REalloys Signs 75-Year U.S. Army Lease Term Sheet as Canadian Separation Risks Loom

Highlights

• REalloys signed a nonbinding 75-year lease term sheet for ~200 acres at Utah's Tooele Army Depot for a dysprosium-terbium facility.
• Saskatchewan Research Council targets 30 tonnes dysprosium oxide and 15 tonnes terbium oxide annually, but output remains unverified at scale.
• The Army guarantees neither purchases nor a completed lease, and additional capital raises could dilute shareholders.
• Oilprice.com disclosed its owner holds REalloys shares, representing a material financial conflict investors should weigh when evaluating coverage.
• REEx flags three key bottlenecks: unproven SRC separation, undemonstrated metallization economics, and unsecured Tooele financing.