Core Viewpoint - The U.S. Department of Commerce has finalized antidumping and countervailing duties of at least 160% on certain Chinese graphite imports, indicating a structural shift in the U.S. graphite market and highlighting the need for a secure domestic supply of natural graphite [1][2][4]. Industry Summary - The U.S. currently imports 100% of its natural graphite requirements, with China being the dominant supplier, which poses a strategic vulnerability in sectors such as defense, advanced manufacturing, energy storage, and industrial applications [4]. - The imposition of these duties is expected to significantly alter the economics of Chinese graphite imports, reinforcing the importance of developing a domestic supply chain for natural graphite [4][8]. Company Summary - Titan Mining Corporation is the only U.S. company producing end-to-end natural flake graphite and is scaling up its Kilbourne graphite demonstration facility to achieve a planned production capacity of 40,000 metric tonnes per annum, which aims to supply close to 50% of U.S. demand [5][8]. - The company emphasizes its commitment to enhancing the security of the domestic supply chain for critical minerals, particularly in light of the new duties imposed on Chinese imports [6][8].

Core Viewpoint - Titan Mining Corporation has filed a base shelf prospectus in Canada and a registration statement in the U.S., allowing the company to raise up to US$150 million over a 25-month period to support growth initiatives and strengthen its balance sheet [1][2]. Financing Framework - The filing establishes a flexible financing framework for Titan to access capital efficiently in the future [2]. - An "at-the-market" equity program has been established, allowing the company to issue and sell up to US$50 million of its common shares at prevailing market prices [3][4]. Use of Proceeds - Proceeds from the ATM program, if utilized, will be allocated for working capital, growth initiatives, and general corporate purposes [4]. Sales Mechanism - Sales of Offered Shares under the ATM Program will be made as "at-the-market distributions" and can occur on various trading markets, including the Toronto Stock Exchange and NYSE American [5]. - The timing and volume of sales will be determined at the company's discretion based on market conditions [5][6]. Regulatory Compliance - The sale of Offered Shares will comply with the terms of an equity distribution agreement with a syndicate of sales agents [6]. - Listing of the Offered Shares on the TSX and NYSE American will be subject to meeting all applicable listing requirements [7]. Prospectus Information - The sale of Offered Shares is being made pursuant to a prospectus supplement filed with securities commissions in Canada and the U.S. [8].

Core Insights - Titan Mining Corporation has successfully made a final payment of $5.2 million to eliminate its credit facility with National Bank of Canada, enhancing its financial flexibility to advance its U.S. graphite strategy [1][2] - The company has reduced its net debt by approximately 60%, from $25.1 million as of September 30, 2025, to about $9.5 million as of December 31, 2025, following the repayment and a previously announced $15 million equity financing [2][4] - The remaining debt is primarily held by long-term strategic stakeholders, indicating a shift towards a more stable financial structure [2] Financial Summary - As of December 31, 2025, Titan's total debt stands at $27 million, with a current portion of $9.9 million and a non-current portion of $17.1 million [4] - The cash and cash equivalents amount to $17.5 million, resulting in a net debt of $9.5 million [4] - The previous net debt was $25.1 million as of September 30, 2025, highlighting a significant improvement in the company's financial position [4] Company Overview - Titan Mining Corporation is a zinc concentrate producer located in New York and is emerging as a natural flake graphite producer, aiming to be the first end-to-end producer of natural flake graphite in the USA in 70 years [6] - The company is committed to developing critical minerals assets to enhance the security of the domestic supply chain and deliver shareholder value through operational excellence [6]

Core Viewpoint - Titan Mining Corporation has successfully closed a US$15 million private placement to enhance its financial flexibility for advancing the Kilbourne Graphite Project and executing its U.S. graphite growth strategy [1][2]. Financing Details - The private placement involved the issuance of 6,666,666 special warrants at a price of US$2.25/C$3.10 per warrant, resulting in gross proceeds of approximately US$15 million [2]. - Each special warrant will convert into one common share and one common share purchase warrant upon meeting certain conditions [2]. Warrant Information - The warrants will be exercisable for up to three years, with 50% exercisable at a 35% premium and the remaining 50% at a 65% premium to the issue price [3]. - The company has the option to call the warrants if its common shares trade above 150% of the applicable exercise price for 15 trading days within any 30-day period [3]. Company Overview - Titan Mining Corporation is a producer of zinc concentrate and is emerging as a natural flake graphite producer, aiming to be the first end-to-end producer of natural flake graphite in the USA in 70 years [5]. - The company is committed to developing critical minerals assets to enhance the security of the domestic supply chain [5].

Core Viewpoint - Titan Mining Corporation is positioning itself as the only end-to-end domestic producer of natural graphite in the U.S., enhancing the supply of critical minerals and addressing supply chain vulnerabilities [1][3][4] Group 1: Project Development - Ore feeding has commenced at Titan's Kilbourne graphite demonstration facility, marking a significant step towards the first production of graphite concentrate in over 70 years [1][2] - The Kilbourne Project aims to reach an annual production capacity of 40,000 tonnes of graphite concentrate, potentially supplying nearly half of the current U.S. natural graphite demand [3][4] Group 2: Economic and Financial Support - The project has received strong backing from the Export-Import Bank of the United States, including an additional $5.5 million in non-dilutive funding and a non-binding Letter of Interest for up to $120 million in project financing [4] - The Kilbourne Project Study confirmed robust project economics, underscoring the strategic importance of restoring a fully integrated U.S. graphite supply chain [4] Group 3: Strategic Importance - The establishment of a secure U.S. supply of battery-grade natural flake graphite is crucial for energy storage, defense, and strategic industries [2][4] - The commencement of operations at the Kilbourne facility is seen as a pivotal moment for U.S. critical minerals independence [2]

Core Viewpoint - Titan Mining Corporation has successfully uplisted its shares to the NYSE American, marking a significant step in its strategy to enhance its presence in U.S. capital markets and support the domestic critical minerals supply chain [1][2]. Company Overview - Titan Mining Corporation is a zinc concentrate producer based in New York and is also emerging as a natural flake graphite producer, aiming to be the first end-to-end producer of natural flake graphite in the USA in 70 years [3]. - The company operates the Empire State Mine, which is 100% owned, and is focused on delivering shareholder value through operational excellence and the development of critical minerals assets [3]. Strategic Growth - The uplisting is seen as a validation of Titan's strategy and is expected to enhance visibility in U.S. capital markets at a crucial time for the domestic critical mineral supply chains [2]. - Titan is entering a new phase of strategic growth, supported by strong cash flow from its zinc operations and a federally supported graphite project [2].

Core Viewpoint - Titan Mining Corporation is advancing towards listing on the NYSE American, with administrative steps already in progress [1][3] Company Actions - The Board of Titan has approved a consolidation of shares at a ratio of one new Common Share for every 1.5 existing Common Shares, pending approval from the Toronto Stock Exchange [2] - The consolidation aims to align Titan with typical U.S. market standards and will not affect shareholders' proportionate ownership [3] - Following the consolidation and final approval, Titan expects its Common Shares to trade on the NYSE American under the symbol "TII" while continuing to trade on the OTCQB and TSX under their respective symbols [3] Leadership Commentary - Rita Adiani, President and CEO, emphasized that securing NYSE American pre-clearance is a significant milestone for Titan's growth and aims to expand its U.S. investor base [4] Company Overview - Titan Mining Corporation is a producer of zinc concentrate at its 100%-owned Empire State Mine in New York and is emerging as a natural flake graphite producer [4] - The company aims to be the first end-to-end producer of natural flake graphite in the USA in 70 years, focusing on enhancing the domestic supply chain of critical minerals [4]

Core Insights - Titan Mining Corporation is advancing towards establishing the first integrated graphite supply chain in the U.S. in over 70 years, with a focus on products for the battery, defense, and industrial sectors [1][4][5] - The commissioning of the graphite demonstration facility at Empire State Mines is a significant milestone for U.S. graphite independence and regional economic development [1][2][4] Company Developments - The facility will validate downstream processing of natural flake graphite from the Kilbourne Graphite Project and is expected to complete commissioning by Q4 2025, with customer qualification starting in Q1 2026 [3][5] - Titan Mining is leveraging existing infrastructure at Empire State Mines to advance the project in a capital-efficient manner while creating high-quality jobs in New York's North Country [4][5] Strategic Importance - The project establishes a U.S. pathway for natural flake graphite products that are essential for defense, aerospace, industrial, and energy markets [5] - The facility's development is seen as a critical step in reducing dependence on foreign graphite supply, thereby enhancing national security [4][5]

Group 1 - Titan Mining Corporation held its annual meeting of shareholders on August 20, 2025, where all matters presented for approval were approved [1] - The election results for the Board of Directors showed that John Boehner and Donald R. Taylor received 99.99% of votes in favor, while Lenard Boggio and George Pataki received 92.07% [1] - The company reported that Richard Warke received 97.66% of votes in favor, with a total of 83,459,159 votes [1] Group 2 - Titan Mining Corporation is a subsidiary of Augusta Group, producing zinc concentrate at its 100%-owned Empire State Mine in New York [2] - The company is also emerging as a natural flake graphite producer, aiming to be the first end-to-end producer of natural flake graphite in the USA in 70 years [2] - Titan's commitment is focused on developing critical minerals assets to enhance the security of the domestic supply chain and deliver shareholder value through operational excellence [2]

Group 1 - Titan Mining Corporation held its annual meeting of shareholders on August 20, 2025, where all matters presented for approval were approved [1] - The election results for Titan's Board of Directors showed high approval rates for nominees, with John Boehner and Donald R. Taylor receiving 99.99% approval [2] - Other nominees such as Lenard Boggio and William Mulrow received 92.07% and 89.74% approval respectively, indicating strong support for the board [2] Group 2 - Titan Mining Corporation is a subsidiary of the Augusta Group, producing zinc concentrate at its 100%-owned Empire State Mine in New York [3] - The company is also emerging as a natural flake graphite producer, aiming to be the first end-to-end producer of natural flake graphite in the USA in 70 years [3] - Titan's strategic focus is on delivering shareholder value through operational excellence and the development of critical minerals assets to enhance domestic supply chain security [3]