Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — RIU Sydney Resources Round-up 2026
24 slides from Australian Rare Earths's conference presentation, May 6, 2026
Slide 1: ASX announcement: presentation at RIU Sydney Resources Round-up
ASX: AR3 6 May 2026 Australian Rare Earths Limited (ASX: AR3) is pleased to be presenting at the RIU Sydney Resources Round-up, taking place from 5–7 May at the Hyatt Regency Sydney, one of Australia’s leading mining investment forums. Managing Director & CEO Travis Beinke will present at 4:20pm on
Slide 2: Advancing the Koppamurra Rare Earths Project
Advancing the Koppamurra For personal use only Rare Earths Project RIU Sydney Roundup Presentation May 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: Long term price floors: A structural shift in Western REE supply
Long term price floors: A structural shift in Western REE supply Governments are locking in long-term price certainty to build Western supply chains with scale, security and structured pricing mechanisms For personal use only MP Materials Lynas Rare Earths USA Rare Earths / Serra Verde Announced: Ju
Slide 7: 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 8: Established regional infrastructure and favourable location
Established regional infrastructure and favourable location Scale/Size 7,400sqm For personal use only Ownership 100% Resource 236Mt @ 748ppm TREO1 ; Includes higher-grade subset of 68Mt grading over 1000ppm; Magnet Rare Earth ~25% of TREO including strategically valuable heavy REE’s Dysprosium & Ter
Slide 9: 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 10: Koppamurra product mix − a highly sought heavy REE basket
Koppamurra product mix − a highly sought heavy REE basket Limited heavy rare earth supply options; ionic clay deposits are an attractive source of heavy rare earths As oxide in oxalate As oxide calcined REO wt% Product wt% Product For personal use only La2O3 6.32 16.3 Sample of AR3's mixed rare The
Slide 11: Koppamurra − pilot plant processing at ANSTO
Koppamurra − pilot plant processing at ANSTO PFS nearing completion | Pilot Plant at ANSTO − commencing shortly | 30t material prepared & dispatched to ANSTO For personal use only Australia's First Ionic Clay Pilot at ANSTO AR3 is the first company to access ANSTO's new pilot-scale rare earth proces
Slide 12: Exploration Upside
For personal use only Exploration Upside A Scaled, High-Impact Exploration Portfolio Corporate Presentation | May 2026 11
Slide 13: 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 14: Overland Uranium Project − drilling commences
Overland Uranium Project − drilling commences Drilling underway 29 April 2026 For personal use only Target 1: Western ‘Flank’ Zone • Located within the Ettrick Formation overlying the coal seams, remaining largely open toward the Palmer Fault • Review of historic drilling containing anomalous gamma
Slide 15: Summary and next steps
Summary and For personal use only next steps Corporate Presentation | May 2026 14
Slide 16: 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 17: 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 commencing in Q2 2026 with ANSTO; scoping report published by
Slide 18: Appendices
For personal use only Appendices Exploration Portfolio Mineral Resource Estimate Corporate Presentation | May 2026 17
Slide 19: 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 20: 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 | May 2026 19
Slide 21: 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 | May 2026 20
Slide 22: 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 23: 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 24: 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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