Blackboxstocks Inc Stock Price, News & Analysis

Blackboxstocks (NASDAQ: BLBX) announced that its merger target REalloys has signed a commercial processing and long-term offtake partnership with the Saskatchewan Research Council (SRC) to expand North America’s first fully funded, permitted heavy rare earth refining pathway.

Key metrics: REalloys secured 80% of annual upgraded output; will invest ~US$21 million to expand SRC capacity (+300% Dy/Tb, +50% NdPr); expanded facility targets 30 t Dy oxide, 15 t Tb oxide, 400–600 t NdPr annually with commercial production expected in early 2027. The agreement aims to meet U.S. Title 50/DFARS defense sourcing requirements with a zero-China nexus.

REalloys (merger target of Blackboxstocks, NASDAQ: BLBX) secured a $200 million Letter of Interest from the Export-Import Bank of the United States under the China and Transformational Exports Program (CTEP) to support a vertically integrated North American mine-to-magnet rare-earth supply chain.

EXIM indicated up to $200 million in potential financing with a provisional repayment term of up to 15 years. The LOI is effective through October 14, 2026. The project is positioned for special consideration under EXIM Section 402 and aligns with recent October 2025 U.S. critical-minerals initiatives.

Blackboxstocks (NASDAQ: BLBX) announced that merger target REAlloys signed a Memorandum of Understanding with the Japan Organization for Metals and Energy Security (JOGMEC) on Oct 22, 2025 to build a strategic framework for rare earth development, technology transfer, and industrial security.

Key collaboration areas include technology transfer for magnets and separation, potential JOGMEC-supported investment and financing across REAlloys’ planned upstream mining (Saskatchewan), midstream separation (Saskatoon) and downstream manufacturing (Ohio), structured offtake access for Japanese industry, and allocation of REAlloys’ Hoidas Lake and secondary monazite/Brazil sources to Japanese users.

REalloys (merger target of Blackboxstocks, NASDAQ: BLBX) appointed Stephen S. duMont, President of GM Defense (GM), as non-executive Chairman on Oct 20, 2025.

REalloys recently signed a 10-year, 6.75 million ton offtake with Critical Metals (NASDAQ: CRML) and a strategic supply commitment with St George Mining (ASX: SGQ) as it builds a fully North American, China-free mine-to-magnet supply chain. David Argyle resigned as CEO and founder Leonard (Lipi) Sternheim was named CEO to lead scaling and commercialization efforts aligned with Title 50 and forthcoming DFARS sourcing rules.

Blackboxstocks (NASDAQ: BLBX) announced that its merger target REalloys entered a non-binding 10-year LOI with Critical Metals (NASDAQ: CRML) to offtake 15% of projected production from the Tanbreez Project in Southern Greenland. The LOI covers approximately 6.75 million metric tons of concentrate over 10 years to supply REalloys’ midstream and downstream operations.

REalloys operates a metallization facility in Euclid, Ohio serving the U.S. Defense Logistics Agency and DOE Ames National Laboratory; the agreement is presented as a step toward a North American mine-to-magnet supply chain.

Blackboxstocks Inc. (NASDAQ: BLBX) announced that its merger target, REalloys Inc., has signed a Memorandum of Understanding (MOU) with St George Mining Limited (ASX: SGQ) for the commercialization of rare earth minerals from the Araxá Project in Brazil.

The strategic alliance includes a long-term offtake agreement giving REalloys access to up to 40% of Araxá's rare earth production. The Araxá Project is the largest carbonatite-hosted rare earths deposit in South America, with a resource of 40.6 Mt at 4.13% TREO, making it the second highest-grade REE deposit in the Western world.

This alliance strengthens REalloys' position in the U.S. defense and industrial magnet materials supply chain, complementing its existing assets including Hoidas Lake in Saskatchewan and its facility in Euclid, Ohio.

Blackboxstocks (NASDAQ: BLBX) announced that its merger target REalloys Inc. has appointed Brad Wall, former Premier of Saskatchewan, to its Corporate Board of Directors. Wall served as Saskatchewan's 14th Premier from 2007 to 2018, during which time he achieved significant milestones including a $1 billion reduction in operating debt and the province's first AAA credit rating.

Wall currently serves as a special advisor to Osler, Hoskin & Harcourt LLP and holds board positions with several companies. His appointment aligns with REalloys' strategy to develop a vertically integrated critical mineral supply chain, including the Hoidas Lake asset in Saskatchewan, an MOU with Saskatchewan Research Council, and PMT Critical Metals in the United States.

Blackboxstocks (NASDAQ: BLBX) announced that its merger target REalloys Inc. has appointed David MacNaughton, Canada's former Ambassador to the United States, to its Corporate Board of Directors. MacNaughton, who served as ambassador from 2016 to 2019, played a crucial role in negotiating the USMCA agreement.

MacNaughton brings significant experience from his roles at Palantir Technologies, TC Energy Corporation, and various other strategic positions. His appointment aims to strengthen REalloys' vertically integrated rare earth supply chain, which includes the Hoidas Lake upstream asset in Saskatchewan, a strategic partnership with Saskatchewan Research Council, and downstream capabilities through PMT Critical Metals in the United States.

Blackboxstocks (NASDAQ: BLBX), a fintech company, provided a comprehensive update on its pending acquisition of REalloys, Inc., a U.S.-based rare earth company. The merger, expected to close in late August 2025, will transform BLBX into a mine-to-magnet metals enterprise while maintaining its fintech operations as a subsidiary.

Key highlights include REalloys' Hoidas Lake Project in Saskatchewan with 2,153,000 metric tonnes of rare earth oxides, the acquisition of PMT Critical Metals facility in Ohio, and a partnership with the Saskatchewan Research Council. The combined entity aims to reach 1,000 metric tonnes annual production capacity by 2028. BLBX stockholders will own approximately 7.3% of the merged company and receive Contingent Value Rights (CVRs) for potential proceeds from any fintech operations sale within 24 months post-merger.