This is a commercial-validation signal for the Kilbourne graphite project but remains conditional and pre-revenue with no disclosed economics. Monitor progress of the industrial-scale production trial and Feasibility Study for a potential construction decision; the absence of dollar terms limits near-term valuation impact.
Price Chart
Executive Summary
Titan Mining announced a conditional supply agreement with RHI Magnesita to provide natural flake graphite from its Kilbourne project for industrial-scale production trials, following successful laboratory qualification that confirmed the material meets the customer's refractory specifications. The arrangement covers an initial volume with potential expansion to up to 10% of Kilbourne's projected commercial tonnage, subject to trial completion — a validation milestone but with no dollar value or revenue impact disclosed.
Key Facts
- RHI Magnesita and Titan's subsidiary Empire State Mines LLC entered a conditional supply agreement for Kilbourne graphite after laboratory qualification confirmed it meets refractory specifications
- Commercial-scale testing of Titan's material has commenced in RHI Magnesita's manufacturing operations
- Conditional arrangement covers an initial volume expandable to up to 10% of Kilbourne's projected commercial tonnage, subject to successful trial completion
- Titan continues technical/engineering work on the Kilbourne Graphite Project as part of its ongoing Feasibility Study
- No financial terms, volumes, or revenue figures were disclosed in the release
Financial Impact
Not quantifiable — no dollar amounts, volumes, or revenue figures disclosed; agreement is conditional and initial-scale, with expansion to up to 10% of projected Kilbourne commercial tonnage subject to trial success
Risk Factors
- Supply agreement is conditional and subject to successful completion of the production trial — no guaranteed volumes or revenue
- Expansion to 10% of projected tonnage is contingent and not a committed purchase
- Project remains pre-construction with feasibility study ongoing; capex, permitting and financing risks remain
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3339098 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 19d ago | 6-K | $2.28 | awaiting T+20 | — | $1.88 (−17.54%) |
Aug 12, 2026 10w ago | 6-K | $2.65 $2.98 | ▲ +12.45% | ▲ +14.35% | $1.88 (−29.06%) |
Aug 12, 2026 10w ago | Press Release | $2.65 $2.98 | ▲ +12.45% | ▲ +14.35% | $1.88 (−29.06%) |
Aug 5, 2026 11w ago | 6-K | $2.31 $3.08 | ▲ +33.33% | ▲ +33.93% | $1.88 (−18.61%) |
Aug 5, 2026 11w ago | Press Release | $2.31 $3.08 | ▲ +33.33% | ▲ +33.93% | $1.88 (−18.61%) |
Jul 31, 2026 12w ago | 6-K | $1.96 $3.06 | ▲ +56.12% | ▲ +53.13% | $1.88 (−4.08%) |
Jul 31, 2026 12w ago | Press Release | $1.96 $3.06 | ▲ +56.12% | ▲ +53.13% | $1.88 (−4.08%) |
Jul 15, 2026 14w ago | 6-K | $2.20 $2.65 | ▲ +20.45% | ▲ +18.11% | $1.88 (−14.55%) |
Jul 7, 2026 15w ago | 6-K | $2.26 $1.99 | ▼ −11.95% | ▼ −13.28% | $1.88 (−16.81%) |
Jun 26, 2026 17w ago | 6-K | $2.10 $2.10 | · 0.00% | ▼ −1.26% | $1.88 (−10.48%) |
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