Axel Ree Ltd. · ASX:AXL
Axel Ree — Investor Presentation (February 2025)
14 slides from Axel Ree's investor presentation, Feb 18, 2025
Slide 1: High Grade Rare Earth Elements + Gallium Discovery
For personal use only HIGH GRADE RARE EARTH ELEMENTS + GALLIUM DISCOVERY Caladão Project - BRAZIL Nd Pr Dy Tb Ga COMPANY PRESENTATION February Neodymium Praseodymium Dysprosium Terbium Gallium Axel REE Limited 2025 1
Slide 2: Disclaimers
Disclaimers These presentation materials and any accompanying verbal presentation (together, the Presentation Materials) have been or fairness of the information, opinions, forecasts, reports, estimates and conclusions contained in this document. No Limited prepared by Axel REE Limited (Company) as
Slide 3: Corporate Snapshot and Board
Corporate Snapshot Board Low EV, strong cash balance Paul Dickson Non-Executive Chairman • More than 30 years’ experience in the finance services industry • Currently Non-Executive Chairman of Alligator Energy Limited (ASX:AGE) Founding Director at Paradigm Capital, a boutique corporate advisory fir
Slide 4: Axel REE Value Proposition
Axel REE Value Proposition Fully Funded $10.6M Unique REE + Gallium Discovery Executing IPO Strategy For personal use only Low risk, high upside At surface Gallium discovery in lateritic soil Over 4,000m drilled, exceptional surface profile up to 124g/t Ga2O3 REE and Ga discovery Strong cash balance
Slide 5: Corporate Snapshot: Caladão Project
Corporate Snapshot Caladão Project Low EV, strong cash balance District Scale REE + Gallium Discovery District Scale Discovery High Grade REE + Gallium 60km2 mineralised drilled area High grade Gallium discovered in (Area A + Area B) the lateritic soil profile at surface For personal use only 15% of
Slide 6: Caladão Project – Unique REE + Gallium Discovery
Caladão Project 1. Caladão Project – Area A Unique REE + Gallium Discovery Unique deposit profile with gallium mineralised in the surface lateritic soil profile For personal use only Whilst REE grade is increasing to depths up to ~80m, high grade Gallium is present predominately in the lateritic soi
Slide 7: High Grade, At Surface Gallium Discovery
Caladão Project – Area A 1. Caladão Project – Area A High Grade, At Surface Gallium Discovery • High grade at surface Gallium identified as a potential high value by-product • Mineralisation consistent over 35km2 drilled area in the lateritic soil profile from surface For personal use only • Gallium
Slide 8: Widespread and Thick REE Mineralisation over 35km2
Caladão Project – Area A 1. Caladão Project – Area A Widespread and thick REE mineralisation over 35km 2 • High grade mineralised REE drill intercepts over 35km2 near surface • Up to 80m thick zones in kaolinite clay • High value magnet rare earths (NdPr and DyTb) For personal use only make up signi
Slide 9: High Value Magnet REE Profile
Caladão Project – Area A 1. Caladão Project – Area A High Value Magnet REE Profile $885 REE Critical for Permanent Magnets • High-Performance Magnets • Electric Vehicles (EVs) For personal use only • Aircraft $225 Light Rare Earths Heavy Rare Earths • Wind Turbines Caladão has a strong high value MR
Slide 10: The Gallium Opportunity
The Gallium Opportunity Rapidly Growing Supply Critical Metal Gallium Spot price USD 248,400 per tonne (14/2/2025) 1 Strategic Metal Recognized as a critical metal due to its role in high-tech industries (chips used in AI), solar energy, aerospace and For personal use only military defense applicati
Slide 11: Corporate Snapshot: Caldas Project
Corporate Snapshot Caldas Project Low EV, strong cash balance Poços De Caldas Alkaline Intrusive This unique Alkaline Complex hosts globally significant ionic adsorption clay (IAC) REE discoveries including Meteoric Resources NL and Viridis Mining & Minerals Limited Axel’s Caldas Project covers 232k
Slide 12: Company Summary
Company Summary Fully funded to fast track Caladão REE + Gallium discovery to Maiden JORC Resource Large project portfolio >1,000km2 For personal use only Fully funded $10.6M cash (at 31 Dec 2024) Executing IPO Strategy: over 4,000m drilled since IPO in July 2024 Caladão Project – unique surface REE
Slide 13: References
References References to previous announcements • AXL ASX release 14 February 2025, “Mineral Resource Estimate and Metallurgy Testing to Commence” • AXL ASX release 28 January 2025, “19,493ppm TREO at High Grade Caldas Project” For personal use only • AXL ASX release 20 January 2025, “68% Increase I
Slide 14: Contacts
For personal use only CONTACTS Fernando Tallarico – Managing Director fernando@axelreelimited.com.au Paul Dickson – Chairman Andrew Willis – Investor Relations pd@axelreelimited.com.au awillis@nwrcommunications.com.au 14