Monitor completion of the Feasibility Study and customer qualification results — successful qualification with battery manufacturers would be the next major catalyst. The improved spherical graphite yield (~66% vs 50% industry average) enhances project economics but remains unquantified in dollar terms.
Price Chart
Executive Summary
Titan Mining announced positive metallurgical results for its Kilbourne Graphite Project, validating the concentrator flowsheet with 95.9% C(t) concentrate at 91.4% recovery (exceeding PEA design assumptions) and achieving battery-grade purified graphite (99.90% Fixed Carbon) with an industry-leading spherical graphite yield of ~66%. These results de-risk the ongoing Feasibility Study and support Titan's plan to build the first fully integrated U.S. graphite supply chain in over 70 years, but the filing contains no financial data, revenue, or earnings — only technical milestones.
Key Facts
- Locked-cycle flotation testing produced 95.9% C(t) graphite concentrate at 91.4% recovery, exceeding PEA design basis of 95% grade and 90% recovery.
- Preferred purification process consistently produced battery-grade purified graphite at 99.90% Fixed Carbon; thermal pretreatment achieved 99.99% Fixed Carbon for spherical purified graphite.
- Approximately 66% of concentrate converted into spherical graphite products, exceeding the industry average of ~50%.
- Demonstration plant with design capacity of 1,200 mt per annum is generating concentrate for downstream pilot campaigns and customer qualification.
- Three tonnes of concentrate being prepared for shipment to Dorfner Anzaplan in Germany for next pilot-scale production campaign.
- Engineering of concentrator and Secondary Transformation Plant continues as part of the Feasibility Study.
Financial Impact
No financial figures disclosed; technical de-risking of Kilbourne Graphite Project Feasibility Study with improved metallurgical performance vs PEA design basis.
Risk Factors
- Laboratory-scale results may not fully represent commercial-scale plant performance.
- No financial data or project economics disclosed — PEA economics may change with Feasibility Study.
- Customer qualification process is ongoing and outcomes are uncertain.
- Forward-looking statements subject to risks including cost overruns, permitting delays, and graphite price fluctuations.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-004645 |
| Document: f6k_071526.htm | 0001171843-26-004645 |
| Document: 0001171843-26-004645-index-headers.html | 0001171843-26-004645 |
| Document: 0001171843-26-004645-index.html | 0001171843-26-004645 |
| Document: 0001171843-26-004645.txt | 0001171843-26-004645 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 19d ago | 6-K | $2.28 | awaiting T+20 | — | $1.95 (−14.47%) |
Aug 12, 2026 10w ago | 6-K | $2.65 $2.98 | ▲ +12.45% | ▲ +14.35% | $1.95 (−26.42%) |
Aug 12, 2026 10w ago | Press Release | $2.65 $2.98 | ▲ +12.45% | ▲ +14.35% | $1.95 (−26.42%) |
Aug 5, 2026 11w ago | 6-K | $2.31 $3.08 | ▲ +33.33% | ▲ +33.93% | $1.95 (−15.58%) |
Aug 5, 2026 11w ago | Press Release | $2.31 $3.08 | ▲ +33.33% | ▲ +33.93% | $1.95 (−15.58%) |
Jul 31, 2026 12w ago | 6-K | $1.96 $3.06 | ▲ +56.12% | ▲ +53.13% | $1.95 (−0.51%) |
Jul 31, 2026 12w ago | Press Release | $1.96 $3.06 | ▲ +56.12% | ▲ +53.13% | $1.95 (−0.51%) |
Jul 15, 2026 14w ago | 6-K | $2.20 $2.65 | ▲ +20.45% | ▲ +18.11% | $1.95 (−11.36%) |
Jul 7, 2026 15w ago | 6-K | $2.26 $1.99 | ▼ −11.95% | ▼ −13.28% | $1.95 (−13.72%) |
Jun 26, 2026 17w ago | 6-K | $2.10 $2.10 | · 0.00% | ▼ −1.26% | $1.95 (−7.14%) |
US Market Status
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