor) 100 ✓ ANSTO Minerals test work on non-beneficiated ‘run-of-mine’ Chevkinite mine
Slide 11: Monte Alto: Scoping Study Overview
11 | A NEW ULTRA-HIGH GRADE REE PROVINCE Monte Alto: Scoping Study Overview Scoping Study work streams to cover downstream production of rare earth oxides and co-products Intended Scope of Technical & Economic Study Processing Step Mining Concentration Leaching Separation Rare Earths Hard Rock Ore &
Slide 12: Exploration Continues Beyond Monte Alto
12 | A NEW ULTRA HIGH-GRADE REE PROVINCE Rocha da Rocha Province Exploration Continues Beyond Monte Alto Exceptional province-scale exploration opportunity across the 160km mineralised trendline of the Rocha da Rocha Province • Proven “pathfinders” approach that discovered Monte Alto now being appli
Slide 13: Leading Exploration Projects with Scale
13 | A NEW ULTRA HIGH-GRADE REE PROVINCE Leading Exploration Projects with Scale Provincial discoveries extend across a vast area which is >75x the size of Monte Alto BRE Province MA & Velhinhas Sulista Pelé
Slide 14: Corporate Overview
14 | A NEW ULTRA HIGH-GRADE REE PROVINCE Corporate Overview High-impact exploration and Monte Alto Scoping Study in 2025 Upcoming Priorities Capital Structure1 Ordinary shares on issue (ASX:BRE) 248m Last-close price (7 March 2025) A$1.95 Market Capitalisation (7 March 2025) A$484m ▪ Maiden resource
Slide 15: Appendix A: Brazil Overview
Appendix A Brazil Overview 15 |
Slide 16: Brazil is an Emerging Global Powerhouse
16 | STRONG TAILWINDS IN BRAZIL Brazil is an Emerging Global Powerhouse Brazil is a rising global force and is bar none among other LatAm Countries 5th largest country by land mass and 7th largest by population 9th largest economy in the world 10th largest industrial production, with intense improve
Slide 17: Rare Earths are on the Rise in Brazil
17 | STRONG TAILWINDS IN BRAZIL Rare Earths are on the Rise in Brazil Brazil is emerging as a major player in rare earth production Critical source of rare earth supply Brazil hosts multiple provinces with IAC rare earths making it a critical source of future heavy rare earths supply BRE’s district-
Slide 18: Brazil + Bahia Advantages
18 | STRONG TAILWINDS IN BRAZIL Brazil + Bahia Advantages Brazil + Bahia State are Tier 1 mining jurisdictions with regulatory and economic advantages Established and Stable Jurisdiction • Brazil is an advanced mining jurisdiction, with a stable regulatory regime where leading global mining companie
Slide 19: Appendix B: Rare Earths & Uranium
Appendix B Rare Earths & Uranium 19 |
Slide 20: Rare Earth Elements: Overview & Key Uses
20 | RARE EARTH MARKET Rare Earth Elements: Overview & Key Uses Lights More abundant and less valuable Heavies Less abundant and more valuable 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 La Ce Pr Nd Pm Sm Eu Gd Tb Dy Ho Er Tm Yb Lu Lanthanum Cerium Praseodymium Neodymium Promethium Samarium Europiu
Slide 21: Magnetic Rare Earth Supply/Demand Balance
21 | RARE EARTH MARKET Magnetic Rare Earth Supply/Demand Balance Meeting future demand growth is highly dependent on development of probable/speculative projects NdPr Mined Supply/Demand DyTb Mined Supply/Demand 160 5.0 140 4.5 4.0 120 3.5 000’s of Tonnes 000’s of Tonnes 100 3.0 80 2.5 60 2.0 1.5 40
Slide 22: Uranium Opportunity
22 | A NEW ULTRA HIGH-GRADE REE PROVINCE 92 Uranium Opportunity U Uranium High-grade uranium offers an opportunity for a valuable co-product 238.029 Brazil Uranium and Nuclear Power BRE Opportunity • Brazil operates two nuclear power plants, Angra I and II, with potential for a third • High uranium
Brazilian Rare Earths — Investor Presentation (March 2025) on 6ix