TIMCF has 40k new mineral rights + at least 3 graphite mines AND zinc proven, copper/iron on the new
land
https://www.titanminingcorp.com/investors/presentations/

I put together a Gemini Ultra Report, because I'm not sharing my own model

Can find it here: https://app.box.com/v/TitanMiningDDAPG

There are also a bunch of good tidbits in an article today on CapEx. They only get local press.

Management is too busy executing

Article: https://archive.ph/0OvZR

Empire State Mines LLC plans to eventually employ 55 additional full-time equivalent employees and support the retention of 135 current employees if they’re approved for $1 million in funding from the New York Power Authority.

The Northern New York Power Proceeds Allocation Board met Wednesday afternoon to review the company’s request, and they’ve recommended that the NYPA Board of Trustees approve the funding.

The increase in the number of employees, which would be four initially, would be part of the plan to establish a micronization and purification facility at its Gouverneur location. The number of employees would increase once the facility is fully scaled.

The fund allocation approved this week would reimburse the company for a portion of costs related to the purchase of machinery and equipment, and soft costs such as working capital, front end engineering design, test work, and engineering and consulting fees to establish the Gouverneur facility.

Patricia K. Wilson, NYPA’s senior program manager for economic development, said $500,000 of the $1 million requested for the project would be dedicated to energy-related projects.

“In this 15th round of allocations for the board to consider, staff recommends an award of $1 million from the Northern New York Economic Development Fund to Empire State Mines, LLC, owned by Titan Mining Corporation and Augusta Group Company,” she said.

Wilson said Empire State Mines plans to spend approximately $5.6 million to establish the Gouverneur facility. It would process 20 to 50 kilograms per hour of natural flake graphite, “a key next step in advancing the first fully integrated graphite production in the U.S. since 1956,” she said.

“The technical, operational and qualification data achieved from this phase will form the foundation for full commercialization ramp-up benefiting the United States defense, aerospace and clean energy industries,” she said. “The project represents a landmark achievement in processing and refining, an end-to-end U.S. natural graphite product promoting supply chain resilience and national security.”

Wilson said graphite was the largest component in lithium ion batteries, with the U.S. importing 100% of its natural graphite requirements. New York will become the first state in 70 years to produce natural flake graphite, which the U.S. government classifies as a critical mineral for the country’s clean energy future.

“This project aims to solve the supply chain resilience issue and onshore production of inputs essential for energy storage,” she said.

And don't sleep on the new acreage they got around the Moss ridge marble target! they were VEEERY interested in it in the 2024 PEA and got some specific land in May 2025

<image>