The last time I covered $REALLOYS INC(ALOY)$ was back in 17 Apr 2026 where I wondered aloud if ALOY is on the verge of a breakthrough ? click here ! to refresh your memory again.
It has been about 2 months since the post, and ALOY has made good progress and development since then.
I feel it is timely to share an update before ALOY really takes off, in a big way.
High Level View.
Below are sequence of events that have transpired since 17 Apr 2026.
Every news article helped strengthen ALOY’s base, and this shows in its positive stock momentum, except for the 24 Jun 2026 post.
28 Apr 2026.
-
Title: Wall Street Is Finally Paying Attention to American Rare Earths
-
Description: Financial media reported that Clear Street initiated analyst coverage on ALOY with a "Buy" rating and a $35.00 price target.
-
The coverage emphasized on ALOY's progress in expanding the first commercial-scale rare earths metallization facility in North America ahead of the upcoming US military ban on Chinese-sourced critical materials.
21 May 2026.
-
Title: ALOY Signs Definitive Long-Term Rare Earth Offtake Agreement with $CRITICAL METALS CORPORATION(CRML)$ for 15% of Tanbreez Phase 1 Production
-
Description: ALOY finalized a binding 15-year offtake agreement with CRML to secure 15% of the monthly Phase 1 production from the Tanbreez Project in southern Greenland.
-
This deal establishes a secure, allied-nation feedstock of heavy rare earth elements (HREE) for ALOY's midstream and downstream magnet manufacturing operations.
28 May 2026.
-
Title: ALOY Announces MOU with Ramaco Resources to Advance Rare Earth Production from US Coal-Hosted Resources
-
Description: ALOY announced a non-binding Memorandum of Understanding (MOU) with $Ramaco Resources Inc.(METC)$ to collaborate on (a) metallurgical testing and (b) commercial evaluation of mixed rare earth carbonate (MREC) from the Brook Mine in Wyoming.
-
The framework allows ALOY to potentially purchase up to 20% of the mine's future critical materials production.
01 Jun 2026.
-
Title: ALOY Announces Formal Inclusion into The Russell 3000® Index
-
Description: ALOY officially announced that it would join the Russell 3000 Index, effective at the US market open on Mon, 29 Jun 2026.
-
The selection was part of the annual reconstitution based on market-capitalization rankings, that automatically adds the stock to either the Russell 1000 or Russell 2000 Index.
It Matters.
-
ALOY’s inclusion in the Russell 3000 Index is a significant milestone because it automatically ‘forces’ (a) passive index funds [and there are many] and (b) ETFs tracking the benchmark to buy ALOY stock, drastically boosting ALOY’s visibility & liquidity.
24 Jun 2026.
-
Title: ALOY Announces Private Placement of Common Stock for Gross Proceeds of Approximately $100 Million
-
Description: ALOY entered into a formal securities purchase agreement with institutional investors to raise roughly $100 million in gross proceeds through a private placement.
-
The capital influx was earmarked for (i) general corporate purposes and (ii) funding its integrated mine-to-magnet supply chain.
The Fall.
-
Despite all the positive build ups prior to 24 Jun 2026’s private placement news, ALOY stock price fell by -13.04% (-$2.50) ending trading session at $16.67 /share. (see above)
25 Jun 2026.
-
Title: US Army Bases to Host Critical Minerals Plants in Onshoring Push
-
Description: Bloomberg and mining publications reported that ALOY was among a select group of companies that reached landmark partnership agreements with the Pentagon. (see below)
-
The conditional agreement permits ALOY to operate a long-term Enhanced Use Lease to design, finance, build, and operate heavy rare earth (HREE) processing facilities at the Tooele Army Depot, Utah
-
These are minerals the Army has identified as essential to America’s munitions, missiles, sensors, batteries, and the platforms US soldiers depend on.
-
Timeline: Development targeted as early as 2027, with Initial Operating Capability targeted no later than 2028 - aligning with the US federal procurement ban on Chinese materials in the Defense Industrial Manufacturing Base with effect from 01 Jan 2027.
Stock Price - April to June
In my 17 Apr 2026 post, ALOY was priced at $9.76 per share.
On 25 Jun 2026, ALOY ended trading day at $14.25.
In the short span of just over 2 months, ALOY has gained +46.0% (+$4.49). (see below)
ALOY's Technical Analysis - April (2 mths) & YTD
Technical Faring.
As to where ALOY is heading next, will look to its technical indicators of (1) Simple Moving Average (SMA) of 20-day, 50-day, 200-day, (2) MACD and (3) RSI, for clues.
Simple Moving Averages (SMAs)
As of 25 Jun 2026, ALOY’s $14.25 is marginally lower than its 20-day SMA ($14.28) but is higher than its 50-day SMA ($11.47) and 200-day SMA ($10.37).
Investors to expect the stock to trade sideways or slightly choppy in a tight band around the $13.30 to $14.50 range.
The 20-day SMA ($14.28) will act as an immediate resistant level.
If ALOY can regain & hold $14.30 on strong volume, short-term bearish pressure due to private funds placement will be effectively be neutralized
MACD.
Both MACD line (1.73) and Signal line (1.63) are above the Zero line, shows that ALOY is in a structurally dominant, long-term bullish phase.
With the MACD line sitting above its Signal line, it signifies a bullish crossover.
Recent 2 months gain of $4.49 per share proved that ALOY is accelerating upwards at a faster pace than historical average baseline.
Last but not least, the positive Divergence (+0.10) implies that ALOY's trajectory is slated for a bullish continuation.
RSI.
ALOY‘s 14-day RSI of “51.00” is a perfect neutral equilibrium between buying and selling pressure.
More important, it provides a critical piece of the puzzle, when evaluated alongside ALOY’s 25 Jun 2026 single-day -14.5% drop to its $14.25 institutional offering price.
Many analysts have viewed this as a healthy structural reset than a trend reversal.
ALOY has successfully neutralized its overbought conditions and is technically stabilized, preparing for its next leg upward.
My viewpoints : (mine only)
Despite the 24 Jun 2026’s major ‘dip’ due to short-term swings (from private placements), I still see ALOY’s bigger trend as driven by (a) index buying from 29 Jun 2026 onwards and (b) its long-term role in domestic defense.
For me, current pullback looks like a reset before ALOY matures into a core national infrastructure name. Do you concur ?
Remember to check out my other posts. (See below). Help to Repost ok, Thanks.
Must Read: Click on below titles to access. Repost to share, Like as encouragement ok. Thanks.
-
Do you think ALOY’s landmark partnership agreement with US Army is only the beginning of more government contracts to come ?
-
Do you think ALOY will hit the $35 price target forecasted by Clear Street, the fintech company?
If you find this post interesting, give it wings! ️ Repost and share the insights ?
Do consider “Follow me” and get firsthand read of my daily new post. Thank you.
Comments
Regardless, I think the road ahead for ALOY remains bright especially with 2027 Jan closing in. Will adopt tactical buy during dips, that will be my game plan.
Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..