{"id":9802,"date":"2026-08-08T12:28:28","date_gmt":"2026-08-08T16:28:28","guid":{"rendered":"https:\/\/www.inflation.us\/news\/?p=9802"},"modified":"2026-08-08T12:30:30","modified_gmt":"2026-08-08T16:30:30","slug":"early-signs-of-titanium-industry-breakout","status":"publish","type":"post","link":"https:\/\/www.inflation.us\/news\/articles\/early-signs-of-titanium-industry-breakout\/","title":{"rendered":"Early Signs of Titanium Industry Breakout"},"content":{"rendered":"\n
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NIA’s #1 favorite overall stock suggestion<\/span> Saga Metals (TSXV: SAGA)<\/strong> gained by 9.28%<\/span><\/strong> on Friday to $0.53 per share<\/strong> and gained by 21.84%<\/strong><\/span> for the week. SAGA<\/strong> will soon be releasing its maiden resource estimate<\/strong> for the Radar Critical Minerals Project<\/strong> in Labrador, which is rich<\/strong><\/span> in titanium<\/strong><\/span>, vanadium<\/strong>, and iron<\/strong><\/span>, with very consistent<\/span> intercepts<\/span><\/strong> (100% hit rate<\/strong><\/span> in 2026 drilling<\/strong>) and strong continuity<\/strong><\/span>. SAGA<\/strong> has a close relationship<\/strong><\/span> with Rio Tinto<\/strong>.<\/p>\n\n

When SAGA<\/strong> announced its agreement to acquire<\/strong><\/span> the Wolverine Heavy Rare Earth Project<\/strong> in Labrador, we coincidentally had already spent countless<\/span> weeks<\/strong> researching<\/span> every REE property<\/strong> across the entire Labrador–Greenland alkaline\/peralkaline REE province<\/strong>… and we immediately knew it was acquiring<\/strong><\/span> a project with the potential to surpass<\/strong><\/span> the Tanbreez Project<\/strong> of Critical Metals (CRML)<\/strong>, which gained by 32.06%<\/strong><\/span> this week to a market cap<\/strong> of US$1.065 billion<\/strong><\/span>.<\/p>\n\n

SAGA<\/strong> is extremely undervalued<\/strong><\/span> from Radar<\/strong> alone and is currently receiving zero<\/span> value<\/strong> for Wolverine<\/strong>, which we believe is the most value-creative acquisition<\/strong><\/span> any company has made in 2026. It hasn’t<\/strong><\/span> been priced in yet, but drilling begins<\/strong><\/span> at Wolverine<\/strong> one week from today!<\/p>\n\n

The #1 largest<\/strong><\/span> titanium exploration company<\/strong><\/span> Empire Metals (LSE: EEE)<\/strong> finished this week up by 24.29%<\/strong><\/span> to a new 10-month high<\/strong><\/span> with a market cap<\/strong> of US$485.40 million<\/strong><\/span>. Its Pitfield Project<\/strong> in Australia features a Mineral Resource Estimate (MRE)<\/strong> totaling 2.2 billion tonnes<\/strong> grading 5.1% TiO2<\/sub><\/strong><\/span>.<\/p>\n\n

For SAGA<\/strong> to reach a new 10-month high<\/strong><\/span> like EEE<\/strong>, SAGA<\/strong> will need to surpass<\/span> $0.98 per share<\/strong>. We believe SAGA’s mineral resource estimate<\/strong> will compare very favorably<\/strong><\/span> to EEE<\/strong>, especially considering SAGA’s low<\/span> market cap<\/strong>, because its average<\/span> drill hole<\/strong> contains higher<\/span> grades<\/strong> of TiO2<\/sub><\/strong><\/span> while the vanadium<\/strong> and iron<\/strong><\/span> add significantly<\/strong><\/span> to the project’s overall potential. EEE<\/strong> has no<\/span> vanadium<\/strong> or iron<\/strong><\/span>. Both EEE<\/strong> and SAGA<\/strong> have large-scale projects<\/span><\/strong> that will continue<\/strong><\/span> to grow<\/strong><\/span>.<\/p>\n\n

TiO2<\/sub><\/span><\/strong> chemical company Kronos Worldwide (KRO)<\/strong> shocked Wall Street with extremely strong<\/span> 2Q results<\/strong> on Thursday, rising by 32.53%<\/strong><\/span> in a single day. KRO<\/strong> gained by 41.36%<\/strong><\/span> this week to a new 17-month high<\/strong><\/span>, which is a very good sign<\/strong><\/span> for companies with TiO2<\/sub> exploration projects<\/strong><\/span>.<\/p>\n\n

Temas Resources (CSE: TMAS)<\/strong> has an inferred resource<\/strong> at the Farrell-Taylor deposit<\/strong> of its La Blache Project<\/strong> in Quebec of 208.5 million tonnes<\/strong> grading 12.3% TiO2<\/sub><\/span>, 0.2% V2<\/sub>O5<\/sub>, and 41.5% Fe2<\/sub>O3<\/sub><\/span><\/strong>, equal to 16.7% TiO2<\/sub>Eq*<\/strong><\/span>. Although EEE’s Pitfield resource<\/strong> has 10.55x more<\/span> total tonnes<\/strong>, TMAS<\/strong> has significantly higher<\/span> TiO2<\/sub><\/span> grades<\/strong>, and after including vanadium<\/strong> and iron<\/strong><\/span>, its TiO2<\/sub>Eq grade<\/strong><\/span> is 3.27x higher<\/strong><\/span> than EEE<\/strong>.<\/p>\n\n

TMAS<\/strong> is most valuable<\/strong><\/span> for its patented<\/span> RCL technology<\/strong>, which allows mining companies<\/strong> to achieve the highest possible recoveries<\/strong><\/span> of not only titanium<\/strong><\/span>, vanadium<\/strong>, and iron<\/strong><\/span>… but it also works for gold<\/span>\/silver<\/span><\/strong>, nickel<\/strong>, rare earths<\/strong>, and chromium<\/strong>.<\/p>\n\n

*TiO2<\/sub>Eq based on US$2,200\/t TiO2<\/sub>, US$14,200\/t V2<\/sub>O5<\/sub> and US$125\/t Fe2<\/sub>O3<\/sub> and the metallurgical recovery assumptions outlined in the La Blache NI 43-101 Technical Report.<\/em><\/p>\n\n

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 SAGA of US$100,000 cash for a twelve-month marketing contract. NIA has received compensation from TMAS of US$75,000 cash for a six-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.<\/em><\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

NIA’s #1 favorite overall stock suggestion Saga Metals (TSXV: SAGA) gained by 9.28% on Friday to $0.53 per share and gained by 21.84% for the week. SAGA will soon be releasing its maiden resource estimate for the Radar Critical Minerals Project in Labrador, which is rich in titanium, vanadium, and iron, with very consistent intercepts […]<\/p>\n","protected":false},"author":1,"featured_media":9805,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[316,199,275,9,348,125,197,274,17,8,272,314,273],"class_list":["post-9802","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-chromium","tag-crml","tag-eee","tag-gold","tag-kro","tag-nickel","tag-rareearth","tag-saga","tag-silver","tag-technology","tag-titanium","tag-tmas","tag-vanadium"],"_links":{"self":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/9802","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/comments?post=9802"}],"version-history":[{"count":1,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/9802\/revisions"}],"predecessor-version":[{"id":9804,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/9802\/revisions\/9804"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/media\/9805"}],"wp:attachment":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/media?parent=9802"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/categories?post=9802"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/tags?post=9802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}