Brazilian Rare E Stock Price, News & Analysis

Brazilian Rare Earths (ASX:BRE / OTCQX:BRELY) released a maiden Mineral Resource Estimate for the Amargosa Bauxite‑Gallium Project on Oct 3, 2025. The deposit totals 568 Mt at 29.8% TAA, including 98 Mt direct‑ship bauxite at 41.9% TAA and a processed product pathway of 191 Mt at 40.8% TAA. The resource contains 27,098,000 kg of gallium (47.7 ppm). Key enablers: near‑term direct‑ship logistics to Enseada port (MoU), Bahia jurisdiction with 2–3 year permitting, existing highways, and planned FIOL rail integration. A Scoping Study is targeted by end‑2025.

Brazilian Rare Earths Limited (OTCQX:BRELY) has announced exceptional exploration results from its Sulista Project, confirming a new high-grade rare earth district located 80km southwest of Monte Alto in Brazil. The district features over 7km of mineralized strike across seven exploration corridors.

Key findings include an Exploration Target of 12-18 Mt with grades of 4-6% TREO. Drilling highlights revealed grades up to 9.6% TREO with 15,695ppm NdPr within 16.6m from surface, and significant intercepts like 33m at 3.8% TREO. New discoveries include ultra-high-grade outcrop boulders at 32.1% TREO.

The project benefits from strategic infrastructure, including proximity to state highway BR-330, 138 kV power approximately 4km away, and skilled workforce access within 12km. A new 5,000m diamond drill program is currently underway at Sulista West.

Brazilian Rare Earths (OTCQX:BRELY) has secured the final regulatory permit from Brazil's National Authority on Nuclear Safety (ANSN) for its rare earth pilot plant operations at the Camaçari Petrochemical Complex in Bahia. The pilot plant, expected to commence operations in mid-2026, will optimize beneficiation and hydrometallurgy processes for the company's high-grade rare earth mineralization.

The strategic location within Brazil's largest petrochemical complex offers several advantages, including streamlined permitting, established infrastructure, access to low-cost process reagents, and skilled workforce. The facility will be positioned approximately 260km northeast of the Monte Alto Project, supporting the company's path from rare earth discovery to commercial development.

Brazilian Rare Earths (OTCQX:BRELY) reported significant progress in Q2 2025 across its rare earth elements and critical minerals projects. The company's Sulista West project demonstrated exceptional results with grades up to 21% TREO and discovered a new "Outcrop Ridge" with samples up to 20.6% TREO. At Monte Alto, the company successfully produced high-purity Mixed-Rare-Earth Carbonate (MREC) with 86-90% TREO extraction rates.

The company secured strategic partnerships including a R$8.2 million (~A$2.3 million) agreement with SENAI CIMATEC for laboratory and pilot plant development. The Amargosa Bauxite-Gallium Project revealed exceptional gallium grades up to 190 ppm Ga2O3. BRE was included in Brazil's BRL 5 billion Strategic Minerals Funding Program and signed the MagBras project cooperation agreement for domestic mine-to-magnet supply chain development. The company maintains a strong financial position with A$67.3 million in cash as of June 30, 2025.

Brazilian Rare Earths Limited (BRELY) has announced successful metallurgical results from its Monte Alto Project, achieving high-purity Mixed-Rare-Earth Carbonate (MREC) production and uranium peroxide (yellowcake) extraction. The company reported excellent leaching extractions of magnetic rare earth elements, with NdPr at 85%, Tb at 88%, and Dy at 89%, with peak NdPr recovery reaching 90%. The process achieved exceptional mineral-to-MREC recoveries between 83-87% from run-of-mine mineral samples grading 15.3% TREO. The company's strategy focuses on four high-value products: NdPr oxide for permanent magnets, SEG+ product rich in heavy rare earths, uranium yellowcake, and co-products including niobium, tantalum, and scandium. The direct mineral-to-MREC route bypasses mineral beneficiation, offering capital and operational cost advantages while increasing total rare-earth yields.

Brazilian Rare Earths (BRELY) has reported exceptional exploration results from its Sulista Project, located 80km southwest of Monte Alto. Diamond drilling confirmed an ultra-high-grade REE-Nb-Sc-Ta-U deposit at Sulista West, with outstanding results including: • Intersections up to 18.9% TREO (Total Rare Earth Oxides) • Record-high uranium grades up to 8,211 ppm U3O8 • Exceptional tantalum grades up to 2,803 ppm Ta2O5 • High-grade niobium up to 2.7% Nb2O5 The company discovered a new "Outcrop Ridge" with samples up to 20.6% TREO, extending Sulista West's strike to 3.5km. Additionally, Sulista North revealed boulder samples grading 21% TREO, establishing a parallel mineralized corridor. A 3,000m diamond drilling program is underway at Sulista East to test continuity of mineralization.

Brazilian Rare Earths Limited (BRELY) has signed a binding agreement with SENAI CIMATEC to develop a laboratory and pilot plant facility in Bahia, Brazil. The partnership involves SENAI CIMATEC and partners providing R$8.2 million (~A$2.3 million) in funding, covering 58% of the project's total costs. The facility will be located at SENAI CIMATEC Industrial Development Park in Salvador, approximately 200 km from BRE's Monte Alto Project.

The pilot plant aims to optimize rare earth beneficiation processes for downstream development ahead of production. Commissioning is scheduled for mid-2026. The companies are also discussing potential collaboration on a commercial-scale hydrometallurgical and separation plant for processing rare earth concentrates into high-value products.

Brazilian Rare Earths (ASX:BRE/OTCQX:BRELY) reports exceptional Q1 2025 results from its Monte Alto and Pelé projects. At Monte Alto, exploration revealed ultra-high-grade rare earth elements with up to 45.7% TREO, including outstanding NdPr grades of 69,558 ppm. The company also achieved record niobium assays of 17,092 ppm.

The Pelé project demonstrated its district-scale potential with high-grade discoveries up to 17.7% TREO in outcrops. Additionally, BRE restructured its agreement with Rio Tinto, replacing a US$40M milestone payment with a $1.00/wet tonne royalty on future bauxite sales.

A significant development emerged at the Amargosa Bauxite-Gallium Project, where re-assays revealed exceptional gallium grades up to 190 ppm Ga2O3. The company maintains a strong financial position with A$75.4 million in cash, ensuring funded operations through 2026.

Brazilian Rare Earths (BRELY) has restructured its agreement with Rio Tinto Brazil regarding the Amargosa Bauxite Project, replacing a US$40m milestone payment with a US$1.00/wet tonne royalty on future bauxite sales.

The project, acquired from Rio Tinto in 2023, features extensive exploration data including 56,919 metres of drilling across 4,257 holes. Recent drilling has revealed high-grade bauxite zones with intercepts of 27.5 metres at 51.3% total available alumina content.

A significant discovery has been made with the re-assaying of 1,275 bauxite samples, revealing exceptional gallium grades up to 190 ppm Ga2O3, with a mean grade of 75 ppm Ga2O3, positioning Amargosa among the highest-grade undeveloped gallium prospects globally.

The company has engaged RPM Global to accelerate development activities for a JORC-compliant Mineral Resource Estimate and Scoping Study, aiming to capitalize on rising demand and supply chain constraints in global bauxite and gallium markets.