Aug. 13 at 4:14 AM
$TII
I have gone through their financials and the investor conference call today, and I’m still thoroughly impressed. Solid management, and the US DOD/army is taking notice. In particular, I want to highlight the Trojan horse of the call….germanium. Their last PR concerning germanium was July 7, and it’s been quietly ignored otherwise.
Apparently, their germanium deposits are site wide with large volumes in the tailings/streams of already mined areas. In other words, they have a lot of money just laying around, and per the investor call, we should see an update on estimated stores soon. I’ve put together some conservative speculative numbers based on their statements concerning the germanium below.
I suspect the two analysts on the call will be raising their price targets in the next 24hrs. I wouldn’t be surprised to see
$10 per share. That’s my personal target for the next 1-2 years. Im going to start building a long position.
$TII Titan Mining Q2 2026 Summary
Zinc Results:
• Revenue:
$25.7M (+57% YoY, +31% QoQ) -highest since Q4 2024
• Adjusted EBITDA:
$9.6M (nearly 4× YoY, +135% QoQ)
• Zinc production: 17.5M payable lbs (up 13% YoY, ahead of plan)
• Costs well below full-year guidance -Strong cash flow & liquidity (
$29.1M available)
Graphite Catalyst Incoming:
• First commercial supply agreements secured post-quarter for Kilbourne Graphite
• Feasibility study advancing → construction decision targeted early 2027
• Conditionally selected by U.S. Army for Enhanced Use Lease opportunities at strategic defense sites
Germanium Upside Recently Discovered (Critical Mineral Optionality):
• District-wide enrichment confirmed across ore bodies + historic tailings
• Testing shows 13,000 kg/year contained Ge from existing process streams (already mined & processed….means low capex)
• Partnership with Teck Resources advancing recovery pathways
• Two routes being discussed/decided: pre-concentrate to Teck or standalone facility
• Current U.S. prices:
$6,300–6,400/kg
• Quantified estimates + recovery test results expected next quarter. However, conservative hypotheticals range in the
$80-100 million/year revenue range. US military highly interested in finding a consistent source.
In the end, Zinc cash-flow + graphite commercialization + germanium byproduct potential = multi-critical-minerals.
NFA as always.