SRC
SPIRIT REALTY CAPITAL, INC.
stock NYSE

ALOY had a rough few weeks, dropping hard from the $20 area down to the high $6s. Yesterday it bounced +10.3% to $7.75 on solid volume (2.4M).
Technical side:
• RSI was deeply oversold
• Strong green candle off the recent low ($6.82)
• Volume picked up on the bounce
• Looking like a potential V-reversal / exhaustion bottom, but still needs to clear the descending trendline for confirmation
Fundamental side (quick summary):
REalloys is trying to build a vertically integrated North American mine-to-magnet rare earth supply chain, with a focus on heavy rare earths (Dy & Tb).
Key points:
• Conditionally selected by the U.S. Army for heavy rare earth processing facilities at Tooele Army Depot (Utah) under an Enhanced Use Lease
• Partnership with Saskatchewan Research Council (unique U /Th removal capability in North America)
• Recently closed a $100M private placement
• Positioning ahead of the Jan 1, 2027 DFARS restrictions on Chinese-origin materials
It’s still early-stage with low current revenue and significant losses (mostly non-cash), so the risk is high. Execution on the Army project and SRC scale-up will be critical.
Curious what others think:
• Is this just a dead-cat bounce?
• Or is the combination of oversold technicals + Army catalyst worth watching?
Not financial advice. Do your own research. Happy to discuss.

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1x SCM 71 ZS-W 7,1kw Außengerät mit 4x Innengeräten, eingebaut 2020
1x SRC 25 ZM-S 2,5kw Außengerät mit 1x Innengerät, eingebaut 2017
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