BRAZILIAN RARE EARTHS LIMITED (BRE)
Share Price Analysis and Chart

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BRE

BRE - BRAZILIAN RARE EARTHS LIMITED

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

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.48

22 Oct
2025

-0.420

OPEN

$5.71

-7.12%

HIGH

$5.71

952,266

LOW

$5.35

TARGET
$6.30 15.0% upside
OTHER COMPANIES IN THE SAME SECTOR
ARU . ASM . HAS . LIN . LYC . MEI . MTM . NTU . SVM . VHM . VML .
FNARENA'S MARKET CONSENSUS FORECASTS
BRE: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 0.0 - 8.8 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 N/A 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
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202220232024
EPS Basic xxxxxx0.0
DPS All xxxxxx0.0
Sales/Revenue xxxxxx0.0 M
Book Value Per Share xxxxxx8.7
Net Operating Cash Flow xxxxxx-11.8 M
Net Profit Margin xxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202220232024
Return on Capital Employed xxxxxx-80.51 %
Return on Invested Capital xxxxxx-80.51 %
Return on Assets xxxxxx-68.17 %
Return on Equity xxxxxx-80.51 %
Return on Total Capital xxxxxx-85.17 %
Free Cash Flow ex dividends xxxxxx-11.9 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 202220232024
Short-Term Debt xxxxxx0 M
Long Term Debt xxxxxx0 M
Total Debt xxxxxx0 M
Goodwill - Gross xxxxxx-
Cash & Equivalents - Generic xxxxxx21 M
Price To Book Value xxxxxx27.21

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202220232024
Capex xxxxxx0.1 M
Capex % of Sales xxxxxx-
Cost of Goods Sold xxxxxx0 M
Selling, General & Admin. Exp & Other xxxxxx14 M
Research & Development xxxxxx-
Investments - Total xxxxxx0 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

10/10/2025

1

Speculative Buy

$6.30

14.96%

Brazilian Rare Earths has entered into a strategic partnership with French rare earth specialist Carester, which will provide technical assistance for the design and commissioning of a rare earth refinery in Brazil.

The agreement includes a binding 10-year offtake for heavy rare earth concentrate, priced at market-linked rates.

Ord Minnett sees the partnership as a major step forward for Brazilian Rare Earths’ development plans, noting its dual exposure to rare earth and direct shipping bauxite (DSO) assets.

The analysts anticipate multiple upcoming catalysts, including metallurgical results, rare earth separation trials, and scoping studies for both Monte Alto and the bauxite project.

Ord Minnett maintains its $6.30 target price and Speculative Buy rating.

Shares have surged 145% since August 20, yet the analysts believe significant upside remains as plans to monetise rare earth discoveries and bauxite assets take hold.

FORECAST
Ord Minnett forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -8.80 cents.
Ord Minnett forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -12.20 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

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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Petra Capital

08/10/2025

1

Buy

$6.27

14.42%

The Amargosa Project hosts 98mt of premium direct shipping ore (DSO) bauxite, grading 41.9% alumina and just 2.5% reactive silica, highlights Petra Capital.

It's noted a further 470mt of bauxite Resources can be upgraded to leverage the significant existing infrastructure.

Development is planned in stages, starting with trucking to the Port of Enseada before expanding via rail to Porto Sul, reducing execution risk, suggests the broker.

Petra Capital lifts its bauxite valuation to $400m from $25m, supported by low capex of about -US$80m and strong standalone economics.

It's thought a potential spin-out or joint venture in 2026 could crystallise value. The target price rises to $6.27 from $4.42. Buy retained.

FORECAST
Petra Capital forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -14.30 cents.
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -7.40 cents.
Access Extra Coverage Research History >

BRE STOCK CHART

FNArena News on BRE

1
Next Week At A Glance – 10-24 Oct 2025

Oct 17 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Oct 14, 2025

Oct 14 2025 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Oct 10, 2025

Oct 10 2025 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Oct 08, 2025

Oct 08 2025 - Daily Market Reports
5
Rudi’s View: September, The Gift

Sep 24 2025 - Rudi's View

Latest Rare Earth Minerals News

1
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Jul 30 2025 - Australia
2
Lynas Rare Earths Shares Bounce Off Support

May 27 2025 - Technicals
3
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4
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May 03 2023 - Commodities
5
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Nov 02 2022 - Australia
6
Consolidation Over For Lynas Rare Earths

Nov 16 2021 - Technicals
7
RESEARCH: Greenland Minerals, Major Capital Cost Reductions

Aug 05 2019 - FYI
8
Trade War Will Hasten Bull Market For Rare Earths

May 27 2019 - Commodities
9
CORRECTION: Trade Impasse Threatens US Lithium, Rare Earth Imports

May 24 2019 - Commodities
10
RESEARCH: Greenland Minerals Lowering Costs At Kvanefjeld

Feb 05 2019 - FYI