REALLOYS INC. — Form 8-K

REalloys closed a $100.0M private placement of common stock in June 2026, ending Q2 with $122.4M cash. The company fully funded the Saskatchewan Research Council (SRC) Rare Earth Processing Facility upgrade (targeting 525 tonnes NdPr metal, 30 tonnes dysprosium oxide, 15 tonnes terbium oxide annually) and its Heavy Rare Earth Metallization Facility (50 tonnes annual capacity, commissioning Q1 2028), committing $58.3M total capital through commissioning. REalloys was also selected by the U.S. Army for exclusive Enhanced Use Lease negotiations at Tooele Army Depot to develop heavy rare earth processing facilities. Q2 revenues were $0.8M (vs. $0.4M prior year); net loss was $36.8M ($0.59 per share), primarily driven by $32.1M non-cash stock-based compensation from February 2026 Nasdaq listing.