Kepler Gust Sells $799,415 of REALLOYS Stock as Company Advances Rare-Earth Projects

Insider divestment coincides with a $50 million offering and plans for a metallization facility in Ohio

By Avery Klein ALOY

Kepler Gust, a 10% owner of REALLOYS Inc. (ALOY), disposed of 62,000 shares on March 17, 2026, at $12.89 apiece, bringing the transaction value to $799,415. The company has recently completed a $50 million public offering and disclosed plans for a heavy rare earth metallization plant in Ohio, targeted to begin operations in early to mid-2027. REALLOYS also reported a new method for producing metallization-grade rare earth fluorides without hydrofluoric acid that meets industry standards.

Kepler Gust Sells $799,415 of REALLOYS Stock as Company Advances Rare-Earth Projects

ALOY

Key Points

Kepler Gust sold 62,000 REALLOYS shares on March 17, 2026 at $12.89 per share, totaling $799,415; post-sale Gust owns 414,218 shares.
REALLOYS completed a $50 million public offering, issuing 2,702,702 shares at $18.50 each and granting a 30-day option for an additional 396,963 shares; Clear Street led the deal with Needham & Company as joint book-running manager.
The company plans a heavy rare earth metallization facility in Ohio, budgeted at roughly $40 million and expected to produce 30 tonnes of dysprosium and 15 tonnes of terbium per year starting early to mid-2027; it also demonstrated a fluorides production method that meets industry standards with 0.34% oxygen by weight.

Transaction details

Kepler Gust, identified as holding a 10 percent stake in REALLOYS Inc. (EXCHANGE: ALOY), sold 62,000 shares of the company's common stock on March 17, 2026. The sale price was $12.89 per share, producing proceeds of $799,415. After completing the sale, Gust retains direct ownership of 414,218 shares of REALLOYS.

The stock has since risen to $13.86, and the companyquity has recorded a 278% gain over the past year.

Recent capital markets activity

In a separate development, REALLOYS completed a public equity offering that aggregated $50 million in gross proceeds. The company issued 2,702,702 shares at $18.50 per share and granted the underwriters a 30-day option to purchase an additional 396,963 shares. Clear Street acted as the book-running manager for the deal, with Needham & Company serving as a joint book-running manager.

Operational expansion and technology update

REALLOYS announced plans to build a heavy rare earth metallization facility in Ohio, with operations expected to begin between early to mid-2027. The construction and commissioning of the facility are projected to cost approximately $40 million. Once operational, the plant is planned to produce 30 tonnes of dysprosium metal and 15 tonnes of terbium metal annually.

Separately, the company reported that it has demonstrated a process for producing metallization-grade rare earth fluorides that does not use hydrofluoric acid. The process reportedly achieves industry-standard material quality, with an oxygen content of 0.34% by weight.

Additional resources

InvestingPro subscribers can access comprehensive insider trading analysis and additional ProTips for ALOY.

Risks

The completed public offering increases the companyquity on the market and could result in dilution for existing shareholders; this impacts capital markets and materials-sector investors.
The Ohio metallization facility has an expected start window of early to mid-2027 and an approximate cost of $40 million, creating execution and timeline risk for the rare earths operations.
Details on commercial deployment and scale-up of the new hydrofluoric acid-free fluoride production method are limited in the disclosure, leaving uncertainty about near-term operational impact in the rare earth metals sector.

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Kepler Gust Sells $799,415 of REALLOYS Stock as Company Advances Rare-Earth Projects

Key Points

Risks

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