Brazilian Rare Earths Limited · ASX:BRE
Brazilian Rare Earths — Shareholder Meeting (May 2025)
25 slides from Brazilian Rare Earths's shareholder meeting presentation, May 9, 2025
Slide 1: AGM Presentation ASX Announcement
ASX ANNOUNCEMENT 9 May 2025 ASX:BRE AGM Presentation Brazilian Rare Earths Limited (ASX:BRE) (BRE) provides a copy of the presentation to by delivered by BRE’s Managing Director and CEO, Bernardo da Veiga at today’s AGM commencing at 9.00am AEST. The results of the AGM will be communicated to the AS
Slide 2: Ultra High-Grade Rare Earths with Province Scale Upside
—BRAZTHEIAN— RARE EARTHS For personal use only Ultra High-Grade Rare Earths with Province Scale Upside Brazilian Rare Earths May 2025
Slide 3: Disclaimer
Disclaimer Exploration Target – Cautionary Statement For personal use only Forward Looking Statements • • • Competent Person(s) Statement • • • • • • • • • • Authorisation •
Slide 4: Investment Highlights
3 | ANEW ULTRA HIGH-GRADE REE PROVINCE 2 Rane ae $ Investment Highlights -tWORLD CLASS, PROVINCIAL SCALE REE AND CRITICAL MINERALS DISCOVERY Louttiple discoveries of ultra high-grade rare earths, niobium, uranium, tantalum, scandium, bauxite and gallium {o) ) PeXCEPTIONAL LOCATION & INFRASTRUCTURE —
Slide 5: Brazil is a Leading Mining Jurisdiction
4 | ANEW ULTRA HIGH-GRADE REE PROVINCE Brazil is a Leading Mining Jurisdiction Brazil has a strong regulatory framework and major economic advantages for resource projects > Global Rankings (2023), Lat. & Caribbean Regio! Y #1 Investment Attractiveness Index) FRASE INSTITUTE Y #1Policy Perception In
Slide 6: Project Location, Labour and Infrastructure
5 | ANEW ULTRA HIGH-GRADE REE PROVINCE Project Location, Labour and Infrastructure BRAZIL For personal use only Rocha da Rocha Province Port of Ihéus (268km) Camacari Petrochemical Complex Ports of Enseada (146km), Aratu (240km), & Salvador (268km) HE cctian Rare Eartns Claims Highway FIOL Railway -
Slide 7: Province Scale Opportunity
6 | ANEW ULTRA HIGH-GRADE REE PROVINCE Province Scale Opportunity Multiple discoveries of ultra high-grade rare earths and high-grade monazite sands 2 Hi Rock Record Grade Y) 45.7% TREO 25mt @ 1% TREO = Monte Alto Diamond drill assay JORC compliant inferred MREincluding 14km x 500m —| Project + 22,0
Slide 8: Monte Alto: District Scale High-Grade Rare Earths
7 | ANEW ULTRA HIGH-GRADE REE PROVINCE BRAZILIAN ~ Monte Alto: District Scale High-Grade Rare Earths Established ultra high-grade rare earth project with “district scale potential” PH igh grode target iz a Y Ultra high-grade REE-Nb-Sc-Ta-U deposit at the Monte eel, : Alto Project @ 21% THEO wonante
Slide 9: Monte Alto: World Class Rare Earth Discovery
8 | ANEW ULTRA HIGH-GRADE REE PROVINCE BRAZILIAN ~ 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 | use only Hig) +1% TREO REE-Nb-Sc-Ta-U Mineralisation -Or persona 900m Y Successful exploration
Slide 10: For personal use only
For personal use only Up to 45.7% TREO 69,558ppm NdPr 11,696ppm DyTb 1.7% Nb2O5 382ppm Sc2O3 962ppm Ta2O5 5,781ppm U3O8
Slide 11: For personal use only
For personal use only 100 100 ✓ 80 80 ✓ 60 60 ✓ 40 40 ✓ 20 20 0 0 0.01 0.1 1 10 100 1000 ₂ ₄ • La Nd Tb Dy Y TREE+Y Mass loss rel. to feed • ° •
Slide 12: Monte Alto: Scoping Study Overview
11 | ANEW ULTRA-HIGH GRADE REE PROVINCE BRAZILIAN 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 R
Slide 13: For personal use only
For personal use only • • • • • • • • •
Slide 14: Leading Exploration Projects with Global Scale
13 | A NEW ULTRA HIGH-GRADE REE PROVINCE BRAZILIAN Leading Exploration Projects with Global Scale Provincial discoveries extend across a vast area which is >75x the size of Monte Alto >, Monte Alto Project Sulista Project Pele Project ‘km long x 0.5km wide >10x Monte Alto Area >60x Monte Alto ol Mon
Slide 15: For personal use only
For personal use only • • • • • • • • •
Slide 16: For personal use only
For personal use only ▪ ▪ ▪ ▪ 32% 8% 6% 5% 49%
Slide 17: Contact Us
RARE EARTHS CONTACT US Brazilian Rare Earths Limited www.brazilianrareearths.com Level 2, 477 Pitt Street, Haymarket NSW 2000 Bernardo da Veiga - Managing Director & CEO T: +61 422 072 550 E: bdv@brazilianrareearths.com
Slide 18: Appendix A Brazil Overview
Appendix A Brazil Overview | BRAZILIAN
Slide 19: Brazil is an Emerging Global Powerhouse
18 | STRONG TAILWINDS IN BRAZIL Brazil is an Emerging Global Powerhouse Brazil is a rising global force and is bar none among other LatAm Countries Cc Argentina | Colémbia ee On th un 5t largest country by land mass and GDP and Real Growth [oax] [aa] al [2a] [ax] Crt 7‘ largest by population 2024 no
Slide 20: Rare Earths are on the Rise in Brazil
For personal use only 19 | STRONG TAILWINDS IN BRAZIL Rare Earths are on the Rise in Brazil Brazil is emerging as a major global player in rare earths Critical source of rare earth supply & Brazil hosts multiple rare earth districts making it a critical source of future heavy rare earths supply BRE’
Slide 21: For personal use only
For personal use only • • • • • • • • • • •
Slide 22: Appendix B Rare Earths & Uranium
Appendix B Rare Earths & Uranium 21 | BRAZILIAN
Slide 23: For personal use only
More abundant and less valuable Less abundant and more valuable For personal use only • • • • • • • • • • •
Slide 24: For personal use only
For personal use only 160 5.0 140 4.5 4.0 120 3.5 100 3.0 80 2.5 60 2.0 1.5 40 1.0 20 0.5 - - 2025 2026 2027 2028 2029 2030 2035 2040 2025 2026 2027 2028 2029 2030 2035 2040 Operating Probable/Speculative Demand Operating Probable/Speculative Demand
Slide 25: For personal use only
For personal use only • • • • • BRE Record U Intercept • BRE Weighted Average Grade • Average Global Mined Grade •
Brazilian Rare Earths — Shareholder Meeting (May 2025) on 6ix