Brazilian Rare Earths Unveils Strong Rocha da Rocha Scoping Study Economics
Brazilian Rare Earths Limited (ASX: BRE) has delivered a compelling Scoping Study for its Rocha da Rocha Project in Bahia, Brazil, highlighting the potential for a large-scale and globally competitive rare earth development. The study estimates a post-tax NPV8 of US$7.9 billion, an 89% post-tax IRR and a payback period of 1.1 years. Capital required to reach first oxide production is estimated at US$969 million, while average annual EBITDA over the project life is projected at US$1.4 billion. The project is positioned within the first quartile of the global rare earth cost curve, supported by an estimated C1 cash cost of approximately US$21/kg on an NdPr-equivalent basis. BRE is also assessing a faster development pathway at Monte Alto, requiring US$91 million to commence concentrate production and potentially generate earlier cash flow before construction of the refinery. The broader strategy combines high-grade resources, established infrastructure and exposure to strategically important heavy rare earths.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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Brazilian Rare Earths Unveils Strong Rocha da Rocha Scoping Study Economics
Brazilian Rare Earths Limited (ASX: BRE) has delivered a compelling Scoping Study for its Rocha da Rocha Project in Bahia, Brazil, highlighting the potential for a large-scale and globally competitive rare earth development. The study estimates a post-tax NPV8 of US$7.9 billion, an 89% post-tax IRR and a payback period of 1.1 years. Capital required to reach first oxide production is estimated at US$969 million, while average annual EBITDA over the project life is projected at US$1.4 billion. The project is positioned within the first quartile of the global rare earth cost curve, supported by an estimated C1 cash cost of approximately US$21/kg on an NdPr-equivalent basis. BRE is also assessing a faster development pathway at Monte Alto, requiring US$91 million to commence concentrate production and potentially generate earlier cash flow before construction of the refinery. The broader strategy combines high-grade resources, established infrastructure and exposure to strategically important heavy rare earths.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au