Titan Mining (TI) Investor presentation summary

Strategic positioning and growth platform

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

• Cash flow positive zinc operations at Empire State Mines (ESM) with built-out infrastructure and a skilled workforce.

• Significant near-surface graphite discovery at Kilbourne, fully permitted and scalable, with first concentrate shipments in Q1 2026.

• Positioned to supply up to 50% of U.S. natural graphite demand, with a long-life asset and expansion potential.

• Strategic partnership with Teck to commercialize germanium from zinc process streams, supporting U.S. defense and semiconductor supply chains.

Federal support and financial strength

• Received $15.8M for zinc expansion and a $120M letter of interest from U.S. EXIM Bank for Kilbourne Graphite Project.

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

• $5.5M allocated for Kilbourne feasibility study, validating ESM's strategic importance as a U.S. critical materials producer.

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

Kilbourne graphite project economics and execution

• Post-tax NPV of $513M, 37% IRR, and 2.7-year payback; annual average EBITDA of $138M after ramp-up.

• Initial construction capital of $156M, making it the least capital-intensive graphite project in the U.S.

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

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

• Integrated flowsheet supports high recoveries and purity, enabling premium product mix for defense, energy, and industrial markets.