The conditional supply agreement with RHI Magnesita is a tangible validation of Kilbourne graphite quality and a key step toward a construction decision. Monitor completion of the industrial trial, the Feasibility Study, and any offtake expansions as catalysts to reduce project risk and unlock value.
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Executive Summary
Titan Mining announced a conditional supply agreement with RHI Magnesita for graphite from its Kilbourne project, advancing from lab qualification to industrial-scale trials. Initial volumes could expand to up to 10% of projected commercial tonnage, subject to successful trials, supporting the company's path toward a construction decision and a vertically integrated North American graphite supply chain.
Key Facts
- Conditional supply agreement with RHI Magnesita, a global refractory leader
- Laboratory qualification confirmed Kilbourne graphite meets customer specifications
- Commercial-scale production trials have commenced
- Initial volume has ability to expand to up to 10% of Kilbourne's projected commercial tonnage
- Titan is advancing its Kilbourne Feasibility Study in parallel
Financial Impact
Conditional agreement with a leading global customer de-risks Kilbourne commercialization. No revenue or contract dollar amounts disclosed; significance lies in validating product quality and securing a path to recurring demand.
Risk Factors
- Agreement is conditional on successful production trials — no guaranteed offtake yet
- No dollar amounts or pricing terms disclosed; commercial viability remains unproven
- Project requires significant capital — funding and construction decision still pending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-005218 |
| Document: f6k_080426.htm | 0001171843-26-005218 |
| Document: 0001171843-26-005218-index-headers.html | 0001171843-26-005218 |
| Document: 0001171843-26-005218-index.html | 0001171843-26-005218 |
| Document: 0001171843-26-005218.txt | 0001171843-26-005218 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 6-K | $1.84 | awaiting T+20 | — | $2.02 (+9.78%) |
Oct 7, 2026 20d ago | 6-K | $2.28 | awaiting T+20 | — | $2.02 (−11.40%) |
Aug 12, 2026 10w ago | 6-K | $2.65 $2.98 | ▲ +12.45% | ▲ +14.35% | $2.02 (−23.77%) |
Aug 12, 2026 10w ago | Press Release | $2.65 $2.98 | ▲ +12.45% | ▲ +14.35% | $2.02 (−23.77%) |
Aug 5, 2026 11w ago | 6-K | $2.31 $3.08 | ▲ +33.33% | ▲ +33.93% | $2.02 (−12.55%) |
Aug 5, 2026 11w ago | Press Release | $2.31 $3.08 | ▲ +33.33% | ▲ +33.93% | $2.02 (−12.55%) |
Jul 31, 2026 12w ago | 6-K | $1.96 $3.06 | ▲ +56.12% | ▲ +53.13% | $2.02 (+3.06%) |
Jul 31, 2026 12w ago | Press Release | $1.96 $3.06 | ▲ +56.12% | ▲ +53.13% | $2.02 (+3.06%) |
Jul 15, 2026 14w ago | 6-K | $2.20 $2.65 | ▲ +20.45% | ▲ +18.11% | $2.02 (−8.18%) |
Jul 7, 2026 16w ago | 6-K | $2.26 $1.99 | ▼ −11.95% | ▼ −13.28% | $2.02 (−10.62%) |
US Market Status
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