Titan Gains 5.31% After 102% Revenue Growth
NIA's #1 favorite overall stock suggestion for 2026: Titan Mining (TSX: TI) gained by 5.31% today to $3.77 per share after reporting quarterly revenue growth of 102%.
Titan's revenue run rate is now US$67.12 million with an enterprise value of US$269.606 million or 4.017x revenue.
Backed by President Trump’s “Make More in America” program, the U.S. EXIM Bank’s US$15.8 million loan to Titan is fueling the first major expansion of domestic zinc production in decades. The results aren’t reflected yet in current production or revenue, but 1Q 2026 should mark the start of full-scale output from Titan’s new high-grade N2D zone, which will increase Titan's production to ~80 million pounds of zinc annually. Zinc is up strongly in 4Q 2025 to a current price of $1.44 per lb vs. Titan's average realized price of $1.29 per lb in 3Q 2025.
If Titan produces 80 million pounds of zinc in 2026 at an average realized price of $1.44 per lb, Titan's 2026 full year revenue should reach $115.2 million.
Therefore, Titan's enterprise value at $3.77 per share is only 2.34x projected 2026 revenue from zinc alone!
Titan's graphite demonstration facility commissioning will be completed before year-end followed by the start of customer qualification in 1Q 2026. Independent testing has already confirmed Titan's Kilbourne graphite meets specifications for battery-grade (99.99% purity spherical graphite), industrial, and defense applications!
By Titan signing large graphite supply contracts with U.S. government agencies throughout 2026, Titan's upward revaluation will be significant!
Titan has already received a letter of interest from their current lender the U.S. EXIM Bank for an additional $120 million to construct a full-scale 40,000 tonne-per-year commercial graphite facility at Kilbourne to supply ~50% of all U.S. graphite demand!
Titan's NYSE American listing is expected to take place within the next 2-3 weeks.
If Titan surpasses $7.50 per share prior to this month's NYSE American listing, we will switch NevGold (TSXV: NAU) to being our #1 favorite overall stock suggestion for 2026 because NevGold is about to become only the second company to establish an antimony resource within the U.S. and NevGold is worth only a tiny fraction of the first company to do so Perpetua Resources (PPTA). Click here to read our NevGold report!
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 has received compensation from NAU of US$100,000 cash for a twelve-month marketing contract. This message is for informational and educational purposes only and does not provide investment advice.
