Fistein
08-13 20:06

$REALLOYS INC(ALOY)$ $18 Target Price

-- About Realloys Inc (ALOY)--

RealLoys Inc is at the centre of a major US policy push to build a domestic rare-earth supply chain, which has driven significant  bullish momentum and impact on it's defence and eletronic sector.

-- Growth Catalysts for ALOY--

1). Trump Key Minerals & Rare Earth Company in 2026-08-07

President Trump hosted 200+ mining executives and announced ~US$3 billion in federal funding for critical minerals. ALOY surged ~15% on the day, alongside the broader US rare-earth sector.

Trump Public Endorsement of ALOY 2026-08-08. 

In a live interview, Trump explicitly named ALOY as a core upstream supplier for the US permanent-magnet supply chain, stating it would receive "dual support from federal policy and defence contracts".

2). Russell 3000 Index Inclusion in 2026-06-01

ALOY was added to the Russell 3000 Index, triggering passive fund inflows. The stock surged over 22% on the announcement day.

3). Partnership with JS Link (Korea) in 2026-07-07

ALOY signed a non-binding LOI with Korean magnet maker JS Link to jointly develop a North American rare-earth magnet supply chain covering mining, separation, metals, and magnet production.

4). 15-Year Offtake Agreement with Critical Metals in 2026-05

ALOY signed a 15-year offtake agreement for rare-earth concentrate from the Tanbreez project in Greenland, securing long-term feedstock.

5). US Army Military Base Partnership in 2026-06-25

The US Army opened military bases for the first time to build critical-mineral processing plants. ALOY will build a rare-earth separation facility at Tooele Army Depot in Utah, with output reserved for military use 68.

   The current stock's value did NOT take into account that ALOY can build a "mine-to-magnet" supply chain before the 2027 DFARS deadline (ban on Chinese rare earths for US defence). Any hassle in permitting, construction, or certification would be promptly approved before Q4 2025.

💰Stocks to watch today?(14 August)
1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • fizzloo
    08-13 21:02
    fizzloo
    Just went through the JS Link LOI. Bull case is obvious, but can civilian margins really carry Tanbreez costs too?
  • kookieman
    08-13 21:02
    kookieman
    RSI near 90 and all headline fuel... you really think permits and buildout just glide through that fast?
Leave a comment
2