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Market Crux Initiates Coverage On Blackboxstocks Inc. (NASDAQ: BLBX) Starting This Morning—Wednesday, August 20, 2025
(BLBX) Comes Backed By Several Potential Catalyst Including:
Tiny Float: (BLBX) Has Fewer Than 2.1 Mln Shares In Its Public Float, Which Could Lead To The Potential For Big Swings If Demand Begins To Shift.
Recent Momentum: (BLBX) Moved Approximately 170% In Under Nine Weeks, From $3.40 On May 19 To $9.50 By July 17.
Technical Signals: (BLBX) Is Currently Trending Near Or Above Major Moving Averages Tracked By Barchart.
Pull Up (BLBX) This Morning While It's Still Early
August 20, 2025
Just Opened | See Why (BLBX) Tops Today's Early Watchlist Dear Reader, The bell just rang, and right out of the gate (BLBX) is already at the top of our early watchlist. While governments scramble to secure resources and AI reshapes industries, one little-known company is positioning itself at the intersection of both battles. That name is Blackboxstocks Inc. (NASDAQ: BLBX)—and its evolution is just beginning. (BLBX) first built its reputation as a fintech platform, delivering AI-driven analytics with an interactive social layer that connected traders in more than 40 countries. But 2025 marked a turning point. Geopolitical tensions rattled the rare earths sector early in the year, culminating in Beijing's Announcement 18—a sweeping export control requiring licenses for critical materials like terbium and dysprosium. For industries dependent on these elements—from clean energy to defense—the move underscored just how fragile global supply chains had become. It was in this environment that (BLBX) made a bold strategic turn: a merger with REAlloys Inc., pulling the firm squarely into the high-stakes world of rare earths and national security supply chains. Why (BLBX) Is On Our Radar This Morning
—Wednesday, August 20, 2025
One detail that stands out: (BLBX) has a public float of less than 2.1 Mln shares. With such a small float, there's the potential for big moves if demand begins to shift. We've already seen that play out recently—between May 19 and July 17, (BLBX) moved approximately 170%, from $3.40 to $9.50. 
Right now, (BLBX) is trending near or above all major moving averages tracked by Barchart, a technical backdrop that has our full attention. Keep reading to see why we have (BLBX) at the top of our screen heading into this morning. Why Magnets and Rare Earths Matter
Magnets quietly power modern life—from EVs and smartphones to fighter jets and wind turbines. They drive motors, store data, and enable precision in both clean energy and defense technologies. At the core are rare earth elements like neodymium, praseodymium, dysprosium, and terbium. Despite their critical role, more than 85% of global refining still takes place in China—leaving the U.S. exposed to supply chain disruptions and geopolitical risk. This is the gap REAlloys is building to close. Where Critical Minerals Meet National Security
REAlloys Inc. is no small operation. Headquartered in Ohio with operations in Canada, REA operates a downstream magnet materials facility in Euclid, Ohio, while owning the Hoidas Lake Rare Earth Elements Project in Saskatchewan. According to a July 2025 McKinsey report, these "magnet rare earths" account for only about 30% of global REE volume but represent more than 80% of total market value.
Demand is projected to triple by 2035, driven by EVs and renewable energy, yet supply remains concentrated in China. That makes REAlloys' North American mine-to-magnet model not only strategic but essential. In April 2025, REAlloys expanded further by acquiring PMT Critical Metals, an Ohio-based magnet producer with contracts serving the U.S. Defense Logistics Agency and Department of Energy. The facility, spanning 54,000 square feet, brings metallization capacity, intellectual property, and a skilled leadership team led by metallurgical engineer Andrew Sherman. Strategic Milestones in 2025
The Blackbox–REAlloys story accelerated quickly in 2025: - March 2025 – Definitive merger agreement signed between (BLBX) and REAlloys.
- April 2025 – REAlloys acquires PMT Critical Metals, establishing domestic magnet production capacity.
- May 2025 – A joint MOU signed with the Saskatchewan Research Council (SRC) to integrate midstream separation technology. The plan enables a combined U.S.-Canada production capacity of 500 metric tonnes by 2026, doubling to 1,000 mt by 2028.
- July 2025 – Filing of the amended S-4 with the SEC, signaling intent to close the transaction in late August.
- July 29, 2025 – Appointment of David MacNaughton, Canada's former Ambassador to the U.S., to REAlloys' board, strengthening North American trade and national security expertise.
- August 1, 2025 – Appointment of Brad Wall, former Premier of Saskatchewan, to the REAlloys board, bringing political and economic leadership experience.
From Market Analytics to Mineral Independence: Securing
Tomorrow's Supply Chains
What makes (BLBX) unique is its dual engine. On one hand, the company continues to run Blackbox.io as a SaaS platform, generating recurring subscription revenue while delivering AI-driven analytics and a global trading network. On the other, through its merger with REAlloys, (BLBX) is advancing a mine-to-magnet model designed to reduce North America's dependence on Chinese refining. With Hoidas Lake providing upstream resources, the Saskatchewan Research Council supporting midstream separation, and Ohio-based PMT Critical Metals anchoring downstream production, the pieces are already in place. Together, they form a vertically integrated chain that positions the combined entity as a North American backbone for high-performance magnets serving defense, energy, and advanced manufacturing. Looking Ahead
The pending merger—expected to close in late 2025—will leave legacy (BLBX) shareholders with approximately 7.3% of the combined company and contingent rights tied to any future sale of the fintech operations. If completed, the new entity would be uniquely positioned: a fintech SaaS platform and a vertically integrated rare earth magnet producer under one public company. This transformation places (BLBX) at the intersection of AI-driven market analytics and critical mineral geopolitics, a pairing that is unusual but strategically aligned with two themes dominating today's headlines: data intelligence and supply chain security. 7 Reasons Why (BLBX) Is Topping Our Watchlist This Morning
—Wednesday, August 20, 2025
1. Tiny Float: with fewer than 2.1M shares in its public float, (BLBX) has the potential to witness big swings if demand begins to shift. 2. Recent Momentum: in less than nine weeks, (BLBX) moved approximately 170%, from $3.40 on May 19 to $9.50 by July 17. 3. Technical Signals: right now, (BLBX) is trending near or above all major moving averages tracked by Barchart. 4. Dual Engine: unlike most small companies, (BLBX) operates both a SaaS fin-tech platform and a rare earths supply chain initiative. 5. Geopolitical Tailwinds: with China tightening controls on critical minerals, (BLBX)'s REAlloys merger positions it in a sensitive and strategic sector. 6. Domestic Capacity: through PMT Critical Metals, (BLBX) is tied to U.S.-based magnet production already serving the Defense Logistics Agency and Department of Energy. 7. Leadership Depth: recent appointments of figures like Canada's former U.S. Ambassador David MacNaughton and former Saskatchewan Premier Brad Wall give (BLBX) board-level geopolitical expertise. Pull Up (BLBX) This Morning While It's Still Early
With fewer than 2.1 Mln shares in its small float, (BLBX) sits in rare territory where there's the potential for big swings if demand begins to shift. In fact, we've already seen the kind of momentum it can deliver—moving approximately 170% in under nine weeks earlier this year. Technically, the setup remains firm, with (BLBX) trending near or above key moving averages tracked by Barchart. What sets (BLBX) apart is its dual engine: a SaaS fintech platform on one side and a vertically integrated rare earths supply chain on the other. At a moment when China is tightening its grip on critical minerals, (BLBX)'s merger with REAlloys—anchored by U.S.-based PMT Critical Metals and backed by experienced leadership like David MacNaughton and Brad Wall—places it directly inside one of the most strategic conversations happening today: supply chain security.
The bell just rang, and right out of the gate (BLBX) is already at the top of our early watchlist—you pull it up yet? Get ready—my next update could be here any moment. Sincerely, Gary Silver
Managing Editor,
Market Crux
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