Monitor progress toward definitive EUL execution, project financing, and Titan Board approval — these are the key gating items before construction can commence. Also watch for updates on the Kilbourne Graphite Project feasibility study and customer qualification programs.
Price Chart
Executive Summary
Titan Mining executed a term sheet with the U.S. Army for an Enhanced Use Lease to develop a graphite processing facility on ~97 acres at Anniston Army Depot, with potential up to 100 years of site tenure. The facility would produce Purified Micronized Graphite (PMG) and Coated Spherical Purified Graphite (CSPG) for defense, industrial, and energy supply chains. The definitive EUL remains subject to conditions including financing, board approval, and regulatory processes.
Key Facts
- Term sheet executed with U.S. Army for Enhanced Use Lease on ~97 acres at Anniston Army Depot in Alabama
- Initial 50-year lease term with two 25-year renewal options, providing potential for up to 100 years of site tenure
- Army has right of first offer to purchase up to 10% of annual facility production
- Facility to produce Purified Micronized Graphite (PMG) in phase I and Coated Spherical Purified Graphite (CSPG) after customer qualifications
- Execution of definitive EUL subject to conditions including development plans, environmental matters, project financing, and Titan Board approval
- Additional diligence continues at Pine Bluff Arsenal (Arkansas) and Fort Drum (New York)
Financial Impact
No financial figures provided; project consideration consists of fair market value base rent plus participation rent, with Army preference for in-kind infrastructure improvements
Risk Factors
- Definitive EUL execution subject to multiple conditions including financing, regulatory approvals, and Board approval
- No committed project financing disclosed; reliance on EXIM facility expression of interest of up to $120 million that has not yet converted to committed financing
- Customer qualification programs for CSPG may not be completed successfully or on expected timelines
- Forward-looking statements subject to risks including permitting delays, cost overruns, and changes in government policy
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-006477 |
| Document: f6k_100626.htm | 0001171843-26-006477 |
| Document: 0001171843-26-006477-index-headers.html | 0001171843-26-006477 |
| Document: 0001171843-26-006477-index.html | 0001171843-26-006477 |
| Document: 0001171843-26-006477.txt | 0001171843-26-006477 |
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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