Titan Mining Corp. · TSX:TI
Titan Mining — Investor Presentation (December 2024)
24 slides from Titan Mining's investor presentation, December 2024
Slide 1: Built for Growth Investor Presentation
BUILT FOR GROWTH Investor Presentation DECEMBER 2024 | TSX: TI 1
Slide 2: Forward Looking Information
INVESTOR PRESENTATION 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
Slide 3: Track Record of Value Creation
INVESTOR PRESENTATION Current Augusta Group Companies(2) C$693M Track Record of Value Creation Market Cap TSX: SLS NYSE: SLSR Past Augusta Group Company Returns C$30M Market Cap TSX: TI C$108M 12,960% 3,300% 1,000% 6,100% Market Cap Return Return Return Return TSX: G SOLD for $1.6B SOLD for $667M $1
Slide 4: A Best-in-class Leadership Team
INVESTOR PRESENTATION A Best-in-class PROVEN SUCCESS Leadership Team Mine development, operational excellence & Richard Warke EXECUTIVE CHAIRMAN Governor George Pataki DIRECTOR innovation Consistent record of creating Served three terms as the 53rd shareholder value at Augusta Group, Governor of the
Slide 5: Capital Structure
INVESTOR PRESENTATION Capital Structure Shareholder Optimizing cash flow and focused Distribution(3)(4) 36% on de-leveraging RICHARD WARKE High insider ownership 54% BLACKROCK Unique positioning: junior with BOARD & MANAGEMENT steady-state cash flow, OTHERS significant exploration upside and critica
Slide 6: Investment Highlights
INVESTOR PRESENTATION Investment acres of mineral rights controlled throughout the district Highlights U.S production base in upstate Significant graphite discovery at New York Empire State Mine’s (ESM)’s Existing infrastructure includes property 5,000 tpd mill, skilled The Kilbourne Graphite Projec
Slide 7: Zinc
INVESTOR PRESENTATION Zinc 2024 ZINC GUIDANCE- PRODUCTION AND COST Payable Production Zinc 56-60 Million lbs C1 Cash Cost (1) 0.98 - 1.02 per lb Exceeded 2023 guidance of 54-58M lbs AISC(1) 1.04 - 1.10 per lb 61M lbs zinc produced in 2023, up 16% YoY Sustaining Capital US$3 - US5$ Million US$38m in
Slide 8: Zinc Production
INVESTOR PRESENTATION ZINC PRODUCTION Zinc 120,000 100,000 25.0 20.0 Zinc Production (Mlbs) Solid foundations with 80,000 Tons Milled 15.0 improving trajectory 60,000 10.0 40,000 Mill operating at average throughput of 5.0 20,000 1,750tpd - - Production interruptions due to Storm Q3-21 Q4-21 Q1-22 Q
Slide 9: Zinc: Near-term resource expansion and production increase
INVESTOR PRESENTATION Zinc ESM #4 Mine and #2D Zone (looking northwest) LONGITUDINAL VIEW Near term resource expansion and production increase Turnpike potential Cal Marble #4 Mine – mineralized zones generally plunge to northeast; potential to extend Sylvia Lake American zones up and down-plunge Mu
Slide 10: History of Exploration Success
INVESTOR PRESENTATION History of Long production history with numerous discoveries exploration 12 0,000 success #2 (1927) #3 (1946) #4 (1965) Edwards (1903) Hyatt (1917) Pierrepont (1979) Taylor (Hyatt) New Fold (#4) West Branch (Hyatt) Mud Pond / Davis (#4) Mahler (#4) Titan Opens New (Hyatt) NE Fo
Slide 11: Surface Exploration Planning - Regional
INVESTOR PRESENTATION Surface Exploration Planning - Regional Phased approach to evaluating ESM’s mineral tenure through the collection of soil, rock, and water Continued review of historic data, airborne geophysics, and geology for target generation and land acquisition DRILLING DEVELOPING DRILL TA
Slide 12: Consistent Resource Replacement and Expansion
INVESTOR PRESENTATION Zinc Consistent Resource Replacement and Expansion Underground Drilling at ESM Drill core from N2D Continued Growth by Resource and LOM the Drill Bit Update UNDERGROUND AS OF OCTOBER 1, 2020 Titan expects to expand its To be released in December Tons (000’s Contained Pounds min
Slide 13: Kilbourne Graphite Maiden Resource
INVESTOR PRESENTATION Kilbourne Graphite ith in Maiden Resource 0 tf w 0 t Open ~8,000 ft 0 i 7, erm ~ Open-pit constrained inferred resource n e eP li s of out e U 22 million tons at an average grade of t iv 2.91% Cg (based on a cut off grade of l pi Act 1.50%) tua SM e p E 653 kt of contained grap
Slide 14: Long-life Open Pit Resource
INVESTOR PRESENTATION Mineral Resource Estimate Classification Deposit Cut-Off Grade (% Cg) Tonnage (‘000 Ton) Grade (% Cg) Contained Graphite (‘000 Ton) Long-life open pit Inferred Kilbourne 1.50 22,423 2.91 653 Resource Based on 45 surface diamond drill holes Mining cost of $4.60/t for mineralized
Slide 15: Metallurgy
INVESTOR PRESENTATION Phase I-SGS (1) Metallurgy Concentrate Assays % % distribution Wt% Size Fraction C(t)(2) C(t) +65 mesh 0.9% 94.6% 0.9 +80 mesh 1.8% 95.0% 1.7 Two phases of metallurgy run at SGS Lakefield and Forte +100 mesh 4.9% 96.6% 4.8 Dynamics +150 mesh 18.2% 99.2% 18.6 SGS Lakefield (Phas
Slide 16: Price Sensitivities and Kilbourne Graphite Product Segments
INVESTOR PRESENTATION PRICING SENSITIVITIES – KILBOURNE MINERAL Price RESOURCE Sensitivities and Contained $USD per Ton Mill Feed [k Overburden [k RF Graphite [%] Graphite [k Waste [k Ton] Concentrate Ton] Ton] Ton] Kilbourne 872.00 0.80 3.30 7,198 238 4,810 3,532 Graphite Product 926.50 981.00 0.85
Slide 17: Graphite Development Plan and Indicative Timeline
INVESTOR PRESENTATION Graphite Development Plan and Indicative Timeline Year 0 Year 1 Year 2 & 3 (Scale Up)(1) Resource declaration (Q4 2024) Infill drilling of resource to FEED/Detailed engineering Technical measured & indicated status Metallurgy Phase III Equipment orders Commercial Demo Design &
Slide 18: Graphite - Demand by Type and Region
INVESTOR PRESENTATION Graphite - Demand by Type and Region NATURAL FLAKE GRAPHITE DEMAND BY GEOGRAPHY (MILLION MT) GRAPHITE MARKET DEMAND FORECAST BY APPLICATION Titan Start of Customer Deliveries and Demo Production 2025 2026 2027 CARBURISATION GRAPHITE SHAPES LUBRICANTS REFRACTORY & FOUNDRY FRICTI
Slide 19: Short-Term Key Catalysts
INVESTOR PRESENTATION Short-Term Key Catalysts Maiden Resource Updated LOM and District exploration Kilbourne PEA for Kilbourne Statement for Technical Report update and forward FY 2025 Guidance Commercial Graphite Kilbourne Graphite for Zinc and plans for 2025 – Update – Demonstration Project Graph
Slide 20: Appendix
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Slide 21: Battery Capacity Installations In North America And Europe
INVESTOR PRESENTATION Battery Capacity Installations In North America And Europe ESM is located within close proximity to planned secondary processing facilities and North American gigafactories As of 2021 roughly 1,265 GWh of battery capacity being built in North America and Europe 1 Graphite miner
Slide 22: Our Approach to Sustainability
INVESTOR PRESENTATION Our Approach to Committed to localization and building partnerships that deliver long-term mutual Sustainability benefits Employees uphold integrity, trust, and commitment to community as well as environmental and social stewardship 1 Community Involvement 2 Environmenta l and
Slide 23: Scientific and Technical Information
INVESTOR PRESENTATION SCIENTIFIC AND TECHNICAL INFORMATION The scientific and technical information contained in this presentation relating to ESM’s zinc operations was based upon the technical report titled “Empire State Mines 2021 NI 43-101 Technical Report (Amended)”, prepared by D. Warren, P. En
Slide 24: Vancouver and Toronto Offices
TSX: TI | BUILT FOR GROWTH VANCOUVER TORONTO Suite 555 - 999 Canada Place, Suite 2915 - 181 Bay Street, Vancouver, BC, Canada, V6C 3E1 Toronto, ON, info@titanminingcorp.com Canada, M5J 2T3 604-687-1717 info@titanminingcorp.com 416-366-5678 VISIT US AT TITANMININGCORP.COM