Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — Investor Presentation (July 2025)
26 slides from Australian Rare Earths's investor presentation, Jul 23, 2025
Slide 1: Securing Australia's Clean Energy Transition Metals
Securing Australia’s For personal use only Clean Energy Transition Metals Corporate Presentation July 2025 ASX: AR3
Slide 2: Disclaimer & Important Information
Australian Rare Earths 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 document. The opi
Slide 3: Advancing a multi-generational Rare Earths Province and unlocking exploration potential at Overland
Advancing a multi-generational Rare Earths Province and unlocking exploration potential at Overland Koppamurra: Strategic Rare Earth Project with time to market edge For personal use only • Strategically important source of light and heavy Rare Earths, with favourable capex profile and lower 1 techn
Slide 4: Diversified Project Portfolio
Diversified Project Portfolio Rare Earths Koppamurra: Government supported REE Development For personal use only Uranium Massie Creek Project Copper - Gold Oaky Valley • $5 million Australian government grant funding Sandy Tate Forty Mile Scrub • Australia’s most advanced ionic clay-hosted rare-eart
Slide 5: Team & Corporate Snapshot
Team & Corporate Snapshot Experienced team and strong backing Capital Structure ASX ticker: AR3 For personal use only Pauline Carr Angus Barker Share Price (21 July 2025) $0.10 Independent Non-executive Independent Chairman Director Shares on issue 212.0m Options @ $0.10 expiring 30 March 20291 26.5
Slide 6: Koppamurra Rare Earths Project
For personal use only Koppamurra Rare Earths Project Leading the development of a multi-generational rare earths project in Australia AR3 Corporate Presentation | July 2025 6
Slide 7: Critical Minerals dominating recent news coverage
Critical Minerals dominating recent news coverage New Rare Earths supply in demand! For personal use only AR3 Corporate Presentation | July 2025 7
Slide 8: 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 9: 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 10: 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 AR3 Corporate Presentation | July 2025 10
Slide 11: Koppamurra: Light & Heavy Rare Earths project with time-to-market edge
Koppamurra: Light & Heavy Rare Earths project with time-to-market edge $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 • Build
Slide 12: Koppamurra: Advancing metallurgical test work
Koppamurra: Advancing metallurgical test work For personal use only IBC with dripper system applying lixiviant for leaching Bulk sample being prepared for Bulk Leach test • ~3 tonne bulk leach at Brisbane Met Labs • ANSTO conducting impurity removal and rare earth • Optimising rare earth recovery an
Slide 13: Uranium
For personal use only Uranium Untapped uranium exploration potential ~7700km2 AR3 Corporate Presentation | July 2025 13
Slide 14: Overland Uranium Project: Overview
Overland Uranium Project: Overview Location South Australia,~200km south of Honeymoon Mine Scale/Size ~7,700km2 For personal use only Ownership ~6,700km2 100% and ~1,000km2 (EL6678) 100% sedimentary hosted uranium rights Commodity Uranium, Copper, Gold FIGURE BEING Stage Greenfields exploration targ
Slide 15: Strategic addition at Overland: Walk up drill ready targets
Strategic addition at Overland: Walk up drill ready targets with gamma anomalism from surface Significant gamma anomalism For personal use only identified from surface in historic drilling data review Large target area with three historic drill holes spanning ~7km Potential for widespread near surfa
Slide 16: Overland Project: Untapped Uranium exploration potential
Overland Project: Untapped Uranium exploration potential For personal use only Overland Project area geology and structure (faulting) with priority targets numbered East west cross section through OV100 with roll front signature identified in basal sands ISR amenable targets: • Compelling evidence s
Slide 17: Overland Project: Unlocking newly identified Cu-Au targets
Overland Project: Unlocking newly identified Cu-Au targets Strategic review reveals Cu-Au potential in basement rocks complementing ongoing sedimentary hosted uranium exploration: For personal use only • Project area expanded by ~2,000km2 to now total ~7,700km2 • New ground prospective for uranium a
Slide 18: Development Timeline & Next Steps
Development Timeline & Next Steps Advancing a multi-generational Rare Earths Province and unlocking potential at Overland Koppamurra Rare Earth Project • Rare earth recovery results from ~3 tonne bulk leach test work For personal use only • Mixed Rare Earth Carbonate (MREC) production, impurity remo
Slide 19: Appendix: Additional Projects
For personal use only Appendix: Additional Projects Further exploration upside across South Australia and Queensland AR3 Corporate Presentation | July 2025 19
Slide 20: 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 21: 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 22: 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 AR3 Corporate Presentation | July 2025 22
Slide 23: 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 AR3 Corporate Presentation | July 2025 23
Slide 24: Appendix: Resources and exploration target
For personal use only Appendix: Resources and exploration target AR3 Corporate Presentation | July 2025 24
Slide 25: 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 26: 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 jessica@taumedia.com.au AR3 Corporate
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