Titan Mining Corp. · TSX:TI
Titan Mining — Investor Presentation (May 2026)
29 slides from Titan Mining's investor presentation, May 2026
Slide 1: Investor Presentation
BUILT FOR GROWTH Investor Presentation Building America’s Next Critical Minerals Champion May 2026 | NYSE-A: TII TSX: TI BUILT FOR GROWTH NYSE-A: TII TSX: TI 1 1
Slide 2: Forward Looking Information
FORWARD LOOKING INFORMATION This presentation contains "forward-looking information" within the meaning of Canadian securities laws. In some cases, forward-looking information can be identified by the use of forward-looking terminology such as "plans", "targets", "expects", "is expected", "is positi
Slide 3: Investment Highlights
Investment Highlights Dual-commodity Growth Platform acres of mineral rights controlled throughout the district ESTABLISHED U.S. TRANSFORMATIONAL PRODUCTION BASE GRAPHITE DISCOVERY Cash flow positive zinc operations at The Kilbourne Project is a significant near- surface graphite discovery <1 mile f
Slide 4: Growth and Value Creation in Critical Minerals
Growth and Value Creation in Critical Minerals Leveraging First-mover Advantage And Federal Support To Establish A Fully Integrated U.S. Critical Minerals Supply Chain Strong Leadership & Transformative Strong Strategic Support Growth Foundation Track Record of Value Creation Macro & Policy Tailwind
Slide 5: A Best-in-class Leadership Team
A Best-in-class Leadership Team BOARD OF DIRECTORS MANAGEMENT TEAM Rita Adiani Kevin Hart PRESIDENT & CEO CFO 20+ years of experience in the 20+ years mining sector experience as mining industry and global capital CFO and Corporate Controller. CPA markets, including critical materials. who has overs
Slide 6: Track Record of Value Creation & Shareholder Alignment
Track Record of Value Creation & Shareholder Alignment Long Term Commitment Evidenced Through Management Participation 2026 Augusta Group Companies(2) US$264M C$354M Past Augusta Group Company Returns Market Cap NYSE-A: TII TSX: TI 12,960% 3,300% 6,100% 42% Co-Founded Spun out US$1.2B Return Return
Slide 7: Strong Strategic Federal Support
MAKING MORE IN AMERICA Strong Strategic Federal Support $15.8M for zinc expansion. First direct mining loan under National Security Economic Impact Strategic Advantage Make More in America initiative Initial Federal 100% Graphite Import Dependent >$140M Support Existing Operational Site Letter of In
Slide 8: Compelling Opportunity For Domestic Recovery: U.S. Reliance On Imported Germanium
Compelling Opportunity For Domestic Recovery: U.S. Reliance On Imported Germanium And Constrained Global Supply Germanium Price in the United States (US$/kg) 5,800-8,600(1) ~600% 4,100 WHY GERMANIUM, WHY NOW: 1,991 1,187 1,294 1,392 1,046 Critical mineral for defense applications, including infrared
Slide 9: Unlocking a Critical Mineral from Existing Operations
Unlocking a Critical Mineral from Existing Operations ~13,000 Kg/Year Contained Germanium in Existing Process Streams(1) THE OPPORTUNITY: VALUE PROPOSITION: KEY MILESTONES: Strategic Cooperation Agreement ~600,000 t/yr Zero New Mining ~5,400 t/yr pre-float Capital-Efficient scavenger tailings @ Targ
Slide 10: Graphite: A National Security Imperative
Global Military Spending Graphite: A National Security Imperative Surges to $2.7 Trillion Without Domestic Graphite, U.S. Defense and Energy Systems Remain Vulnerable 2025–2035 CRITICALITY MATRIX (1) GLOBAL MILITARY EXPENDITURE BY REGION (1) ($B) U.S. 36%of China Dominates: Global Defense 3,000 Spen
Slide 11: Kilbourne – The U.S. Graphite Supply Chain Solution
KILBOURNE – THE U.S. GRAPHITE SUPPLY CHAIN SOLUTION Multiple near-term TRANSFORMATIVE catalystsPROJECT GROWTH POST-TAX PROJECT ECONOMICS(1) ROBUST EXISTING • Only production facility in the USA producing an end-to-end $513M 37% 2.7-year ECONOMICS & CAPITAL PRODUCTION FACILITY & ABILITY product NPV I
Slide 12: PEA Summary
PEA Summary MINERAL RESOURCE SUMMARY(1) OPERATIONAL PARAMETERS(1) Cut-off Grade Tonnage Grade Contained Graphite Classification (% Cg) (‘000 Ton) (% Cg) (‘000 Ton) LOM (Life of Mine) 13 years Inferred 1.50 22,423 2.91 653 Nominal annual processing rate ~1.39 Mtpa Open-pit, low-strip design Stripping
Slide 13: Kilbourne Graphite Demonstration Plant
Kilbourne Graphite Demonstration Plant Commissioning in Q4 2025, on schedule First graphite concentrate produced and initial shipments commenced in Q1 2026, marking a key execution milestone Current operating capacity is ~1,200 mt per year, with potential to ramp up to 2,500 mt per year of design ca
Slide 14: Titan's Diversified Graphite Product Platform
TARGETED PRODUCT MIX Titan’s Diversified Graphite Product Platform 15% 11% 25% Unlocking Growth in Critical U.S. Markets Concentrate 40k 40k 22% Micronized The first U.S. natural graphite producer in 70+ years MTPA(1) MTPA(1) Purified 66% Positioned across high-growth critical markets — defense, aer
Slide 15: Kilbourne Growth Optionality: Large-Scale Resource Expansion
Kilbourne Growth Optionality: Large-Scale Resource Expansion Exploration drilling targeting eastern extension of Kilbourne resumed in Q3 2025 ,000 ft remains open 28,590 ft, of a planned 28,780 ft, has been drilled across 80 holes in 2025 – 2026; includes testing the eastern extension of mineralizat
Slide 16: Zinc: Solid Foundation
Zinc: Solid Foundation 64mlbs Consistent Resource 2026 PRODUCTION AND COST GUIDANCE Zn Production 2025 Replacement and Expansion Payable Production Zinc 62 - 66 m lbs 2.7x C1 Cash Cost (1) $0.93 - $1.01 per payable lb Production growth since acquisition and Mineralized material processed in the late
Slide 17: Expanding Resources & Unlocking Exploration Upside
ESM #4 MINE, N2D AND TURNPIKE Expanding Resources & Unlocking Exploration Upside Driving Near-mine Resource Expansion And District-scale Multi-Commodity Opportunities ZINC RESOURCE EXPANSION & UNLOCKING DISTRICT WIDE PRODUCTION GROWTH POTENTIAL Underground drilling completed 35,049 ft Parish target
Slide 18: Significant Value Upside
Significant Value Upside US DEMAND (1) Titan’s EBITDA Trajectory Reflects Significant (Natural Flake Graphite kt) 192 Growth Potential 72 ILLUSTRATIVE ANNUAL EBITDA(2) GROWTH ($M) 2024 2035 Other ESS Zinc(3) >$125+Zinc Graphite EBITDA+ Graphite ESS Upside ESS Upside $125+Zinc EBITDA $125 $125 1 2 Gr
Slide 19: Path To Scaling Domestic Commercial Graphite Production
Path To Scaling Domestic Commercial Graphite Production Feasibility Study launched, advancing toward construction decision in late 2026 / early 2027 2025 2026 2027 2028+(1) Technical Technical Technical Ramp up commencing to 40,000mt pa Lab testing to confirm product specs Graphite concentrate produ
Slide 20: Appendix
Appendix BUILT FOR GROWTH NYSE-A: TII TSX: TI 20
Slide 21: Capital Structure
Capital Structure Capitalization(1) NYSE-A Share Price(2) (US$/Sh) 2.69 Basic Shares (M) 98.3 Dilution(3) (M) 9.2 Fully Diluted Shares (M) 107.5 Market Capitalization (US$ M) 289 - Cash & Short-Term Investments (US$ M) 13.8 + Total Debt (US$ M) 9.6 + Related Party Loans (US$ M) 17.1 + Leases (US$ M)
Slide 22: Kilbourne Graphite Project
Kilbourne Graphite Project MINING PLAN Conventional open-pit design, aligned with industry practice PROPOSED ULTIMATE PIT DESIGN Drill-and-blast with truck and loader fleet; waste to designated storage, progressive reclamation built in Benches developed in 15 ft intervals for selectivity and efficie
Slide 23: Kilbourne Production Process Flow Sheet
Screening Flake Natural Flake Crushing Flotation / Graphite ASTM Packaging -2,000 T Bulk Extraction Graphite (Processing) Drying Mesh Grades (-100, Bags; 50 lb. Paper Bags (Mining) (Concentrate) -150, +200-200) LOI MIN Micronization Conventional Hydrofluoric D90-45 Micron Feedstock- Non- Air-Swept A
Slide 24: High Quality Graphite: From Lab Results to Domestic Production
Test work-SGS (1)(2) Concentrate Size Fraction- Master Mass % Assays % C(t)(2) High Quality Graphite: From Lab Results to Composite +100 mesh 8.2% 98.1% +150 mesh 11.7% 98.9% Domestic Production in +200 mesh -200 mesh 26.0% 54.1% 99.1% 99.2% 2025 Total Concentrate 100% 99.1% Proven Quality: Up to 99
Slide 25: Macro & Policy Tailwinds
Macro & Policy Tailwinds Titan Is Uniquely Positioned To Secure U.S. Critical Materials Independence While Capturing The Fastest-growing Markets 3,849 GLOBAL DEMAND (1) (Natural Flake Graphite kt) Battery Energy Storage: Key Growth Driver US GOVERNMENT SUPPORTING THE CRITICAL SUPPLY GAP 2,790 ~18% C
Slide 26: History of Exploration
INVESTOR PRESENTATION History of Long production history with numerous discoveries exploration Pierrepont (1979) 120,000 Hyatt (1917) #4 (1965) #2 (1927) #3 (1946) Titan Opens ESM Edwards (1903) success NE Fowler (#4) Taylor (Hyatt) New Fold (#4) West Branch (Hyatt) Mahler (#4) Mud Pond / Davis (#4)
Slide 27: Our Approach to Sustainability
Our Approach to Committed to localization and building partnerships that deliver long-term mutual benefits Sustainability 1 2 3 Employees uphold integrity, trust, and Community Environmental Integrity commitment to community as well as Involvement and Social and Trust Stewardship environmental and s
Slide 28: Scientific and Technical Information
SCIENTIFIC AND TECHNICAL INFORMATION The scientific and technical information contained in this presentation was based upon the technical report titled "Empire State Mines 2025 NI 43-101 Technical Report, Gouverneur, New York, USA" which has an effective date of December 1, 2025, and which was appro
Slide 29: NYSE-A:TII | Built for Growth
NYSE-A:TII | BUILT FOR GROWTH TSX: TI NEW YORK 408 Sylvia Lake Rd Gouverneur, New York NY 13642 info@titanminingcorp.com 315-287-2500 VISIT US AT TITANMININGCORP.COM BUILT FOR GROWTH NYSE-A: TII TSX: TI 29