Realloys Inc. · NASDAQ:ALOY
Realloys — Investor Presentation (March 2026)
40 slides from Realloys's investor presentation, March 2026
Slide 1: An Advanced US Magnet Material Company
An Advanced US Magnet Material Company Non-Confidential Information Memorandum Winter 2026 Strictly Private and Confidential
Slide 2: Disclaimer
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Disclaimer This Thispresentation presentationisisconfidential confidentialand andfor forauthorized authorizeduse useonly. only.Under Undernonocircumstances circumstancesare areitsitscontents contentsto
Slide 3: Table of Contents
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Table of Contents 1 Executive Summary 2 Key Investment Highlights 3 Asset Overview, Technology & Long-Term Positioning 2
Slide 4: 1. Executive Summary
RE|alloys 1. Executive Summary
Slide 5: REalloys Corporate Snapshot
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 REalloys Corporate Snapshot Corporate Execution Overview Key Company Highlights ▪ REalloys Inc. is building a vertically integrated mine-to- magnet platform focused on North American supply Policy-Back
Slide 6: Company Historical and Key Forward-Looking Milestones
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Company Historical and Key Forward-Looking Milestones 2025: REalloys 2025: MOU with 2025: REalloys to Euclid Facility Hoidas Lake Milestones completed a 100% the Saskatchewan finalize SRC supply acquis
Slide 7: REalloys Board of Directors
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 REalloys Board of Directors REalloys Board of Directors General Lipi Sternheim Brad Wall Jack Keane Chief Executive Officer Non-Executive Director Non-Executive Director • Founder and CEO of Quartz Lak
Slide 8: 2. Key Investment Highlights
2. Key Investment Highlights 7
Slide 9: Key Investment Highlights
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Key Investment Highlights 1 Strong Long-Term Macroeconomic Tailwinds and Increasing Focus on Domestic Supply Chain Security 2 Focused Corporate Strategy, First-Mover Advantage with Midstream Process Ow
Slide 10: Rare Earth Platforms Are Moving Up The Pyramid Towards Integrated REPM Systems
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Rare Earth Platforms Are Moving Up The Pyramid Towards Integrated REPM Systems Manufacturers take full control of material Closed-loop REE Metals are circularity, ‘closing the loop’ on their products R
Slide 11: Geopolitical and Regulatory Tailwinds Driving REE Supply Chain Localization
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Geopolitical and Regulatory Tailwinds Driving REE Supply Chain Localization Geopolitical supply-chain risks and strong U.S. policy support are accelerating onshoring of critical rare earth processing c
Slide 12: U.S. Executive Orders Create Strong Tailwinds for the Rare Earth Industry
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 U.S. Executive Orders Create Strong Tailwinds for the Rare Earth Industry An emphasis on America-First supply chain and policy momentum is accelerating domestic REE supply chain development The Trump a
Slide 13: Introduction and Critical Applications of Rare Earth Elements
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Introduction and Critical Applications of Rare Earth Elements Core Light Rare Earth Elements Core Heavy Rare Earth Elements 60 59 66 65 Nd Pr Dy Tb Neodymium Praseodymium Dysprosium Terbium • High-stre
Slide 14: Long-Term Growth for Both Primary and Recycled REE Feedstocks
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Long-Term Growth for Both Primary and Recycled REE Feedstocks (Global Ex-China) Increasing Supply for REE-Containing Primary Materials(1) Increasing Supply of Recycled MREO Material(2) NdPr oxides acco
Slide 15: Strategically Aligned with Global (Ex-China) Demand-Driven Global Shifts
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Strategically Aligned with Global (Ex-China) Demand-Driven Global Shifts Demand analysis shows the upcoming REalloys Rare Earth Processing Facility, will supply ~10% of total Dy & Tb and ~4% of NdPr ox
Slide 16: Supplying Significantly Growing (Ex-China) Demand for NdFeB Magnets
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Supplying Significantly Growing (Ex-China) Demand for NdFeB Magnets Global NdFeB Magnet Demand (kt) 2030 Rare Earth Magnet by Industry Strong Demand Outpacing Domestic Processing Capacity Global demand
Slide 17: Moat with a First-Mover Advantage and Scalable Platform
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Moat with a First-Mover Advantage and Scalable Platform Build and control a secure, vertically integrated North American rare earth supply chain from mine to high-performance NdFeb magnets to serve def
Slide 18: REalloys' Focus as part of the Domestic Rare Earth Supply Chain
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 REalloys’ Focus as part of the Domestic Rare Earth Supply Chain SRC partnership provides validated technology and de-risks execution ➢ REA is actively executing Downstream on commercial strategy Recycl
Slide 19: REalloys Strategic Positioning: Industry Forces at Play
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 REalloys Strategic Positioning: Industry Forces at Play Robust Business Fundamentals REalloys embodies the foundation of a Closed Loop Solution ➢ Established compliance track record streamlines develop
Slide 20: REalloys Phased Buildout Toward Full Midstream Leadership
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 REalloys Phased Buildout Toward Full Midstream Leadership Feed Sources Solvent Extraction and Refining Advanced Downstream Processing Metallization at the Euclid H1 2027 Startup Facility, for separated
Slide 21: North America's Fully Integrated Rare Earth Value Chain
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 North America’s Fully Integrated Rare Earth Value Chain Leveraging proven compliance, technical and operational expertise to scale into a fully integrated mine-to-magnet platform Primary and Refining M
Slide 22: Benefits of Locating RE Metallization Plant in the U.S.
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Benefits of Locating RE Metallization Plant in the U.S. (Euclid Facility Expansion) Policy and Compliance Continuity: Market and Strategic Positioning: • Euclid Facility operations can leverage proven
Slide 23: Integration of AI & Machine Learning in Rare Earth Processing
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Integration of AI & Machine Learning in Rare Earth Processing Machine learning drives profitability and efficiency while establishing a differentiated industry moat Direct Value Drivers Operational Eff
Slide 24: Potential Relevant Commercial Relationships: Intake & Off-take (Phase 2 Plant)
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Potential Relevant Commercial Relationships: Intake & Off-take (Phase 2 Plant) Potential Feedstock Targeted Off-take Suppliers (Primary and Customers Recycled MREO) U.S. Department NdFeB Alloy Ingots o
Slide 25: Feedstock Flexibility and Contract Pipeline Reduce Commercial Risk
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Feedstock Flexibility and Contract Pipeline Reduce Commercial Risk Two confirmed feed agreements illustrating diversified sourcing strategy, with ongoing discussions across dozens of non-Chinese mined
Slide 26: Supplying High-Performance Magnet Materials for US Protected Markets
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Supplying High-Performance Magnet Materials for “US Protected Markets” REA is focused on providing high-performance magnet materials & magnets for US Protected Markets with its integrated and verified
Slide 27: REE Processing Partner Technologies: Validated via Piloting
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 REE Processing Partner Technologies: Validated via Piloting Pilot-Scale Project Details Pilot Testing Conducted: A pilot-scale solvent extraction plant with 150 mixer– Separation Pilot Plant • Solvent
Slide 28: Advancing Strategic Funding Partnerships and Project Financing
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Advancing Strategic Funding Partnerships and Project Financing These financing partners enhance liquidity, fund critical rare earth processing capex, and provide an interim bridge toward long-term grow
Slide 29: 3. Asset Overview, Technology & Long-Term Positioning
3. Asset Overview, Technology & Long-Term Positioning 28
Slide 30: Technology Overview & Highlights: Separation
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Technology Overview & Highlights: Separation Mid-Stream Process 1: REO Separation Technology Proven Mid-Stream Processing 1 ▪ Fully integrated, commercial-scale rare earth separation facility designed
Slide 31: Technology Overview & Highlights: Metallization
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Technology Overview & Highlights: Metallization Mid-Stream Process 2: Metallization Technology Proven Mid-Stream Processing 2 ▪ U.S. Protected Markets-compliant metallization with proven Proprietary Co
Slide 32: Technology Overview & Highlights: Magnet Manufacturing
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Technology Overview & Highlights: Magnet Manufacturing Downstream Processing: NdFeB Magnet Manufacturing Downstream Integration ▪ Converting separated rare earth metals into high-coercivity sintered Nd
Slide 33: RE Metallization Facility (Phase 1): Pilot & Commercial Facility Overview
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 RE Metallization Facility (Phase 1): Pilot & Commercial Facility Overview Establishing a Domestic Heavy Rare Earth (Dy & Tb) Metallization Platform Planned Structure: Two-stage sequential joint initiat
Slide 34: REA REE Processing Facility (Phase 2): Scaling Domestic Heavy REE Production
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 REA REE Processing Facility (Phase 2): Scaling Domestic Heavy REE Production REalloys is leading the project while the partner brings infrastructure, permitting experience, and metallurgical expertise,
Slide 35: Hoidas Lake: Saskatchewan's Upstream REE Opportunity
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Hoidas Lake: Saskatchewan’s Upstream REE Opportunity Supporting a Fully Integrated North American Supply Chain A future primary feedstock source to support REA’s Phase 2 midstream facility, enabling lo
Slide 36: Appendix
Appendix Supplemental materials 35
Slide 37: REE Magnets Key to US Defense Industrial Base and US Partners
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 REE Magnets Key to US Defense Industrial Base and US Partners(1) Magnet Usage for Critical Defense Applications (lbs) Product / Application Rare Earth Usage Elements Used Nd-based F-35 fighter jet Y Je
Slide 38: Hoidas Lake REE Project
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Hoidas Lake REE Project S-K 1300 Mineral Resource Estimate completed Oct 2024 ◼ New S-K 1300 Mineral Resource Estimate (MRE) completed by Long Section Micon Mineral Resource Categorization (Looking Sou
Slide 39: Hoidas Lake REE Project
STRICTLY PRIVATE AND CONFIDENTIAL – FOR DISCUSSION PURPOSES ONLY Corporate Presentation | May 2025 Hoidas Lake REE Project Magnetic & Radiometric Survey Results (Fall 2024) – Significant Additional Structures Identified Outside of the JAK Zone Airborne Magnetic & Radiometric Surveys • Will assist fu
Slide 40: Contact Us
www.REalloys.com www.REalloys.com Contact Us Follow Us Investor Relations A black background with a black square A black background with a black square AI-generated content may be incorrect. AI-generated content may be incorrect. E: info@REalloys.com @REalloys REalloys Corporate Office 24112 Rockwel