Brazilian Critical Minerals (BCM) Investor presentation summary

Strategic focus and project overview

• Targeting high-value NdPr and DyTb oxides, expected to generate over 90% of future revenues.

• Ema is the only known ISR rare earth project outside Southeast Asia, covering 80km² with a 20-year mine life.

• Market capitalization stands at $44M, with the Ema project located 30 km south of Apuí.

• Integrated land and water logistics enable efficient, scalable transport from source to port.

Innovative extraction and environmental advantages

• Utilizes in-situ recovery (ISR) mining, a cost-effective, low-impact method with minimal surface disturbance.

• ISR process uses benign magnesium sulfate, avoiding nitrogen pollution and reducing regulatory burden.

• Field trials confirm commercial permeability, rapid pH control, and high leaching efficiency.

• No toxic chemicals, no land clearing, and no mining within the water table.

Resource quality and operational highlights

• Extension drilling confirms high magnet grade mineralization, with TREO grades up to 7,800ppm.

• MREO:TREO ratio reaches 44%, among the highest globally for ionic clay deposits.

• Scoping study outlines ultra-low pre-production CAPEX of US$55M and sector-low OPEX.

• Four-step processing flow sheet with recycled reagents and high-margin, low-volume output.