Brazillian Critical Minerals Limited · ASX:BCM
Brazillian Critical Minerals — Brazilian Critical Minerals — Investor Presentation (April 2024)
26 slides from Brazillian Critical Minerals's investor presentation, Apr 29, 2024
Slide 1: Investor Presentation: Building a Mega-Scale Ionic Rare Earth Project in Brazil
For personal use only Investor Presentation 29 April 2024 Building a Mega- Scale Ionic Rare Earth Project In Brazil
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Brazilian 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: Brazilian REE Landscape
Brazilian REE Landscape EMA Rare Earths For personal use only Apuí Rare Earths Três Estados EMA Rare Earths Serra Verde Brazilian Rare Earths Apuí Rare Earths 30 km south from Apuí Caldera Project Três Estados PGE 60 km south from Apuí
Slide 4: Brazil - Large Mining Country
Brazil - Large Mining Country 250B 86.2B For personal use only R$ Revenue R$ Taxes & Tributes US$50 billion in total capex investment predicted for the 2023-2027 period. 7.3k 2.25M 77% of Brazil’s energy produced from renewable sources at two cents per kilowatt hour. ‘’Brazil is one of the few count
Slide 5: What Makes Ema Unique
What makes Ema Unique For personal use only Up to 83% - exceptional >1Bt - large tonnage recoveries of the big 4 REE elements Low-cost mining Low 30min leach times Low-cost processing pH4 leaching or higher 31% MREO composition Ambient temperature leaching <50% of area drilled Low dosage <2% Ammonia
Slide 6: ASX REE Peers
ASX REE Peers For personal use only $667M Market Cap $438M $18.5M $74M $67M BCM MEI BRE VMM IXR ASX Companies as of close 26.04.24
Slide 7: 31% MREO class leading
31% MREO class leading For personal use only Light Rare Earth Elements Heavy Rare Earth Elements 59 60 66 65 Pr Praseodymium Nd Neodymium Dy Dysprosium Tb Terbium ✓ Electric Vehicles ✓ Electric Vehicles ✓ Electric Vehicles ✓ Electric Vehicles ✓ Wind Turbines ✓ Wind Turbines ✓ Wind Turbines ✓ Wind Tu
Slide 8: EMA Rare Earths
EMA Rare Earths Significant Ionic REE deposit For personal use only - one of the worlds largest tonnage fully ionic REE deposits >1Bt - mineralisation maximum 30m below surface - huge upside for expansion of tonnes and grade Apui Town - sg of only 1.34g/cc utilised - high-grade core of 331Mt @ 977pp
Slide 9: Brazilian Rare Earths Landscape
Brazilian Rare Earths Landscape For personal use only EMA REE Project ● Two large tenements – 189km2 ● 1.02Bt Mineral Resource REE ● Rhyolite hosted – very similar to Chinese Ionic REE APUI REE PROJECT producers REE ● Mineralisation from surface ● Large Area – <50% drilled, potential for large addit
Slide 10: EMA Rare Earths
EMA Rare Earths ● High-grade zone (>1000ppm TREO) extends over 12 km2 For personal use only ● Consistent MREO high-grades in the lower horizon (31% of basket) ● Mineralisation open in all directions ● Mineral Resource Estimation only over 46% covering only 82km2 drilled of the 189km2 available Signi
Slide 11: Ema REE Project 2024 Global Mineral Resource Estimate
EMA Rare Earths For personal use only Ema REE Project 2024 Global Mineral Resource Estimate-@COG 500ppm TREO JORC Tonnes TREO Pr6O11 Nd2O3 Tb4O7 Dy2O3 MREO MREO:TREO Category Mt ppm ppm ppm ppm ppm ppm % Inferred 1,017 793 45 154 4 13 216 27 Ema REE Project 2024 Mineral Resource Estimate – by cut-of
Slide 12: Ema Mineral Resource Estimate by cut-off grade
EMA Rare Earths For personal use only Ema REE Project 2024 Mineral Resource Estimate – by cut-off grade Fully ionic clay TREO Grade x Tonnage deposit 1,600 1200 1,400 • Large volume 1000 1,200 Tonnes (Mt) • High-grade core 1,000 800 800 600 600 400 • Low impurities 400 200 200 • High recoveries 0 0
Slide 13: Rare Earth Clay Deposits
Rare Earth Clay Deposits 3500 For personal use only 3000 Meteoric 2500 In-Production Grade (ppm) 2000 Aclara 1500 Typical IAC Grade Range OD6 Serra BRE Verde Xunwu 1000 Tantalus EMA Ionic 500 0 200 400 600 800 1000 1200 Tonnes (kt)
Slide 14: Ema metallurgical results
Ema metallurgical results For personal use only Nd % Pr % Dy% Tb% Hole Intercept (m) recovery recovery recovery recovery TR-1013000 10 76 74 47 54 • pH4 TR-059 2500 6 66 61 56 83 • 30min leaching TR-071 13 71 62 45 52 TR-059 5 66 66 52 55 • Ambient temps Grade (ppm) • Very low ammonia 2000 TR-110 10
Slide 15: Significant Future Global Demand
Significant Future Global Demand For personal use only Nd & Pr (kt REE) EV’s & 200 +139% 150 100 Wind turbines 50 driving demand 0 2023 Supply 2023 2030 2040 2050 Additional new Mines needed by 2030 “Magnet demand to remain the largest growing sector for rare earths” Source: Project Blue Rare Earths
Slide 16: Next Steps for EMA
Next Steps for EMA For personal use only Scheduled program Q1 Q2 Q3 Q4 2024 2024 2024 2024 of activities - Rapidly advancing MRE Upgrade MRE Estimated and released Infill Drilling Infill Drilling to Indicated Category to commence Drilling at Ema portions currently un-explored Results suggest that th
Slide 17: Why Invest
Why Invest For personal use only Strong Demand for REEs & PGMs Large Ionic Clay REE Exceptional REE Ionic Opportunity − Strong demand driven by clean − Two key REE projects covering a − Metallurgical tests confirm deposit energy technologies. huge area of over 700km2. is fully ionic − Excellent biol
Slide 18: Corporate Overview
Corporate Overview For personal use only Jeremy Robinson Non-Executive Chairman 740M 49.2M Board of Directors Andrew Reid Shares on Issue Performance Rights Managing Director Ken Kluksdahl 2.5C Share Price (19/4/2024) 18.5M Market Cap Non-Executive Director Abby Smith Non-Executive Director
Slide 19: Investor Milestones
Investor Milestones For personal use only Rare Earths PGMs ● Emerging REE explorer/developer ● Tres Estados project – PGM open pit resource ● 9 tenements totalling 700KM2 ● Bioleach optimisation has ● >1Bt Mineral Resource produced significant results ● Aggressive auger drilling program ● Physical m
Slide 20: Três Estados Precious Metals: Geology and mineralisation
Três Estados Precious Metals For personal use only Geology and mineralisation Apui Town − Tenement located over a series of gabbroic Tres Estados intrusions defined by prominent E-W and NE- Project SW magnetic anomalies, local gold-in-soil geochemical anomalies and shallow artisanal gold workings; −
Slide 21: Três Estados Precious Metals: Bioleach test work
Três Estados Precious Metals For personal use only Bioleach test work Apui Town − Highly positive bioleach recoveries (16.2 g/t Tres Estados PGM) following 8-day leach. Project − In-country (Brazil) lab scale pilot plant operating − Significant MRE upgrade following bioleach assays. − Metal recovere
Slide 22: Três Estados Mineral resource estimate
Três Estados Precious Metals For personal use only Mineral resource estimate Inferred JORC Mineral Resource Estimate for Três Estados contains a total of 725,300 ounces of combined platinum, palladium, iridium, rhodium and gold. Adelar Target Tonnes Pt Rh Pd Au Ir 5E PGM 5E PGM Zone Class Mt g/t g/t
Slide 23: SGS Lab Assay results during bio treatment
SGS Lab Assay results during bio treatment For personal use only 20 1,4 15.90 1,2 15.30 15 1,0 177 x Au Grade (ppm) Pd Grade (ppm) 11.70 10.90 0,8 9.46 10 8.77 0.62 0.52 0,6 0.34 16 x 0,4 5 0.27 0.21 0.21 2.39 0.04 1.27 0,2 0.09 0.07 0 0.10 0,0 0 24 48 72 96 120 144 168 192 Bioleaching Time (h) Gold
Slide 24: Bioleaching Pilot Plant Testing
Bioleaching Pilot Plant Testing - Texas Process Testing during 2023 resulted in significant uplifts in Platinum and Gold grades by a factor of 176 and 16 over analysis with fire assay. For personal use only Positive results demonstrate the suitability of this bioleaching process. Full optimisation e
Slide 25: Thank You
For personal use only Brazil Australia Av. Jornalista Ricardo Marinho Level 11, 125 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 26: References – Mineral Resources
Date retrieved 12 March 2024 References – Mineral Resources Grade For personal use only Company Tonnes (Mt) Reference (ppm) BCM 1017 793 Brazilian Critical Minerals (ASX:BCM) Massive Maiden Mineral Resource for Ema Project 22.04.24 Aclara 168 1,510 Aclara (TSX:ARA) Aclara delivers a positive PEA for
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