secwatch.observer — SEC 8-K summary ====================================== Issuer: REALLOYS INC. (ALOY) CIK: 0001567900 Form: 8-K Filed at: 2026-08-13T21:13:57+00:00 Accession: 0001185185-26-003512 Event type: earnings Sentiment: neutral Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 REalloys Q2 2026: revenue up to $0.8M, net loss $36.8M on $32.1M non-cash stock comp -------------------------------------------------------------------------------- - Net revenues $0.8M vs $0.4M in Q2 2025; net loss $36.8M ($0.59/diluted share) vs $2.2M loss ($0.05/share) prior year. - Loss driven by $32.1M non-cash stock-based compensation from Feb 2026 Nasdaq transition; cash $122.4M at quarter-end. - Closed $100.0M private placement of common stock in June 2026; virtually debt-free with $209.8M in assets. - Fully funded SRC Rare Earth Processing Facility upgrade (~525t NdPr metal, 30t dysprosium, 15t terbium annual capacity). - Selected by U.S. Army for exclusive Enhanced Use Lease negotiations at Tooele Army Depot, Utah for heavy rare earth processing. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1567900/000118518526003512/0001185185-26-003512-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1567900/000118518526003512/realloys8k081326.htm HTML page: https://secwatch.observer/filing/0001185185-26-003512 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer