June 26, 2026 | Read online

(NYSE: TII) Just Landed On Our Radar — All Eyes On This Now

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Trading Ideas Initiates Coverage of Titan Mining Corporation (NYSE American: TII) At Opening Bell—Friday, June 26, 2026.

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(TII) Lands On Our Radar As The Only End-To-End U.S. Producer Of A Mineral America Otherwise Imports

June 26, 2026

(NYSE: TII) Just Landed On Our Radar — All Eyes On This Now

Dear Reader,

Every so often, a company stops looking like a commodity name and starts looking like a piece of national infrastructure. That is the line Titan Mining Corporation (NYSE American: TII) appears to be quietly crossing right now.

Tucked into St. Lawrence County in upstate New York sits a working mine that has been pulling zinc out of the ground for decades. Nothing about that says “front page.” But over the past several months, the same operation has become something the United States currently has nowhere else: the only U.S. company currently producing end-to-end natural flake graphite, a material the country otherwise imports in its entirety from abroad.

That single fact is why (NYSE American: TII) is sitting at the top of our screen this morning — Friday, June 26, 2026.

Consider the setup. Over the past year, (TII) has moved between a low of approximately $0.53 and a high of $5.65, before settling near $2.32 at last close. With an average analyst target of roughly $6.25, that recent range implies an upside potential of approximately 169%.

The structure underneath the company is just as worth a look. (TII) carries a float of roughly 36M shares, a comparatively modest profile for a producer that is generating ca-sh today while sitting on a critical-minerals assets.

And the catalysts are not hypothetical. In February, the U.S. Department of Commerce finalized a structural shift in the graphite market. In May, the company posted double-digit revenue growth and began shipping domestic graphite for the first time. Both developments point in the same direction — toward a company moving from “zinc miner” to “U.S. critical-minerals platform.”

Keep reading to see why (TII) is the name we have all eyes on tomorrow morning.

What Does Titan Mining (NYSE American: TII) Actually Do?

Titan Mining Corporation, (NYSE American: TII) is a natural-resource company headquartered around its flagship asset, the Empire State Mine (ESM) in northern New York. Titan produces zinc concentrate at its 100%-owned Empire State Mine located in St. Lawrence County, New York, and controls more than 120,000 acres of mineral rights. The zinc business is the engine that funds everything else, and it is performing.

But the story that has put (TII) on our radar is what the company has built alongside the zinc. Through its Kilbourne Graphite Project, Titan has become the only U.S. company currently producing end-to-end natural flake graphite. In January 2026, the company commenced graphite-concentrate production at its Kilbourne demonstration facility, and by the first quarter it had begun customer-qualification shipments. The graphite demonstration plant has a current operating capacity of 1,200 mt per year with potential to ramp up to 2,500 mt per year of design capacity.

The ambition is larger than a demonstration plant. The company is progressing the scale-up of its facility for a planned 40,000 metric tonne per annum integrated mining and processing operation designed to supply close to 50% of U.S. demand for natural flake graphite. That feasibility study is fully funded and underway.

Revenue, meanwhile, comes from a vertically integrated model: Titan mines, processes, and sells, rather than depending on a single off-take partner or an unproven downstream chain. The same New York infrastructure that supports zinc is being leveraged to bring graphite, and potentially a third critical mineral, germanium, to market without building from scratch.

A Supply Chain With A Single Point Of Failure

To understand why (TII) matters, look at the structure of the market it sits inside. The United States currently imports 100% of its natural graphite requirements across all forms, while China accounts for the majority of global production and downstream processing capacity. This concentration of supply presents a strategic vulnerability across defense, advanced manufacturing, energy storage, and industrial applications.

Graphite is not a niche material. It is the dominant anode component in lithium-ion batteries, a core input in defense systems, and a workhorse across industrial manufacturing. A country that imports all of it, from a single concentrated source, has a problem that policy alone cannot solve, someone has to actually produce the material domestically.

Layer in the germanium angle and the sector positioning sharpens further. Germanium is a separately designated critical mineral, and Titan has identified it within its existing process streams, meaning potential incremental output from material it already moves, without new mining.

Federal Funding Momentum

(TII) continues to strengthen its position as a U.S. critical minerals supplier with growing federal support. The company has secured $15.8M for zinc expansion, $5.5M to advance its feasibility study, and a $120M Letter of Interest from the U.S. EXIM Bank to support construction of its Kilbourne Graphite Project.

If finalized, the EXIM financing is expected to fund more than 60% of the project's capital needs through long-term, non-dilutive financing, reinforcing the strategic importance of TII's domestic critical materials platform.

Recent Milestones

The pace of verifiable developments at (TII) over the past several months is what moved this name up our list:

• Q1 2026 results: Titan reported first-quarter revenue of $19.6M, up 22% from Q1 2025, with zinc production of 14.2M payable pounds and a ca-sh balance of $13.8M at quarter-end, up 13% year-over-year. The company also reported Adjusted EBITDA of $3.9M for the quarter, with full-year Adjusted EBITDA forecast of $20–$28M.

• First domestic graphite shipments: Production and initial shipments of graphite concentrate commenced in Q1 2026, supporting customer qualification and advancing Titan's vertically integrated U.S. graphite strategy, with a fully funded 40,000 tpa feasibility study underway.

• Germanium cooperation agreement with Teck: Titan entered a cooperation agreement with Teck's Trail Operations to evaluate germanium recovery from existing mine waste streams, an initiative the company frames as targeting potential substantial cash flow from previously unprocessed materials with no additional mining required.

• Exploration expansion: Drilling extended graphite mineralization up to 2,500 feet beyond the current resource boundary, with grades consistent with the main deposit, highlighting meaningful resource-expansion potential.

• Balance-sheet strengthening: Titan made a final $5.2M payment to extinguish its credit facility and completed a $15M equity financing, reducing net debt by roughly 60% to about $9.5M.

6 Reasons (TII) Is Topping Our Watchlist This Morning — Friday, June 26, 2026.

1. Sole Domestic Producer: (TII) stands as the only U.S. company currently producing end-to-end natural flake graphite, a material the country otherwise imports entirely from overseas.

2. Analyst Coverage: Two covering analysts carry a consensus on (TII) with an average target near $6.25, implying roughly 169% potential upside from recent levels.

3. Wide Recent Range: Over the past year (TII) has moved between approximately $0.53 and $5.65, a swing that keeps the name firmly on the radar of readers watching small-cap critical-minerals stories.

4. Real Revenue Today: Unlike many development-stage names, (TII) reported $19.6M in Q1 2026 revenue, up 22% year-over-year, funded by an established zinc operation.

5. Scale Ambition: (TII) is advancing a fully funded feasibility study for a planned 40,000 tpa graphite operation designed to supply close to half of U.S. demand.

6. Optional Upside: (TII) has identified germanium, a separate critical mineral — within its existing process streams, pointing to potential incremental cash flow with no additional mining required.

(TII) Is Worth A Look While It’s Still Early

What makes Titan Mining Corporation (NYSE American: TII) stand out is how rarely these pieces appear together in one name. A ca-sh-generating zinc operation funds the work. A first-of-its-kind domestic graphite platform supplies a market the U.S. currently imports entirely on a commercial scale. A third critical mineral sits waiting inside material the company already handles.

Add an analyst consensus pointing well above recent levels, a comparatively modest share structure, and a steady drumbeat of verifiable milestones, and you have a situation the broader market may not stay quiet about for long.

We will have all eyes on (TII) this morning — Friday, June 26, 2026.

Take a look at (TII) while it’s still early.

Also, keep a look out for our next morning update.

Sincerely,

Dean Knightly
Editor, Trading Ideas

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