Is Titan Mining (TSX: TI) Still Our #1 Pick for 2026?

Yes, Titan Mining (TSX: TI) is still our #1 favorite pick for 2026 because there is potential for big government contracts to supply all of the U.S. military’s graphite needs. We said they are unlikely to dilute because they are cash flow positive today, but that doesn’t mean they won’t surprise us and raise $50-$100m out of nowhere like Highlander Silver (TSX: HSLV) and Contango ORE (CTGO) did within hours of gold hitting our target price. So yes, even though Total Metals (TSXV: TT) seems like it will be the most promising new high-grade gold company after it acquires High Lake and West Hawk Lake in addition to their current high-grade polymetallic copper, gold, zinc, and silver resource at Electrolode… we are leaning towards keeping Titan Mining our top pick.

Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. NIA’s President has purchased 125,000 shares of HSLV and can buy or sell shares at any time. NIA has received compensation from CTGO of US$30,000 cash for three months of coverage and could receive a total of up to US$80,000 cash for ten months of coverage. NIA has received compensation from TT of US$100,000 cash for a twelve-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.