June 26, 2026   |   Read online Little-Known Graphite Producer (TII) Is Landing On Our Radar This Morning Any content you receive is for information purposes only. Always conduct your own research. *Sponsored New Alert: Titan Mining Corporation (NYSE-A: TII) Posts 22% Revenue Growth and Locks In Major Cooperation Agreement, Earning a Spot on Alpha Wire Daily's Watchlist for Friday, June 26, 2026 Don’t Miss Our Next Update — Get Real-Time Alerts Sent  Directly To Your Phone. Up To 10X Faster Than Email. Full Coverage on (NYSE-A: TII) Is Live Now Take a Close Look at (TII) Right Away… June 26, 2026 Little-Known Graphite Producer (TII) Is Landing On Our Radar This Morning Dear Reader,  On May 13, 2026, Titan Mining Corporation (NYSE-A: TII) reported Q1 2026 revenue of $19.6M—up 22% year-over-year—on the back of 14.2M payable pounds of zinc produced and improving base metal pricing. But what really grabbed our attention was the fact that Titan had just shipped its first end-to-end domestic natural flake graphite concentrate from its Kilbourne facility in upstate New York, making it the only company in the United States to hold that distinction in more than seven decades. That context matters. The U.S. currently imports 100% of its natural graphite—a critical mineral embedded in every EV battery, defense system radar component, and advanced semiconductor substrate. China controls approximately 90% of global natural graphite production and roughly 90% of global processed battery metals. That environment creates a structural tailwind for any producer capable of supplying the domestic market. Titan may be the only one actually doing it today. From a market structure standpoint, (TII) carries a market cap of approximately $210M–$228M, against trailing twelve-month revenue of $77.82M and a 2026 adjusted EBITDA forecast of $20M–$28M. Over the past 52 weeks, (TII) has moved between a low of approximately $0.74 and a high of $5.65, demonstrating the kind of moves that are possible. The name is currently well off that high, which is the kind of setup that puts a company on our screen. Two analysts currently cover (TII) with an average target of $6.50, representing approximately 188% potential upside from current levels, according to Marketbeat.  About The Company Titan Mining Corporation is a natural resources company incorporated in 2012, dual-listed on the NYSE American (TII) and TSX (TI), and operating exclusively within the United States. Its principal asset is the Empire State Mine (ESM)—a 100%-owned, fully permitted underground zinc operation located in Gouverneur, New York, in St. Lawrence County, covering more than 120,000 acres of mineral rights. ESM has been in continuous production for decades and serves as the operational core of the company’s growing critical minerals platform. The company’s zinc business is the foundation. For 2026, Titan has guided for 62–66M payable zinc pounds, with C1 cash costs of $0.93–$1.01 per pound and all-in sustaining costs of $1.07–$1.17 per pound. Q1 2026 production delivered 14.2M payable pounds of zinc at a C1 cost of $0.98/lb—within guidance—while revenue of $19.6M reflected a 14% improvement in zinc levels year-over-year reaching $1.47/lb. Cash at quarter-end stood at $13.8M, up 13% from Q1 2025. Layered onto that operating base is the Kilbourne Graphite Project. Titan’s Kilbourne demonstration facility began ore feed in December 2025 and shipped its first end-to-end domestic graphite concentrate in Q1 2026. The demonstration plant is sized at approximately 1,200 tonnes per year of graphite concentrate and supports customer and government qualification programs. A fully funded feasibility study is now underway, targeting a full-scale commercial operation at 40,000 tonnes per year (tpa)—a design profile that would supply approximately 50% of current U.S. natural graphite demand. The 2025 PEA confirmed an after-tax NPV (7%) of $513M, an IRR of 37%, and a 2.7-year payback. Construction is targeted for 2027, subject to feasibility outcomes. The third dimension of Titan’s platform is germanium—a critical mineral with direct applications in defense optics, semiconductors, and fiber optics, and one that China has placed under export licensing controls. On May 13, 2026, Titan entered into a cooperation agreement with Teck Resources’ Trail Operations to evaluate germanium recovery from existing ESM process streams—with no additional mining required. Teck is one of the world’s largest producers of germanium and a key U.S. supplier. If technical results support a commercial pathway, this becomes a potentially significant incremental revenue stream on existing infrastructure. Completing the recent corporate development, Titan appointed Richard Pozzebon as CFO effective July 6, 2026. Pozzebon brings 23+ years of finance and capital markets experience, including more than 15 years in the resource sector and a prior C-suite role as CFO of Interfor Corporation—one of North America’s largest lumber manufacturers. This is an executive-caliber hire for a company entering a major capital deployment phase. Why (TII) Caught Our Attention Q1 2026 Up 22% YoY with Positive Operating Cash Flow Titan's Q1 2026 earnings release delivered $19.6M in revenue versus $16.0M in the year-ago quarter, on zinc production of 14.2M payable pounds. Adjusted EBITDA for the quarter was $3.9M, against a full-year guidance range of $20M–$28M. Operating cash flow was positive before working capital changes, and the cash balance rose 13% year-over-year to $13.8M.  First End-to-End Domestic Natural Flake Graphite Shipments Commenced During Q1 2026, Titan shipped the first end-to-end domestic natural flake graphite concentrate produced at the Kilbourne demonstration facility—marking the first time a U.S. company has accomplished this feat in more than 70 years. Material is now moving through customer and government qualification programs. (TII) is the only active domestic end-to-end natural graphite producer in the country today. Cooperation Agreement with Teck Resources On May 13, 2026, Titan announced a cooperation agreement with Teck Resources’ Trail Operations to evaluate germanium recovery from existing ESM process streams. Critically, this initiative targets potential incremental cash flow with no additional mining required. Teck is one of the world’s largest germanium producers. If technical and economic results support a commercial structure, this becomes a third commodity revenue stream from infrastructure Titan already owns and operates. U.S. EXIM Bank Provides First-of-Its-Kind MMIA Feasibility Financing The U.S. Export-Import Bank provided Titan with a $5.5M non-dilutive credit facility under its Make More in America Initiative — the first such facility issued for a domestic critical minerals project under MMIA. The facility supports the Kilbourne feasibility study and is coupled with a non-binding $120M letter of interest for project-level financing, which EXIM has indicated it intends to advance as feasibility work progresses. Federal backing at this level signals recognition of Kilbourne’s strategic national importance. CFO Appointment Signals Institutional-Stage Readiness On June 18, 2026, Titan announced the appointment of Richard Pozzebon as CFO, effective July 6, 2026. Pozzebon brings 23+ years of finance and capital markets experience, more than 15 years in the resource sector, and most recently served as EVP & CFO of Interfor Corporation. His prior roles include senior finance leadership at Hecla Mining and Western Coal Corp. Companies hire this type of CFO when they are preparing for a capital raise, a feasibility completion, or a construction financing—not when they’re standing still. 7 Reasons Why (TII) Is Topping Our Watchlist This Morning — June 26, 2026 1.     Only Active Producer: a company producing the only end-to-end domestic natural flake graphite in the United States, (TII) holds a position that no other publicly listed U.S. company can currently claim. 2.     Wall Street's Target: with an average analyst target of $6.50 from two covering analysts, implying a potential upside of ~188% from the recent range. 3.     Teck Partnership: the cooperation agreement between (TII) and Teck Resources to evaluate germanium recovery from existing mine streams targets incremental potential revenue with no additional mining required—from a company already operating the infrastructure. 4.     Federal Backing: the U.S. Export-Import Bank has committed a $5.5M non-dilutive MMIA credit facility to Titan’s Kilbourne feasibility work—and a non-binding $120M project financing letter of interest—making (TII) the first domestic critical minerals project to receive this designation. 5.     22% Revenue Growth: posting 22% year-over-year revenue growth to $19.6M in Q1 2026 while generating positive operating cash flow, (TII) is demonstrating that the zinc operational base is not only intact but accelerating. 6.     Zone Expansion: drill results from April 2026 confirmed graphite mineralization at (TII)'s Kilbourne Project extending up to 2,500 feet beyond the existing resource boundary, providing potential for material mine life extension beyond the current 13-year base case. 7.     Policy-Aligned Timing: (TII) is operating at the center of one of Washington's highest-priority industrial policy mandates — critical mineral independence. Check Out (TII) Now The critical minerals landscape in the United States is no longer a future-state conversation. It’s a live policy battle with geopolitical tensions, federal financing commitments, and institutional capital beginning to position accordingly. Within that context, Titan Mining Corporation (NYSE-A: TII) has quietly assembled a set of credentials that are difficult to replicate: active zinc production in upstate New York, the first domestic end-to-end graphite shipments in seven decades, a federally supported feasibility study targeting 40,000 tpa of graphite concentrate, a cooperation agreement with Teck Resources on germanium—and two Wall Street analysts covering the name with targets that imply meaningful upside from current levels. Titan isn’t a company that’s talking about what it’s going to do. It’s a company that has already started doing it—and is building out the financial and operational infrastructure to do it at scale. The executive team is now in place. The federal backing is committed. And the policy tailwind doesn’t appear likely to slow down in the near-term. We’ll have all eyes on (TII) this morning, June 26, 2026. Have a look for yourself right away. Sincerely, Ryan West Chief Editor Alpha Wire Daily AlphaWireDaily.com (“AlphaWireDaily” or “AWD” ) is owned by GG Media Holdings LLC, a multi member limited liability company. Data is provided from third-party sources and AWD is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile AWD brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between GG Media Holdings LLC and LFG Equities Corp., GG Media Holdings LLC has been hired for a period beginning on 06/26/2026 and ending on 06/26/2026 to publicly disseminate information about (TII:US) via digital communications. Under this agreement, GG Media Holdings LLC has been paid seven thousand five hundred USD (“Funds”). These Funds were part of the fifty thousand USD funds that LFG Equities Corp received from Titan Mining Corporation, the issuer of (TII:US). Neither GG Media Holdings LLC, LFG Equities Corp. and their member own shares of (TII:US). Please see important disclosure information here: https://alphawiredaily.com/disclosure/tii-fpmky/#details   Update your email preferences or unsubscribe here © 2026 Alpha Wire Daily 1401 Pennsylvania Ave Suite 105 Willmington, Delaware 19806, United States Terms of Service