Aclara Resources (ARA) Corporate Presentation summary

Introduction and investment highlights

• Focused on sustainable heavy rare earths with two world-class ionic clay deposits in Brazil (Carina) and Chile (Penco).

• Vertically integrated mine-to-magnet strategy with patented, low-cost, environmentally friendly extraction process.

• Positioned to supply significant volumes of heavy rare earths, targeting 241 tonnes annually.

Market fundamentals and supply chain context

• Demand for rare earths is surging due to EVs, wind turbines, defense, and robotics.

• China controls ~99% of heavy rare earth production, creating supply chain vulnerabilities.

• Western governments are prioritizing non-Chinese supply sources, with supportive policies in the U.S. and EU.

Competitive advantages and technology

• High-quality heavy rare earth deposits with favorable NdPr/DyTb ratios compared to global peers.

• Patented extraction process enables >95% water and 99% reagent recirculation, no tailings dam, and full reforestation.

• Technology validated by pilot operations and recognized for innovation in circular water management.

• In-house development of separation and metallization technologies, including AI-driven exploration.