Core Points - Charbone Hydrogen Corporation has successfully completed a private placement raising a total of 1.013 million dollars, exceeding its initial target of 1 million dollars [1][2] - The funds will be used for the installation of hydrogen equipment at the Sorel-Tracy site and for the development of infrastructure to support long-term growth strategies [2][5] - The second tranche of the private placement involved the issuance of 9,183,334 units at a price of 0.06 dollars per unit, each consisting of one common share and one common share purchase warrant [3][5] Company Overview - Charbone Hydrogen Corporation specializes in the production and distribution of Ultra High Purity (UHP) hydrogen and strategic industrial gas distribution in North America and the Asia-Pacific region [4][6] - The company is developing a modular network for green hydrogen production and partners with industry players to offer helium and other specialty gases without the need for costly new plants [4][6] Financial Details - The proceeds from the share issuance will primarily be allocated to purchasing hydrogen equipment, installation at the Sorel-Tracy site, infrastructure development, and general working capital needs [5] - Each unit offered in the placement includes a warrant that allows the holder to purchase an additional common share at an exercise price of 0.08 dollars for a period of 24 months following the closing date [5]

AGENDA Opening Gustavo Werneck CAPEX and Financial Management Rafael Japur Brazil Maurício Metz North America Chia Wang Q&A Miguel Burnier sustainable mining platform - screening Fonte: Instituto Aço Brasil. 1 Média histórica entre 2016 e 2023. 2 UDM2024 vs 2023. 2 Path to sustainable value creation and the key themes in Gerdau's investment thesis Safety and high-performance people Steel industry outlook Structural competitiveness and diversification Financial discipline and excellence in capital allocation ...

Group 1 - The Jiangsu-Germany Dialogue 2025 focused on low-carbon economy and green transition, gathering representatives from Chinese and German enterprises to explore cooperation avenues [1][4] - Changzhou has a solid industrial foundation with five industrial clusters each exceeding 100 billion yuan, particularly in high-end equipment, new energy, and new materials [4] - The scale of Changzhou's new energy industry surpassed 850 billion yuan in 2024, ranking among the top in China and providing broad cooperation space for enterprises [4] Group 2 - The Sino-German (Changzhou) Innovation Industry Park has attracted over 70 enterprises from German-speaking regions, with total investment exceeding 2.3 billion euros [5] - Changzhou and Germany have established 7 pairs of sister cities and strengthened exchanges through student and faculty programs, enhancing bilateral cooperation [6] - The Jiangsu-Germany Dialogue has become a key platform for promoting bilateral cooperation, emphasizing the potential of the Chinese market and the importance of integrating into local supply chains [7]

Project Overview - Arafura Rare Earths is developing the world's most advanced construction-ready rare earths project, offering a non-China alternative [1] - The Nolans Project has a mine life of over 38 years and is strategically located with access to existing infrastructure [28, 31, 47] - The project is construction-ready with environmental permits and approvals in place, and over US$40 million has been spent on site works to de-risk the project schedule [35] Financials and Funding - The project's NPV8 after tax is estimated at US$1,729 million (base) and US$2,549 million (incentive) [30] - The company is targeting 60% of equity funding through Cornerstone Investors [40] - Over US$1 billion of debt and completion support has been conditionally approved [40, 48] - NRFC has committed to a A$200 million investment [48] - KfW has an investment of US$113 million subject to conditions [40, 41] Market and Demand - The rare earth magnet exports to the US experienced a 93.3% year-on-year decline in May 2025 [13] - Demand for NdPr oxide is projected to grow at a 7% CAGR from 2024 to 2035, requiring an additional supply of nearly 60kt by 2035 [17] - Robotics is an emerging thematic with a CAGR of approximately 22% between 2024 and 2035, with humanoids forecast to be a US$5 Trillion market by 2050 [17] Production and Cost - The Nolans Project is projected to produce 4,440 tpa of NdPr oxide [28, 47] - The project is expected to be in the first quartile of the cost curve [29, 48] - The project will produce 573 tpa of SEG/HRE Oxide [29]