BRAZILIAN RARE EARTHS LIMITED (BRE)
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BRE - BRAZILIAN RARE EARTHS LIMITED

FNArena Sector : Rare Earth Minerals
Year End: December
GICS Industry Group : Materials
Debt/EBITDA: -0
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.48

14 Jan
2025

0.000

OPEN

$2.50

0.000

HIGH

$2.52

31,090

LOW

$2.48

TARGET
$5.50 121.8% upside
OTHER COMPANIES IN THE SAME SECTOR
ARU . ASM . HAS . LIN . LYC . NTU . PEK . SVM . VHM . VML .
FNARENA'S MARKET CONSENSUS FORECASTS
BRE: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx - 0.0 5.4 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 45.7 xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
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Title 20222023
EPS Basic xxx0.0
DPS All xxx0.0
Sales/Revenue xxx0.0 M
Book Value Per Share xxx5.0
Net Operating Cash Flow xxx-5.6 M
Net Profit Margin xxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 20222023
Return on Capital Employed xxx-401.46 %
Return on Invested Capital xxx-401.46 %
Return on Assets xxx-197.46 %
Return on Equity xxx-401.46 %
Return on Total Capital xxx-150.09 %
Free Cash Flow ex dividends xxx-6.1 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 20222023
Short-Term Debt xxx0 M
Long Term Debt xxx0 M
Total Debt xxx0 M
Goodwill - Gross xxx-
Cash & Equivalents - Generic xxx15 M
Price To Book Value xxx37.84

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 20222023
Capex xxx0.5 M
Capex % of Sales xxx-
Cost of Goods Sold xxx0 M
Selling, General & Admin. Exp & Other xxx11 M
Research & Development xxx-
Investments - Total xxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

04/12/2024

1

Speculative Buy

$5.50

121.77%

Post the downgrade in the target price for Brazilian Rare Earths on November 26, Ord Minnett feels a more detailed explanation of the change is required.

The analyst confirms the price downgrade is appropriate, though it only values Monte Alto and excludes other prospects.

The target is based on a twelve-month window. The broker has adopted a conservative approach while acknowledging the potential for Brazilian Rare Earths to become a "ten-bagger" in the future.

Ord Minnett believes the company offers the best rare earth oxide project globally, with a low capex start-up and minimal equity dilution.

Speculative Buy rated. Target price: $5.50.

FORECAST
Ord Minnett forecasts a full year FY24 dividend of 0.00 cents and EPS of 5.40 cents.
Ord Minnett forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -17.60 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Petra Capital

09/12/2024

1

Buy

$5.21

110.08%

Despite delivering positive metallurgical test results from the Monte Alto project, shares of Brazilian Rare Earths fell last week, notes Petra Capital, which raises its target price to $5.21 from $4.55. The Buy rating remains unchanged.

The broker highlights lower operating costs, driven by the project’s chevkinite mineralogy, enhance its economic appeal and offer potential for downstream processing to add value.

The staged development approach, beginning with monazite concentrate production, followed by direct ship ore, and potentially downstream operations, is described as a flexible and capital-efficient strategy.

The broker anticipates negative earnings (EBITDA) until 2028, when production is expected to begin generating cash flow. The maiden mining study, due mid-2025, is identified as a key catalyst for re-rating.

FORECAST
Petra Capital forecasts a full year FY24 dividend of 0.00 cents and EPS of minus -12.00 cents.
Petra Capital forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -9.00 cents.
Access Extra Coverage Research History >

BRE STOCK CHART

FNArena News on BRE

1
Rudi’s View: Final Best Buys & Conviction Ideas

Dec 23 2024 - Rudi's View
2
Australian Broker Call *Extra* Edition – Dec 19, 2024

Dec 19 2024 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Dec 09, 2024

Dec 09 2024 - Daily Market Reports
4
Uranium Week: Battle Royale – Shorts Versus Sprott

Oct 22 2024 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Oct 21, 2024

Oct 21 2024 - Daily Market Reports

Latest Rare Earth Minerals News

1
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May 23 2023 - Technicals
2
Rare Earth Elements: A Critical Challenge

May 03 2023 - Commodities
3
Security Blanket For Lynas

Nov 02 2022 - Australia
4
Consolidation Over For Lynas Rare Earths

Nov 16 2021 - Technicals
5
RESEARCH: Greenland Minerals, Major Capital Cost Reductions

Aug 05 2019 - FYI
6
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May 27 2019 - Commodities
7
CORRECTION: Trade Impasse Threatens US Lithium, Rare Earth Imports

May 24 2019 - Commodities
8
RESEARCH: Greenland Minerals Lowering Costs At Kvanefjeld

Feb 05 2019 - FYI
9
RESEARCH Greenland Minerals: A Rare Opportunity In Rare Earths

Sep 20 2018 - FYI
10
Rudi’s View: Lynas, Noni B And Citadel Group

Sep 13 2018 - Rudi's View