REalloys Inc. Common Stock

ALOY

Market cap $741M

MP Materials and USA Rare Earth are two of the more common rare-earth stocks on investors' radars today. A rare-earth stock opportunity has recently emerged following its business merger with a special purpose acquisition company.

Rare earths developers REalloys and U.S. Critical Materials Corp have signed a memorandum of understanding ​to build a fully domestic supply chain for ‌the key materials in the U.S., in line with Washington's aims to reduce reliance on China.

REalloys secures up to 10% of U.S. Critical Material Corp.'s Sheep Creek production — a deposit averaging ~9% TREO with confirmed dysprosium, terbium, yttrium, and NdPr. Meets U.S. defense procurement requirements, with plans to explore equity investment, joint government financing, and coordinated congressional engagement.

Joe Kasper, Former Chief of Staff to the U.S.

Proprietary Technology Eliminates One of Rare Earth Processing's Most Hazardous, Costly, and Environmentally Burdensome Steps REalloys Extends Its Lead as the Only Proven Heavy Rare Earth Metallization Platform in the Western Hemisphere; Delivering Cleaner, Lower Cost Solutions for U.S. Defense Stockpiles BOCA RATON, Fla., March 16, 2026 /PRNewswire/ - REalloys Inc. (NASDAQ: ALOY), a U.S.-based mine-to-magnet company and developer of advanced rare earth processing technologies, today announced the successful demonstration of a patent-pending hydrofluoric-acid-free ("HF-free") fluorination process for producing metallization-grade rare earth fluorides from rare earth oxides.

Proprietary Technology Eliminates One of Rare Earth Processing's Most Hazardous, Costly, and Environmentally Burdensome Steps REalloys Extends Its Lead as the Only Proven Heavy Rare Earth Metallization Platform in the Western Hemisphere; Delivering Cleaner, Lower Cost Solutions for U.S.

Proprietary Technology Eliminates One of Rare Earth Processing's Most Hazardous, Costly, and Environmentally Burdensome Steps REalloys Extends Its Lead as the Only Proven Heavy Rare Earth Metallization Platform in the Western Hemisphere; Delivering Cleaner, Lower Cost Solutions for U.S. Defense Stockpiles BOCA RATON, Fla., March 16, 2026 (GLOBE NEWSWIRE) -- REalloys Inc. (NASDAQ: ALOY), a U.S.-based mine-to-magnet company and developer of advanced rare earth processing technologies, today announced the successful demonstration of a patent-pending hydrofluoric-acid-free (“HF-free”) fluorination process for producing metallization-grade rare earth fluorides from rare earth oxides.

First operations expected in 1H 2027 from a fully financed, zero-China nexus facility, built to comply with 2027 U.S. defense procurement standards Purpose built to supply the U.S.

First operations expected in 1H 2027 from a fully financed, zero-China nexus facility, built to comply with 2027 U.S. defense procurement standards Purpose built to supply the U.S. Defense Industrial Base and Defense Logistics Agency (DLA) national strategic rare earth stockpiles Long term supply of heavy rare earth oxide feedstock secured through SRC's first-of-its-kind commercial rare earth processing facility BOCA RATON, Fla., March 11, 2026 (GLOBE NEWSWIRE) -- REalloys Inc. (NASDAQ: ALOY), (“REA” or the “Company”), a U.S.-based mine-to-magnet rare earth company, today announced plans to build the largest heavy rare earth metallization facility outside of China and the first commercial-scale operation capable of meeting 2027 U.S. defense procurement bans on Chinese sourcing.

REalloys is a pre-revenue US magnet manufacturer aiming for full-value chain integration, with production ramping from 3 ktpa in 2029 to 18 ktpa by 2035. I rate ALOY a Buy, citing high double-digit return potential through 2035, but hold back from Strong Buy due to limited financial visibility and pre-production status. ALOY's business model leverages global sourcing and partnerships to reduce upfront CapEx but lacks unique integration compared to peers like MP Materials.