Rare Earths Americas (REA) Investor presentation summary

Portfolio overview and project highlights

• Four high-quality rare earth and niobium projects in the U.S. and Brazil, spanning exploration to near-term production stages.

• Foothills Rare Earths in Georgia, USA, is a large, emerging district with over 400,000 acres and surface samples up to 44% TREO; maiden resource estimate expected in 1H27.

• Alpha (Bahia, Brazil) and Constellation (Minas Gerais, Brazil) are large-scale ionic clay projects with SK-1300 resources of 202Mt at 1,520ppm TREO and 266Mt at 2,637ppm TREO, respectively.

• Homer (Goiás, Brazil) targets a significant REE-niobium alkaline-carbonatite system, with a 15,000m drill program underway in 2026.

• All projects benefit from strong infrastructure, favorable permitting, and proximity to Western REE processors.

Market dynamics and supply chain positioning

• Heavy rare earths (Dy, Tb) are critical for high-performance magnets, with Western supply needing to increase over 15x by 2040 to meet U.S. demand.

• China and Myanmar currently produce 91% of global DyTb, but supply is fragile due to geopolitical and regulatory risks.

• Brazil is highlighted as a stable, low-cost, and resource-rich alternative, with potential to double its reserves.

• Western heavy rare earth prices are diverging from Chinese prices, reflecting supply constraints.

• Foothills project is positioned to supply monazite concentrate to Western refiners, addressing a key feedstock gap.

Development strategy and funding

• Multi-asset portfolio enables multiple value creation opportunities across the Lassonde Curve, from exploration to production.

• All projects are fully funded to key development milestones, with over $76.7M in cash and investments as of June 2026.

• Estimated project timelines extend from initial exploration in 2026 to potential production decisions post-2029.

• Focus on commercially proven processing methods (monazite and IAC) and actionable permitting pathways.

• Backed by experienced mining investors and a seasoned management and technical team.