$ALOY

REalloys Inc

$ALOY

REalloys Inc

Past 12mo:4mentions3voices

All voices2 calls since May 2026show all

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About this stock

$ALOY has received 4 mentions from 3 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2026-03-23. The most-active voice is @blackpanthercap (Black Panther Capital) with 2 mentions, followed by @aleabitoreddit (Serenity) and @jasonl_capital (Jason Luongo) with 1 mention each. The company operates as a mine-to-magnet producer focused on heavy rare earth elements, specifically dysprosium and terbium, with a market capitalization around $800M. REalloys holds a 15-year binding offtake for 15% of Phase 1 production from Tanbreez in Greenland and is partnering with the Saskatchewan Research Council on separation and metallization technology.

AI-generated from tracked posts · updated Aug 25, 2026

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Recent calls

2 calls

@blackpanthercapJul 9, 2026 · 1:17 PM

Institutions haven’t found this yet… here’s a new long-term trade idea: Almost none of the world’s dysprosium and terbium gets processed outside China. Not a little. Almost none. These are the two heaviest rare earth elements, the ones that go into the highest-performance magnets on the planet, EV motors, defense systems, advanced robotics. Light rare earths go into washing machines. Heavy rare earths go into the stuff that can’t fail. China controls roughly 70% of global mining and more than 85% of separation and processing. For dysprosium and terbium specifically, the Western number is close to a rounding error. > $ALOY (REalloys) > Market cap: roughly $800M This is a mine-to-magnet company, meaning it isn’t buying someone else’s finished magnets and slapping a domestic sticker on the box. It has a 15-year binding offtake for 15% of Phase 1 production from Tanbreez in Greenland, one of the largest heavy rare earth deposits on earth, with priority access specifically to the dysprosium and terbium fractions. It’s partnered with the Saskatchewan Research Council to scale separation and metallization. Two days ago it signed a non-binding LOI with JS Link to push that platform into integrated magnet manufacturing. Here’s the number that made me write this up. Clear Street initiated with a Buy and a $35 target. The stock trades around $13. That’s roughly 170% upside from a single analyst, on a stock that currently has exactly one analyst covering it. Institutions haven’t found this yet. They haven’t looked at it and passed. They haven’t looked. Now the part I’m not going to soften. Revenue is early, roughly $2.4M last quarter against operating losses near $88M. This is a pre-revenue-scale bet on execution, not a derisked cash story. The balance sheet is clean, low debt, about $47M cash after a June raise, but more dilution is likely before this becomes a real revenue company. The catalyst that anchors the timeline: the Pentagon bans Chinese-origin rare earth content from defense procurement on January 1, 2027. Less than six months out. Every defense contractor and EV motor maker with exposure to that rule now has a hard deadline they didn’t have eighteen months ago, and almost nobody in the West can supply them at scale. REalloys is trying to be one of the few that can. For transparency; I haven’t taken a position. It’s on my watchlist now. -BP Not financial advice. DYOR.

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@jasonl_capitalMay 4, 2026 · 12:54 PM

5. $ALOY - REalloys The pure play on heavy rare earths - dysprosium and terbium specifically. These are the elements that make permanent magnets heat-resistant enough to survive inside EV motors and robot actuators. Pentagon-linked with secured non-Chinese heavy rare earth supply. Building the largest heavy rare earth metallization facility outside of China through a partnership with the Saskatchewan Research Council, with operations based in Ohio. Fully funded at $40M for 30 tonnes of dysprosium and 15 tonnes of terbium metal annually. Every magnet maker in this thread eventually needs what $ALOY produces.

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Frequently asked

Who mentions $ALOY most on Surfaced?

@blackpanthercap (Black Panther Capital) mentions $ALOY most — 2 mentions in the past 12 months.

When was $ALOY first mentioned on Surfaced?

The earliest tracked mention of $ALOY in the Surfaced archive was on Mar 23, 2026.

How many voices track $ALOY?

3 FinTwit voices have mentioned $ALOY 4 times in the past 12 months.

What kind of voices mention $ALOY most?

$ALOY is mentioned most by Long Research voices on Surfaced.