Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — Investor Presentation (March 2025)
35 slides from Australian Rare Earths's investor presentation, Mar 27, 2025
Slide 1: Securing Australia's Energy Transition Metals – Equity Raise Presentation
Securing Australia’s For personal use only Energy Transition Metals Equity Raise Presentation March 2025 ASX: AR3
Slide 2: Important Notice & Disclaimer (1/2)
Australian Rare Earths Corporate Presentation Important Notice & Disclaimer (1/2) Overview Forward-looking Statements This Presentation (Presentation) is issued by Australian Rare Earths Limited ACN 632 645 302, and has been prepared in This Presentation may contain certain forward-looking statement
Slide 3: Important Notice & Disclaimer (2/2)
Australian Rare Earths Corporate Presentation Important Notice & Disclaimer (2/2) Participation Investment Risk Any eligible shareholders wishing to participate in the Offer should consider the offer booklet in deciding whether to An investment in the Company is subject to investment risks and other
Slide 4: Table of Contents
Table of Contents For personal use only 01 Overview 02 Equity Raising 03 Overland Uranium Project 04 Koppamurra Rare Earths Project 05 Appendices Rig on exploration hole at Overland Uranium Project Equity Raise Presentation | March 2025 4
Slide 5: Overview
For personal use only Overview Developing a portfolio of energy transition metals Equity Raise Presentation | March 2025 5
Slide 6: Expansion into Uranium Exploration and Multi-generational Rare Earths Province
Expansion into Uranium Exploration and advancing a Multi-generational Rare Earths Province For personal use only 1 Uranium Exploration Opportunity Actively exploring in highly prospective uranium region in South Australia Rare Earth Development 2 Australia’s most advanced ionic clay rare earth proje
Slide 7: Diversified Project Portfolio
Diversified Project Portfolio Rare Earths For personal use only Uranium Overland: Untapped Uranium Exploration Potential Massie Creek • >4,000km2 of prospective uranium tenure in South Oaky Valley Sandy Tate Australia Forty Mile Scrub • On the ground and drilling now Koppamurra: Government supported
Slide 8: Project Timelines
Project Timelines For personal use only Overland Uranium Project Untapped Uranium Exploration Potential: Overland demonstrates both near surface calcrete-hosted uranium and deeper, ISR-amenable deposit potential in a frontier uranium play Koppamurra Rare Earths Project Metallurgical Pre-feasibility
Slide 9: Equity Raising
For personal use only Equity Raising A diversified investment in critical minerals Equity Raise Presentation | March 2025 9
Slide 10: Equity Raising Summary: Why invest now?
Equity Raising Summary Why invest now? • Overland Uranium Project now covers approximately 4,000 km² of highly For personal use only Strategic prospective and lightly explored tenure. Expansion • Located in Tier 1 Global Jurisdiction for Uranium Exploration and Mining. • Initial drilling shows stron
Slide 11: Equity Raising Summary: Equity raising details
Equity Raising Summary Equity raising details The Offer Eligible Shareholders are invited to participate in a non-renounceable entitlement issue of: • 1 Share for every 3 Shares held on the record date at an issue price of $0.068 per share to raise up to $3.6 million before expenses; and For persona
Slide 12: Indicative timetable
Equity Raising Summary Indicative timetable Event Date For personal use only Announcement of issue 25 March 2025 ASX Lodgement 25 March 2025 Ex Date 27 March 2025 Record Date 28 March 2025 Offer Opens 31 March 2025 Latest day to extend 9 April 2025 Closing date 14 April 2025 Settlement 15 April 2025
Slide 13: Uranium: Untapped uranium exploration potential
For personal use only Uranium Untapped uranium exploration potential >4000km2 Equity Raise Presentation | March 2025 13
Slide 14: Overland Uranium Project: Overview
Overland Uranium Project: Overview Location South Australia,~200km south of Honeymoon Mine Scale/Size ~4,000km2 For personal use only Ownership ~3,000km2 100% and ~1,000km2 AR3 Farming-In for 100% sedimentary hosted uranium rights Commodity Uranium Stage Greenfields exploration targeting In-Situ Rec
Slide 15: Overland Project: Untapped Uranium Exploration Potential
Overland Project: Untapped Uranium Exploration Potential For personal use only Section location plan showing 2024 drillholes Cross section across the defined palaeovalley Inaugural 2024 Drill Program: Compelling evidence supporting AR3’s geological model for ISR amenable deposits; connection to uran
Slide 16: Overland Project: Discovery Of Widespread Calcrete Hosted Uranium
Overland Project: Discovery Of Widespread Calcrete Hosted Uranium For personal use only Rig on exploration hole at Overland Project Cross section across the discovery of widespread calcrete hosted Uranium 2025 Drill Program: • Remains open in all directions with an extensive setting • Discovery of w
Slide 17: Koppamurra Rare Earths Project
For personal use only Koppamurra Rare Earths Project Leading the development of a multi-generational rare earths project in Australia Equity Raise Presentation | March 2025 17
Slide 18: Koppamurra: Overview
Koppamurra: Overview Location ~300km SE of Adelaide, in South Australia and Victoria Koppamurra Resource Growth1 250 For personal use only Scale/Size 7,400sqm Inferred Indicated Measured Ownership 100% 200 Partner NEO (Non-binding MOU for 50% offtake of stage 1) Million Tonnes Valuable Magnet Rare E
Slide 19: Koppamurra: Government Supported REE Project
Koppamurra: Government Supported REE Project $5m Australian Government grant for International Partnerships in Critical Minerals supporting: For personal use only • Metallurgical test work • Completion of a PFS • Submission of an initial Mining Lease Application and • Building/operating demonstratio
Slide 20: Koppamurra: Sustainable Development Pathway
Koppamurra: Sustainable Development Pathway Progressive Heap KOPPAMURRA CONCEPTUAL PROJECT FLOW SHEET For personal use only Leach and Rapid Rehabilitation Scalable and efficient with staged satellite developments Less water and energy usage Favorable capex and lower technical risk Enables rapid, pro
Slide 21: Mine Design Incorporating Progressive Land Rehabilitation
Mine Design Incorporating Progressive Land Rehabilitation Successful Bulk Sample Pit and Rehabilitation Program For personal use only April 2022 September 2022 August 2024 Equity Raise Presentation | March 2025 21
Slide 22: Disclaimer & Important Information
Australian Rare Earths Equity Raise 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 docu
Slide 23: Appendices
For personal use only Appendices Equity Raise Presentation | March 2025 23
Slide 24: Team & Corporate Snapshot
Team & Corporate Snapshot Experienced team and strong backing Share price Market capitalisation For personal use only $0.086 $13.7m Pauline Carr Angus Barker Independent Non-executive Independent Chairman Director Over 30 years of professional experience, including at Experienced company director in
Slide 25: Appendix: Additional Projects
For personal use only Appendix: Additional Projects Further exploration upside across South Australia and Queensland Equity Raise Presentation | March 2025 25
Slide 26: Uranium: Triggs Bore
Uranium: Triggs Bore South Australia Project Name Triggs Bore For personal use only 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 ho
Slide 27: Uranium: Hamilton Creek
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 wi
Slide 28: Rare Earths: Dalrymple
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 Equity Raise Presentation | March 2025 28
Slide 29: Rare Earths: Kennedy
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 Equity Raise Presentation | March 2025 29
Slide 30: Appendix: Resources and exploration target
For personal use only Appendix: Resources and exploration target Equity Raise Presentation | March 2025 30
Slide 31: Koppamurra: Mineral Resource & Exploration Target
Koppamurra: Mineral Resource & Exploration Target Koppamurra Mineral Resource Estimate – September 2024 Magnet Rare Earths For personal use only JORC Tonnes TREO Pr6O11 Nd2O3 Tb4O7 Dy2O3 Category Mt ppm ppm % TREO ppm % TREO ppm % TREO ppm % TREO Measured 0.7 813 37 4.6 140 17.3 3.8 0.5 21 2.6 Indic
Slide 32: Appendix: Key risks
For personal use only Appendix: Key risks Equity Raise Presentation | March 2025 32
Slide 33: Key Risks (1/2)
Key Risks (1/2) The following describes some of the external factors and business risks that could have a material impact on may prove to be inaccurate. Should the Company encounter mineralisation or formations different from those the Company. predicted by past drilling, sampling and similar examin
Slide 34: Key Risks (2/2)
Key Risks (2/2) Competition from alternatives to uranium Environmental and Compliance The Company is exposed to the future demand for uranium for use in nuclear energy generation. Nuclear The current or future operations of the Company, including mineral exploration or development activities and ene
Slide 35: Securing Australia's Energy Transition Metals for a Sustainable Future
For personal use only Securing Australia’s Energy Transition Metals for a Sustainable Future Scan the QR code to access our Investor Contact us Investor Relations Hub Travis Beinke, Tau Media Managing Director & CEO Jessica Fertig +1 300 646 100 +61 408 855 855 travis@ar3.com.au jessica@taumedia.com
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