Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — Tribeca Future Facing Symposium 2026
21 slides from Australian Rare Earths's conference presentation, Aug 25, 2026
Slide 1: ASX announcement: presenting at Tribeca Future Facing Symposium 2026
ASX: AR3 25 Aug 2026 Australian Rare Earths Limited (ASX: AR3) is pleased to be presenting at the Tribeca Future Facing Symposium 2026, taking place from 25-26th August in Singapore. Managing Director & CEO Travis Beinke will present at 3.35pm on Tuesday, 25th August, providing an update on the Comp
Slide 2: Koppamurra: A new Australian source of Rare Earths
AUGUST 2026 ASX: AR3 For personal use only Koppamurra: A new Australian source of Rare Earths Tribeca Future Facing Symposium AR3 | Tribeca Future Facing Symposium | August 2026 1
Slide 3: Important Information and Disclaimer
Important Information and Disclaimer Disclaimer & Important Information The information in this announcement is in summary form and does not purport to be complete nor does it contain all the information in relation to the Company. It should be read in conjunction with the Company's other periodic a
Slide 4: Investment Highlights
Investment Highlights A capital-efficient Australian rare earths opportunity: Strong project economics and strategic exposure to constrained heavy rare earth markets For personal use only Compelling economics Capital-light development A$858m After-Tax NPV8; 99% IRR; ~1 yr payback A$178 million with
Slide 5: Long term price floors: A structural shift in REE supply
Long term price floors: A structural shift in Western Governments are locking in long-term price certainty to REE supply build Western supply chains with scale, security and structured pricing mechanisms For personal use only MP Materials Lynas Rare Earths USA Rare Earths / Serra Verde Announced: Ju
Slide 6: Compelling Economics
A$178M Compelling Initial CAPEX 12 Years For personal use only Economics 99% Initial Life of Operation Post-Tax IRR After-tax NPV₈ of A$858M and 99% IRR 1,865 t/yr TREO Average Annual TREO Production 0.9 Yrs on A$178M initial capital (incl. 438t NdPr, 57t Dy and Tb, 237t Y, 69t Sm, 76t Gd) A capital
Slide 7: Project Value vs. Current Market Capitalisation
Project Value vs. For personal use only A$858M Current Market Capitalisation Post-Tax NPV₈ Koppamurra’s completed PFS delivers an A$858m post-tax NPV₈, compared with AR3’s current market capitalisation of ~A$28m. ~0.03x Market Cap / NPV Highlighting a substantial disconnect between project economics
Slide 8: Project Overview: Established Regional Infrastructure and Favourable Location
Project Overview: Established Regional Infrastructure and Favourable Location Scale/Size 7,400sqm For personal use only Ownership 100% Maiden Ore Reserve 26Mt @ 920ppm TREO Magnet Rare Earth ~26% of TREO including strategically valuable heavy REE’s dysprosium & terbium ~3%; along with yttrium, gadol
Slide 9: Sustainable Development Pathway
Sustainable Development Pathway Simple low-cost mining method No drilling or blasting required soft, free-digging clay ore Progressive rehabilitation built into the mine plan — reducing For personal use only mined with conventional open-pit methods, lowering opex closure liability and supporting sus
Slide 10: Processing route delivers low capital cost, low-complexity operations
Processing route delivers low capital cost, low-complexity operations For personal use only Simplifying the process to produce a high-purity Mixed Rare Earth Oxide Progressive Heap Leach and Rapid Rehabilitation Rare earth minerals extracted at ~pH 2.2 delivering ~68% TREO recoveries Simple ox
Slide 11: Product Mix − MREO
Product Mix − MREO Quality and Impurity As oxide in oxalate As oxide calcined Removal REO wt% Product wt% Product The Magnet Rare La2O3 6.32 16.3 Earths total For personal use only CeO2 11.80 30.4 Limited heavy rare earth supply Pr6O11 1.71 4.4 ~25% of TREO options; ionic clay deposits are an attrac
Slide 12: Australia's First Ionic Clay Pilot at ANSTO
ANSTO pilot scale processing plant For personal use only Australia's First Ionic Clay Pilot at ANSTO AR3 is the first company to access ANSTO's new pilot-scale rare earth processing facility − a significant technical and strategic milestone. Advancing the Project and Customer offtake engagement AR3
Slide 13: Project de-risking underway
Project de-risking underway Defined Pathway to First Production: A$5M Australian Government IPCM grant Formal recognition of strategic importance Koppamurra Milestone Schedule For personal use only Environmental Scoping Report published Mining Lease Application targeted 2026 ✓ COMPLETED IN P
Slide 14: Overland: A Strategic Second Growth Platform
Overland: A Strategic Second Growth Platform For personal use only Large-scale South Australian uranium exploration exposure with an emerging niobium-rare earth discovery
Slide 15: Overland Project: Discovery of a Niobium-Rare Earth Carbonatite System
Overland Project Discovery of a Niobium-Rare Earth Carbonatite System For personal use only Carbonatite mineral systems are globally important as major sources of rare earth elements and niobium; also known to host copper mineralisation Initial hole intersected - 19m @ 0.61% Total Rare Earth Oxi
Slide 16: In Summary: Why AR3, Why Now?
In Summary: Why AR3, Why Now? A de-risked Australian rare earths project approaching key commercial milestones A PFS-proven project with For personal use only early-stage market valuation • A completed PFS values Koppamurra at A$858M post-tax NPV₈ versus a materially lower current market capitalisat
Slide 17: Appendices
For personal use only Appendices Corporate Snapshot Ore Reserve, Mineral Resource Estimate and Exploration Target AR3 | Tribeca Future Facing Symposium | August 2026 16
Slide 18: Team and Corporate Snapshot
Team and Corporate Snapshot Experienced team and strong backing Angus Barker | Independent Chairman Rick Pobjoy | Chief Technical Officer & Co-Founder of AR3 Over 30 years of professional experience, including at top-tier Geologist with more 25 years’ experience in the global investment banks and as
Slide 19: Maiden Ore Reserve
Maiden Ore Reserve Targeting higher grade mineralisation to drive value For personal use only Ore Reserve estimation as at 25 June 2026 Ore Reserve TREO- Material BD TREO La2O3 CeO2 Pr6O11 Nd2O3 Sm2O3 Gd2O3 Tb4O7 Dy2O3 Ho2O3 Er2O3 Eu2O3 Tm2O3 Yb2O3 Lu2O3 Y2O3 U3O8 ThO2 Category CeO2 Mt gcm3 ppm ppm
Slide 20: Mineral Resource Estimate and Exploration Target
Mineral Resource Estimate and Exploration Target For personal use only 2026 Exploration Target Material Type Zone Material BD TREO TREO-CeO2 MREO Dy2O3 Tb4O7 Nd2O3 Pr6O11 Mt gcm3 ppm ppm ppm ppm ppm ppm ppm Exploration 3 650 - 3120 1.6 560 -820 360 - 540 140 - 210 15 - 20 3-4 100 - 150 25 - 40 Targe
Slide 21: Securing the allied world's energy transition metals
For personal use only Securing the allied world’s energy transition metals. Scan the QR code to access our Investor Hub, or speak with us Contact Us Investor Relations during the Tribeca Future Facing Travis Beinke, Tau Media Symposium, 25–26 August 2026 Managing Director & CEO Jessica Fertig +1 300
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