Brazillian Critical Minerals Limited · ASX:BCM
Brazillian Critical Minerals — Brazilian Critical Minerals — RIU Sydney 2026
12 slides from Brazillian Critical Minerals's conference presentation, May 6, 2026
Slide 1: RIU Sydney May 2026
For personal use only RIU Sydney May 2026 Western world’s Lowest CAPEX Rare earth project Scaleable, common, simple
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Brazilan Critical Minerals limited (company). Competent person statement This important notice and disclaimer applies to this presentation and any information provided in relation to The information in this report that relates t
Slide 3: Brazilian REE Landscape
Brazilian REE Landscape For personal use only EMA Rare Earths $61M EMA (In-situ Recovery) Rare Serra Verde Brazilian Rare Earths Earths Project $1.4B • Proven extraction in the field Colossus Project • Proven extraction at scale $328M Caldera Project • Most common REE extraction method $578M Market
Slide 4: Extension Drilling Confirms High Magnet Grade Mineralisation
Extension Drilling Confirms High Magnet Grade Mineralisation For personal use only 80 km 2 Mineralised extents drilled to date 4km 20 years Mine Life – Scoping Study JORC cut-off Tonnes TREO NdPr DyTb MREO MREO: Category ppm Mt ppm ppm ppm ppm TREO TREO % Indicated 500 392 773 184 17 200 25 Inferred
Slide 5: In-Situ (REE) Leaching
In-Situ (REE) Leaching most common form of REE extraction For personal use only Leaching Injection Well • Low establishment cost Liquid Collection Zone • Proven decades old technology • Using gravity as our Extraction To Plant natural pumping system Wells • Readily leachable solution laden with rare
Slide 6: Field Trial Leaching
Field Trial Leaching High-grade rare earth extraction with world-leading MREO profile, For personal use only benign, non-toxic reagent usage Field Trial Results Leached TREO & MREO from hole H1-F6 ● TREO grades up to 7,800ppm and MREO grades higher than 3,500ppm ● 44% MREO:TREO composition one of th
Slide 7: Scalable, low Capex – US$55M
Scalable, low Capex – US$55M Ema is the opportunity to For personal use only replicate an existing model at similar scale, with comparable or better economics Built in 2022 >20,000t of MREC produced to date Proven ISR works at scale in Malaysia https://mcreresources.com/
Slide 8: Basket composition and price
Basket composition and price Strong Basket Price – right elements For personal use only BCM SPOT MREC BASKET Ema Price (23.04.26) % Basket $ Oxide USD/kg La2O3 0.79 36.02 0.28 CeO2 2.1 11.89 0.25 Pr6O11 126.73 8.99 11.40 Nd2O3 126.37 31.62 39.95 Sm2O3 2.4 3.94 0.09 Eu2O3 24.84 0.49 0.12 Gd2O3 38.24
Slide 9: ISR fundamentally changes Capex and Opex
ISR fundamentally changes Capex and Opex For personal use only Annual Production Profile 2024 REO Cash Cost Curve 12,000 40 MREC tpa TREO tpa MREO tpa Cost of production US$/kg TREO 10,000 30 Product Sales (t) 8,000 Ultra low All-in-Sustaining Cost 6,000 20 4,000 10 2,000 Opex (US$10/kg) 0 0 1 2 3 4
Slide 10: Why Brazilian Critical Minerals?
Why Brazilian Critical Minerals? For personal use only A scalable, low-cost upstream supply source Low Operating Cost Sit at the low end of the global cost curve Industry-Leading Low Capex Ultra-low pre-production capital expenditure of US$55M1 In-Situ Recovery The most common and simplist method IS
Slide 11: Next Steps
Next Steps For personal use only Bankable feasibility study Project Financing 80% complete. Tartgeting Q2 release. Company currently fielding and engaging with early options slated for discussions in Q2 2026 once detailed CAPEX is confirmed Offtake agreement/s Project Cash Flow Models Financing to c
Slide 12: Thank You
For personal use only Brazil Australia BRA: MINERAÇÃO BBX DO BRASIL Andrew Reid LTDA, Rua dos Inconfidentes n⁰ Email: andrew.reid@brazililancriticalminerals.com 867, Savassi, Belo Horizonte, Minas Level 28, 140 St Georges Terrace Gerais, CEP 30.140-128 Perth WA 6000 Thank You.