Track market-moving stories before they get noisy

2.33K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ALOY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

REalloys has signed a non-binding Letter of Intent with Patriot Exploration & Mining, LLC (“Patriot”), a U.S.-based rare earth exploration and development company with access to a reported 2 billion metric tons of above-ground, rare earth element-bearing material across more than 150 tested sites spanning the Appalachian Basin from Alabama to Pennsylvania — establishing a framework for REalloys to secure priority access to up to approximately 30% of Patriot’s rare earth production. Patriot’s feedstock includes the priority magnet metals central to REalloys’ midstream platform, neodymium, dysprosium, praseodymium, and terbium Under the LOI, the parties will conduct metallurgical test work on Patriot’s rare earth materials and complete bench-scale and pilot-scale validation to confirm compatibility with REalloys’ processing platform. PR Audio:

EUCLID, Ohio, June 4, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – REalloys Inc. (NASDAQ: ALOY) (“REalloys” or the “Company”), a U.S.-based mine-to-magnet company and developer of North America’s commercial-scale heavy rare earth processing and metallization solution, today announced the signing of a non-binding Letter of Intent (“LOI”) with Patriot Exploration & Mining, LLC (“Patriot”). Patriot is a U.S.-based rare earth exploration and development company with an aligned mission to unlock domestic reserves of rare earth elements and strategic minerals, and reported access to 2 billion metric tons of above-ground, rare earth element-bearing material across more than 150 tested Appalachian Basin sites, spanning from Alabama to Pennsylvania, and containing over 40 U.S.-designated critical minerals, including neodymium, dysprosium, praseodymium, and terbium.

REalloys Signs Letter of Intent with Patriot Exploration & Mining The LOI establishes a framework under which REalloys could have priority access and preferential allocation rights to up to approximately 30% of the rare earth products produced from Patriot’s U.S. operations, subject to the negotiation and execution of a definitive long-term offtake agreement.

In alignment with REalloys’ strategy to build a diversified, allied feedstock network to supply North America’s most advanced defense-grade rare earth midstream platform, Patriot’s above-ground, fully domestic brownfield resource base aims to deliver defense-grade rare earth material that REalloys’ processing infrastructure is designed to separate, refine, and metallize.

The LOI is the latest in a series of upstream supply relationships REalloys has established as it establishes a fully compliant, zero-adversary-nexus feedstock network ahead of the January 2027 statutory prohibition under 10 U.S.C. §4872 and DFARS 252.225-7052. REalloys’ growing allied supply portfolio currently spans multiple geographies and resource types, including feedstock relationships in the U.S., Brazil, Kazakhstan, and Greenland, alongside its foundational Hoidas Lake asset in Saskatchewan, Canada, which the Company believes positions it to process defense-grade rare earth materials from a resilient, geographically diversified upstream base.

The non-binding LOI complements the Company’s feedstock partnerships, specifically strategic partnerships focused on brownfield-sourced rare earth element feedstocks, such as the partnership announced on January 6, 2026, with Mission Critical Materials LLC, to recover heavy and light rare earths from acid mine drainage. The Company believes that each agreement adds a distinct, non-overlapping source of optionality for REalloys to work to secure domestic feedstock for its single integrated U.S. processing, metallization, and magnet-manufacturing solution.

“The defense industrial base has a 2027 deadline and a supply chain gap that REalloys intends to resolve. With Patriot, we believe we will be able to add upon a definitive offtake agreement, another fully domestic, zero-adversary feedstock source to our processing network. Every upstream relationship we establish translates directly into our ability to deliver at the downstream level: on time, at scale, and fully compliant with the procurement requirements slated to take effect next year,” said Lipi Sternheim, Chief Executive Officer of REalloys.

“REalloys brings exactly the downstream infrastructure and government engagement capabilities that Patriot has been looking for in a long-term strategic partner. Their proven processing platform, their relationships across the Defense Industrial Base, and their commitment to a fully domestic, zero-adversary supply chain align precisely with what we are building at Patriot. This non-binding LOI is the first step toward a long-term commercial relationship that serves U.S. national security and industrial interests, ”said Sean Williams, Partner at Patriot Exploration & Mining, LLC.

“REalloys is assembling the infrastructure that North America has lacked for a generation: a vertically integrated, sovereign rare earth supply chain built from the ground up with no foreign adversary exposure at any stage. Patriot is exactly the kind of domestic upstream partner this architecture requires. Patriot’s focus on U.S.-origin deposits brings unconventional resource types that meaningfully expand our feedstock base. This LOI advances our mission not just for 2027, but for the enduring industrial sovereignty the United States needs to lead in advanced technology and defense,” said Stephen duMont, Chairman of REalloys.

About REalloys Inc.

REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys’ upstream foundation includes its Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with the Saskatchewan Research Council, REalloys is funding and contracting the scale-up of North American heavy rare earth midstream separation, refining, and metallization capabilities — securing exclusive access to the commercial output to supply its downstream manufacturing operations in Euclid, Ohio. REalloys’ Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and the National Aeronautics and Space Administration, in addition to the broader Defense Industrial Base and Organic Industrial Base.

About Patriot Exploration & Mining, LLC

Patriot Exploration & Mining, LLC is a U.S.-based rare earth exploration and development company with access to a reported 2 billion metric tons of above-ground, rare earth element-bearing material across more than 150 tested sites spanning the Appalachian Basin from Alabama to Pennsylvania. Patriot’s resource base contains 40+ U.S.-designated critical minerals, including the priority magnet metals neodymium, dysprosium, praseodymium, and terbium. The company’s technology partner refines output to 95–99% purity as element-separated oxides, and its flagship Southwest Virginia property comprises 30 million tons of brownfield rare earth element feedstock with Norfolk Southern rail access and a 400 TPH wash plant. Patriot’s technical program is led by Dr. Perry Queener, a four-patent holder and federal advisory board appointee, with NI 43-101 resource definition underway across all tested properties under world-class geologist Mark Slatten. For more information, visit www.patriotxmine.com.

Safe Harbor Clause And Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of applicable securities laws, including the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding: the anticipated terms, timeline, structure, negotiation and execution of a definitive offtake agreement with Patriot on terms favorable to the Company or at all; the strategic and commercial benefits of the non-binding LOI; the anticipated volumes, product specifications, pricing, delivery schedules of any offtake, commercial terms of any future offtake arrangements; REalloys’ ability to secure compliant domestic and allied feedstock on acceptable terms; Patriot’s ability to develop its projects, achieve targeted production timelines, deliver feedstock meeting REalloys’ TREO and purity specifications, and obtain necessary permits and authorizations; the expected commissioning and operational timeline of REalloys’ SRC Saskatoon separation facility and its Euclid, Ohio metallization operations; REalloys’ ability to develop, construct, and operate its Phase 2 Rare Earth Processing Facility on anticipated timelines and budgets; the scope, status, and expected outcomes of REalloys’ feedstock relationships in Brazil, Kazakhstan,Greenland, and other jurisdictions; REalloys’ ability to maintain and expand its allied feedstock network; the availability and terms of U.S. federal financing, procurement programs, tax credits, and government grants, including DOE Title XVII loan guarantees, DPA Title III awards, EXIM Bank financing, IRA-related programs, and DLA strategic stockpile contracts; the anticipated impact of 10 U.S.C. §4872, DFARS 252.225-7052, and related regulatory requirements on domestic rare earth demand; the Company’s ability to achieve and maintain compliance with Title 50 and related defense procurement requirements; the Company’s ability to serve the Defense Industrial Base, the Department of Defense, the Department of Energy, and NASA; and each party’s respective strategic, operational, financial, and capital plans.

Forward-looking statements are based on current expectations, estimates, and projections and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including but not limited to: the parties’ ability to negotiate and execute a definitive agreement on acceptable terms within the stated timeframe; the non-binding nature of the LOI and the absence of any obligation on either party to consummate a transaction; Patriot’s ability to develop its resource base, achieve commercial production, and deliver feedstock meeting required specifications; risks related to resource estimates, recovery rates, and metallurgical test results; the uncertainty of NI 43-101 resource reports in progress; the ability to obtain and maintain required environmental, mining, and operational permits; changes in rare earth commodity prices and market indices; changes in U.S. trade, tariff, defense procurement, and critical minerals policy; the timing and availability of government financing, grants, and procurement contracts; risks related to international feedstock relationships, including political, regulatory, and logistical risks in foreign jurisdictions; REalloys’ ability to finance, construct, commission, and operate its processing facilities on expected timelines and within budget; competition from other rare earth processors, suppliers, and integrated platforms; technological risks associated with separation, refining, and metallization processes; risks related to the Company’s dependence on key facilities, partners, and contractual relationships; general economic, market, and geopolitical conditions; and the other risk factors described in REalloys’ filings with the Securities and Exchange Commission.

All forward-looking statements speak only as of the date of this press release. REalloys undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law. For additional risk factors, please refer to REalloys’ Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and other filings with the Securities and Exchange Commission, available at www.sec.gov.

Disclosure Information

REalloys uses and intends to continue using its investor website at www.realloys.com as a means of disclosing material non-public information and for complying with Regulation FD. Investors should monitor this site, along with the Company’s press releases, SEC filings, public conference calls, and webcasts.

REalloys Inc.

Sarah Riley

IR and Communications, REalloys

[email protected]

www.realloys.com

Source: REalloys Inc.

The latest news and updates relating to $ALOY are available in the company’s newsroom at: https://tinyurl.com/aloynewsroom

PRISM MediaWire GPT

REalloys Initiates Qualification Effort for Defense-Grade Heavy Rare Earth Materials to Meet DFARS 252.225-7052 January 1, 2027, Deadline

REalloys to receive high-purity Dysprosium (Dy), and Terbium (Tb) oxides for qualification as early as Q4 2026, from its landmark arrangement with the Saskatchewan Research Council. Rare earth materials will support customer qualification and supply chain validation ahead of the January 1, 2027, DFARS 252.225-7052 deadline, after which Chinese-origin rare earth materials become non-compliant for covered U.S. defense procurements. Euclid, Ohio, June 10, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – REalloys Inc. (“REalloys”) today announced that the Saskatchewan Research Council (SRC) is expected to supply high-purity heavy rare earth materials to REalloys for qualification in the fourth quarter of 2026. SRC will produce magnet-grade Dy and Tb oxides along with NdPr oxide for REalloys, which are anticipated to be available for qualification and are expected to support REalloys’ downstream metallization and permanent magnet manufacturing strategy centered on its Euclid, Ohio facility.

REalloys Accelerates Production of Defense-Grade Heavy Rare Earth Materials Under the U.S. defense acquisition rule DFARS 252.225-7052, which implements statutory requirements under 10 U.S.C. § 4872, beginning January 1, 2027, the Department of Defense (DoD) will be prohibited from procuring covered systems containing permanent magnets if the magnets or their constituent rare earth materials originate from prohibited sources, including China. The deadline effectively creates a hard compliance date for DoD primes and suppliers. After January 1, 2027, many existing Chinese-linked rare earth magnet supply chains will become non-compliant for covered defense procurements, which is anticipated to create demand for qualified Western sources of Dy, Tb, and NdPr oxides, metals, alloys, and finished magnets.

The anticipated Q4 2026 materials are intended to support customer qualification activities, supply chain validation, and commercial engagement efforts ahead of REalloys’ planned commercial production ramp and the January 1, 2027, DFARS compliance deadline. Successful qualification can serve as a precursor to long-term commercial supply agreements with defense, aerospace, industrial, and other permanent magnet producers.

REalloys has secured exclusive offtake for 80% of the commercial output from SRC’s heavy rare earth separation and metallization facility, providing a unique North American source of Dy, Tb, and NdPr materials for downstream magnet manufacturing. This SRC facility’s initial commercial production remains on track for early 2027. Additionally, REalloys is continuing development efforts toward a wholly owned heavy rare earth metallization facility with support from SRC, which is expected to be one of the only commercial-scale North American sources of Dy and Tb metals, critical inputs for high-performance permanent magnets used in defense and advanced industrial applications.

“With the DFARS January 1, 2027, deadline now less than seven months away, we want to begin qualifying North American dysprosium, terbium, and other rare earth materials for defense and industrial permanent magnets. Through our partnership with SRC and our downstream metallization strategy in Ohio, we believe that REalloys is positioning itself to become a leading North American supplier of the heavy rare earth materials required for compliant defense supply chains,” said Lipi Sternheim, REalloys CEO. “We have one simple goal: to ensure that the U.S. defense ecosystem has access to 100% non-Chinese rare earth materials, particularly heavy rare earths like Dysprosium and Terbium, to support our men and women in uniform.”

“SRC is on the cusp of powering on North America’s first fully integrated Rare Earth Processing Facility, capable of producing commercial quantities of NdPr metals and Dy and Tb oxides” said Mike Crabtree, President and CEO of SRC. “This is the first and only facility of its kind, completely independent of China, aimed to establish a safe and secure global supply chain of these critical metals required for advanced technology.”

ABOUT REALLOYS INC.
REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys’ upstream foundation includes its Hoidas Lake rare earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with SRC, REalloys is funding and contracting the scale-up of North American heavy rare earth midstream separation, refining, and metallization capabilities, securing exclusive access to the commercial output to supply its downstream manufacturing operations in Euclid, Ohio. REalloys’ Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and the National Aeronautics and Space Administration, in addition to the broader defense industrial base and Organic Industrial Base.

For more information, please visit www.REalloys.com or email [email protected].

ABOUT THE SASKATCHEWAN RESEARCH COUNCIL (SRC)
SRC is Canada’s second-largest research and technology organization. As a catalyst for innovation, SRC focuses on providing leading-edge services and solutions to the agriculture, energy, environment, and mining industries. SRC is constructing North America’s first fully integrated commercial rare earth processing facility. With a workforce of more than 400 employees and nearly 80 years of applied research and development experience, SRC supports 1,400 clients in more than 15 countries.

SAFE HARBOR CLAUSE AND FORWARD-LOOKING STATEMENTS
This press release contains “forward-looking statements” within the meaning of applicable securities laws, including the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding: the anticipated production, supply, quality, purity, timing, and availability of Neodymium-Praseodymium (NdPr) metals and NdPr, Dysprosium (Dy), and Terbium (Tb) oxides under REalloys’ accelerated production program with the Saskatchewan Research Council (“SRC”) and related timelines; the expected generation of qualification-scale quantities of light and heavy rare earth materials beginning in the fourth quarter of 2026; the anticipated acceleration of production timelines relative to REalloys’ planned commercial production schedule; the expected qualification, validation, and commercial use of materials produced under the program; the anticipated ability of such materials to support customer qualification activities, supply chain validation, commercial engagement efforts, and future commercial supply agreements; REalloys’ anticipated downstream metallization and permanent magnet manufacturing activities; the development, timing, scale, commissioning, operation, and commercial significance of REalloys’ heavy rare earth metallization facility in Euclid, Ohio; the anticipated capabilities, production capacity, timing, and strategic significance of SRC’s rare earth processing facilities; REalloys’ rights to and benefits from its commercial arrangements with SRC, including anticipated access to commercial output; the expected demand for North American rare earth materials, metals, alloys, and magnets arising from DFARS 252.225-7052, 10 U.S.C. § 4872, or other defense procurement requirements; the ability of REalloys to become a leading North American supplier of heavy rare earth materials; and REalloys’ broader strategic, operational, technological, commercial, and financing plans. Words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “project,” “seek,” “should,” “target,” “will,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such words.

Forward-looking statements are based on current expectations, assumptions, estimates, and projections and involve known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied by such statements. These statements are not guarantees of future performance. Factors that could cause actual results to differ materially include, but are not limited to: delays or failures in securing feedstock, reagents, equipment, permits, approvals, financing, labor, transportation, utilities, or other required inputs; the inability to achieve targeted production schedules, product specifications, purity levels, recoveries, yields, or commercial scale-up objectives; challenges associated with metallization, separation, refining, alloying, and magnet manufacturing technologies; delays in the construction, commissioning, qualification, or operation of REalloys’ or SRC’s facilities; changes to commercial arrangements between REalloys and SRC; failure to achieve anticipated qualification, validation, or commercial acceptance by customers; inability to secure definitive commercial agreements, supply agreements, offtake agreements, or customer purchase orders; changes in rare earth pricing, market demand, customer requirements, or competitive dynamics; changes in U.S., Canadian, or international laws, regulations, trade policies, tariffs, sanctions, export controls, defense procurement rules, or critical minerals policies; the implementation, interpretation, enforcement, or modification of DFARS 252.225-7052, 10 U.S.C. § 4872, or related procurement requirements; geopolitical developments affecting critical mineral supply chains; capital availability and financing conditions; environmental, health, safety, permitting, and regulatory risks; and general economic, market, and business conditions.

All forward-looking statements speak only as of the date of this press release. REalloys undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law. Readers are cautioned not to place undue reliance on forward-looking statements.

For a discussion of additional risks and uncertainties that could affect REalloys’ business, financial condition, and results of operations, please refer to REalloys’ filings with the U.S. Securities and Exchange Commission, including its most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, and other filings available at www.sec.gov.

DISCLOSURE INFORMATION
REalloys uses and intends to continue using its investor website at www.realloys.com as a means of disclosing material non-public information and for complying with Regulation FD. Investors should monitor this site, along with the Company’s press releases, SEC filings, public conference calls, and webcasts.

REalloys Inc.
Sarah Riley
IR and Communications, REalloys
[email protected]
www.realloys.com

Source: REalloys Inc.

The latest news and updates relating to $ALOY are available in the company’s newsroom at: https://tinyurl.com/aloynewsroom

RSS: https://prismmediawire.com/category/aloy/feed/

Feeder RSS: https://feeder.co/out/feed/12470181/a5fa49ffea.rss

Join Feeder: https://feeder.co/reader?fpr=mediawire

PRISM MediaWire GPT

REalloys Inc. (Nasdaq: ALOY) Announces Private Placement of Common Stock for Gross Proceeds of Approximately $100 Million

Euclid, Ohio, June 24, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – REalloys Inc. (Nasdaq: ALOY) (“REalloys” or the “Company”), a U.S.-based mine-to-magnet rare earth company, today announced that it has entered into a securities purchase agreement with institutional investors for the purchase and sale of common stock resulting in aggregate gross proceeds of approximately $100 million. The offering is expected to close on or about June 26, 2026, subject to the satisfaction of customary closing conditions.

REalloys Inc. (Nasdaq: ALOY) Announces Private Placement of Common Stock for Gross Proceeds of Approximately $100 Million The Company intends to use the net proceeds from the offering for working capital and general corporate purposes.

Clear Street LLC is acting as the sole placement agent for the offering.

Haynes and Boone, LLP is serving as legal counsel to REalloys for the offering. Paul Hastings LLP is serving as legal counsel to Clear Street LLC for the offering.

The securities being sold in the offering have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), or applicable state securities laws and accordingly may not be offered or sold in the United States absent registration with the Securities and Exchange Commission or an applicable exemption from the registration requirements of the Securities Act and such applicable state securities laws. The Company has agreed to file a registration statement with the Securities and Exchange Commission registering the resale of the shares of Common Stock sold in the private placement.

This press release shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any offer, solicitation or sale of any securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or other jurisdiction.

About REalloys Inc.

REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys’ upstream foundation includes its Hoidas Lake rare earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with SRC, REalloys is funding and contracting the scale-up of North American heavy rare earth midstream separation, refining, and metallization capabilities, securing exclusive access to the commercial output to supply its downstream manufacturing operations in Euclid, Ohio. REalloys’ Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and the National Aeronautics and Space Administration, in addition to the broader defense industrial base and Organic Industrial Base. 

For more information, please visit https://realloys.com or email [email protected].

Cautionary Note Regarding Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements include, without limitation, statements regarding the offering, including the timing, size and expected gross proceeds of the offering, the satisfaction of customary closing conditions and the Company’s ability to complete the offering; the anticipated use of proceeds; and REalloys’ broader mine-to-magnet strategy. Words such as “anticipate,” “believe,” “expect,” “intend,” “may,” “plan,” “potential,” “project,” “should,” “target,” “will,” and similar expressions are intended to identify forward-looking statements, though their absence does not mean a statement is not forward-looking.

These statements are based on management’s current expectations and assumptions and are subject to known and unknown risks, uncertainties and other factors that could cause actual results to differ materially, including, without limitation: failure to satisfy closing conditions for the offering; changes in prevailing market conditions; the availability, cost and terms of financing; the anticipated use of proceeds, which could change as a result of market conditions or other reasons; risks relating to permitting, construction, financing and operation of REalloys’ downstream facilities; compliance with ITAR, EAR, Section 889-equivalent and other U.S. federal procurement and export-control requirements; commodity-price volatility; uncertainties related to scaling new technologies or processes to industrial production; supply-chain reliability, logistics, and availability of equipment and materials; changes to commercial arrangements with key partners; failure to achieve anticipated qualification, validation, or commercial acceptance by customers; environmental, health, safety, permitting, and regulatory risks; capital availability and financing conditions; geopolitical events and trade policies affecting critical minerals; workforce recruitment and retention; cybersecurity or intellectual-property risks; competitive developments or technological change; the Company’s history of losses and going-concern considerations; the Company’s status as an emerging growth company and smaller reporting company; and the other risks and uncertainties described in REalloys’ filings with the U.S. Securities and Exchange Commission. Forward-looking statements speak only as of the date of this release. REalloys undertakes no obligation to update any forward-looking statement except as required by applicable law.

Investor and Media Contact

REalloys Inc.

7280 W. Palmetto Park Rd., Suite 302N, Boca Raton, FL 33433

(972) 726-9203

Contact: Sarah Riley, Director of IR and Communications

Email: [email protected] Website: https://realloys.com

Source: REalloys Inc.

The latest news and updates relating to $ALOY are available at the company’s newsroom https://tinyurl.com/aloynewsroom

RSS: https://prismmediawire.com/category/aloy/feed/

Feeder RSS: https://feeder.co/out/feed/12470181/a5fa49ffea.rss

Join Feeder: https://feeder.co/reader?fpr=mediawire

PRISM MediaWire GPT

REalloys (NASDAQ: ALOY) Announces Landmark Partnership Agreement with The United States Army & Army’s Strategic Capital Initiatives to Operate Processing Facilities on The Tooele Army Base in Utah

Strategic U.S. Army Partnership: REalloys NASDAQ-ALOY has been conditionally selected to operate a long-term Enhanced Use Lease to design, finance, build, and operate  heavy rare earth processing facilities at the Tooele Army Depot, Utah as part of the first commercial critical-mineral processing award on a Government military installation, by way of a direct execution of Executive Order 14241. Expedited 2027 Timeline and Cap-Ex Light Approach: Development targeted as early as 2027 with Initial Operating Capability targeted no later than 2028 to align with the January 1, 2027 US federal procurement ban on Chinese materials in the Defense Industrial Manufacturing Base. The partnership is expected to be delivered through an Enhanced Use Lease that is expected to require no taxpayer subsidies. Embedded Long-Term Customer & National Security Defense-Critical Mineral Platform: The planned facilities will refine heavy rare earths including Dysprosium (“Dy”) & Terbium (“Tb”), which are essential to national security and used in the Defense Industrial Manufacturing Base for high-temperature permanent magnets. These magnets are used in the production of precision-guided munitions, electric motors, sonar and other key systems solidifying the supply chain partnership between REalloys and the United States Army, Defense Logistics Agency, Department of War, the U.S. Department of Energy, and NASA. Please visit the official United States Army websites for additional information: https://www.army.mil/sci (Army Strategic Capital Initiatives) https://www.tooele.army.mil/ (U.S. Army Tooele Army Depot) https://www.army.mil/article/293503 PR Audio:

Euclid, Ohio, June 25, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – REalloys Inc. (NASDAQ: ALOY) (“REalloys” or the “Company”) has been selected by the United States Army to enter into exclusive contract negotiations for a long-term Enhanced Use Lease (“EUL”) to design, finance, build, and operate a critical-mineral processing facilities at the Tooele Army Depot located in Tooele, Utah. Under the contemplated definitive arrangement, REalloys is expected to establish domestic heavy rare earth processing capacity for the heavy rare earth elements that are foundational to the warfighting capability of the U.S. Joint Forces.

REalloys Announces Landmark Partnership Agreement with The United States Army & Army’s Strategic Capital Initiatives The award is enacted through the Army’s Strategic Capital Initiatives (SCI), an effort to partner with the private sector to accelerate enterprise-wide modernization. According to the Army, these awards mark the first time the Army has sited commercial mineral-processing facilities on American military installations pursuant to a direct execution of Executive Order 14241. REalloys was named alongside a small group of U.S.-organized industry partners selected to build out domestic processing for minerals the Army has identified as essential to munitions, missiles, sensors, batteries, and the platforms its soldiers depend on.

Leonard Sternheim, Chief Executive Officer of REalloys, said:

“We believe selection by the U.S. Army for a processing facility on American soil is a powerful validation of REalloys’ mine-to-magnet strategy and of the urgent national need for domestic heavy rare earth capability. Dysprosium and terbium are the heart of the high-temperature magnets that keep our most advanced defense systems running, and today, almost all of that processing happens overseas. We are proud to have the opportunity to help the Army change that, building secure, allied-sourced capacity that supports our Soldiers without putting taxpayer dollars at risk, and doing it ahead of the 2027 deadline our customers are racing to meet.”

Why It Matters: Defense-Grade Dysprosium and Terbium:

At Tooele, REalloys intends to refine dysprosium (Dy) and terbium (Tb) — heavy rare earth elements that are indispensable to precision guidance and defense electronics. These materials are used to manufacture high-performance permanent magnets capable of withstanding extreme operational temperatures, the kind found in precision-guided munitions, electric motors, and sonar and radar networks. Consistent with REalloys’ strategy, the Company intends to draw on secure, allied feedstock — including Canadian heavy rare earth supply — to feed its downstream separation, metallization, and magnet operations. The facility would extend REalloys’ fully integrated mine-to-magnet strategy further into U.S. soil, complementing the Company’s diversified, allied-nation feedstock base and its downstream processing network. The Company believes domestic processing capacity for Dy and Tb is one of the most strategically scarce links in the Western rare earth supply chain — and a capability the U.S. defense industrial base urgently needs as China-content restrictions take effect.

A Proven, Capital-Disciplined Model:

The conditional selection is made possible through an Enhanced Use Lease, a statutory authority under 10 U.S.C. § 2667. An EUL is a real-estate agreement that allows the Army to lease non-excess, underutilized land to private-sector partners. Importantly, an EUL is a leasehold — not a land sale — and the United States retains title to the property at all times. Under this structure, the Army acts purely as a landlord, while the private partner bears the costs to finance, design, build, operate, secure, and decommission the facility, putting no taxpayer dollars at risk. In return for use of the land, the partner pays rent at or above fair market value, which the Army prefers to receive as “in-kind” consideration — funding infrastructure improvements that benefit Soldiers, families, and installation operations. A mandatory decommissioning bond ensures funds are secured in advance to return the land to its original condition at lease end. Eligibility was strictly limited to entities organized under U.S. law with majority domestic ownership and control and a U.S. place of business, and any in-kind improvements will adhere to Davis-Bacon prevailing wages and Buy American Act requirements.

Positioned Ahead of the 2027 Deadline:

Definitive agreements are underway, with development slated to begin as early as 2027 and an Initial Operating Capability targeted no later than 2028. The timing aligns with expanded U.S. federal procurement restrictions on Chinese rare earth content, and reinforces REalloys’ objective of delivering qualified, compliant rare earth metals and alloys to the U.S. Department of Defense, the U.S. Department of Energy, NASA, the U.S. Defense Industrial Base, and the broader U.S. Organic Industrial Base. No construction will begin until rigorous environmental and regulatory reviews — including the National Environmental Policy Act (NEPA), the Clean Air and Water Acts, and all required federal, state, and local permits — are fully complete.

General Jack Keane (Ret.), Board Director of Realloys, Commented:

“This is an important step for American national security and critical mineral sovereignty. The U.S. Army’s decision to leverage its installations to establish domestic rare earth processing capacity, we believe, is strategically sound and operationally necessary. REalloys’ mine-to-magnet approach, anchored in secure allied feedstocks and a zero-adversary-nexus supply chain, we believe, is well aligned with what the Joint Force needs to help ensure uninterrupted access to the heavy rare earth elements that power our country’s most advanced weapons systems.”

Stephen duMont, Chairman of REalloys, Said:

“We believe this important activity with the U.S. Army represents a strategic inflection point for REalloys and for the broader effort to establish a sovereign, resilient, and secure heavy rare earth processing capability in the United States. REalloys was purpose-built to give the U.S. government and defense industrial base an onshore and allied-sourced supply of the critical rare earth materials it needs, designed to remove any adversary nexus. We believe being selected to build that capability in partnership with the Army to help revitalize the Organic Industrial Base reflects our shared commitment to ensuring our warfighters have the capability they need to safely perform their mission.”

About REalloys Inc.

REalloys Inc. (NASDAQ: ALOY) is a U.S.-based rare earth materials company executing a mine-to-magnet strategy across upstream feedstock, midstream separation and metallization, and downstream magnet manufacturing. REalloys is focused on delivering qualified, allied-nation rare earth metals and alloys including dysprosium, terbium, and neodymium to the U.S. Department of Defense, the U.S. Department of Energy, NASA, the U.S. Defense Industrial Base, and the broader U.S. Organic Industrial Base. The Company is headquartered in Boca Raton, Florida, with operational activities centered in Euclid, Ohio.

For more information, please visit www.REalloys.com or email [email protected].

About the U.S. Army Strategic Capital Initiatives (SCI)

The Army’s Strategic Capital Initiatives partner with the private sector to accelerate enterprise-wide modernization, including the use of Enhanced Use Leases to establish domestic critical-mineral processing on Army installations. For more information on the Army’s Strategic Capital Initiatives, visit www.army.mil/sci. REalloys’ inclusion is conditional and remains subject to finalization of definitive agreements and completion of required environmental and regulatory reviews.

Safe Harbor Clause And Forward-Looking Statements

This press release contains forward-looking statements within the meaning of applicable securities laws, including statements relating to REalloys’ conditional selection for potential award under DA RFP No. DACA27-9-26-0038000, anticipated timelines, development plans, and expected capabilities. These statements are based on current expectations and assumptions and are subject to risks and uncertainties, including the failure to reach agreement on a final Milestone Table or execute a Business Terms Agreement within the required 90-day period, the failure to execute a final Enhanced Use Lease, the outcome of required environmental and regulatory reviews, and other risks described in REalloys’ filings with the U.S. Securities and Exchange Commission. The conditional selection does not guarantee execution of a final Enhanced Use Lease agreement. REalloys undertakes no obligation to update any forward-looking statements, except as required by applicable law.

For a discussion of additional risks and uncertainties that could affect REalloys’ business, financial condition, and results of operations, please refer to REalloys’ filings with the U.S. Securities and Exchange Commission, including its Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, and other filings available at www.sec.gov.

Disclosure Information

REalloys uses and intends to continue using its investor website at www.realloys.com as a means of disclosing material non-public information and for complying with Regulation FD. Investors should monitor this site, along with the Company’s press releases, SEC filings, public conference calls, and webcasts.

REalloys Inc.
Sarah Riley
IR and Communications, REalloys
[email protected]
www.realloys.com

Source: REalloys Inc.

The latest news and updates relating to $ALOY are available at the company’s newsroom https://tinyurl.com/aloynewsroom

RSS: https://prismmediawire.com/category/aloy/feed/

Feeder RSS: https://feeder.co/out/feed/12470181/a5fa49ffea.rss

Join Feeder: https://feeder.co/reader?fpr=mediawire

https://twitter.com/prism_mediawire/status/2070266529045000426?s=20

PRISM MediaWire GPT

EUCLID, Ohio, June 26, 2026 (GLOBE NEWSWIRE) -- REalloys Inc. (Nasdaq: ALOY) (“REalloys” or the “Company”), a U.S.-based mine-to-magnet rare earth company, today announced the closing of its previously announced private placement for the purchase and sale of an aggregate of 7,017,540 shares of common stock at a purchase price of $14.25 per share, resulting in aggregate gross proceeds of approximately $100 million, before deducting placement agent fees and estimated offering expenses.

  The Company intends to use the net proceeds from the offering for working capital and general corporate purposes.

Clear Street LLC acted as the sole placement agent for the offering.

Haynes and Boone, LLP served as legal counsel to REalloys for the offering. Paul Hastings LLP served as legal counsel to Clear Street LLC for the offering.

The securities being sold in the offering have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), or applicable state securities laws and accordingly may not be offered or sold in the United States absent registration with the Securities and Exchange Commission or an applicable exemption from the registration requirements of the Securities Act and such applicable state securities laws. The Company has agreed to file a registration statement with the Securities and Exchange Commission registering the resale of the shares of Common Stock sold in the private placement.

This press release shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any offer, solicitation or sale of any securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or other jurisdiction.

About REalloys Inc.

REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys’ upstream foundation includes its Hoidas Lake rare earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with SRC, REalloys is funding and contracting the scale-up of North American heavy rare earth midstream separation, refining, and metallization capabilities, securing exclusive access to the commercial output to supply its downstream manufacturing operations in Euclid, Ohio. REalloys’ Ohio facility serves federal logistics and procurement agencies supporting the Department of Defense, the Department of Energy, and the National Aeronautics and Space Administration, in addition to the broader defense industrial base and Organic Industrial Base. 

For more information, please visit https://realloys.com or email [email protected].

Cautionary Note Regarding Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements include, without limitation, statements regarding the anticipated use of net proceeds from the offering; and REalloys’ broader mine-to-magnet strategy. Words such as “anticipate,” “believe,” “expect,” “intend,” “may,” “plan,” “potential,” “project,” “should,” “target,” “will,” and similar expressions are intended to identify forward-looking statements, though their absence does not mean a statement is not forward-looking.

These statements are based on management’s current expectations and assumptions and are subject to known and unknown risks, uncertainties and other factors that could cause actual results to differ materially, including, without limitation: changes in prevailing market conditions; the availability, cost and terms of financing; the anticipated use of proceeds, which could change as a result of market conditions or other reasons; risks related to the filing and effectiveness of the resale registration statement; risks relating to permitting, construction, financing and operation of REalloys’ downstream facilities; compliance with ITAR, EAR, Section 889-equivalent and other U.S. federal procurement and export-control requirements; commodity-price volatility; uncertainties related to scaling new technologies or processes to industrial production; supply-chain reliability, logistics, and availability of equipment and materials; changes to commercial arrangements with key partners; failure to achieve anticipated qualification, validation, or commercial acceptance by customers; environmental, health, safety, permitting, and regulatory risks; capital availability and financing conditions; geopolitical events and trade policies affecting critical minerals; workforce recruitment and retention; cybersecurity or intellectual-property risks; competitive developments or technological change; the Company’s history of losses and going-concern considerations; the Company’s status as an emerging growth company and smaller reporting company; and the other risks and uncertainties described in REalloys’ filings with the U.S. Securities and Exchange Commission. Forward-looking statements speak only as of the date of this release. REalloys undertakes no obligation to update any forward-looking statement except as required by applicable law.

Investor and Media Contact

REalloys Inc.
7280 W. Palmetto Park Rd., Suite 302N, Boca Raton, FL 33433
(972) 726-9203
Contact: Sarah Riley, Director of IR and Communications
Email: [email protected]
Website: https://realloys.com

REalloys and JS Link Sign Non-Binding Strategic Letter of Intent to Develop a Fully Integrated North American Rare Earth Magnet Platform

Strategic collaboration aims to establish one of the first fully integrated, non-Chinese rare earth supply chains spanning feedstock, separation, metallization and permanent magnet manufacturing to serve U.S. defense, aerospace, automotive and industrial markets

PR Audio:

EUCLID, Ohio, July 7, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – REalloys Inc. (NASDAQ: ALOY) (“REalloys” or the “Company”), a North American integrated rare earth platform company, and JS Link Inc. (KOSDAQ: 127120) (“JS Link”), a leading developer and manufacturer of advanced permanent magnets, today announced the execution of a non-binding Letter of Intent (the “LOI”) to evaluate a strategic partnership to develop an integrated North American rare earth magnet manufacturing platform.

REalloys and JS Link Sign Non-Binding Strategic Letter of Intent to Develop a Fully Integrated North American Rare Earth Magnet Platform Under the non-binding LOI, the companies intend to evaluate opportunities to combine REalloys’ North American rare earth supply chain, processing, heavy rare earth metallization, government and defense relationships, commercialization capabilities and capital markets expertise with JS Link’s permanent magnet manufacturing technology, operational expertise and global manufacturing platform.

The parties intend to explore the development of one of the first fully integrated non-Chinese rare earth supply chains spanning feedstock, separation, metallization and permanent magnet manufacturing capable of serving the rapidly growing demand from the U.S. defense industrial base, aerospace, automotive, robotics, artificial intelligence infrastructure, energy and other strategic industries. The companies also intend to evaluate opportunities related to manufacturing, commercialization, government-supported financing programs, strategic customer relationships and long-term growth initiatives.

The Company believes the proposed collaboration represents the next phase of REalloys’ strategy to build a fully integrated North American rare earth platform. Over the past several months, the Company has announced several significant strategic milestones, including its partnership with the United States Army under the Army Strategic Capital Initiatives program to evaluate the development and operation of rare earth processing facilities at the Tooele Army Depot in Utah, the initiation of qualification efforts for defense-grade heavy rare earth materials to support implementation of the January 1, 2027 DFARS 252.225-7052 sourcing requirements, and the completion of a $100 million private placement to strengthen the Company’s balance sheet and accelerate execution of its North American growth strategy.

These milestones build upon REalloys’ ownership of the Hoidas Lake rare earth project in Saskatchewan, its strategic partnership with the Saskatchewan Research Council, the acquisition of PMT Critical Metals, the development of commercial-scale heavy rare earth metallization capabilities, and the Company’s expanding portfolio of global rare earth feedstock agreements. Collectively, these milestones establish the upstream and midstream foundation of REalloys’ integrated North American rare earth strategy. The Company believes that the proposed collaboration with JS Link represents the next step by extending that platform into large-scale permanent magnet manufacturing.

JS Link has emerged as one of the leading non-Chinese permanent magnet manufacturers through the commercialization of its manufacturing operations in Korea and expansion plans in Malaysia and the United States. JS Link is developing a global permanent magnet manufacturing platform focused on supplying automotive, industrial, electronics, energy, aerospace, defense and other strategic markets while strengthening resilient non-Chinese supply chains.

Lipi Sternheim, Chief Executive Officer of REalloys, commented, “Over the past year, REalloys has systematically assembled one of North America’s most comprehensive rare earth platforms – from feedstock and processing to heavy rare earth metallization, government partnerships and strategic financing. We believe the logical next step is to extend that platform into permanent magnet manufacturing. JS Link has built an impressive magnet manufacturing business with ambitious global expansion plans, and we believe our complementary capabilities create a compelling opportunity to establish one of the few fully integrated non-Chinese rare earth magnet supply chains capable of supporting the rapidly growing needs of defense, aerospace, advanced manufacturing, robotics, AI infrastructure and other strategic industries.”

Jun Young Lee, Chief Executive Officer of JS Link, commented, “JS Link has been executing a long-term strategy to establish a globally competitive permanent magnet manufacturing platform across Korea, Malaysia and the United States. REalloys has assembled an impressive upstream rare earth platform with significant processing, metallization, government and commercialization capabilities. We believe this strategic partnership has the potential to accelerate development of resilient permanent magnet supply chains outside China while creating significant long-term value for both companies and their shareholders.”

As part of the collaboration, the companies also intend to evaluate opportunities to pursue U.S. government financing programs, strategic industrial partnerships and future public capital markets initiatives that could support long-term expansion of the proposed platform. The parties believe a successful collaboration has the potential to create one of the world’s leading non-Chinese rare earth magnet companies and serve as the foundation for a publicly traded North American magnet platform supporting long-term growth, strategic acquisitions, and global expansion.

The LOI is non-binding and provides a framework for the parties to conduct due diligence and negotiate potential definitive agreements. There can be no assurance that definitive agreements will be executed or that any transaction contemplated by the non-binding LOI will be completed.

About REalloys

REalloys Inc. (NASDAQ: ALOY) is a U.S.-based rare earth materials company executing a mine-to-magnet strategy across upstream feedstock, midstream separation and metallization, and downstream magnet manufacturing. REalloys is focused on delivering qualified, allied-nation rare earth metals and alloys including dysprosium, terbium, and neodymium to the U.S. Department of Defense, the U.S. Department of Energy, NASA, the U.S. Defense Industrial Base, and the broader U.S. Organic Industrial Base.

For more information, please visit www.REalloys.com or email [email protected].

About JS Link

JS Link Inc. (KOSDAQ: 127120) is a South Korea-based permanent magnet manufacturer developing advanced rare earth magnet technologies and global manufacturing capacity across Korea, Malaysia and the United States. The company is focused on establishing one of the world’s leading non-Chinese permanent magnet manufacturing platforms serving automotive, industrial, energy, aerospace, defense and strategic technology markets.

For more information, please visit  https://en.jslink.co.kr/magnet

Safe Harbor Statement and Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding the proposed strategic partnership between REalloys and JS Link; the potential formation of a joint venture or other strategic transaction; the execution of definitive agreements; future manufacturing capacity; commercialization plans; government funding opportunities; anticipated production timelines; future supply arrangements; capital markets initiatives, including potential public listings; financing opportunities; customer demand; and the anticipated benefits of the proposed collaboration.

These forward-looking statements are based on current expectations, estimates, projections, and assumptions that involve significant risks and uncertainties. Actual results may differ materially from those expressed or implied by these forward-looking statements due to a variety of factors, including, but not limited to: the parties’ ability to successfully complete due diligence and negotiate definitive agreements; the ability to obtain required regulatory, governmental, board, and shareholder approvals; the availability of financing and government support; changes in market conditions; fluctuations in rare earth prices and demand; supply chain disruptions; construction and commissioning risks; technological, operational, and commercial challenges; changes in applicable laws or regulations; and other risks described from time to time in REalloys’ filings with the U.S. Securities and Exchange Commission (“SEC”), including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, and other filings.

The Letter of Intent referenced in this press release is non-binding and is intended solely as a framework for further discussions. There can be no assurance that the parties will enter into definitive agreements or that any transaction contemplated by the Letter of Intent will be completed on the terms currently contemplated, or at all.

Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Except as required by applicable law, REalloys undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

Disclosure Information REalloys uses and intends to continue using its investor website at www.realloys.com as a means of disclosing material non-public information and for complying with Regulation FD. Investors should monitor this site, along with the Company’s press releases, SEC filings, public conference calls, and webcasts.

Source: REalloys Inc.

The latest news and updates relating to $ALOY are available at the company’s newsroom: https://tinyurl.com/aloynewsroom

RSS: https://prismmediawire.com/category/aloy/feed/

Feeder RSS: https://feeder.co/out/feed/12470181/a5fa49ffea.rss

Join Feeder: https://feeder.co/reader?fpr=mediawire

$ALOY REalloys (NASDAQ: ALOY) and JS Link signed a non-binding LOI to explore a fully integrated North American rare earth magnet supply chain for defense and industry https://t.co/AlDtWQqC0V The latest news and updates relating to $ALOY are available at the company’s newsroom:… pic.twitter.com/pRx6RHk8rX

— PRISM MediaWire (@prism_mediawire) July 7, 2026 PRISM MediaWire GPT

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 negotiations at Tooele Army Depot Fully funded the upgrade of SRC’s Rare Earth Processing Facility, targeting approximately 525 tonnes of NdPr metal, 30 tonnes of dysprosium oxide and 15 tonnes of terbium oxide of annual capacity Advanced the fully funded Heavy Rare Earth Metallization Facility, targeting commissioning in the first quarter of 2028 with approximately 50 tonnes of annual dysprosium and terbium oxide capacity Closed a $100.0 million private placement of common stock in June 2026, ending the quarter with $122.4 million in cash Selected by the U.S. Army for exclusive negotiations toward a long-term Enhanced Use Lease at Tooele Army Depot, Utah, to develop heavy rare earth processing facilities PR Audio:

BOCA RATON, Fla., August 13, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – REalloys Inc. (Nasdaq: ALOY) (the “Company” or “REalloys”), today reported results for the second quarter ended June 30, 2026. Net revenues were $0.8 million, compared with $0.4 million in the second quarter of 2025, and the Company reported a net loss of $36.8 million, or $0.59 per diluted share, compared with a net loss of $2.2 million, or $0.05 per diluted share, in the prior-year quarter. The increase in net loss was driven primarily by $32.1 million of non-cash stock-based compensation associated with director, officer, and consultant equity awards primarily granted in connection with the Company’s February 2026 transition to a Nasdaq-listed public company.

REalloys Reports Second Quarter 2026 Results “This quarter we fully funded the upgrade of the SRC Rare Earth Processing Facility and our planned Pilot and Commercial Metallization Facility, advanced our selection by the U.S. Army for exclusive Enhanced Use Lease negotiations at Tooele Army Depot, and continued to build the leadership team needed to execute our mine-to-magnet strategy. Committing the capital to fully fund the SRC upgrade and expansion, as well as our Metallization Facility, puts our flagship strategic projects on a clear path to commissioning, and reflects the same trend behind our discussions with the U.S. Army: North America’s need for secure, traceable, non-Chinese sources of rare earth and magnet materials has never been greater, and we intend to be that source.” — Leonard Sternheim, Chief Executive Officer of REalloys

“Rare earth magnets are foundational to the defense platforms, systems and advanced technologies that underpin the security of the United States and its allies, and we believe building a resilient, non-Chinese supply chain for these materials is one of the most consequential industrial challenges of our time. We have significantly deepened our leadership bench, adding public-company financial discipline, hands-on expertise in rare earth processing and metallization, and a sharpened focus on strategic partnerships. All this reflects the seriousness and technical depth we are bringing to this mission” — Stephen S. duMont, Non-Executive Chairman of the Board of REalloys

Second Quarter Financial Highlights The Company’s cash balance as of June 30, 2026 was approximately $122.4 million Maintained a strong, virtually debt-free balance sheet, against $209.8 million of assets Revenue growth was driven by PMTCM’s sales of rare earth metals and materials from the Euclid facility, including under a Defense Logistics Agency contract, and by subscription revenue from the Blackbox trading analytics platform prior to its deconsolidation on May 5, 2026. General and administrative expense for the quarter included $32.1 million of non-cash stock-based compensation, comprising $19.5 million related to RSU and RPSU awards to the Board of Directors and executives and $12.6 million related to shares-for-services consulting awards. Excluding non-cash items, general and administrative expense was approximately $3.9 million (a non-GAAP measure; see “Non-GAAP Financial Measures” below).

For the six months ended June 30, 2026, net revenues were $1.5 million, compared with $0.4 million in the prior-year period, and net loss was $143.5 million, or $2.49 per diluted share, compared with a net loss of $3.9 million, or $0.11 per diluted share, in the prior-year period. The six-month net loss included $113.9 million of non-cash stock-based compensation, a $9.2 million non-cash accretion charge on the conversion of Series C Convertible Preferred Stock, a $6.4 million non-cash impairment charge related to the Company’s EVTEC investment, and a $3.4 million non-cash change in the fair value of contingent consideration.

Strategic Projects Update and Outlook SRC Rare Earth Processing Facility Upgrade — Fully Funded. REalloys has fully funded, with committed capital, the planned upgrade of the SRC’s Rare Earth Processing Facility. SRC is expected to commence upgrade activity in the third quarter of 2026, targeting increased annual production capacity of approximately 525 tonnes of NdPr metal, 30 tonnes of dysprosium oxide and 15 tonnes of terbium oxide. REalloys has secured supply rights to approximately 80% of the expanded facility’s output. Together with SRC, the Company plans to advance separation trials using recycled mixed rare earth oxide feedstock in the second half of 2026, targeting separated material for potential customer qualification as early as the fourth quarter of 2026, with commercial intake of NdPr metal and dysprosium/terbium oxides from SRC expected to commence in the third quarter of 2027.

Heavy Rare Earth Metallization Facility — Fully Funded. The Company is advancing engineering and equipment procurement for its planned Heavy Rare Earth Metallization Facility, which is targeted for commissioning in the first quarter of 2028 and initial operations in the first half of 2028, with a targeted annual capacity of approximately 50 tonnes of combined dysprosium and terbium oxide feedstock.

Capital Resources and Liquidity. REalloys has committed approximately $58.3 million of capital funding for the SRC facility upgrade and its Heavy Rare Earth Metallization projects described above through to commissioning, and believes the Company’s existing cash resources are sufficient to fund these projects without reliance on any additional financing transaction.

U.S. Army Enhanced Use Lease Opportunity at Tooele Army Depot. The Company announced it had been selected by the U.S. Army for exclusive negotiations toward a long-term Enhanced Use Lease at Tooele Army Depot in Utah, under which REalloys would design, finance, build, and operate heavy rare earth processing facilities at the site. The negotiation phase is scheduled to complete by mid-September 2026.

Diversifying North American Feedstock Network. During the quarter, the Company entered non-binding arrangements to explore feedstock supply with U.S. Critical Materials Corp. (Sheep Creek project, Montana), Ramaco Resources, Inc. (Brook Mine, Wyoming) and Patriot Exploration & Mining, as it works to secure additional feedstock sources ahead of expanded processing capacity coming online.

Recent Developments Leadership Appointments. Effective June 24, 2026, Craig Cunningham was appointed Chief Financial Officer, succeeding Robert Winspear. Mr. Cunningham is a Chartered Professional Accountant with more than two decades of global and cross-border public-company finance leadership in the mining and critical minerals sectors, including prior roles as CFO of Li-Cycle Holdings Corp. and Electra Battery Materials Corporation, and twelve years in senior finance roles at Kinross Gold Corporation.

Effective September 1, 2026, Anupam Ghildyal will transition from Chief Operating Officer to the newly created role of Chief Growth Officer. Mr. Ghildyal brings a track record in corporate development, capital formation, and commercialization, having been part of the founding team at VulcanForms and having helped launch more than 20 products while raising over $1 billion in funding for early-and growth-stage manufacturing, materials, and energy companies. In his new role, he will focus on advancing the Company’s strategic partnerships, feedstock and offtake relationships, and growth initiatives.

Dr. Muhammad Imran will join REalloys as Chief Operating Officer effective September 1, 2026. Dr. Imran holds a Ph.D. in Chemical Engineering and most recently served as Chief Technology Officer and Vice President at the Rare Earth Elements Division at SRC, the Company’s strategic processing and metallization partner. Having led SRC’s rare earth element capabilities since 2020, including directing the development of SRC’s Rare Earth Processing Facility in Saskatoon, his appointment gives REalloys direct operational continuity on its most significant near-term growth driver.

About REalloys Inc.

REalloys Inc. (NASDAQ: ALOY) is a U.S.-based rare earth materials company executing a mine-to-magnet strategy across upstream feedstock, midstream separation and metallization, and downstream magnet manufacturing. REalloys is focused on delivering qualified, allied-nation rare earth metals and alloys including dysprosium, terbium, and neodymium to the U.S. Department of Defense, the U.S. Department of Energy, NASA, the U.S. Defense Industrial Base, and the broader U.S. Organic Industrial Base.

For more information, please visit www.REalloys.com or email [email protected].

Cautionary Note Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include, but are not limited to, statements regarding: the Company’s expectations regarding the SRC Rare Earth Processing Facility upgrade and commissioning timeline; the planned Heavy Rare Earth Metallization Facility and its targeted capacity, commissioning, and initial operations; anticipated commercial intake of rare earth materials from SRC; the U.S. Army Enhanced Use Lease negotiations at Tooele Army Depot; the sufficiency of the Company’s capital resources to fund its strategic projects; feedstock sourcing arrangements; the Company’s expectation regarding future capital needs; and the anticipated leadership transitions and their expected impact on the Company’s operations. These forward-looking statements are based on the Company’s current expectations and involve significant risks and uncertainties that could cause actual results to differ materially, including those described under “Risk Factors” in the Company’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, filed with the SEC. The Company undertakes no obligation to update these statements except as required by law.

Non-GAAP Financial Measures

This press release includes “Adjusted General and Administrative Expense,” which excludes non-cash stock-based compensation expense from GAAP general and administrative expense. The Company presents this measure because management believes it provides useful information about the Company’s cash-based operating cost structure, particularly given the significant non-cash stock-based compensation charges recognized in connection with the Company’s February 2026 reverse recapitalization and public listing. This non-GAAP measure should not be considered in isolation or as a substitute for the most directly comparable GAAP measure and should be read in conjunction with the Company’s condensed consolidated financial statements prepared in accordance with GAAP. The following reconciles GAAP general and administrative expense to Adjusted General and Administrative Expense for the three months ended June 30, 2026 (in thousands): General and administrative expense (GAAP): $36,031; Less: Non-cash stock-based compensation: ($32,131); Adjusted General and Administrative Expense (non-GAAP): $3,900.

Contacts

Investor and Media Relations – [email protected]

Financial Statements Condensed Consolidated Statements of Operations (Unaudited) (In thousands, except share and per share data)

 Three Months Ended Jun 30, 2026Three Months Ended Jun 30, 2025Six Months Ended Jun 30, 2026Six Months Ended Jun 30, 2025Net revenues$804$440$1,510$440Cost of sales329219628219Software development costs34–68–General and administrative36,0311,056121,4321,924Advertising and marketing1,310–3,851–Depreciation and amortization(96)67(8)67Total operating expenses37,6081,342125,9712,210Loss from operations(36,804)(902)(124,461)(1,770)Interest expense149422185Change in fair value of contingent consideration–(2,096)3,439(1,312)Deferred cash consideration late payment penalties–3,300–3,300Impairment expense––6,394–Accretion of discount on issuance of Series C Preferred Stock––9,220–Total other expense141,29819,0752,173Net loss$(36,818)$(2,200)$(143,536)$(3,943)Basic and diluted net loss per share$(0.59)$(0.05)$(2.49)$(0.11)Weighted-average shares outstanding, basic and diluted62,142,61741,290,00057,704,32136,965,956 Condensed Consolidated Balance Sheets (Selected Data) (In thousands)

 June 30, 2026 (unaudited)December 31, 2025 (audited)Cash$122,357$2,824Total current assets154,09538,541Total assets209,77293,389Total current liabilities5,0237,154Total liabilities19,16856,049Total stockholders’ equity190,60435,834Working capital149,07231,387Accumulated deficit(224,661)(81,125) Condensed Consolidated Statements of Cash Flows (Selected Data) (In thousands, unaudited)

 Six Months Ended Jun 30, 2026Six Months Ended Jun 30, 2025Net cash used in operating activities$(17,720)$(702)Net cash used in investing activities(8,064)(10)Net cash provided by financing activities145,3171,077Net change in cash and cash equivalents$119,533$365 Source: REalloys Inc.

The latest news and updates relating to $ALOY are available at the company’s newsroom https://tinyurl.com/aloynewsroom

$ALOY RSS News Feed: https://prismmediawire.com/category/aloy/feed/

PRISM MediaWire RSS News Feed: https://prismmediawire.com/feed/

PRISM MediaWire GPT