Alvo Minerals Limited · ASX:ALV
Alvo Minerals — Investor Presentation (October 2026)
14 slides from Alvo Minerals's investor presentation, Oct 14, 2026
Slide 1: Brazil's HREE District: Right Address. Massive Upside.
rsonal use only Brazil’s HREE District Right Address. Massive Upside. October 2026 ASX:ALV
Slide 2: Disclaimer
Disclaimer This presentation: This presentation has been prepared to provide general information and does not contain all information about Alvo Minerals Limited (ACN 637 802 496) (Alvo or the Company), its assets ASX:ALV and liabilities, financial position and performance, profits and losses or pro
Slide 3: Emerging Mining Country, Established Brazilian Presence
Emerging Mining Country, ASX:ALV Established Brazilian Presence rsonal use only Strong community support- Alvo well established Proximal to all infrastructure including road, rail and ports CORPORATE PRESENTATION Located in Central Brazil, an emerging critical minerals hub Access to multiple hydroel
Slide 4: Why Alvo Minerals?
Why Alvo Minerals? ASX:ALV Bluebush REE Project ~98km², ALV earning 100%, the Serra Dourada granite — the same rsonal use only intrusion that hosts Serra Verde’s HREE IAC mine, acquired for ~US$2.8bn positioned in a repriced district in September 2026. Confirmed ionic-clay Bench desorption returns P
Slide 5: Corporate Overview
Corporate Overview ASX:ALV $29 $2.1 $26.9 ~60% rsonal use only million million million top 20 Market Capitalisation Funded for Exploration Attractive Enterprise Value Quality Share Register (Based on Share Price $0.086c and (As at 30 June 2026- including $1M For quality of the mineral resource base
Slide 6: Bluebush IAC HREE Project Highlights
Bluebush IAC HREE Project Highlights ASX:ALV Exceptional TREO grades- 6m @ 2,537ppm TREO (65ppm rsonal use only DyTb) & 18.5m @ 1,396ppm TREO (38ppm DyTb) significant proportion of Magnet and Heavy REEs Bluebush Project Tenements Large footprint of prospective ground (>98km2) Boa Vista Prospect Agre
Slide 7: Bluebush - Northern Serra Dourada Granite
Bluebush- Northern Serra Dourada Granite Extensive auger and diamond drilling- highlighting Boa Vista as primary target ASX:ALV rsonal use only B SÃO BENTO BOA VISTA See Figure 3 BLG014 BLD006 BLD006 BLG002 BLD005 BLD004 PRAIA BOA A BLD005 CORPORATE PRESENTATION BLD003 BLD004 VISTA A’ BLD001 BLD002
Slide 8: Cross Sections - Boa Vista
Cross Sections- Boa Vista Sections cover wide areas and depth established by diamond drilling. ASX:ALV A Drilling (SGS) TREO ppm rsonal use only BLG-0190 >1000 BLG-0178 BLG-0007 BLD-004 750 BLG-0006 BLG-0191 BLG-0180 500 BLG-0181 BLG-0179 BLG-0183 <500 Estimated top of fresh rock + BLG-0184 BLG-0187
Slide 9: The Chokepoint Inside the Chokepoint
The Chokepoint Inside the Chokepoint Rare earths are not scarce. Separated heavy rare earths are… and that is where the sovereign capital has gone. ASX:ALV rsonal use only China's share of the magnet supply chain (%) a year of economic value at risk outside China if the April 2025 US$6.5tn export co
Slide 10: Terbium: Why It Costs Seven Times NdPr
Terbium: Why It Costs Seven Times NdPr One additive at 1–10% of magnet weight carries 100% of the temperature capability, and there is no substitute. ASX:ALV rsonal use only Oxide price, domestic China (US$/kg) 39× rarer than neodymium 900 8,000 6,745 1 Odd-Z elements are systematically scarcer. Tb
Slide 11: Ex-China heavy rare earth premiums grew across Q3 2026
Ex-China heavy rare earth premiums grew across Q3 2026 Heavy Rare Earth Prices (USD) ASX:ALV rsonal use only Dysprosium oxide Terbium oxide Yttrium oxide 4m 8m 2.0m 3m 6m 1.5m 2m 4m 1.0m CORPORATE PRESENTATION 1m 2m 0.5m 0m 0m 0.0m Jun Jul Aug Sep Jun Jul Aug Sep Jun Jul Aug Sep CIF Europe CIF North
Slide 12: Palma VMS - Touro Discovery
Palma VMS- Touro Discovery Mineralised from surface, improving with depth ASX:ALV rsonal use only CORPORATE PRESENTATION 12
Slide 13: Touro Prospect, Potential untapped for Copper and Zinc
Touro Prospect, Potential untapped for Copper and Zinc ASX:ALV rsonal use only CORPORATE PRESENTATION 13
Slide 14: Thank you
Thank you rsonal use only Rob Smakman Managing Director +61 402 736 773 rob@alvo.com.au