Titan Mining CorpTI
Price$2.56Intrinsic value$0.5778% below price

Qualitative Analysis

Business overview

Business Overview

Titan Mining Corporation (NYSE-A: TII, TSX: TI) is an established natural resource company focused on critical minerals production and development in the United States. The company's primary operating asset is the 100%-owned Empire State Mines (ESM) complex, located in upstate New York, which produces high-grade zinc concentrate. In addition to its core zinc operations, Titan has rapidly expanded its critical minerals platform to include natural flake graphite. It operates the Kilbourne Graphite Project, co-located within the active permit area of ESM, making Titan the only end-to-end producer of natural flake graphite in the United States. Furthermore, the company is actively evaluating the recovery of germanium, another critical mineral, from its existing mine waste and process streams under a cooperation agreement with Teck Resources.

Research as of 20 Jun 2026

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
Kilbourne Graphite Project DevelopmentExpansion

Fast-tracking the development of the co-located Kilbourne Graphite Project at the Empire State Mine complex. The initiative includes the operation of a 1,200 tonnes per annum demonstration facility (commissioned in late 2025 with production starting in early 2026) to serve as a platform for customer qualification, and the execution of a Feasibility Study for a commercial-scale 40,000 tonnes per annum integrated operation.

Expected impact: Establishes Titan as the first end-to-end producer of natural flake graphite in the United States since 1956, targeting a commercial-scale operation with robust economics (PEA outlined a $513M NPV and 37% IRR).

Sign in / Sign up to read more
InvestmentThe Feasibility Study is fully funded. A potential commitment package of US$120 million from the Export-Import Bank of the United States (EXIM) is being pursued to represent a substantial portion of the projected construction capital.
TimelineFeasibility Study underway in 2026; construction decision targeted for late 2026 or early 2027; construction activities anticipated to commence in 2027.
Germanium Recovery EvaluationInnovation

Evaluating the recovery of germanium from existing process and waste streams (pre-float and scavenger tailings) at the Empire State Mines process plant in collaboration with Teck Resources.

Expected impact: Unlocks incremental cash flow from material already being processed, with an initial review indicating the potential for approximately 13,000 kg/year of contained germanium, supporting the domestic supply of critical minerals for defense and semiconductors.

Sign in / Sign up to read more
InvestmentTo be determined based on the ongoing evaluation under the cooperation agreement.
TimelineCooperation agreement announced in May 2026 to evaluate upgraded process streams as feedstock.
Integrated Multi-Commodity Exploration StrategyGrowth

Executing an integrated drilling program designed to maximize capital efficiency by advancing both graphite and zinc exploration concurrently. The graphite-bearing Unit UM2 horizon acts as a structural proxy for underlying units associated with zinc mineralization, allowing the generation of zinc targets alongside graphite delineation.

Expected impact: Supports resource expansion, longer mine life, and increased development flexibility across the 120,000-acre land package, including targets like Bend, Moss Ridge, and Bostwick.

Sign in / Sign up to read more
InvestmentPart of the company's ongoing exploration and growth budget (fully funded from equity and debt proceeds).
TimelineOngoing throughout 2026, with approximately 20,000 feet of drilling planned across regional zinc and graphite targets.
Sources: 4

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Strategic Partnerships

Teck Resources LimitedCooperation Agreement

High. Collaborates with North America's only commercial-scale facility capable of recovering germanium from primary sources (Teck's Trail Operations) to evaluate and process germanium-bearing feedstock from ESM.

Terms: The agreement contemplates the evaluation of ESM process streams for potential commercial recovery; specific financial terms of the processing and sales arrangements are subject to the outcome of the evaluation.

Sign in / Sign up to read more
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.