Just caught that REalloys (ALOY) did a $50M share offering back in March - priced at $18.50 per share with 2.70M shares hitting the market. Clear Street was handling it as lead manager, pretty standard stuff for a rare earth play like this.



But here's what caught my eye - the stock tanked after the offering closed. Dropped to like $19.80 in after-hours trading right after the announcement, and it was already down 16% the day before. That's rough timing for an offering if you're a shareholder who got in earlier.

They're saying the proceeds go to working capital and general corporate stuff, which is... fine I guess? Not exactly exciting. The underwriters also got a 30-day window to buy another 396K shares, so there's potential dilution hanging over this.

Stock offerings always feel like a double-edged sword. Company gets cash but shareholders usually see some pressure. You holding ALOY or just watching this play out?
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