BRAZILIAN RARE EARTHS LIMITED (BRE)
Share Price Analysis and Chart

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BRE - BRAZILIAN RARE EARTHS LIMITED

FNArena Sector : Rare Earth Minerals

Year End: December

GICS Industry Group : Materials

Debt/EBITDA: N/A

Index: ALL-ORDS

LAST PRICE	CHANGE +/-	CHANGE %	VOLUME
$4.31 26 Mar 2026	-0.190 OPEN $4.55	-4.22% HIGH $4.55	461,382 LOW $4.17

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$4.31

26 Mar
2026

-0.190

OPEN

$4.55

-4.22%

HIGH

$4.55

461,382

LOW

$4.17

TARGET

$7.50

74.0% upside

OTHER COMPANIES IN THE SAME SECTOR
ARU . ASM . HAS . LIN . LYC . MEI . MTM . NTU . SGQ . SVM . VHM . VML .

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY24 Actual	FY25 Actual	FY26 Forecast	FY27 Forecast
EPS (cps)	xxx	N/A	- 16.5	xxx
DPS (cps)	xxx	N/A	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

HISTORICAL DATA ARE ALL IN AUD

Copyright © 2026 FactSet UK Limited. All rights reserved

Title	2022	2023	2024
EPS Basic	xxx	xxx	0.0
DPS All	xxx	xxx	0.0
Sales/Revenue	xxx	xxx	0.0 M
Book Value Per Share	xxx	xxx	8.7
Net Operating Cash Flow	xxx	xxx	-11.8 M
Net Profit Margin	xxx	xxx	-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title	2022	2023	2024
Return on Capital Employed	xxx	xxx	-80.51 %
Return on Invested Capital	xxx	xxx	-80.51 %
Return on Assets	xxx	xxx	-68.17 %
Return on Equity	xxx	xxx	-80.51 %
Return on Total Capital	xxx	xxx	-85.17 %
Free Cash Flow ex dividends	xxx	xxx	-11.9 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	2022	2023	2024
Short-Term Debt	xxx	xxx	0 M
Long Term Debt	xxx	xxx	0 M
Total Debt	xxx	xxx	0 M
Goodwill - Gross	xxx	xxx	-
Cash & Equivalents - Generic	xxx	xxx	21 M
Price To Book Value	xxx	xxx	27.21

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title	2022	2023	2024
Capex	xxx	xxx	0.1 M
Capex % of Sales	xxx	xxx	-
Cost of Goods Sold	xxx	xxx	0 M
Selling, General & Admin. Exp & Other	xxx	xxx	14 M
Research & Development	xxx	xxx	-
Investments - Total	xxx	xxx	0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
EXTRA COVERAGE

EXPERT VIEWS

Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

BROKER	DATE	RATING	RECOMMENDATION	TARGET PRICE	% TO REACH TARGET	COMMENTARY
Ord Minnett	16/03/2026	1	Speculative Buy	$7.50	74.01%	In a review of the Middle East conflict, Ord Minnett sees rising defence spending creating opportunities for ASX-listed counter-drone and rare earth companies. It's thought Iran’s extensive drone deployment and the US reliance on costly missile interceptors highlight a structural shift in modern warfare. The broker expects defence budgets globally could rise from around 2% of GDP toward 4% over the next decade. Demand for counter-drone technology, munitions and rare earth supply chains are expected to strengthen as military strategies evolve. Ord Minnett retains a Speculative Buy rating and $7.50 target for Brazilian Rare Earths. FORECAST Ord Minnett forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -16.50 cents. Ord Minnett forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -17.40 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Ord Minnett

16/03/2026

Speculative Buy

$7.50

74.01%

In a review of the Middle East conflict, Ord Minnett sees rising defence spending creating opportunities for ASX-listed counter-drone and rare earth companies.

It's thought Iran’s extensive drone deployment and the US reliance on costly missile interceptors highlight a structural shift in modern warfare.

The broker expects defence budgets globally could rise from around 2% of GDP toward 4% over the next decade. Demand for counter-drone technology, munitions and rare earth supply chains are expected to strengthen as military strategies evolve.

Ord Minnett retains a Speculative Buy rating and $7.50 target for Brazilian Rare Earths.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -16.50 cents.
Ord Minnett forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -17.40 cents.

Access Stockbroker Research History >

EXTRA COVERAGE

Display All Commentary

No. Of Recommendations

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	26/03/2026	1	Speculative Buy	$8.00	85.61%	Canaccord Genuity highlights Brazilian Rare Earths has been granted a trial mining licence which represents a strong endorsement of its project and de-risks the permit pathway. The next milestone is submitting an economic development plan which, subject to approval, will support delivery of a full mining concession. The broker looks forward to the delivery of the scoping study and a maiden mineral resource as a key valuation catalyst. Speculative Buy rating and $8 target retained. FORECAST Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -12.00 cents. Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -42.00 cents.

BROKER

DATE

RATING

RECOMMENDATION

TARGET PRICE

% TO REACH TARGET

COMMENTARY

Canaccord Genuity

26/03/2026

Speculative Buy

$8.00

85.61%

Canaccord Genuity highlights Brazilian Rare Earths has been granted a trial mining licence which represents a strong endorsement of its project and de-risks the permit pathway.

The next milestone is submitting an economic development plan which, subject to approval, will support delivery of a full mining concession.

The broker looks forward to the delivery of the scoping study and a maiden mineral resource as a key valuation catalyst. Speculative Buy rating and $8 target retained.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -12.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -42.00 cents.

Access Extra Coverage Research History >

BRE STOCK CHART

FNArena News on BRE

1	Australian Broker Call Extra Edition – Mar 26, 2026 Mar 26 2026 - Daily Market Reports

2	Rudi’s View: Top Picks & Conviction Buys Mar 19 2026 - Rudi's View

3	Material Matters: Rare Earths, Aluminium, Coal, Gold, Copper & Lithium Mar 19 2026 - Commodities

4	Rudi’s View: Oil, Inflation, Growth & Stagflation Mar 18 2026 - Rudi's View

5	Material Matters: Rare Earths, Coal & Contractors Mar 12 2026 - Commodities

Latest Rare Earth Minerals News

1	Lynas Ready To Rock ‘n’ Roll For Longer Mar 17 2026 - Technicals

2	Lynas’ Valuation Key Point Of Contention Jul 30 2025 - Australia

3	Lynas Rare Earths Shares Bounce Off Support May 27 2025 - Technicals

4	Lynas Rare Earths: High Chance Of Upside May 23 2023 - Technicals

5	Rare Earth Elements: A Critical Challenge May 03 2023 - Commodities

6	Security Blanket For Lynas Nov 02 2022 - Australia

7	Consolidation Over For Lynas Rare Earths Nov 16 2021 - Technicals

8	RESEARCH: Greenland Minerals, Major Capital Cost Reductions Aug 05 2019 - FYI

9	Trade War Will Hasten Bull Market For Rare Earths May 27 2019 - Commodities

10	CORRECTION: Trade Impasse Threatens US Lithium, Rare Earth Imports May 24 2019 - Commodities

Dividend Yield Today On Last Actual Payout :	N/A
Estimated Dividend Growth (Average Of Past Three Years)	%
Amount Invested	$
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	Yield	Yield on investment
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BRAZILIAN RARE EARTHS LIMITED (BRE)
Share Price Analysis and Chart