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

$4.71

12 Nov
2025

-0.010

OPEN

$4.71

-0.21%

HIGH

$4.79

187,306

LOW

$4.63

TARGET
$6.30 33.8% 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 - 14.6 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

29/10/2025

1

Speculative Buy

$6.30

33.76%

Brazilian Rare Earths achieved an operating permit for a pilot plant at the Camacari petrochemical complex, as well as positive news in rare earth oxide and its bauxite projects, according to Ord Minnett.

The analyst points to positive share price catalysts in the December quarter in global rare earth sentiment and a government decree on profit sharing for uranium mining. A scoping study for the DSO bauxite project is also likely.

No change to Speculative Buy and $6.30 target price.

FORECAST
Ord Minnett forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -14.60 cents.
Ord Minnett forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -15.70 cents.

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

33.12%

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.

BRE STOCK CHART