Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — RIU Explorers Conference 2026
27 slides from Australian Rare Earths's conference presentation, Feb 17, 2026
Slide 1: ASX announcement: RIU Explorers Conference presentation
ASX: AR3 17 February 2026 Australian Rare Earths Limited (ASX: #AR3) advises that senior management will attend and present at the RIU Explorers Conference 2026, Australia’s premier forum for the exploration and mining resources sector, being held from 17–19 February 2026 at the Esplanade Hotel Frem
Slide 2: Advancing the Koppamurra Rare Earths Project
For personal use only Advancing the Koppamurra Rare Earths Project RIU Explorers Conference Presentation February 2026 ASX: AR3
Slide 3: Disclaimer & Important Information
Australian Rare Earths presentation Disclaimer & Important Information Australian Rare Earths Limited (‘AR3’ of the ‘Company’) does not purport to give financial or investment advice. No account has been taken of the objectives, financial situation or needs of any recipient of this document. The opi
Slide 4: Advancing a multi-generational Rare Earths province and unlocking exploration upside at Overland
Advancing a multi-generational Rare Earths province and unlocking exploration upside at Overland • Australia’s most advanced ionic-clay hosted Rare Rare Earths For personal use only Earths development project at Koppamurra, with Uranium Massie Creek Copper - Gold Oaky Valley significant mine life ex
Slide 5: Team and Corporate snapshot
Team and Corporate snapshot Experienced team and strong backing Pauline Carr Rick Pobjoy Angus Barker Travis Beinke Chief Technical Officer & For personal use only Independent Non-executive Managing Director & CEO Independent Chairman Co-Founder of AR3 Director Over 30 years of professional experien
Slide 6: Strong demand in a volatile Geopolitical landscape
Strong demand in a volatile Geopolitical landscape Rare earths are essential for our most advanced technologies and will only become more important Forecasted Demand for Magnet Rare Earth Oxides For personal use only (Tonnes) 500,000 • Magnet REE demand accelerating with the global shift to EVs 450,
Slide 7: Global coordination on rare earths is accelerating
Global coordination on rare earths is accelerating Government initiatives shaping rare earths industry • US & Australia: historic critical minerals investment - For personal use only US$1b per country to unlock an ~US$8.5b project pipeline • US s.232 investigation into Critical Minerals (incl. REEs)
Slide 8: Momentum building for China Rare Earth Prices
Momentum building for China Rare Earth Prices Rare earth share price response, in general has lagged, is this an opportunity? NdPr $ AR3 SP For personal use only 200 1.4 180 1.2 160 140 1 120 AR3 SPA$ NdPr US$/kg 0.8 100 0.6 80 60 0.4 40 0.2 20 0 0 Jan-20 May-20 Sep-20 Jan-21 May-21 Sep-21 Jan-22 Ma
Slide 9: Koppamurra overview
Koppamurra For personal use only overview A near term heavy and light Rare Earths supply option and Australia’s most advanced rare earths ionic clay project. First industry partner to access ANSTO’s new pilot-scale rare earth processing facility. Pre-Feasibility Study Scheduled for Q2. Corporate Pre
Slide 10: Established regional infrastructure and favourable location
Established regional infrastructure and favourable location Scale/Size 7,400sqm For personal use only Ownership 100% Offtake Neo Performance Materials (Non-binding MOU for 50% offtake of stage 1) Commodity Valuable Magnet Rare Earth ~25% of TREO with all four key REEs present including strategically
Slide 11: Multi-generational resource potential
Multi-generational resource potential Koppamurra Resource Growth1 • Mineral Resource Estimate: 236Mt Million Tonnes For personal use only @ 748ppm TREO1 ; Includes higher- 250 Inferred grade subset of 68Mt grading over Indicated 1000ppm Measured 200 • Significant resource growth potential • Valuable
Slide 12: Simple and low-cost mining method
Simple and low-cost mining method Provides flexibility for a high-grade targeted approach with progressive, rapid rehabilitation No requirement for drill and blast Processed ore and overburden material progressively For personal use only Conventional load and haul with excavators and trucks ba
Slide 13: Sustainable development pathway
Sustainable development pathway A simple process with low technical risks and environmentally sustainable Koppamurra Conceptual Project Flow Sheet Simplifying the process to For personal use only produce a high purity Mixed Rare Earth Oxide (MREO): • Progressive Heap Leach and Rapid Rehabilitation •
Slide 14: Exploration Upside
For personal use only Exploration Upside A Scaled, High-Impact Exploration Portfolio Corporate Presentation | February 2026 13
Slide 15: Exploration Portfolio overview
Exploration Portfolio overview Unlocking exploration potential with a portfolio of strategic projects Rare Earths For personal use only Uranium Massie Creek • Diverse Exploration Portfolio: Rare earth project in Copper - Gold Oaky Valley Queensland, complemented by uranium and Sandy Tate copper-gold
Slide 16: Overland Uranium Project – a frontier uranium region
Overland Uranium Project – a frontier uranium region For personal use only • Scale & Location: ~8,000km² landholding in South Australia’s Murray Basin, a proven uranium-producing jurisdiction • ISR Potential: Strong uranium intercepts and permeable sand horizons with elevated uranium, support ISR-am
Slide 17: Summary and next steps
Summary and For personal use only next steps Corporate Presentation | February 2026 16
Slide 18: Summary and next steps
Summary and next steps We continue to progress our Koppamurra Project while advancing exploration at Overland with a clear plan and next steps as management execute against strategy. For personal use only 2025 2026 Approval of Mining Lease Commence Regulatory Scoping Pre-Feasibility Application Defi
Slide 19: Investment highlights
Investment highlights Koppamurra Project: Australia’s most advanced large ionic clay resource, supporting initial production and For personal use only significant mine life expansion potential. Koppamurra progress: Pilot-scale operations confirmed with ANSTO; scoping report published by the Departme
Slide 20: Appendices
For personal use only Appendices Exploration Portfolio Mineral Resource Estimate Corporate Presentation | February 2026 19
Slide 21: Koppamurra: Mineral resource and exploration target
Koppamurra: Mineral resource and exploration target Koppamurra Mineral Resource Estimate – September 2024 Koppamurra Resource Growth Million Tonnes For personal use only Magnet Rare Earths 250 Inferred JORC Tonnes TREO Pr6O11 Nd2O3 Tb4O7 Dy2O3 Indicated Category Mt ppm ppm % TREO ppm % TREO ppm % TR
Slide 22: Overland Uranium Project: Overview
Overland Uranium Project: Overview Location South Australia,~200km south of Honeymoon Mine Scale/Size ~8,000km2 For personal use only Ownership ~7,00km2 100% and ~1,000km2 (EL6678) 100% sedimentary hosted uranium rights Commodity Uranium, Copper, Gold Stage Greenfields exploration targeting In-Situ
Slide 23: Rare Earths: Kennedy, Queensland
Rare Earths: Kennedy, Queensland For personal use only Project Name Kennedy Province Location Queensland Scale/Size ~1,100km2 Ownership 100% Commodity REE Stage Exploration Next steps On-ground exploration assessment Corporate Presentation | February 2026 22
Slide 24: Rare Earths: Dalrymple, Queensland
Rare Earths: Dalrymple, Queensland For personal use only Project Name Dalrymple Location Queensland Scale/Size ~1,200km2 Ownership 100% Commodity REE Stage Exploration Next steps On-ground exploration assessment Corporate Presentation | February 2026 23
Slide 25: Uranium: Triggs Bore, South Australia
Uranium: Triggs Bore, South Australia For personal use only Project Name Triggs Bore Location Callabonna Sub-basin Scale/Size ~250km2 Ownership 100% Commodity Uranium Stage Exploration Potential Indications of uranium mineralisation previously discovered in 2011 but remain untested. Triggs Bore is h
Slide 26: Uranium: Hamilton Creek, South Australia
Uranium: Hamilton Creek, South Australia For personal use only Project Name Hamilton Creek Location Callabonna Sub-basin Scale/Size ~200km2 Ownership 100% Commodity Uranium Stage Exploration Potential Indications of anomalous uranium mineralisation from historic reporting. Hamilton Creek is hosted w
Slide 27: Securing Australia's energy transition metals for sustainable future
Securing Australia’s For personal use only energy transition metals for sustainable future Scan the QR code to access our Investor Hub Contact Us Investor Relations Travis Beinke, Tau Media Managing Director & CEO Jessica Fertig +1 300 646 100 +61 408 855 855 info@taumedia.com.au Corporate Presentat
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