Titan Mining (TI) Investor presentation summary

Dual-commodity growth platform

• Controls over 120,000 acres of mineral rights in a proven, expandable district with multi-element potential, including copper and gold.

• Empire State Mines (ESM) delivers cash flow positive zinc operations, fully aligned with federal critical minerals policy and EXIM-backed initiatives.

• Kilbourne Project is a significant near-surface graphite discovery, fully permitted and scalable, with concentrate production and shipments starting Q1 2026.

• Targeted graphite production of 40,000 mtpa, aiming to supply up to 50% of U.S. natural graphite demand.

• Germanium identified in zinc circuit, adding exposure to high-value defense and semiconductor markets.

Strategic federal support and market positioning

• Secured $15.8M for zinc expansion and a $120M EXIM Bank letter of interest for Kilbourne Graphite Project.

• EXIM financing would fund over 60% of Kilbourne's capital needs, supporting non-dilutive, capital-efficient growth.

• Federal support validates ESM's strategic importance as a U.S. critical materials producer.

• Kilbourne Project expected to create 300+ new jobs and support $140M in existing jobs.

• U.S. is 100% dependent on imported graphite, with over 40% sourced from China, highlighting national security relevance.

Kilbourne Graphite Project: economics and execution

• Post-tax NPV of $513M, 37% IRR, and 2.7-year payback; initial construction capital of $156M.

• 13-year mine life with 653kt inferred resource and 50% of strike length unexplored.

• Demonstration plant commissioned Q4 2025, first shipments in Q1 2026; scalable to 2,500 mtpa.

• High-quality graphite: up to 99% purity and 87% recovery achieved in lab tests.

• Integrated flowsheet from mining to purification, leveraging existing ESM infrastructure for capital efficiency.