Aclara Resources, Inc. · TSX:ARA
Aclara Resources — Investor Presentation (September 2026)
21 slides from Aclara Resources's investor presentation, September 2026
Slide 1: Revitalizing the Supply of Heavy Rare Earths
TSX:ARA / OTC: ARAAF Aclara Aclara Aclara Aclara Resources Resources Chile Brazil Revitalizing the Supply of Heavy Rare Earths September 2026
Slide 2: Disclaimer
Disclaimer This presentation of Aclara Resources Inc. (the “Company” or “Aclara” has been prepared solely for informational purposes. You should not definitively rely upon it or use it to form the definitive basis for any decision, contract, commitment or action whatsoever, with respect to any propo
Slide 3: Aclara at a Glance
Aclara at a Glance Unique Mine-to-Alloy Strong Heavy Rare Earths Vertical Integration Shareholders Feedstock Ionic clay deposits in Proprietary processing technologies +190 years of combined experience Brazil and Chile for extraction, separation and in mining and industrial operations production of
Slide 4: Aclara's Two Rare Earth Businesses
Aclara’s Two Rare Earth Businesses Two businesses serving different highly demanding industrial needs Magnetic Rare Earths Non-Magnetic Rare Earths DyTb + NdPr + Sm Y + Yb + Gd E-mobility and robotics Power generation and AI Materials for efficient, compact motors Materials for demanding thermal and
Slide 5: Aclara's Two Rare Earth Businesses: Magnetic Rare Earths
Aclara’s Two Rare Earth Businesses 1. Magnetic Rare Earths for E-Mobility and Robotics Applications and Markets DyTb - Estimated 2024 Supply vs. 2030 Demand (in tonnes) Dy + Tb Most critical and scarce heavy rare earths Helps NdFeB magnets resist demagnetization at elevated 2024 Supply Estimated Dem
Slide 6: Aclara's Two Rare Earth Businesses: Non-Magnetic Rare Earths
Aclara’s Two Rare Earth Businesses 2. Non-Magnetic Rare Earths for Power Generation and AI Infrastructure Applications and Markets Y - Estimated 2026 Supply vs. 2030 Demand (in tonnes) 2025 Supply Estimated Demand Y Critical for the Western AI infrastructure Yttria-containing coatings (e.g., Yttria-
Slide 7: China's Rare Earth Controls Put Global Supply Chains at Risk
China’s Rare Earth Controls Put Global Supply Chains at Risk China’s Recent Export Bans and Controls Consequences: Supply disruption − Apr 4, 2025: Export controls (license regime) applied to 7 medium/heavy rare earths (Sm, Gd, Tb, Dy, Lu, Suzuki (Sagara, JP) Sc, and Y) under the MOFCOM’s announceme
Slide 8: Aclara's Vertical Integration Strategy
Aclara’s Vertical Integration Strategy Aclara’s integrated mine-to-alloy approach reduces supply chain complexity for OEMs… Mining Separation Metals & Alloys Magnets Carina Project (Goiás, Brazil) Project Dynamo Aclara Metals Technologies (Louisiana, U.S.A.) (Louisiana, U.S.A.) Penco Module (Bíobío,
Slide 9: Ionic Clays Advantage: Patented Sustainable and Low Cost Extraction Process
Ionic Clays Advantage: Patented Sustainable and Low Cost Extraction Process Mining Separation Metals & Alloys Unique advantages of Ionic Clay deposits Circular Mineral Harvesting Technology − They’re the world’s main source of HREEs − >93% water and 99% reagent recirculation Uma imagem contendo Ícon
Slide 10: Carina Project
Carina Project Mining Separation Metals & Alloys Highlights Carina Project Status Technical Development Carina Project − PFS and FS engineering with Hatch Development Status FS (completed) − Pilot operation completed in 2025 − High purity of ~99.0% Life of Mine (in years) 18 − SPREC product designed
Slide 11: Penco Module
Penco Module Mining Separation Metals & Alloys Highlights Penco Module Status Technical Development Penco Module − Updated PEA by Q4 2026 Life of Mine (in years) 17 − FS engineering targeted for Q1 2027 DyTb production (in tpa) 52 − Pilot operation completed in 2023 and 2024 Y, Gd & Sm production (i
Slide 12: Project Dynamo – Louisiana Separation Project
Project Dynamo – Louisiana Separation Project Mining Separation Metals & Alloys Highlights Project Dynamo Status Project Dynamo (Phase 1) Technology Validation – Pilot Plant Virginia Tech − Partnership with VT to validate its SX technology Development Status Scoping Study − Pilot plant inaugurated a
Slide 13: Metals and Alloys Project
Metals and Alloys Project Mining Separation Metals & Alloys Highlights Metals and Alloys Status Aclara Metals − Joint Venture (50% Aclara / 50% CAP) − Team in place supported by metallurgists from CAP S.A. Development Status FEL 2 − Industrial facility to be located next to the separation plant in P
Slide 14: Exploration and Organic Growth
Exploration and Organic Growth Partnership with JOGMEC to develop a new Ionic Clay project in Brazil JOGMEC is a Japanese government organization focused on securing Strategic Exploration Partnership long-term access to critical natural resources and energy that are essential to Japan’s industrial b
Slide 15: Comparables
Comparables Market Cap versus EBITDA Multiple comparison Exercise Scenario Compared to the current LREE players, Aclara’s EBITDA Multiple has EBITDA Multiple¹ significant room for appreciation n/a 65x 55x 1x 20-50x Aclara’s Phase 1 is expected to generate an EBITDA of $630m/y Market Cap (US$ Billion
Slide 16: Conclusion
Conclusion ACLARA IS POSITIONED TO BECOME THE MARKET LEADER IN SUSTAINABLE HEAVY RARE EARTHS − Aiming to produce significant quantities of sustainable HREEs from two world-class ionic clay deposits in friendly jurisdictions − Mine to alloys integration in the United States perfectly complements curr
Slide 17: TSX:ARA / OTC: ARAAF
TSX:ARA / OTC: ARAAF Aclara Aclara Aclara Resources Chile Brazil
Slide 18: Appendix
APPENDIX
Slide 19: Management
Management Strong leadership of proven made of Operators and project Implementers Ramón Barúa José Augusto Palma Francois Motte Hugh Broadhurst Murilo Nagato Enrique Donoso CEO & Director Executive VP CFO COO Country Manager, Brasil Country Manager, Chile ▪ +30 Years of experience ▪ +30 Years of exp
Slide 20: Board of Directors
Board of Directors Strong leadership of proven made of Operators and project Implementers Independent Independent Independent Eduardo Hochschild | Chairman Juan Enrique Rassmuss | Director Maria Olivia Recart | Director, Catharine Farrow | Director Paul Adams | Director and Chair Sustainability Comm
Slide 21: Permanent Magnet Rare Earths
Unique and exclusive sourcing profile Mining Separation Metals & Alloys Phase 1: Magnetic elements Penco Carina Dynamo Metals − Initially considers only the Carina Dysprosium (Dy) (in tpa) 45 156 175 - Project feedstock Permanent Magnet Rare Earths − Penco Module will be integrated to Ferrodysprosiu
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