Reported Earnings • Aug 16
Second quarter 2026 earnings released: US$0.59 loss per share (vs US$0.25 loss in 2Q 2025) Second quarter 2026 results: US$0.59 loss per share (further deteriorated from US$0.25 loss in 2Q 2025). Net loss: US$36.8m (loss widened 44% from 2Q 2025). Revenue is forecast to grow 66% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Metals and Mining industry in the US. Board Change • Aug 15
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. Chair of the Advisory Board Joe Kasper was the last director to join the board, commencing their role in 2026. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Live-News • Jul 07
REalloys and JS Link Move Toward North American Rare Earth Magnet Platform REalloys and JS Link signed a non-binding Letter of Intent to assess a partnership to build a fully integrated North American rare earth magnet manufacturing platform, spanning feedstock, separation, metallization and permanent magnet production for U.S. defense, aerospace, automotive and industrial customers.
The potential partnership would extend REalloys’ rare earth platform into large-scale permanent magnet manufacturing, targeting one of the first fully integrated, non-Chinese supply chains in this segment, which directly links upstream materials to end-use magnet demand.
REalloys shares trade at $12.74, with the stock up 62.5% over the past 90 days, highlighting how sensitive the share price has been to company-specific developments.
This LOI raises execution and funding questions. If it advances to binding agreements and build-out, it could materially affect REalloys’ capital needs, customer mix and exposure to North American policy support for critical minerals. Ankündigung • Jul 01
REalloys Inc. Announces CFO Changes, Effective from June 24, 2026 On June 24, 2026, Robert Winspear notified REalloys Inc. of his decision to resign as Chief Financial Officer of the Company, and Mr. Winspear's employment as Chief Financial Officer ceased to be effective as of June 24, 2026. Mr. Winspear's resignation did not result from any disagreement with the Company on any matter relating to the Company's operations, policies or practices. On June 24, 2026, the Board appointed Craig Cunningham, age 43, to serve as the Company's Chief Financial Officer, effective as of June 24, 2026. Mr. Cunningham has served as an Executive Director of Provenance Advisors, a financial advisory firm based in Toronto, Ontario, since August 2023, and previously provided services to the Company as a consultant and Senior Financial Advisor through Provenance Advisors from March 2021 until his appointment as Chief Financial Officer. Mr. Cunningham served as Chief Financial Officer of Li-Cycle Holdings Corp. from March 2024 to April 2025 and as Chief Financial Officer of Electra Battery Materials Corporation from June 2022 to July 2023. From September 2010 to March 2022, Mr. Cunningham held various roles with Kinross Gold Corporation, most recently serving as Vice President, Regional Financial Officer, Russia from March 2018 to March 2022. Ankündigung • Jun 28
REalloys Inc. announced that it has received $99.999945 million in funding On June 26, 2026, REalloys Inc. closed the transaction. Ankündigung • Jun 26
REalloys Inc. announced that it expects to receive $99.999945 million in funding REalloys Inc. announced that it has entered into a securities purchase agreement with certain accredited investors to issue 7,017,540 common shares at an issue price of $14.25 per share for gross proceeds of $99,999,945 before deducting placement agent fees and estimated offering expenses on June 24, 2026. The closing of the offering is expected to occur on or about June 26, 2026, subject to the satisfaction of customary closing conditions. In connection with the offering, the company’s officers and directors entered into lock-up agreements. The shares are subject to restriction. The shares were offered and sold in reliance upon the exemption from the registration requirements of the securities act of 1933, as amended, provided by section 4(a)(2) of the securities act and rule 506(b) of Regulation D promulgated thereunder. Live-News • Jun 25
REalloys Secures $100 Million Private Placement to Support Operations and Growth Plans REalloys Inc. has agreed to a private placement of common stock with institutional investors for gross proceeds of about $100 million, with closing expected on or around June 26, 2026, subject to customary conditions.
The company plans to use the net proceeds for working capital and general corporate purposes, which directly affects REalloys’ capital structure and liquidity, and may support its mine-to-magnet rare earth operations and related projects.
REalloys’ stock last traded at $16.67, with the share price down 13% over the past day, after rising 72.5% year to date.
The key consideration is how much existing shareholders are diluted relative to the flexibility this $100 million injection gives REalloys to fund operations and potential projects without relying on additional debt. Ankündigung • Jun 12
Realloys Inc. and Saskatchewan Research Council Initiate Qualification Effort for Defense-Grade Heavy Rare Earth Materials to Meet Dfars 252.225-7052 REalloys Inc. announced that the Saskatchewan Research Council is expected to supply high-purity heavy rare earth materials to REalloys Inc. for qualification in the fourth quarter of 2026. Saskatchewan Research Council will produce magnet-grade Dysprosium and Terbium oxides along with Neodymium-Praseodymium oxide for REalloys Inc., which are anticipated to be available for qualification and are expected to support REalloys Inc.'s downstream metallization and permanent magnet manufacturing strategy centered on its Euclid, Ohio facility. The anticipated fourth quarter 2026 materials are intended to support customer qualification activities, supply chain validation, and commercial engagement efforts ahead of REalloys Inc.'s planned commercial production ramp and the January 1, 2027, DFARS compliance deadline. REalloys Inc. has secured exclusive offtake for 80% of the commercial output from Saskatchewan Research Council's heavy rare earth separation and metallization facility, providing a unique North American source of Dysprosium, Terbium, and Neodymium-Praseodymium materials for downstream magnet manufacturing. This Saskatchewan Research Council facility’s initial commercial production remains on track for early 2027. Additionally, REalloys Inc. is continuing development efforts toward a wholly owned heavy rare earth metallization facility with support from Saskatchewan Research Council, which is expected to be one of the only commercial-scale North American sources of Dysprosium and Terbium metals, critical inputs for high-performance permanent magnets used in defense and advanced industrial applications. Live-News • Jun 06
REalloys Moves to Secure Rare Earth Supply With Patriot Agreement Covering 30% Output REalloys signed a non-binding Letter of Intent with Patriot Exploration & Mining, giving it a framework for priority access to up to about 30% of Patriot's rare earth production.
Patriot controls access to 2 billion metric tons of above-ground rare earth element-bearing material across more than 150 tested sites in the Appalachian Basin.
The agreement is intended to support REalloys' plan to build a diversified, allied feedstock network for defense-grade rare earth materials in North America.
This LOI signals that REalloys is working to secure long-term supply in a segment where access to reliable rare earth materials can be a key operational constraint.
Since the LOI is non-binding, investors may want to monitor whether the parties move to a definitive agreement and how commercial terms, volumes and timelines are ultimately defined. Ankündigung • May 17
REalloys Inc. announced delayed 10-Q filing On 05/15/2026, REalloys Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC. Ankündigung • Mar 30
REalloys Inc. Appoints Joe Kasper as Chair of Advisory Board REalloys Inc. announced the appointment of Joe Kasper as Chair of its Advisory Board. Mr. Kasper most recently served as Chief of Staff to the U.S. Secretary of Defense and in the Office of the Secretary of Defense as a Special Government Employee where he led efforts to address critical material supply chain vulnerabilities across U.S. defense and national security strategic imperatives. Mr. Kasper brings more than twenty years of senior federal service spanning the U.S. House of Representatives, the Department of Homeland Security, and the Department of Defense. Appointed by President Donald J. Trump as Chief of Staff to Secretary of Defense Pete Hegseth, Mr. Kasper served as the principal advisor and operational leader of the Office of the Secretary of Defense. Prior to that role, he served in multiple senior positions at the Department of Defense during the first Trump administration, directly supporting the Secretaries of Defense, Navy, and Air Force, and subsequently served at the Department of Homeland Security as Deputy Assistant Secretary for U.S. Senate Affairs and as Senior Advisor for Strategy, Policy, and Plans. Before his executive branch service, Mr. Kasper spent over a decade on Capitol Hill as a Chief of Staff with a central focus on national defense. A U.S. Air Force veteran, Mr. Kasper is a Principal at Ervin Graves Strategy Group and until recently served at the Pentagon as a Special Government Employee responsible for critical material supply chains. As Chair of the Advisory Board, Mr. Kasper will work alongside General Keane and Chairman duMont to strengthen REalloys' relationships across the Department of Defense and the Defense Industrial Base, while coordinating with allied feedstock partners globally. Together, they bring deep national security expertise to help REalloys identify strategic assets, navigate government procurement, and secure a sovereign, China-free supply of the heavy rare earth metals critical to modern defense systems. Ankündigung • Mar 16
Realloys Inc Demonstrates New Innovation for Producing Rare Earth Metals Without Hazardous Hydrofluoric Acid REalloys Inc, a U.S.-based mine-to-magnet company and developer of advanced rare earth processing technologies, 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. The innovation expands REalloys’ proprietary rare earth metallization technology platform while supporting the development of a scalable North American rare earth supply chain. To validate the performance of the HF-free process, REalloys conducted independent laboratory testing of the resulting rare earth fluoride material. Independent laboratory analysis confirmed the production of fluoride with a final oxygen content of just 0.34 wt%, attributed primarily to surface-absorbed water, a level consistent with rare earth fluoride feedstock used in industrial rare earth metal production. Metallization-grade rare earth fluoride feedstocks typically require oxygen levels below 1 wt%. The results demonstrate that rare earth fluorides suitable for rare earth metal production can be produced without hydrofluoric acid, one of the most hazardous chemicals traditionally used in rare earth processing, enabling a safer and more scalable approach to rare earth metallization. These results demonstrate the ability of REalloys’ proprietary process to produce low-oxygen rare earth fluoride intermediates suitable for downstream metallization and alloy production. Hydrofluoric acid is widely considered one of the most hazardous and difficult chemicals used in industrial metallurgy and remains a standard reagent in conventional rare earth fluorination processes widely used in China and other rare earth processing centers. Its extreme toxicity and corrosiveness require specialized containment systems, highly controlled handling procedures, and extensive environmental and regulatory compliance measures. These measures significantly increase operating costs, create substantial safety and environmental risks, and make fluorination using hydrofluoric acid complex and difficult to scale for rare earth processing facilities operating under Western environmental and safety standards. In addition to improving safety, the Company believes that the HF-free process has the potential to reduce operating costs, simplify plant infrastructure, lower environmental and regulatory burdens associated with hydrofluoric acid handling, and support more resilient rare earth processing supply chains. REalloys has filed patent applications covering aspects of the HF-free fluorination chemistry and process design used to produce metallization-grade rare earth fluorides, forming part of the company’s broader portfolio of rare earth metallization technologies. Rare earth fluorides are a critical intermediate used in the production of rare earth metals, including dysprosium, terbium, and neodymium, that are essential for high-performance permanent magnets used in F-35 fighter aircraft, missile systems, radar platforms, aerospace systems, electric vehicles, robotics, and advanced computing infrastructure. China currently dominates key midstream rare earth processing steps, including fluorination and metallization required to produce heavy rare earth metals used in high-performance magnets for missile guidance, radar systems, and other defense technologies. By eliminating the need for hydrofluoric acid in this critical step, REalloys’ HF-free fluorination process could help enable scalable rare earth metal production in North America and strengthen domestic supply chains for critical defense materials. 
