Brazilian Rare E (BRELY) Stock News

Brazilian Rare Earths (ASX: BRE / OTCQX: BRELY) reported exceptional sensor-based ore sorting at Monte Alto, achieving >2x grade upgrades from 12.4% TREO to ~27% TREO in single-pass and producing a +20% TREO product with cumulative recoveries of ~96–99%.

Tests rejected ~25% of feed mass as waste with 0.3% rare earth loss, delivered +95% yields, and support a dry, lower-cost beneficiation flowsheet targeting processing of 100% run-of-mine material.

Brazilian Rare Earths (BRELY) reported quarterly progress to 31 December 2025, highlighting a scoping study for the Amargosa bauxite project (JORC 568 Mt resource, 98 Mt DSB), robust economics (EBITDA ~US$102m p.a., after-tax NPV8 US$630m), a proposed mid-2026 Amargosa de‑merger, a binding 10‑year heavy rare earth offtake and technical partnership with Carester, appointment of a new CFO, and A$162.4m cash at quarter end.

Brazilian Rare Earths (ASX: BRE / OTCQX: BRELY) announced the results of a Scoping Feasibility Study for its 100%‑owned Amargosa Bauxite‑Gallium Project in Bahia, Brazil on December 15, 2025. The study indicates the Project has potential to operate as a simple, capital‑efficient direct‑ship‑bauxite (DSB) mine producing approximately 5 million tonnes per annum using a truck‑and‑shovel model. The development pathway would leverage existing road infrastructure and an established export port to deliver low‑silica bauxite to the global seaborne market. Technical study and presentation documents are available for review.

Brazilian Rare Earths (ASX: BRE / OTCQX: BRELY) signed a strategic partnership and binding 10-year offtake with Carester for heavy rare earth feedstocks and technical services to support BRE’s planned integrated rare earth separation plant at the Camaçari Petrochemical Complex in Bahia.

Key terms: Carester to purchase up to 150 tpa of contained DyTb over an initial 10-year term; Carester’s Caremag facility in France targets ~600 tpa DyTb capacity and late-2026 start; engineering and commissioning support agreement runs through Dec 2031.

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.