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Added to YB: 2026-05-21

Pitch date: 2026-05-19

BRETF [neutral]

Brazilian Rare Earths Limited

-21.96%

current return

Author Info

No bio for this author

Company Info

Brazilian Rare Earths Limited focuses on the exploration of rare earth elements and other critical minerals in Brazil.

Market Cap

AUD 1.4B

Pitch Price

AUD 5.83

Price Target

N/A

Dividend

N/A

EV/EBITDA

-27.28

P/E

-30.39

EV/Sales

74.7K

Sector

Metals and Mining

Category

special_situation

Show full summary:
KEDM Lite Vol. 14 - Brazilian Rare Earths Limited

BRETF (update): Spinning out Amargosa bauxite-gallium project (568Mt resource, 98Mt high-grade DSO) into Alurion Resources (ASX-listed). Amargosa: NPV8 $630M, 82% IRR, low capex. BRE retains 17-18% stake, refocuses on rare earths core. Spinoff may create value opportunity.

Read full article (1 min)