Core Viewpoint - Blackboxstocks Inc. is set to merge with REalloys Inc., which has appointed General Jack Keane to its Board of Directors, enhancing its strategic leadership as it aims to establish a secure North American rare earth supply chain [1][2][3]. Company Overview - Blackboxstocks Inc. operates as a financial technology and social media hybrid platform, providing real-time analytics and news for stock and options traders [11]. - REalloys Inc. is focused on creating a fully integrated mine-to-magnet supply chain in North America, with upstream resource development and downstream manufacturing capabilities [9][10]. Leadership Appointment - General Jack Keane, a four-star general and former Vice Chief of Staff of the U.S. Army, has been appointed as a Designate Director for REalloys, bringing extensive experience in national security and strategic leadership [2][4][6]. - His appointment is seen as a significant asset for REalloys as it seeks to reduce reliance on foreign sources for rare earth materials [3][5]. Financial Performance - For the three months ended May 31, 2024, Blackboxstocks reported net sales of $5.031 million, a significant increase from $3.603 million in the same period of 2023, reflecting a growth of approximately 39.5% [1]. - Gross profit for the same period was $2.454 million, up from $1.777 million, indicating a gross margin of approximately 48.8% [1]. - The company achieved a net income of $331,000, compared to $53,000 in the previous year, marking a substantial increase [1]. Strategic Goals - REalloys aims to build a domestic capacity for rare earth materials to enhance national security and economic independence, addressing vulnerabilities associated with foreign dependencies [5][9]. - The company is collaborating with the Saskatchewan Research Council to develop midstream processing capabilities for rare earth materials [9]. Board Composition - The board of REalloys includes experienced leaders such as Chairman Stephen S. duMont and former Canadian Ambassador David MacNaughton, providing a blend of defense, diplomacy, and industrial policy expertise [7].

REalloys and AltynGroup Sign non-binding agreements for 10-Year Offtake and Access to Strategic Investment Capital to scale North America’s Most Advanced Heavy Rare Earth Technology Platform Strategic Alliance Creates Bridge between Kazakhstan’s Vast Rare Earth Feedstock and American Supply Chains DALLAS, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Blackboxstocks Inc. (NASDAQ: BLBX) announced today that its merger target, REAlloys Inc. (“REAlloys”), has entered into a series of non-binding agreements to form a strat ...

PresentationGust KeplerCo-Founder, Chairman, President & CEO Let me start over. Good morning. I'm going to call the meeting to order. My name is Gust Kepler. I'm the President and CEO of Blackboxstocks, Inc. and a candidate for election as Director. Welcome to the 2025 Annual Meeting of the Stockholders of Blackboxstocks. This meeting is being webcast live, and the webcast will be posted on our website for a period of time after this meeting. Welcome to those stockholders participating by webcast. The orde ...

Core Viewpoint - REalloys Inc. has formed a strategic alliance with Mission Critical Materials LLC to create the first fully domestic supply chain for heavy rare earth metals in the U.S., aimed at supporting defense manufacturing and reducing reliance on foreign supply chains [1][2][6]. Group 1: Partnership and Technology - The partnership will utilize MCM's technology developed at West Virginia University, funded by the U.S. Department of Energy and Department of War, to convert acid mine drainage into heavy rare earth metals [3][10]. - REalloys will act as MCM's preferred downstream partner for recovering rare earth materials from acid mine drainage, which has traditionally been seen as an environmental burden [4][6]. - The collaboration aims to recover high-purity mixed rare earth oxides, including critical elements like dysprosium, terbium, yttrium, and gadolinium, as well as neodymium-praseodymium [4][6]. Group 2: Strategic Importance and Market Position - This partnership is positioned as a transformative step in rebuilding a sovereign rare earth supply chain in the U.S., enhancing supply chain security for the defense industrial base [5][6]. - REalloys is uniquely positioned with its mine-to-magnet capabilities, integrating upstream resources with midstream processing and downstream manufacturing in Ohio [9]. - The companies expect to negotiate a definitive multi-year offtake agreement in 2026, further solidifying their market position [6][8]. Group 3: Environmental and Economic Impact - The initiative links environmental remediation with advanced manufacturing, turning environmental liabilities into strategic sources of rare earth feedstock [6][7]. - MCM is exploring several U.S. domestic sites for commercial production, which have high concentrations of strategically important heavy rare earth elements [5][6]. - The partnership aligns with federal priorities to re-shore supply chains for critical minerals and reduce dependence on Chinese processing [6][7].

Core Insights - The partnership between REalloys Inc. and the Saskatchewan Research Council (SRC) establishes North America's first fully funded and permitted heavy rare earth refining pathway, with commercial production expected in early 2027 [1][2][5] - The facility will meet all U.S. defense-sourcing requirements, ensuring a compliant North American supply chain for defense clients, including the U.S. Department of Defense [1][5][6] Production Capacity and Expansion - REalloys will invest approximately US$21 million to expand SRC's facility, increasing heavy rare earth processing capacity by 300% and light rare earth capacity by 50% [3] - The expanded facility is designed to produce up to 30 tonnes of Dysprosium oxide, 15 tonnes of Terbium oxide, and 400 tonnes per year of high-purity Neodymium-Praseodymium metal, with NdPr output increasing to 600 tonnes per year post-expansion [3][4] Strategic Importance - The facility expansion positions REalloys to provide a secure North American supply of critical materials as new U.S. defense procurement rules take effect on January 1, 2027, prohibiting sourcing from non-allied nations [5][6] - The partnership addresses the need for a zero-China nexus supply chain for heavy rare earths, crucial for U.S. national security [6][8] Future Developments - SRC's facility will serve as a precursor to REalloys' planned commercial facility in Saskatoon, which aims for an annual output of approximately 200 tonnes of Dysprosium metal, 85 tonnes of Terbium metal, and 2,700 tonnes of Neodymium-Praseodymium metal [7] - The collaboration reflects a strategic move to strengthen North America's industrial base and supply chain independence in the rare earth sector [9][10]

Core Viewpoint - REalloys, the merger target of Blackboxstocks Inc, has secured a $200 million Letter of Interest from the U.S. Export-Import Bank to support the development of a fully integrated mine-to-magnet supply chain in North America, emphasizing U.S. commitment to critical minerals supply chain independence [1][2][6]. Funding and Support - The $200 million Letter of Interest from EXIM Bank represents preliminary support under the China and Transformational Exports Program (CTEP) for REalloys' project financing [2][5]. - The funding will facilitate the establishment of a vertically integrated rare-earth and ferroalloy supply chain, enhancing U.S. independence from foreign critical mineral sources [3][6]. Strategic Implications - This initiative is expected to boost domestic manufacturing and job creation, particularly in defense, renewable energy, and electric vehicle sectors, while promoting regional economic growth [4][8]. - The project aligns with U.S. government priorities to secure critical-materials supply chains vital for national security and industrial competitiveness [8][9]. Project Details - The EXIM Bank's support indicates potential financing for REalloys' capital expansion, with a provisional repayment term of up to 15 years, and the Letter of Interest remains effective until October 14, 2026 [7][18]. - REalloys is developing a North American supply chain that integrates upstream resource development, midstream processing, and downstream manufacturing of advanced alloys and magnet materials [11][12]. Market Positioning - REalloys aims to create a fully Western-controlled rare-earth ecosystem, supported by long-term offtake agreements and strategic partnerships, positioning itself to meet U.S. market demand for high-performance magnet materials [11][12]. - The merger with Blackboxstocks Inc. is expected to accelerate growth in the North American rare earth market, enhancing the combined company's competitive position [12].

Core Insights - The Export-Import Bank of the United States (EXIM) has issued a $200 million Letter of Interest (LOI) to REalloys Inc., indicating potential support for a critical-minerals project under the China Transformational Exports Program (CTEP) [2][3][4] - This LOI highlights the U.S. government's commitment to establishing a secure, allied mine-to-magnet supply chain for rare-earth materials, aiming to reduce dependence on foreign sources and enhance industrial competitiveness [3][5][6] Company Overview - REalloys Inc. is focused on creating a vertically integrated North American supply chain for rare-earth materials, encompassing upstream resource development, midstream processing, and downstream manufacturing [8][10] - The company is advancing its Hoidas Lake project, which has a significant Mineral Resource Estimate of 2,153,000 tons of Total Rare Earth Oxides (TREO) [9][10] Financial Support and Strategic Importance - EXIM's LOI represents a potential financing opportunity of up to $200 million for REalloys' project capital expansion, with a provisional repayment term of up to 15 years [4][6] - The project aligns with U.S. government priorities to secure critical-materials supply chains essential for defense and advanced technologies, reflecting a broader strategy to enhance national security [5][6][7] Market Position and Future Prospects - REalloys aims to establish a fully Western-controlled rare-earth ecosystem, supported by long-term offtake agreements and strategic partnerships [8][10] - The company is also moving forward with a planned merger with Blackboxstocks Inc., positioning itself for accelerated growth in the North American rare-earth market [10]

Core Insights - Blackboxstocks Inc. announced that its merger target, REAlloys Inc., has signed a Memorandum of Understanding (MOU) with Japan's JOGMEC to enhance the U.S.-Japan rare earth supply chain [1][2] Collaboration Details - The MOU aims to establish a strategic framework for collaboration in rare earth development, technology transfer, and industrial security [1][3] - JOGMEC's collaboration with REAlloys marks its first engagement with a U.S.-based rare earth company, aligning with the U.S. efforts to strengthen supply chain independence from China [2][4] Key Areas of Collaboration - **Technology Transfer and IP Licensing**: JOGMEC will facilitate the transfer of advanced Japanese technologies to REAlloys for the production of high-performance magnets [5] - **Investment and Financing**: The parties will explore investments and financing for REAlloys' North American supply chain, covering upstream mining, midstream separation, and downstream manufacturing [5] - **Offtake and Market Access**: Structured offtake agreements will be developed to ensure stable access to REAlloys' rare earth materials [5] Company Overview - REAlloys Inc. is developing a North American mine-to-magnet supply chain, with significant mineral resources at its Hoidas Lake project, estimated at 2,153,000 tons of Total Rare Earth Oxides [6] - The Hoidas Lake deposit includes a unique combination of Heavy and Light Rare Earth Elements, positioning REAlloys to meet high-performance magnet and alloy demand across various sectors [6] JOGMEC Overview - JOGMEC is a statutory corporation under Japan's METI, focused on securing critical minerals through investment, R&D, and global partnerships [7]

Core Insights - Blackboxstocks Inc. announced that its merger target, REAlloys Inc., has signed a Memorandum of Understanding (MOU) with JOGMEC to collaborate on rare earth development and technology transfer [1][2] Collaboration Details - The MOU marks JOGMEC's first engagement with a U.S.-based rare earth company, aligning with the U.S. efforts to enhance domestic rare earth capacity and reduce reliance on China [2][3] - REAlloys and JOGMEC will work together to develop high-performance rare earth materials and magnets, supporting the U.S.–Japan Alliance [3] Strategic Importance - JOGMEC has a history of developing non-Chinese rare earth supply chains, including significant investments in Australia and France, positioning Japan as a leader in resource security [2][9] - The collaboration aims to combine Japan's technological expertise with North America's industrial capacity to foster resource innovation and supply chain independence from China [4] Key Areas of Collaboration - Technology Transfer: JOGMEC will facilitate the transfer of advanced Japanese technologies to REAlloys for the production of magnets used in defense and semiconductor applications [7] - Investment and Financing: The parties will explore investment opportunities to support REAlloys' North American supply chain, covering mining, separation, and manufacturing [7] - Offtake Agreements: Structured agreements will be developed to ensure stable access to REAlloys' rare earth products for Japanese industries [7] - Resource Allocation: REAlloys will allocate resources from its Hoidas Lake project to Japanese users, complementing commitments to U.S. defense and energy programs [7] Company Overview - REAlloys Inc. is focused on building a North American mine-to-magnet supply chain, with significant mineral resources at Hoidas Lake and plans for midstream processing in collaboration with the Saskatchewan Research Council [6][8] - The Hoidas Lake project has an estimated 2,153,000 tons of Total Rare Earth Oxides (TREO) in the Measured and Indicated categories, featuring both Heavy and Light Rare Earth Elements [6]

Core Insights - REalloys has appointed Stephen S. duMont as non-executive Chairman of the Board, enhancing its leadership to support Western supply chain independence amid competition with China [1][2][3] - The company recently secured a 10-year, 6.75 million ton offtake agreement with Critical Metals Corp, reinforcing its commitment to establishing a secure mine-to-magnet supply chain [2][3] - REalloys aims to build a North American supply chain free from Chinese influence, focusing on critical minerals essential for defense and technological leadership [3][7] Leadership and Strategic Appointments - Stephen S. duMont brings over 30 years of experience in defense and aerospace, having held senior roles at Raytheon Technologies, BAE Systems, and Boeing [2][4][5] - His leadership at GM Defense includes the development of advanced mobility and battery-electric solutions for defense customers [4] - The board includes notable figures such as Ambassador David MacNaughton and former Saskatchewan Premier Brad Wall, enhancing REalloys' strategic positioning in defense and industrial policy [3][5] Supply Chain and Production Capacity - REalloys is developing a vertically integrated mine-to-magnet supply chain, with upstream resources at Hoidas Lake and downstream production in Euclid, Ohio [7] - The Hoidas Lake project has a Mineral Resource Estimate of 2,153,000 tons of Total Rare Earth Oxides, including both Heavy and Light Rare Earth Elements [7] - The company is expanding its Ohio facility's production capacity to meet the growing demand for high-performance magnet materials in U.S. Protected Markets [7] Recent Changes in Leadership - David Argyle has resigned as CEO, with Leonard (Lipi) Sternheim appointed as the new CEO to lead the company's growth and strategic initiatives [6] - Sternheim's leadership is expected to strengthen REalloys' mission to enhance allied industrial capacity and secure critical materials for defense [6]