BRAZILIAN RARE EARTHS LIMITED (BRE)
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BRE

BRE - BRAZILIAN RARE EARTHS LIMITED

FNArena Sector : Rare Earth Minerals
Year End: December
GICS Industry Group : Materials
Debt/EBITDA: -0.03
Index: ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.98

30 Apr
2026

-0.150

OPEN

$5.05

-2.92%

HIGH

$5.10

426,595

LOW

$4.81

TARGET
$6.25 25.5% upside
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ARU . ASM . HAS . LIN . LYC . MEI . MTM . NTU . SGQ . SVM . VHM . VML .
FNARENA'S MARKET CONSENSUS FORECASTS
BRE: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 0.0 - 14.5 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
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Title 2022202320242025
EPS Basic xxxxxxxxx0.0
DPS All xxxxxxxxx0.0
Sales/Revenue xxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxx59.0
Net Operating Cash Flow xxxxxxxxx-31.7 M
Net Profit Margin xxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 2022202320242025
Return on Capital Employed xxxxxxxxx-34.49 %
Return on Invested Capital xxxxxxxxx-34.44 %
Return on Assets xxxxxxxxx-32.72 %
Return on Equity xxxxxxxxx-34.49 %
Return on Total Capital xxxxxxxxx-37.47 %
Free Cash Flow ex dividends xxxxxxxxx-34.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 2022202320242025
Short-Term Debt xxxxxxxxx1 M
Long Term Debt xxxxxxxxx0 M
Total Debt xxxxxxxxx2 M
Goodwill - Gross xxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxx162 M
Price To Book Value xxxxxxxxx6.71

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 2022202320242025
Capex xxxxxxxxx2.6 M
Capex % of Sales xxxxxxxxx-
Cost of Goods Sold xxxxxxxxx0 M
Selling, General & Admin. Exp & Other xxxxxxxxx46 M
Research & Development xxxxxxxxx-
Investments - Total xxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

30/04/2026

1

Speculative Buy

$6.25

25.50%

Brazilian Rare Earths highlighted a busy March quarter including discovering extensions at Monte Alto and defining multiple prospects in a 10km x 17 km area at Sulista.

Ord Minnett found no new developments in the quarter but emphasises 2026 is rich with catalysts ahead of the Monte Alto scoping study that should clarify value.

Catalysts include the spin-out of Armagosa bauxite and start-up of a pilot at Camacari that will be supplied by a 2000tpa test pit at Monte Alto. Speculative Buy retained. Target is reduced to $6.25 from $7.50.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -14.50 cents.
Ord Minnett forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -15.20 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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Argonaut

29/01/2026

2

Speculative Buy

$5.80

16.47%

Argonaut maintains a Speculative Buy rating for Brazilian Rare Earths with a 5.80 target price following scoping study outcomes for the Amargosa Bauxite Project and a strategic downstream partnership.

The broker notes the Amargosa study outlines a low-capex, 17-year project generating average annual free cash flow of US$84m, which the company intends to spin out into a separate listed entity.

A recent 120m capital raising has bolstered the cash position to 162m, providing significant runway for development as rare earth production is not modeled until FY32.

Technical support from Processor Carester is seen as a key de-risking milestone for the Monte Alto project.

Future valuation remains tied to the successful commercialisation of the core rare earth assets, with the current price target reflecting a 50:50 blend of spot and forecast metal prices.

FORECAST
Argonaut forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -13.10 cents.
Argonaut forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -11.50 cents.
Access Extra Coverage Research History >

BRE STOCK CHART

FNArena News on BRE

Latest Rare Earth Minerals News

1
Consolidation Over For Lynas Rare Earths

Nov 16 2021 - Technicals
2
RESEARCH: Greenland Minerals, Major Capital Cost Reductions

Aug 05 2019 - FYI
3
Trade War Will Hasten Bull Market For Rare Earths

May 27 2019 - Commodities
4
CORRECTION: Trade Impasse Threatens US Lithium, Rare Earth Imports

May 24 2019 - Commodities
5
RESEARCH: Greenland Minerals Lowering Costs At Kvanefjeld

Feb 05 2019 - FYI
6
RESEARCH Greenland Minerals: A Rare Opportunity In Rare Earths

Sep 20 2018 - FYI
7
Rudi’s View: Lynas, Noni B And Citadel Group

Sep 13 2018 - Rudi's View
8
Pilbara Minerals’ Rally Considered Excessive

Dec 21 2017 - Australia
9
Second Half Critical For Mineral Resources

Nov 02 2017 - Australia
10
Confidence Increases At Orocobre

Oct 30 2017 - Small Caps