Brazillian Critical Minerals Limited · ASX:BCM
Brazillian Critical Minerals — Brazilian Critical Minerals — Investor Presentation (December 2024)
24 slides from Brazillian Critical Minerals's investor presentation, Dec 5, 2024
Slide 1: Investor Presentation: ISR Rare Earths
For personal use only Investor Presentation 5 December 2024 ISR Rare Earths A Green, Low Cost Production Model
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: 2024 - a lot with a little
2024 - a lot with a little Magnets Field 1.02Bt For personal use only Permeability MRE (April) Testing Non-bindingMoU signed with producer (September) Scoping Study 68% ANSTO Metallurgical Testing Focus on low NdPr Recoveries (March) cost ISR mining Infill MRE Drilling $2.5m 55% Placement raising (M
Slide 4: Brazilian REE Landscape
Brazilian REE Landscape EMA Rare Earths For personal use only Apuí Rare Earths $11M1 Serra Verde Brazilian Rare Earths $555M1 EMA Rare Earths – >1Bt MRE Apuí Rare Earths Caldera Project $211M1 30 km south from Apuí 1. www.asx.com.au 28.11.24
Slide 5: Rare Earth Clay Deposits
Rare Earth Clay Deposits 3500 For personal use only 3000 Viridis Meteoric 2500 In-Production Grade (ppm) 2000 1500 Typical IAC Grade Aclara Range OD6 Serra BRE Verde Xunwu 1000 EMA Harena Ionic 500 0 200 400 600 800 1000 1200 Tonnes (kt) See Appendix 1 for full reference list
Slide 6: Large Resource Base
Large Resource Base Ema REE Project 2024 For personal use only Mineral Resource Estimate Ema REE Project 2024 Mineral Resource Estimate – by cut-off grade 977 331M cut-off JORC Tonnes TREO NdPr DyTb MREO MREO:TREO ppm Category Mt ppm ppm ppm ppm % TREO Inferred 0 1,340 694 163 15 178 26 TREO ppm Ton
Slide 7: World's first fully green REE project
World’s first fully green REE project For personal use only Large Resource Base Lower Capital & Large Resource 1.02 Billion tonnes, material close to surface, Operating Cost Base suitable for ISR mining. High Grade MREC 1.02Bt confirmed Lower Capital ISR offers a lower capital expenditure to first c
Slide 8: In-situ recovery mining
In-situ recovery mining The most cost effective, environmentally friendly In-situ recovery is a well understood rare For personal use only method available earth mining method ~ 30% of current world production use in situ-leach recovery RIGHT RIGHT RIGHT NO NO NO Geology Style of Mineralisation Conf
Slide 9: In-Situ (REE) Recovery
In-Situ (REE) Recovery ~30% of the world’s production For personal use only Reagent injection • Low Capex, Low Opex well • Proven decades old technology REE collection • Only green reagents utilised trench • Using gravity as our natural Leaching zone pumping system REE-rich solution • Readily leacha
Slide 10: Substantially Reduced Flow Sheet
Substantially Reduced Flow Sheet For personal use only 1 2 3 4 Aclara and Meteoric Recycling Water Fertilizer Proposed Flow Sheet Impurity Precipitation MREC Removal Ionic Exchange Top Soil Mining Impurity Rare Earths Mixed Rare Clays Direction Removal Carbonate Earths Precipitation Carbonate Saprol
Slide 11: Commercial ISR Projects
Commercial ISR Projects Malaysia For personal use only ISR Mining Rare Earths in Malaysia ISR construction and setup reagent storage • I – inground leaching 2 Impurity removal • S - simple (tanks and pipes) Precipitation 3 • R - rapid leaching kinetics of REE’s enhance the viability Production of 4
Slide 12: Superior Basket Price
Superior Basket Price FINAL MREC BCM VMM1 MEI1 For personal use only 90% Head Grade (ppm) 965 4,472 4,439 Agent Magnesium Sulfate Ammonium Sulfate Ammonium Sulfate Time 30 Minutes 30 Minutes 30 Minutes pH 4.5 4.5 4.5 Molar 0.3 0.3 0.5 Oxide Price (01.11.24) % Basket $ % Basket $ % Basket $ USD/kg Ma
Slide 13: Leach Recoveries to Date
Leach Recoveries to Date For personal use only REE Mining REE Leaching Impurity Removal REE Precipitation MREC Production Target Temp Leach MREE Test Reagent Leaching Type pH °C Duration (%) 1 0.5 (NH4)2SO4 4.5 ambient 2 hrs 68 VAT (tank) leaching 0.5M MgSO4 2 4.5 ambient 18 days 63 Heap Leaching 3
Slide 14: Very Low Impurities in Final Product (MREC)
Very Low Impurities in Final Product (MREC) For personal use only REE Mining REE Leaching Impurity Removal REE Precipitation MREC Production Uranium Thorium Aluminium Iron Calcium Silica (U) (Th) (Al) (Fe) (Ca) (Si) % in 0.01 <0.001 0.52 <0.06 0.05 <0.2 MREC • ~2.0% Impurities in final MREC • 98% pu
Slide 15: REE Precipitation
REE Precipitatoin For personal use only REE Mining REE Leaching Impurity Removal REE Precipitation MREC Production Precipitation Basket La & Ce MREO:TREO TREO in MREC DyTb Recoveries Value content 1MREC 38% 55.3% 99% US$30.66/kg 43.6 1.7% • High content, 38%, of magnet elements (MREO) in MREC • High
Slide 16: Capex - Hard Rock vs Soft Rock
Capex - Hard Rock vs Soft Rock For personal use only 2000 Hard Rock 1.6B Ionic Clay (VAT leach) 1500 Clay (heap leach) 1000 948M 822M 600M 500 BCM goal 173M (ISR 10-15% of conventional 0 mines1) 1. United States Nuclear Regulatory Commisions www.nrc.gov See Appendix 2. for full capital allocation li
Slide 17: Opex – ISR Target Production
Opex – ISR Target Production For personal use only Low cost structure will underpin strong cashflow, and weather the storm of depressed rare earth prices ISR in Uranium ISR Rare Earths dominates lowest cost production targeting lower end of cash cost curve. producing >55%1 of world supply currently
Slide 18: Logistics Route Brazil
Amazonas Chibato Port Logistics Route Brazil Autazes For personal use only ∙ trucking 130kms from Ema project Amazonas to Prainha Novo Aripuanã ∙ 600t barges make regular return trips along the river Aripuana and Madeira from Prainha to the Port of Chibatão ∙ 770kms to Chibatão, one of the Manicoré
Slide 19: The Value of In-Situ Recovery
For personal use only Minimal noise, Lower capital and dust, greenhouse Minimal visual operating costs gas impact disturbance Cost Responsible Minimal efficiency mining disruption The Value of In- Situ Recovery • Ionic REE are highly leachable • Rapid leaching kinetics enhance the viability of The m
Slide 20: Work fronts
Work fronts For personal use only Rare Earths Rare Earths ● Environmental baseline study ● Large auger drilling program – ground work started underway – mostly complete ● ANSTO test work on impurity ● Increase MRE from Inferred to removal and final product Indicated – estimate commenced precipitatio
Slide 21: Tax Incentive - Sudam
Tax Incentive - Sudam −A hub for industrial activity in Brazil. Established in 1967 For personal use only Incentive Description Requirements Investments in Amazon Development Reduces corporate income tax by 55% for Approval by SUDAM (responsible Superintendence (SUDAM) a 10 year period regulatory ag
Slide 22: Corporate Overview
Corporate Overview For personal use only 889M 8M Jeremy Robinson Non-Executive Chairman Board of Directors Shares on Issue Performance Rights Andrew Reid 1.1C Share Price (28/11/2024) 10.7M Market Cap Managing Director Ben Donovan 229M Non-Executive Director Options on issue
Slide 23: Thank You
For personal use only Brazil Australia Av. Jornalista Ricardo Marinho Level 28, 140 St Georges Terrace, 360 Ed. Cosmopolitan Sala 113 Perth WA 6000 CEP: 22631-350 Barra da Tijuca – Rio de Janeiro – RJ – Brasil Thank You.
Slide 24: Appendix – Mineral Resources
Date retrieved 16 August 2024 Appendix 1 – Mineral Resources Measured: Grade For personal use only Company Tonnes (Mt) Indicated: Inferred Reference (ppm) ratio (Mt) Brazilian Critical Minerals (ASX:BCM) Massive Maiden Mineral Resource for Ema BCM 1017 793 0 : 0 : 1017 Project 22.04.24 Aclara (TSX:A
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