Titan Mining Reports Zinc Production and Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy TII?
Source: seekingalpha
- Stable Zinc Production: Titan Mining reported zinc production of 14.2 million payable pounds, aligning with the mine plan, demonstrating the company's stability and predictability in resource management.
- Significant Revenue Growth: The company achieved revenues of $19.6 million in Q1, a 22% increase year-over-year, reflecting strong market demand and effective sales strategies.
- Effective Cost Control: C1 cash costs were $0.98 per pound, within guidance, while all-in sustaining costs (AISC) were $1.01 per pound, below guidance, showcasing the company's success in cost management.
- Optimistic Future Outlook: Adjusted EBITDA stood at $3.9 million, with a forecasted annual EBITDA between $20 million and $28 million, indicating the company's ongoing potential for profitability growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy TII?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on TII
Wall Street analysts forecast TII stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 2.670
Low
6.00
Averages
6.00
High
6.00
Current: 2.670
Low
6.00
Averages
6.00
High
6.00
About TII
Titan Mining Corporation is a natural resource company engaged in the acquisition, exploration, development and production of mineral properties. The Company produces zinc concentrate at its 100%-owned Empire State Mine (ESM) located in New York state. ESM is located approximately 1.3 miles southwest of Fowler, New York State, in St. Lawrence County. It controls more than 120,000 acres of mineral rights, of which approximately 2,700 acres have both fee simple surface and mineral rights. ESM consists of a group of high-grade mines, including ESM #1, #2 and #3, #4, Hyatt, Pierrepont and Edwards mines. The targets for exploration drilling are broken into three categories, such as near mine, within the Balmat (ESM #1¬-#4)-Pierrepont trend, and within the greater district. The Company’s 100% owned Kilbourne Graphite Project is located within the active use permit of the Company’s ESM #4 mine. The Company also maintains its unpatented mining claims in New Mexico, United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Titan Mining Reports Strong Q1 2026 Financial Performance
- Strong Financial Performance: Titan Mining achieved revenues of $19.6 million in Q1 2026, a 22% increase year-over-year, with zinc production reaching 14.2 million pounds, aligning with the mine plan and demonstrating the company's stability and growth potential in the market.
- Positive Cash Flow Growth: The company generated $3.9 million in Adjusted EBITDA during the first quarter, with a forecasted annual EBITDA between $20 million and $28 million, reflecting improved operational efficiency and profitability.
- Graphite Project Advancement: The Kilbourne Graphite Project commenced commercial-scale production, with initial graphite concentrate shipments in Q1 supporting customer qualification, marking a significant step in the company's vertical integration strategy in the U.S. graphite market.
- Germanium Recovery Potential: The identification of germanium within existing process streams at Empire State Mines suggests potential for additional cash flow opportunities, further enhancing Titan's position in the critical minerals supply chain.
See More
Titan Mining Partners with Teck to Evaluate Germanium Recovery
- Germanium Recovery Potential: Titan's cooperation agreement with Teck aims to evaluate the recovery of approximately 13,000 kg of germanium from existing processing streams at Empire State Mines, representing a significant new revenue opportunity while supporting domestic supply for defense and semiconductor materials.
- Cash Flow Outlook: Initial assessments indicate strong economics, creating potential for Titan to generate additional cash flow from materials already being processed without requiring further mining activities, thereby optimizing resource utilization.
- Capital Efficiency Strategy: By leveraging existing mining and processing infrastructure, Titan can implement a capital-efficient germanium recovery strategy without expanding its mining footprint, thus reducing operational risks.
- Strategic Partnership: Collaborating with Teck, which has an established platform for germanium recovery in North America, further enhances Titan's position in the critical minerals supply chain, aligning with U.S. strategic needs for essential minerals.
See More
Titan Mining Reports Zinc Production and Revenue Growth
- Stable Zinc Production: Titan Mining reported zinc production of 14.2 million payable pounds, aligning with the mine plan, demonstrating the company's stability and predictability in resource management.
- Significant Revenue Growth: The company achieved revenues of $19.6 million in Q1, a 22% increase year-over-year, reflecting strong market demand and effective sales strategies.
- Effective Cost Control: C1 cash costs were $0.98 per pound, within guidance, while all-in sustaining costs (AISC) were $1.01 per pound, below guidance, showcasing the company's success in cost management.
- Optimistic Future Outlook: Adjusted EBITDA stood at $3.9 million, with a forecasted annual EBITDA between $20 million and $28 million, indicating the company's ongoing potential for profitability growth.
See More
Titan Mining Confirms Graphite Deposit Expansion Potential
- Graphite Deposit Expansion: Titan Mining's drilling results confirm graphite mineralization extending 2,500 feet east of the current resource boundary at Kilbourne, indicating significant potential to expand beyond the 2025 Preliminary Economic Assessment (PEA) mine plan, which could extend mine life and enhance development flexibility.
- High-Quality Drill Results: Hole KX26-077 recorded an intersection of 255.1 feet at 3.0% Cg, including 97.0 feet at 3.5% Cg, marking the widest intersection in the eastern extension to date, further validating mineralization continuity and resource scalability.
- Germanium Recovery Opportunity: Germanium found to be predominantly associated with mica and other gangue materials in existing process streams at Empire State Mines presents an incremental cash flow opportunity without impacting current zinc production.
- 2026 Exploration Program: Titan's 2026 exploration program aims to maximize capital efficiency by integrating graphite and zinc exploration, planning up to 20,000 feet of drilling across a 120,000-acre land package to advance regional zinc targets.
See More
Titan Mining Reports Q4 Earnings Highlights
- Earnings Overview: Titan Mining's Q4 report reveals a GAAP EPS of -$0.01, with revenue reaching $25.1 million, demonstrating the company's resilience despite losses.
- Zinc Production Increase: The company produced 18.7 million payable pounds of zinc in Q4 2025 and 64.3 million for the full year, an 8% increase from FY 2024, marking record production at Empire State Mines.
- Production Guidance Achieved: Titan successfully met its 2025 production guidance, indicating enhanced competitiveness and production capacity in the zinc market, which is expected to positively impact future revenue growth.
- Historical Performance Review: Historical earnings data for Titan Mining shows that despite challenges, the company has maintained stable production and revenue levels, providing investor confidence and potential for future growth.
See More
U.S. Imposes 160% Tariff on Chinese Graphite Imports
- National Security Concern: The U.S. imports 100% of its natural graphite, with approximately 42% sourced from China, making this dependency a national security issue that has prompted government intervention.
- Tariff Impact: The U.S. Department of Commerce has finalized a 160% antidumping and countervailing duty on certain Chinese graphite imports, which is expected to eliminate China's pricing advantage and affect supply chains for at least five years.
- Shifting Market Demand: With energy storage systems expanding at a rate of 37% year-over-year, U.S. industrial, defense, and energy storage customers are reassessing supply chain risks, indicating a rising demand for domestic graphite.
- Strategic Investment: Titan's Kilbourne project in New York aims to produce 40,000 tonnes of graphite annually by 2028, potentially meeting nearly half of U.S. demand, supported by up to $120 million in long-term capital financing.
See More
Titan Mining Reports Strong Q1 2026 Financial Performance
- Strong Financial Performance: Titan Mining achieved revenues of $19.6 million in Q1 2026, a 22% increase year-over-year, with zinc production reaching 14.2 million pounds, aligning with the mine plan and demonstrating the company's stability and growth potential in the market.
- Positive Cash Flow Growth: The company generated $3.9 million in Adjusted EBITDA during the first quarter, with a forecasted annual EBITDA between $20 million and $28 million, reflecting improved operational efficiency and profitability.
- Graphite Project Advancement: The Kilbourne Graphite Project commenced commercial-scale production, with initial graphite concentrate shipments in Q1 supporting customer qualification, marking a significant step in the company's vertical integration strategy in the U.S. graphite market.
- Germanium Recovery Potential: The identification of germanium within existing process streams at Empire State Mines suggests potential for additional cash flow opportunities, further enhancing Titan's position in the critical minerals supply chain.
See More
Titan Mining Partners with Teck to Evaluate Germanium Recovery
- Germanium Recovery Potential: Titan's cooperation agreement with Teck aims to evaluate the recovery of approximately 13,000 kg of germanium from existing processing streams at Empire State Mines, representing a significant new revenue opportunity while supporting domestic supply for defense and semiconductor materials.
- Cash Flow Outlook: Initial assessments indicate strong economics, creating potential for Titan to generate additional cash flow from materials already being processed without requiring further mining activities, thereby optimizing resource utilization.
- Capital Efficiency Strategy: By leveraging existing mining and processing infrastructure, Titan can implement a capital-efficient germanium recovery strategy without expanding its mining footprint, thus reducing operational risks.
- Strategic Partnership: Collaborating with Teck, which has an established platform for germanium recovery in North America, further enhances Titan's position in the critical minerals supply chain, aligning with U.S. strategic needs for essential minerals.
See More
Titan Mining Reports Zinc Production and Revenue Growth
- Stable Zinc Production: Titan Mining reported zinc production of 14.2 million payable pounds, aligning with the mine plan, demonstrating the company's stability and predictability in resource management.
- Significant Revenue Growth: The company achieved revenues of $19.6 million in Q1, a 22% increase year-over-year, reflecting strong market demand and effective sales strategies.
- Effective Cost Control: C1 cash costs were $0.98 per pound, within guidance, while all-in sustaining costs (AISC) were $1.01 per pound, below guidance, showcasing the company's success in cost management.
- Optimistic Future Outlook: Adjusted EBITDA stood at $3.9 million, with a forecasted annual EBITDA between $20 million and $28 million, indicating the company's ongoing potential for profitability growth.
See More
Titan Mining Confirms Graphite Deposit Expansion Potential
- Graphite Deposit Expansion: Titan Mining's drilling results confirm graphite mineralization extending 2,500 feet east of the current resource boundary at Kilbourne, indicating significant potential to expand beyond the 2025 Preliminary Economic Assessment (PEA) mine plan, which could extend mine life and enhance development flexibility.
- High-Quality Drill Results: Hole KX26-077 recorded an intersection of 255.1 feet at 3.0% Cg, including 97.0 feet at 3.5% Cg, marking the widest intersection in the eastern extension to date, further validating mineralization continuity and resource scalability.
- Germanium Recovery Opportunity: Germanium found to be predominantly associated with mica and other gangue materials in existing process streams at Empire State Mines presents an incremental cash flow opportunity without impacting current zinc production.
- 2026 Exploration Program: Titan's 2026 exploration program aims to maximize capital efficiency by integrating graphite and zinc exploration, planning up to 20,000 feet of drilling across a 120,000-acre land package to advance regional zinc targets.
See More
Titan Mining Reports Q4 Earnings Highlights
- Earnings Overview: Titan Mining's Q4 report reveals a GAAP EPS of -$0.01, with revenue reaching $25.1 million, demonstrating the company's resilience despite losses.
- Zinc Production Increase: The company produced 18.7 million payable pounds of zinc in Q4 2025 and 64.3 million for the full year, an 8% increase from FY 2024, marking record production at Empire State Mines.
- Production Guidance Achieved: Titan successfully met its 2025 production guidance, indicating enhanced competitiveness and production capacity in the zinc market, which is expected to positively impact future revenue growth.
- Historical Performance Review: Historical earnings data for Titan Mining shows that despite challenges, the company has maintained stable production and revenue levels, providing investor confidence and potential for future growth.
See More
U.S. Imposes 160% Tariff on Chinese Graphite Imports
- National Security Concern: The U.S. imports 100% of its natural graphite, with approximately 42% sourced from China, making this dependency a national security issue that has prompted government intervention.
- Tariff Impact: The U.S. Department of Commerce has finalized a 160% antidumping and countervailing duty on certain Chinese graphite imports, which is expected to eliminate China's pricing advantage and affect supply chains for at least five years.
- Shifting Market Demand: With energy storage systems expanding at a rate of 37% year-over-year, U.S. industrial, defense, and energy storage customers are reassessing supply chain risks, indicating a rising demand for domestic graphite.
- Strategic Investment: Titan's Kilbourne project in New York aims to produce 40,000 tonnes of graphite annually by 2028, potentially meeting nearly half of U.S. demand, supported by up to $120 million in long-term capital financing.
See More
