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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Brazilian Rare Earths
Brazilian Rare Earths (BRE) investor relations material
Brazilian Rare Earths Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary19 Oct, 2026
Executive summary
Monte Alto’s maiden Mineral Resource grades 11.3% TREO; integrated Monte Alto–Camaçari Scoping Study forecasts strong economics and first-quartile costs.
Exploration expanded high-grade mineralisation at Monte Alto and Sulista; pilot commissioning produced the first concentrate and Stage II hydrometallurgical piloting secured partner co-funding.
Cash and cash equivalents were A$121.8m at 30 September 2026, with no borrowings.
Financial highlights
Scoping Study forecasts after-tax NPV8 of US$6.0bn, IRR of 90%, 1.1-year payback and average annual operating free cash flow of US$1.2bn under Argus long-term EU/US prices.
Study forecasts first-five-year output of 6,351 tpa NdPr oxide, 274 tpa DyTb, 360 tpa gadolinium and 1,060 tpa yttrium.
Q3 operating cash outflow was A$14.3m; 9M operating cash outflow was A$38.8m. Quarterly exploration and evaluation payments were A$13.1m.
Quarter-end cash was A$121.8m; estimated funding available for 8.5 quarters based on the quarter’s relevant outgoings.
Outlook and guidance
Updated Monte Alto Mineral Resource Estimate targeted for Q4 2026, incorporating post-cut-off drilling subject to resource conversion and further studies.
Sulista resource update planned after step-out and infill campaigns; more than 10,000m of drilling is underway across the Sulista South exploration corridor.
Stage II hydrometallurgical pilot plant commissioning is targeted for Q2 2027; construction and co-product recovery testing are planned.
Fast-track Monte Alto concentrate sales are under assessment, subject to further engineering and technical studies.
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Latest events from Brazilian Rare Earths
- Net loss rose to A$39.6m as exploration accelerated; Alurion demerger and key project milestones achieved.BRE
H1 2026 - Ultra-high-grade rare earth project in Brazil delivers top-tier economics and global supply impact.BREInvestor presentation
- Rocha da Rocha delivers world-class rare earth economics with ultra-high grades and lowest Western costs.BREInvestor presentation
- High-grade rare earth discoveries and a successful demerger drive growth, with strong cash reserves.BREQ2 2026 TU
- Achieved major exploration, technical, and financial milestones, strengthening growth platform.BREH2 2025
- High-grade rare earths discovery, strong partnerships, and infrastructure drive rapid project progress.BREAustralian Rare Earths & Critical Minerals Virtual Investor Conference
- Record rare earth discoveries and narrowed losses position the group for development transition.BREH1 2025
- Ultra high-grade rare earths and co-products in Bahia offer province-scale, world-class potential.BRECorporate Presentation
- Strong cash, major discoveries, and board changes drive growth and strategic focus.BREAGM 2025
Brazilian Rare Earths
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Frequently asked questions
Brazilian Rare Earths Limited is a mining and exploration company focused on the development of rare earth elements (REEs) in Brazil. The company aims to explore and produce rare earth minerals used in various high-tech applications, including renewable energy, electronics, and electric vehicles. The company is headquartered in Perth, Australia.