Brazilian Rare Earths Limited · ASX:BRE
Brazilian Rare Earths — Investor Presentation (May 2025)
24 slides from Brazilian Rare Earths's investor presentation, May 2025
Slide 1: Ultra High-Grade Rare Earths with Province Scale Upside
—BRAZTHEIAN— RARE EARTHS Ultra High-Grade Rare Earths with Province Scale Upside Brazilian Rare Earths May 2025
Slide 2: Disclaimer
Disclaimer Exploration Target – Cautionary Statement Forward Looking Statements • • • Competent Person(s) Statement • • • • • • • • • • Authorisation •
Slide 3: Investment Highlights
3 | ANEW ULTRA HIGH-GRADE REE PROVINCE 2 Rane ae : Investment Highlights WORLD CLASS, PROVINCIAL SCALE REE AND CRITICAL MINERALS DISCOVERY Multiple discoveries of ultra high-grade rare earths, niobium, uranium, tantalum, scandium, bauxite and gallium EXCEPTIONAL LOCATION & INFRASTRUCTURE Strong gove
Slide 4: 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 Inde
Slide 5: Project Location, Labour and Infrastructure
5 | ANEW ULTRA HIGH-GRADE REE PROVINCE Project Location, Labour and Infrastructure State of Bahia offers world-class infrastructure, skilled labour and fiscal regime BRAZIL Rocha da Rocha Province Port of Ihéus (268km) Camacari Petrochemical Complex Ports of Enseada (146km), Aratu (240km), & Salvado
Slide 6: 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 Discovery Hi Rock Record Grade 45.7% TREO 25mt @ 1% TREO Monte Alto Diamond drill assay JORC compliant inferred MREincluding 4km x 500m Project + 22,00
Slide 7: 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” oF Fign aed torget Y Ultra high-grade REE-Nb-Sc-Ta-U deposit at the Monte O Fineratzation extent Alto Project BRE Miner
Slide 8: 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 REE-Nb-Sc-Ta-U Mineralisation 900m Hig) +1% TREO Y Successful exploration results expanded the st
Slide 9: Up to 45.7% TREO
Up to 45.7% TREO 69,558ppm NdPr 11,696ppm DyTb 1.7% Nb2O5 382ppm Sc2O3 962ppm Ta2O5 5,781ppm U3O8
Slide 10: La Nd Tb
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 11: 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 12: Exploration Continues Beyond Monte Alto
12 | ANEW ULTRA HIGH-GRADE REE PROVINCE Exploration Continues Beyond Monte Alto Exceptional province-scale exploration opportunity across the 160km mineralised trendline * Proven “pathfinders” approach that discovered Monte Alto being applied across the Rocha da Rocha Province to seek to unlock new
Slide 13: Leading Exploration Projects with Global Scale
13 | A NEW ULTRA HIGH-GRADE REE PROVINCE ADRAC 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 Monte Alto
Slide 14: Amargosa Bauxite-Gallium Project
14 | PROVINCIAL ENHANCEMENT FROM BAUXITE-GALLIUM PROJECT Amargosa Bauxite-Gallium Project Advanced, large-scale bauxite-gallium project adjacent to select BRE rare earth tenements Strategic Location: + Existing rail and paved roads connect to three major export ports + Additional rail currently unde
Slide 15: Corporate Overview
15 | ANEW ULTRA HIGH-GRADE REE PROVINCE BRAZILIAN Corporate Overview High-impact province exploration and feasibility studies in 2025 Priorities Capital Structure!’ Ordinary shares on issue (ASX:BRE) 248m = Accelerating exploration at Monte Alto, Pelé and Sulista Last-close price (7 May 2025) A$2.05
Slide 16: Contact Us
—BRAZAHEAN~ 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 17: Appendix A: Brazil Overview
Appendix A Brazil Overview | BRAZILIAN
Slide 18: Brazil is an Emerging Global Powerhouse
18 | STRONG TAILWINDS IN BRAZIL BRAEHEIAN— Brazil is an Emerging Global Powerhouse Brazil is a rising global force and is bar none among other LatAm Countries Fst Pesto [sinins [cosmo | ente [rou with intense improvements in infrastructure ‘as th fun 5th largest country by land mass and GDP and Real
Slide 19: Rare Earths are on the Rise in Brazil
19. | STRONG TAILWINDS IN BRAZIL BRAZILIAN — 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’s provinc
Slide 20: Brazil + Bahia Advantages
20 | STRONG TAILWINDS IN BRAZIL Brazil + Bahia Advantages BRAZILIAN — Brazil + Bahia State are Tier 1 mining jurisdictions with major economic advantages Established and Stable Jurisdiction * Brazil is an advanced mining jurisdiction, with a stable regulatory regime where leading global mining compa
Slide 21: Appendix B: Rare Earths & Uranium
Appendix B Rare Earths & Uranium 21 | BRAZILIAN
Slide 22: More abundant and less valuable / Less abundant and more valuable
More abundant and less valuable Less abundant and more valuable • • • • • • • • • • •
Slide 23: Operating, Probable/Speculative and Demand
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 24: BRE Record U Intercept
• • • • • BRE Record U Intercept • BRE Weighted Average Grade • Average Global Mined Grade •
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