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Brazilian Rare Earths Ltd.
(Sydney:BRE)
Brazilian Rare Earths Ltd. (BRE) vs. iShares MSCI Australia ETF (EWA)
Brazilian Rare Earths Ltd. Business Overview & Revenue Model
Brazilian Rare Earths Ltd. Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 0.00 | 0.00 | 0.00 | 15.67K | 0.00 |
| Gross Profit | -4.06K | -4.75K | -97.85K | 0.00 | -986.00 |
| EBITDA | -9.18M | -46.05M | -37.82M | -7.63M | -207.67K |
| Net Income | -9.19M | -46.07M | -69.08M | -7.90M | -208.66K |
Balance Sheet | |||||
| Total Assets | 20.27M | 86.09M | 15.51M | 20.04M | 104.84K |
| Cash, Cash Equivalents and Short-Term Investments | 18.83M | 81.69M | 48.84M | 18.43M | 50.06K |
| Total Debt | 0.00 | 0.00 | 10.74M | 17.53M | 0.00 |
| Total Liabilities | 856.66K | 4.30M | 26.32M | 21.57M | 5.24K |
| Stockholders Equity | 19.41M | 81.79M | 35.82M | -1.53M | 99.60K |
Cash Flow | |||||
| Free Cash Flow | -7.10M | -42.29M | -20.21M | -6.02M | -197.87K |
| Operating Cash Flow | -6.81M | -41.86M | -18.54M | -5.58M | -180.41K |
| Investing Cash Flow | -297.13K | -120.06K | -503.42K | -84.38K | -51.75K |
| Financing Cash Flow | -2.44M | 21.18M | 15.28M | 6.75M | 282.55K |
Brazilian Rare Earths Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
56 Neutral | AU$891.15M | -427.78 | -1.99% | ― | ― | 42.55% | |
53 Neutral | AU$469.05M | 1,075.00 | 0.41% | ― | ― | ― | |
53 Neutral | AU$763.50M | -24.46 | -90.88% | ― | ― | ― | |
51 Neutral | AU$838.70M | -9.04 | -8.58% | ― | 28.45% | 79.93% | |
51 Neutral | AU$486.95M | -86.08 | -6.04% | ― | ― | -76.36% | |
44 Neutral | AU$1.08B | -49,132.95 | -40.12% | ― | ― | ― |
Brazilian Rare Earths Ltd. Corporate Events
Brazilian Rare Earths Limited has disclosed a change in director Todd Hannigan’s relevant interest in the company’s securities, reflecting the conversion of a portion of his options into fully paid ordinary shares. Through DITM Holdings Pty Ltd as trustee for the DITM Family Trust, Hannigan acquired 1,185,313 shares at nil consideration via the conversion of 1,147,475 options and 37,838 FY2024 STI options, which were correspondingly cancelled, modestly increasing his indirect equity stake and slightly reducing his outstanding option-based exposure in the company.
The most recent analyst rating on (AU:BRE) stock is a Hold with a A$4.00 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Ltd reported strong progress for the December 2025 quarter, anchored by a scoping study confirming its Amargosa Bauxite-Gallium Project in Bahia as a large-scale, low-cost direct-ship-bauxite operation with a 568 Mt JORC resource, robust economics, and positioning in the first quartile of the global seaborne bauxite cost curve. The company also advanced a proposed de-merger and ASX listing of Amargosa to unlock value, secured a long-term technical and offtake partnership with French rare earth specialist Carester to support heavy rare earth processing and supply, strengthened its leadership team with the appointment of an experienced CFO, and bolstered its A$162.4 million cash balance via a sizeable equity placement to fast-track its Brazilian rare earth projects and planned separation refinery, reinforcing its growth trajectory in the critical minerals sector.
The most recent analyst rating on (AU:BRE) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Ltd has disclosed that investor Anastasios Arima has ceased to be a substantial shareholder in the company following an off-market sale of 4 million ordinary shares for A$17 million on 21 January 2026. The change reduces concentrated ownership in the stock and may modestly increase the company’s free float and trading liquidity, although it does not alter control of the company or indicate any change to its stated operations or strategy.
The most recent analyst rating on (AU:BRE) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Limited has released an updated securities trading policy to comply with ASX Listing Rule 12.10 and formalise when key management personnel and employees may trade in the company’s securities and in securities of other entities. The policy is designed to reduce the risk and appearance of insider trading by aligning trading windows with the timing of material information releases, such as project plans, study results, and corporate activities, reflecting the company’s current development stage and reinforcing governance standards for all stakeholders.
The most recent analyst rating on (AU:BRE) stock is a Hold with a A$3.50 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Limited has appointed John Vander Ploeg as Chief Financial Officer, effective immediately, bringing in a seasoned finance executive with more than two decades of experience in listed-company reporting, complex corporate transactions and cross-border finance integration. Vander Ploeg’s background includes leading key accounting and reporting workstreams for Arcadium Lithium’s US$10 billion merger with Livent, senior technical accounting roles at Google, and advisory work at PwC on equity, debt and M&A transactions, a profile that signals Brazilian Rare Earths’ intent to strengthen its financial leadership as it navigates capital markets activity and potential growth initiatives in the rare earths sector.
The most recent analyst rating on (AU:BRE) stock is a Hold with a A$3.50 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Ltd has issued 127,400 fully paid ordinary shares on 24 December 2025 without a prospectus or other disclosure document, relying on provisions of the Corporations Act that permit such an issue. The company stated it remains compliant with its financial reporting and continuous disclosure obligations and confirmed there is no additional material information that must be disclosed, signalling that the small share issue is administrative in nature and not associated with any undisclosed change in its operations or strategy.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Limited has applied for quotation on the ASX of 127,400 new fully paid ordinary shares issued on 24 December 2025 under an employee incentive scheme. The move modestly increases the company’s quoted capital base and reflects the ongoing use of equity-based remuneration to align staff incentives with shareholder interests, though the scale of the issuance suggests limited immediate impact on its overall capital structure.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Ltd has disclosed that shareholders Kirk Kileff, Sarah-Anne Kileff and Kitabella Pty Ltd as trustee for the Kitabella Trust have ceased to be substantial holders in the company. According to the notice, Kitabella Pty Ltd executed two off-market share sales on 14 October 2025 and 23 December 2025, disposing of a combined 3,307,364 ordinary shares for more than A$13.5 million, reducing their holding below the substantial shareholder threshold and signalling a significant reshaping of the company’s share register.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Ltd., listed on the ASX, is a company focused on the exploration and development of rare earth elements in Brazil, supplying critical materials used in high-tech, green energy and industrial applications.
The company has disclosed that Dominic Allen has ceased to be a substantial shareholder following an off‑market sale of 3.1 million ordinary shares on 23 December 2025 for A$12.4 million, reducing his voting power below the substantial holding threshold. The change in ownership trims the register of large individual investors but does not in itself alter the company’s operations, while signalling a notable liquidity event in the stock for market participants monitoring shifts in major holdings.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Ltd. has disclosed a change in the shareholding of director Bernardo Da Veiga, reported to the ASX under director interest notification rules. The filing shows Da Veiga transferred 6,372,158 fully paid ordinary shares off-market from his personal holding to a related trust and then completed an off-market sale of those shares for total proceeds of A$25.49 million at A$4.00 per share, reducing his direct shareholding to 12,744,317 shares while leaving his options and award holdings unchanged, a move that adjusts his ownership structure without altering the company’s capital base.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Limited has issued 509,600 fully paid ordinary shares on 22 December 2025 without a prospectus or other formal disclosure document, relying on provisions of the Corporations Act that allow such issuance under certain conditions. The company stated it remains compliant with its continuous disclosure and financial reporting obligations and confirmed there is no excluded information that must be disclosed, signalling that the small capital issuance is routine in nature and not associated with any undisclosed material development for investors.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Limited has applied for quotation on the ASX of 509,600 new fully paid ordinary shares issued on 22 December 2025 under an employee incentive scheme. The move modestly enlarges the company’s listed free float while reinforcing its use of equity-based incentives to align staff interests with shareholders as it advances its position in the competitive rare earths market.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Limited has applied to the ASX for quotation of 135,631,564 ordinary fully paid shares under the code BRE, following the expiry of escrow on restricted securities. The additional quotation of these shares increases the stock freely tradeable on the market, potentially enhancing liquidity for existing holders and broadening access for new investors as the company seeks to strengthen its capital markets profile.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Ltd. has announced the completion of a Scoping Study for its Amargosa Bauxite-Gallium Project, which assesses the project’s technical and economic viability. The study indicates that while the project has potential, further detailed studies and additional funding are necessary to proceed with development. The company acknowledges the uncertainties inherent in the study and the need for additional exploration and financial resources to ensure the project’s success.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$7.00 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Limited has announced the results of a Scoping Study for its Amargosa Bauxite-Gallium Project, indicating the potential for a large-scale, low-cost direct-ship bauxite operation with strong economic returns. The study positions Amargosa as a first-quartile project on the global seaborne bauxite cost curve, leveraging existing infrastructure for efficient operations. The project is expected to generate strong margins and durable free cash flow, with plans for a 2026 de-merger into a new ASX-listed company. However, further studies, approvals, and financing are required, and there is no certainty that the production targets or economic outcomes will be realized.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$6.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Ltd. announced the release of 135,631,564 fully paid unquoted ordinary shares from escrow, effective 21 December 2025. This move, following a 24-month mandatory restriction period, will allow the company to apply for quotation of these shares, potentially enhancing liquidity and market presence.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$6.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.
Brazilian Rare Earths Limited has announced the appointment of Ernst & Young as its new external auditor following a competitive tender process, replacing Hall Chadwick WA Audit Pty Ltd. This change is expected to bring a fresh perspective to the company’s financial auditing process and will be subject to shareholder approval at the next Annual General Meeting, potentially impacting the company’s financial transparency and stakeholder confidence.
The most recent analyst rating on (AU:BRE) stock is a Buy with a A$6.30 price target. To see the full list of analyst forecasts on Brazilian Rare Earths Ltd. stock, see the AU:BRE Stock Forecast page.