$ALOY

REalloys Inc. (ALOY) raised $100 million through a private placement, selling 7,017,540 shares at $14.25 each. Proceeds will fund working capital and corporate purposes. The company is conditionally selected by the U.S. Army for a long-term lease to build critical-mineral processing facilities in Utah, focusing on dysprosium and terbium for defense applications. Initial operations are targeted for 2028.

REalloys (ALOY) jumped 13.7% after reporting Q2 2026 results post-close, its second quarterly report as a public company. Revenue rose 83% to $0.8 million, helped by PMT Critical Metals sales from its Ohio facility. Net loss widened to $36.8 million, driven by $32.1 million stock-based compensation. The company says it is fully funding a facility upgrade and plans trials before year-end, with commercial intake planned for Q3 2027.

REalloys (Nasdaq) says it is fully funded to upgrade the Saskatchewan Research Council rare earth processing facility and build a heavy rare earth metallization plant. It targets 525 t/year NdPr metal and 30 t dysprosium plus 15 t terbium oxides from SRC. Commercial intake is expected in Q3 2027; commissioning is targeted for Q1 2028. It committed $58.3m from existing cash.

Realloys Inc. (NASDAQ: ALOY) reported a wider Q2 2026 net loss of $36.8M, versus $2.2M a year earlier, as revenues rose to $0.80M from $0.44M. The loss was driven by a $36.0M jump in general and administrative expenses and a $6.4M impairment charge. Cash increased to $22.4M.

REALLOYS INC. (ALOY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE REalloys Reports Second Quarter 2026 Results Saskatchewan Research Council (“SRC”) Rare Earth Processing Facility upgrade and Metallization Facility fully funded; $122.4 million of cash at quarter-end; advances U.S. Army Enhanced Use Lease negot

REalloys Inc. (ALOY) saw unusually heavy put option volume: about 7,500 put contracts at a $10 strike expiring Sept. 18, 37 days out, according to Barchart. ALOY trades around $12.85. The article cites expectations for a smaller EPS loss (5 cents vs 35 cents last year) ahead of Aug. 19 earnings and notes a recent $100 million private capital raise at $14.25.

Stocks in rare-earth and Arctic energy names rose after President Trump renewed calls for the U.S. to take control of Greenland at a NATO summit. The article links the renewed focus to supply-chain security for defense, AI, EVs and manufacturing, citing Greenland’s Tanbreez rare-earth project. It notes CRML’s stake, REalloys’ processing role, and GLND’s oil rights.

REalloys (NASDAQ: ALOY) said it signed a strategic agreement with JS Link to develop a fully integrated, non-Chinese rare earth permanent magnet platform in North America, covering feedstock, separation, metallization, and magnet manufacturing. The move follows REalloys’ U.S. Army exclusive talks for heavy rare earth processing at Tooele Army Depot and supports a planned ban on Chinese-origin magnets by Jan. 1, 2027.

EMSNow covers electronics manufacturing and supply-chain themes. It says the Global Electronics Association reported June 2026 North American EMS shipments up 6.7% year over year, with a book-to-bill ratio of 1.33. It also notes REalloys (NASDAQ: ALOY) signed a strategic agreement with JS Link to develop a non-Chinese rare earth magnet platform.

REalloys (NASDAQ: ALOY) was selected by the U.S. Army to enter exclusive negotiations for a long-term Enhanced Use Lease at Tooele Army Depot to design, finance, build and operate heavy rare earth processing facilities, targeting initial operating capability by 2028. The company raised $100 million at $14.25 per share, adding about $130 million cash, and was added to the Russell 3000 on June 29. It also signed feedstock MOUs and a strategic LOI with JS Link, with defense procurement rules starti