Aclara Announces Filing and Results of Feasibility Study for Its Flagship Carina Project

Original announcement by tmx on

Company
Aclara Resources Inc.
Ticker
ARA
Exchange
TSX
Region
Goiás, Brazil
Primary commodity
Rare earths
Secondary commodities
Neodymium, Praseodymium, Dysprosium, Terbium, Samarium, Gadolinium, Lutetium, Yttrium
Document categories
Resource update, Metallurgy
Extracted
2026-09-15 10:48:43 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Aclara Resources announced positive results from a Feasibility Study for its flagship Carina Project in Brazil, detailing robust economics with an after-tax NPV of US$1.7 billion and an IRR of 26.9%. The study establishes the first NI 43-101 compliant Mineral Reserves for an ionic clay project, forecasting an 18-year life of mine with significant annual production of rare earth oxides, including NdPr, Dy, and Tb. The company also highlights a successful pilot plant campaign and a sustainable processing method, underpinning its mine-to-magnet strategy.

Reasoning: The Feasibility Study confirms the Carina Project's strong economic viability and establishes significant rare earth Mineral Reserves, supported by a proven metallurgical process and sustainable practices, although overall recovery is low and capital costs have increased.

Positive factors

  • Robust economics with after-tax NPV of US$1.7 billion and IRR of 26.9%.
  • First NI 43-101 compliant Mineral Reserves for an ionic clay project.
  • Successful pilot plant campaign demonstrating metallurgical process.
  • High plant recovery of 96.1% for rare earth oxides.
  • Sustainable Circular Mineral Harvesting process with minimal environmental impact.
  • High purity MREC product (97.7%).

Negative factors

  • Overall rare earth recovery of 25.4% is low due to desorption efficiency.
  • Initial capital cost increased by US$100.4 million compared to PFS.
  • Reliance on Argus Media price forecast which assumes an independent supply chain outside of China, with risk of Chinese market intervention.
  • Risk of increased capital and operating costs for the separation project in Louisiana.

Low confidence — this extraction should be reviewed alongside the original source.

Facts used in scoring: 32

Classification and evidence

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: The Feasibility Study was prepared in accordance with National Instrument 43-101 - Standards of Disclosure for Mineral Projects.

Evidence · text

“The FS, titled "NI 43-101 Technical Report & Feasibility Study on the Carina Project, Goiás, Brazil" with an effective date of March 20, 2026, was prepared in accordance with National Instrument 43-101”

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: The Mineral Resource estimate was prepared by Andres Beluzan, an independent Qualified Person, and the Mineral Reserve estimation is compliant with NI 43-101, indicating QP sign-off.

Evidence · text

“The FS Mineral Resource estimate was prepared by Andres Beluzan, Member of Chilean Mining Commission, an independent Qualified Person ("QP") as defined by NI 43-101.”

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: The company has successfully completed a representative pilot campaign at its semi-industrial scale facility.

Evidence · text

“Successful completion of the Project's representative pilot campaign at its semi-industrial scale facility in Goiânia, Brazil.”

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: The Mineral Resources were reported at an NSR cut-off of US$10.42/t, and the economic NSR cut-off for reserves is US$9.89/t.

Evidence · text

“Mineral Resources were reported at a NSR cut-off of US$10.42/t”

Low Recoverynegative

Recovery below the weak band for the commodity and processing route.

Why it applies: The overall performance recovery is reported as 25.4%, which is below typical expectations for rare earth processing.

Evidence · table

“25.4”

Context: Overall performance

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: The document presents a Mineral Resource Statement and Mineral Reserves Statement as part of a Feasibility Study.

Evidence · text

“Mineral Resource Statement”

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: The resource and reserve estimates are part of a Feasibility Study, which supports a Definitive Feasibility Study level of confidence.

Evidence · text

“results of the feasibility study (the "FS")”

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: The resource estimate includes a Measured category of 27.0 Mt.

Evidence · table

“Measured”

Context: 27.0

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: The resource estimate includes an Indicated category of 233.8 Mt.

Evidence · table

“Indicated”

Context: 233.8

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: The resource estimate includes an Inferred category of 41.3 Mt.

Evidence · table

“Inferred”

Context: 41.3

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: The reserve estimate includes a Proven category of 22.2 Mt.

Evidence · table

“Proven”

Context: 22.2

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: The reserve estimate includes a Probable category of 148.6 Mt.

Evidence · table

“Probable”

Context: 148.6

Mill Routeneutral

Processing via mill or concentrator (CIL, CIP, tank leach, flotation).

Why it applies: the document describes a flotation route ("concentrate")

Single Domain Onlynegative

Testing limited to one composite or domain — representativeness not established.

Why it applies: only one composite was tested

Extracted facts

Stored fact records: 32. Some facts used in scoring do not have a stored record.

Resource Estimates (28)

measuredCarina Project · treoTonnes: 27000000Grade: 1822Grade Unit: ppmContained Metal: 49182Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
treo
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:a2e0b525f181930a8ad3
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
27000000
Grade
1822
Grade Unit
ppm
Contained Metal
49182
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Measured Resource provides high confidence for project planning and economic assessment.

Positive factors

  • High confidence Measured Resource category.
  • Significant contained metal for rare earth oxides.

Evidence · table

“1,822”

Context: 27.0

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

measuredCarina Project · ndprTonnes: 27000000Grade: 355Grade Unit: ppmContained Metal: 9597Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
ndpr
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:a2e0b525f181930a8ad3
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
27000000
Grade
355
Grade Unit
ppm
Contained Metal
9597
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Measured Resource provides high confidence for project planning and economic assessment, particularly for high-value NdPr.

Positive factors

  • High confidence Measured Resource category.
  • Significant contained metal for critical NdPr rare earths.

Evidence · table

“355”

Context: 27.0

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

measuredCarina Project · dyTonnes: 27000000Grade: 59Grade Unit: ppmContained Metal: 1602Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
dy
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:a2e0b525f181930a8ad3
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
27000000
Grade
59
Grade Unit
ppm
Contained Metal
1602
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Measured Resource provides high confidence for project planning and economic assessment, particularly for high-value Dy.

Positive factors

  • High confidence Measured Resource category.
  • Significant contained metal for critical Dysprosium rare earths.

Evidence · table

“59”

Context: 27.0

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

measuredCarina Project · tbTonnes: 27000000Grade: 9.6Grade Unit: ppmContained Metal: 260.4Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
tb
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:a2e0b525f181930a8ad3
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
27000000
Grade
9.6
Grade Unit
ppm
Contained Metal
260.4
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Measured Resource provides high confidence for project planning and economic assessment, particularly for high-value Tb.

Positive factors

  • High confidence Measured Resource category.
  • Significant contained metal for critical Terbium rare earths.

Evidence · table

“9.6”

Context: 27.0

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

indicatedCarina Project · treoTonnes: 233800000Grade: 1585Grade Unit: ppmContained Metal: 370649Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
treo
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:1d16bcf68c43888864d1
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
233800000
Grade
1585
Grade Unit
ppm
Contained Metal
370649
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Indicated Resource provides a solid basis for further economic studies and conversion to reserves.

Positive factors

  • Indicated Resource category provides good geological confidence.
  • Large tonnage and contained metal for rare earth oxides.

Evidence · table

“1,585”

Context: 233.8

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

indicatedCarina Project · ndprTonnes: 233800000Grade: 295Grade Unit: ppmContained Metal: 69067Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
ndpr
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:1d16bcf68c43888864d1
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
233800000
Grade
295
Grade Unit
ppm
Contained Metal
69067
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Indicated Resource provides a solid basis for further economic studies and conversion to reserves, particularly for high-value NdPr.

Positive factors

  • Indicated Resource category provides good geological confidence.
  • Large tonnage and contained metal for critical NdPr rare earths.

Evidence · table

“295”

Context: 233.8

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

indicatedCarina Project · dyTonnes: 233800000Grade: 43Grade Unit: ppmContained Metal: 10089Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
dy
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:1d16bcf68c43888864d1
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
233800000
Grade
43
Grade Unit
ppm
Contained Metal
10089
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Indicated Resource provides a solid basis for further economic studies and conversion to reserves, particularly for high-value Dy.

Positive factors

  • Indicated Resource category provides good geological confidence.
  • Large tonnage and contained metal for critical Dysprosium rare earths.

Evidence · table

“43”

Context: 233.8

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

indicatedCarina Project · tbTonnes: 233800000Grade: 6.9Grade Unit: ppmContained Metal: 1622.5Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
tb
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:1d16bcf68c43888864d1
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
233800000
Grade
6.9
Grade Unit
ppm
Contained Metal
1622.5
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Indicated Resource provides a solid basis for further economic studies and conversion to reserves, particularly for high-value Tb.

Positive factors

  • Indicated Resource category provides good geological confidence.
  • Large tonnage and contained metal for critical Terbium rare earths.

Evidence · table

“6.9”

Context: 233.8

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

inferredCarina Project · treoTonnes: 41300000Grade: 1318Grade Unit: ppmContained Metal: 54433Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
treo
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:9e5ae04a4afe4541a5c3
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
41300000
Grade
1318
Grade Unit
ppm
Contained Metal
54433
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Inferred Resource is speculative and requires further drilling to upgrade confidence.

Positive factors

  • Adds to overall resource base.

Negative factors

  • Inferred Resource category has lower geological confidence and cannot support economic studies alone.

Evidence · table

“1,318”

Context: 41.3

Tags used in scoring

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: category is "inferred"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

inferredCarina Project · ndprTonnes: 41300000Grade: 244Grade Unit: ppmContained Metal: 10068Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
ndpr
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:9e5ae04a4afe4541a5c3
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
41300000
Grade
244
Grade Unit
ppm
Contained Metal
10068
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Inferred Resource is speculative and requires further drilling to upgrade confidence for high-value NdPr.

Positive factors

  • Adds to overall resource base for critical NdPr rare earths.

Negative factors

  • Inferred Resource category has lower geological confidence and cannot support economic studies alone.

Evidence · table

“244”

Context: 41.3

Tags used in scoring

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: category is "inferred"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

inferredCarina Project · dyTonnes: 41300000Grade: 42Grade Unit: ppmContained Metal: 1754Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
dy
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:9e5ae04a4afe4541a5c3
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
41300000
Grade
42
Grade Unit
ppm
Contained Metal
1754
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Inferred Resource is speculative and requires further drilling to upgrade confidence for high-value Dy.

Positive factors

  • Adds to overall resource base for critical Dysprosium rare earths.

Negative factors

  • Inferred Resource category has lower geological confidence and cannot support economic studies alone.

Evidence · table

“42”

Context: 41.3

Tags used in scoring

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: category is "inferred"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

inferredCarina Project · tbTonnes: 41300000Grade: 6.7Grade Unit: ppmContained Metal: 276.9Contained Unit: tView all details
Link to this fact

Identity

Project
Carina Project
Commodity
tb
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
resource
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Andres Beluzan
Resource group id
resource:9e5ae04a4afe4541a5c3
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
41300000
Grade
6.7
Grade Unit
ppm
Contained Metal
276.9
Contained Unit
t
Cutoff Grade
10.42
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-01-01

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Inferred Resource is speculative and requires further drilling to upgrade confidence for high-value Tb.

Positive factors

  • Adds to overall resource base for critical Terbium rare earths.

Negative factors

  • Inferred Resource category has lower geological confidence and cannot support economic studies alone.

Evidence · table

“6.7”

Context: 41.3

Tags used in scoring

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: category is "inferred"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenCarina Project · treoTonnes: 22200000Grade: 1856Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
treo
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:b172d3084db215c9d2b2
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
proven
Tonnes
22200000
Grade
1856
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Proven Reserves are the highest confidence category, forming a strong basis for project development.

Positive factors

  • Proven Reserve category indicates highest confidence in economic viability.
  • High total oxide grade for rare earth oxides.

Evidence · table

“1,856”

Context: 22.2

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenCarina Project · ndprTonnes: 22200000Grade: 375Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
ndpr
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:b172d3084db215c9d2b2
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
proven
Tonnes
22200000
Grade
375
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Proven Reserves are the highest confidence category, forming a strong basis for project development, particularly for high-value NdPr.

Positive factors

  • Proven Reserve category indicates highest confidence in economic viability.
  • High total oxide grade for critical NdPr rare earths.

Evidence · table

“375”

Context: 22.2

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenCarina Project · dyTonnes: 22200000Grade: 60Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
dy
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:b172d3084db215c9d2b2
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
proven
Tonnes
22200000
Grade
60
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Proven Reserves are the highest confidence category, forming a strong basis for project development, particularly for high-value Dy.

Positive factors

  • Proven Reserve category indicates highest confidence in economic viability.
  • High total oxide grade for critical Dysprosium rare earths.

Evidence · table

“60”

Context: 22.2

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenCarina Project · tbTonnes: 22200000Grade: 9.9Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
tb
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:b172d3084db215c9d2b2
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
proven
Tonnes
22200000
Grade
9.9
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Proven Reserves are the highest confidence category, forming a strong basis for project development, particularly for high-value Tb.

Positive factors

  • Proven Reserve category indicates highest confidence in economic viability.
  • High total oxide grade for critical Terbium rare earths.

Evidence · table

“9.9”

Context: 22.2

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenCarina Project · treoTonnes: 22200000Grade: 514Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
treo
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:b172d3084db215c9d2b2
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
proven
Tonnes
22200000
Grade
514
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Proven Reserves are the highest confidence category, forming a strong basis for project development.

Positive factors

  • Proven Reserve category indicates highest confidence in economic viability.
  • Significant desorbable oxide grade for rare earth oxides.

Evidence · table

“514”

Context: 22.2

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenCarina Project · ndprTonnes: 22200000Grade: 137Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
ndpr
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:b172d3084db215c9d2b2
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
proven
Tonnes
22200000
Grade
137
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Proven Reserves are the highest confidence category, forming a strong basis for project development, particularly for high-value NdPr.

Positive factors

  • Proven Reserve category indicates highest confidence in economic viability.
  • Significant desorbable oxide grade for critical NdPr rare earths.

Evidence · table

“137”

Context: 22.2

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenCarina Project · dyTonnes: 22200000Grade: 20Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
dy
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:b172d3084db215c9d2b2
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
proven
Tonnes
22200000
Grade
20
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Proven Reserves are the highest confidence category, forming a strong basis for project development, particularly for high-value Dy.

Positive factors

  • Proven Reserve category indicates highest confidence in economic viability.
  • Significant desorbable oxide grade for critical Dysprosium rare earths.

Evidence · table

“20”

Context: 22.2

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

provenCarina Project · tbTonnes: 22200000Grade: 3.6Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
tb
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:b172d3084db215c9d2b2
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
proven
Tonnes
22200000
Grade
3.6
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Proven Reserves are the highest confidence category, forming a strong basis for project development, particularly for high-value Tb.

Positive factors

  • Proven Reserve category indicates highest confidence in economic viability.
  • Significant desorbable oxide grade for critical Terbium rare earths.

Evidence · table

“3.6”

Context: 22.2

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableCarina Project · treoTonnes: 148600000Grade: 1728Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
treo
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:00ff9c319b82bc246bee
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
148600000
Grade
1728
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Probable Reserves provide a strong basis for project development and economic assessment.

Positive factors

  • Probable Reserve category indicates good confidence in economic viability.
  • Large tonnage and total oxide grade for rare earth oxides.

Evidence · table

“1,728”

Context: 148.6

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableCarina Project · ndprTonnes: 148600000Grade: 337Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
ndpr
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:00ff9c319b82bc246bee
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
148600000
Grade
337
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Probable Reserves provide a strong basis for project development and economic assessment, particularly for high-value NdPr.

Positive factors

  • Probable Reserve category indicates good confidence in economic viability.
  • Large tonnage and total oxide grade for critical NdPr rare earths.

Evidence · table

“337”

Context: 148.6

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableCarina Project · dyTonnes: 148600000Grade: 47Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
dy
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:00ff9c319b82bc246bee
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
148600000
Grade
47
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Probable Reserves provide a strong basis for project development and economic assessment, particularly for high-value Dy.

Positive factors

  • Probable Reserve category indicates good confidence in economic viability.
  • Large tonnage and total oxide grade for critical Dysprosium rare earths.

Evidence · table

“47”

Context: 148.6

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableCarina Project · tbTonnes: 148600000Grade: 7.6Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
tb
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:00ff9c319b82bc246bee
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
148600000
Grade
7.6
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Probable Reserves provide a strong basis for project development and economic assessment, particularly for high-value Tb.

Positive factors

  • Probable Reserve category indicates good confidence in economic viability.
  • Large tonnage and total oxide grade for critical Terbium rare earths.

Evidence · table

“7.6”

Context: 148.6

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableCarina Project · treoTonnes: 148600000Grade: 458Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
treo
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:00ff9c319b82bc246bee
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
148600000
Grade
458
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Probable Reserves provide a strong basis for project development and economic assessment.

Positive factors

  • Probable Reserve category indicates good confidence in economic viability.
  • Significant desorbable oxide grade for rare earth oxides.

Evidence · table

“458”

Context: 148.6

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableCarina Project · ndprTonnes: 148600000Grade: 125Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
ndpr
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:00ff9c319b82bc246bee
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
148600000
Grade
125
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Probable Reserves provide a strong basis for project development and economic assessment, particularly for high-value NdPr.

Positive factors

  • Probable Reserve category indicates good confidence in economic viability.
  • Significant desorbable oxide grade for critical NdPr rare earths.

Evidence · table

“125”

Context: 148.6

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableCarina Project · dyTonnes: 148600000Grade: 16Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
dy
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:00ff9c319b82bc246bee
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
148600000
Grade
16
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Probable Reserves provide a strong basis for project development and economic assessment, particularly for high-value Dy.

Positive factors

  • Probable Reserve category indicates good confidence in economic viability.
  • Significant desorbable oxide grade for critical Dysprosium rare earths.

Evidence · table

“16”

Context: 148.6

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

probableCarina Project · tbTonnes: 148600000Grade: 2.8Grade Unit: ppmView all details
Link to this fact

Identity

Project
Carina Project
Commodity
tb
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Resource scope

Estimate type
reserve
Effective date
2026-03-20T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Paulo Laymen
Resource group id
resource:00ff9c319b82bc246bee
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
148600000
Grade
2.8
Grade Unit
ppm
Cutoff Grade
9.89
Cutoff Unit
US$/t

Prior Estimate

Resource Date
2026-03-20

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Probable Reserves provide a strong basis for project development and economic assessment, particularly for high-value Tb.

Positive factors

  • Probable Reserve category indicates good confidence in economic viability.
  • Significant desorbable oxide grade for critical Terbium rare earths.

Evidence · table

“2.8”

Context: 148.6

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

Metallurgical Results (4)

pilot plantCarina Project · rare_earthsRecovery: 26.5 %View all details
Link to this fact

Identity

Project
Carina Project
Commodity
rare_earths
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Test Work

Program Status
detailed
Test Type
pilot plant
Processing Route
ion-exchange
Sample
REE from ionic clays

Recovery

Recovery
26.5 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The desorption recovery is low, indicating a challenge in the initial extraction step, which impacts overall recovery.

Positive factors

  • Result from pilot plant testwork.

Negative factors

  • Low desorption recovery percentage.

Evidence · table

“26.5”

Context: Desorption

Tags used in scoring

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: test_type names pilot-scale work

pilot plantCarina Project · rare_earthsRecovery: 37.7 %View all details
Link to this fact

Identity

Project
Carina Project
Commodity
rare_earths
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Test Work

Program Status
detailed
Test Type
pilot plant
Processing Route
ion-exchange
Sample
REE from ionic clays (excluding Ce)

Recovery

Recovery
37.7 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: Desorption recovery improves when excluding Cerium, but remains a key area for potential optimization to enhance overall project economics.

Positive factors

  • Result from pilot plant testwork.
  • Improved desorption recovery when excluding Cerium, which is common.

Negative factors

  • Still a moderate desorption recovery percentage.

Evidence · table

“37.7”

Context: Desorption (excluding Ce)

Tags used in scoring

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: test_type names pilot-scale work

pilot plantCarina Project · rare_earthsRecovery: 96.1 %View all details
Link to this fact

Identity

Project
Carina Project
Commodity
rare_earths
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Test Work

Program Status
detailed
Test Type
pilot plant
Processing Route
ion-exchange
Sample
REE from ionic clays

Recovery

Recovery
96.1 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: High plant recovery indicates efficient processing of rare earths once they are desorbed from the clay.

Positive factors

  • Very high plant recovery percentage.
  • Result from pilot plant testwork.

Evidence · table

“96.1”

Context: Plant recovery

Tags used in scoring

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: test_type names pilot-scale work

pilot plantCarina Project · rare_earthsRecovery: 25.4 %View all details
Link to this fact

Identity

Project
Carina Project
Commodity
rare_earths
Region
brazil
Reported Region
Goiás, Brazil
Ticker
ARA

Test Work

Program Status
detailed
Test Type
pilot plant
Processing Route
ion-exchange
Sample
REE from ionic clays

Recovery

Recovery
25.4 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2026-04-13T00:00:00.000Z

Reasoning: The low overall recovery percentage is a significant negative factor, suggesting a substantial portion of the rare earths are not being recovered through the entire process.

Positive factors

  • Result from pilot plant testwork.

Negative factors

  • Low overall recovery percentage, likely driven by low desorption efficiency.

Evidence · table

“25.4”

Context: Overall performance

Tags used in scoring

Pilot Scale Completepositive

Pilot or demonstration plant testing completed under continuous operation.

Why it applies: test_type names pilot-scale work

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.