Aclara Resources (ARA) Corporate presentation summary

Strategic positioning and market context

• Focused on revitalizing heavy rare earths supply through vertically integrated operations in Brazil, Chile, and the U.S.

• Targets supply chain resilience amid China's export controls and price manipulation, which threaten global rare earth availability.

• Positioned to benefit from growing demand for heavy rare earths in EVs, robotics, and advanced manufacturing.

• Operations in geopolitically stable jurisdictions with strong shareholder backing and experienced leadership.

Project portfolio and development status

• Carina Project (Brazil): Feasibility study completed, 18-year mine life, $781M capex, $1.7B NPV, 27% IRR, mid-2028 start.

• Penco Module (Chile): Feasibility study by Q4 2026, 17-year mine life, $129M capex, EIA approved, mid-2028 start.

• Project Dynamo (Louisiana): Scoping study, $277M capex, $470M NPV, 25.2% IRR, mid-2028 start, pilot plant operational.

• Metals & Alloys Project: Joint venture, $149M capex, $203M NPV, 25% IRR, H2 2028 operation, tailored for permanent magnets.

Technology and sustainability

• Utilizes patented, sustainable extraction from ionic clays with >93% water and 99% reagent recirculation.

• No tailings dam, low carbon footprint, and full reforestation of extraction zones.

• Proprietary processing enables high-purity rare earth products and alloys for permanent magnets.