REalloys (ALOY)
Builds rare-earth metals, alloys, and magnet materials for protected industrial markets.
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Makes rare-earth metals, alloys, and NdFeB magnet materials while assembling a North American supply chain from feedstock to processing. Its platform combines the Euclid facility with the Hoidas Lake project and a Tanbreez feedstock offtake.
Builds a North American rare-earth materials chain from feedstock and separation through metallization, alloying, and magnet materials. The Euclid, Ohio facility produces rare-earth metals, alloys, and NdFeB magnet materials for defense, laboratory, and industrial magnet customers.
Uses the Hoidas Lake project in Canada as a potential long-term feedstock source, while a Tanbreez offtake agreement is intended to support the U.S.-focused chain. Mining and recycling inputs include magnets, e-waste, lamp phosphors, and mine drainage or tailings, though the context does not establish each as commercial at scale.
Serves defense, aerospace, energy, electronics, and advanced-industrial applications and depends on rare-earth feedstock access and downstream processing.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $122.4M · Total debt $613.0K · Total assets $209.8M · Shareholders' equity $190.6M
- Revenue
- $804.0K
- Operating income
- −$36.8M
- Net income
- −$36.8M
No dividends on record.
| Institutions49 holders · as of Mar 31, 2026 | 4.00% | 2.73M shares | |
| Insiders4 holders · as of May 12, 2026 | 2.03% | 1.39M shares | |
| Otherremainder | 93.97% | 64.12M shares |
68.23M company shares as of Aug 22, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Gust KeplerInsider10 percent owner, other: President of Blackbox.io Inc. | 1.41% | 964,218 | Form 4filed Apr 20, 2026 ↗ |
Marshall Wace, LLPInstitution | 0.66% | 447,464 | 13Fas of Mar 31, 2026 |
Davidson Kempner Capital Management LPInstitution | 0.44% | 300,000 | 13Fas of Mar 31, 2026 |
Millennium Management LLCInstitution | 0.39% | 264,689 | 13Fas of Mar 31, 2026 |
Robert L. WinspearInsiderdirector, officer: Chief Financial Officer | 0.37% | 252,500 | Form 4filed Feb 27, 2026 ↗ |
| See all 25 → | |||
13F — a manager's quarterly holdings · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 17, 2026 | Gust Kepler | 10 percent owner, other: President of Blackbox.io Inc. | −62,000 | $12.89 |
| Mar 16, 2026 | Gust Kepler | 10 percent owner, other: President of Blackbox.io Inc. | −71,000 | $11.01 |
| Mar 13, 2026 | Gust Kepler | 10 percent owner, other: President of Blackbox.io Inc. | −49,000 | $12.31 |
| Feb 24, 2026 | Gust Kepler | 10 percent owner, other: President of Blackbox.io Inc. | −1,634,999 | |
| Mar 4, 2026 | Charles Brandon Smith | other: Former Officer | −5,000 | $26.00 |
- MP Materials
U.S. source of NdPr oxide, metal, and magnetic precursors
- USA Rare Earth
Integrated U.S. rare-earth-to-NdFeB magnet supply chain
- Energy Fuels
U.S. NdPr and heavy-rare-earth oxide separation supplier
- NioCorp Developments
Nebraska rare-earth project targeting NdPr, Dy, and Tb oxides
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| REalloys | $10.12 | −0.88% | $696.6M | — | — | 245.7 | — |
| MP Materials | $55.07 | +0.68% | $9.74B | — | 169.3 | 31.9 | +89.0% |
| USA Rare Earth | $17.83 | −0.11% | $2.37B | — | — | 179.9 | — |
| Energy Fuels | $14.32 | +0.21% | $3.57B | — | — | 33.8 | +496.1% |
| NioCorp Developments | $4.23 | +1.93% | $602.7M | — | — | — | — |
| Median | — | 169.3 | 33.8 | +292.6% |