Titan Mining Corp. · TSX:TI
Titan Mining — Investor Presentation (February 2026)
26 slides from Titan Mining's investor presentation, February 2026
Slide 1: Investor Presentation
BUILT FOR GROWTH Investor Presentation Building America’s Next Critical Minerals Champion February 2026 | NYSE-A: TII TSX: TI 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. Natural Graphite Supply Chain Strong Leadership & Transformative Strong Strategic Support Growth Foundation Track Record of Value Creation Macro & Policy Tailwinds
Slide 5: 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$445M C$609M Past Augusta Group Company Returns Market Cap NYSE-A: TII TSX: TI 12,960% 3,300% 6,100% 42% Co-Founded Spun out C$848M Return Return R
Slide 6: A Best-in-class Leadership Team
A Best-in-class Leadership Team BOARD OF DIRECTORS MANAGEMENT TEAM Rita Adiani Kevin Hart PRESIDENT & CEO CFO Over 19 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 o
Slide 7: Making More in America: 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: Graphite: A National Security Imperative
Global Military Spending Graphite: A National Security Imperative Surges to $2.7 Trillion Without Domestic Graphite, U.S. Defense and Energy Systems Remain Vulnerable GLOBAL MILITARY 2025–2035 CRITICALITY MATRIX (1) EXPENDITURE BY REGION (1) ($B) U.S. 36%of China Dominates: Global Defense 3,000 Spen
Slide 9: 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 10: Kilbourne Graphite Demonstration Plant
Kilbourne Graphite Demonstration Plant Commissioning in Q4 2025, on schedule First graphite concentrate produced in January 2026, marking a key execution milestone Current operating capacity is ~1,200 tonnes per year, with potential to ramp up to 2,500 tonnes per year of design capacity on a two-shi
Slide 11: 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 12: 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 13: Kilbourne Growth Optionality and Price Sensitivity
Kilbourne Growth Optionality: Large-Scale Resource Expansion + Strong Leverage to U.S Premium Pricing Exploration drilling targeting eastern extension of Kilbourne began in Q3 2025 4,750 ft of planned drilling, 3,362 ft completed to date Graphite mineralization intercepted ~2,500 ft from current con
Slide 14: 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 - $1.01 per payable lb Production growth since acquisition and Mineralized material processed in the late
Slide 15: Expanding Resources & Unlocking Exploration Upside
ESM #4 MINE, N2D AND TURNPIKE Expanding Resources & Unlocking Exploration Upside Driving Near-mine Resource Expansion And District-scale Gold, Copper, Opportunities ZINC RESOURCE EXPANSION & UNLOCKING DISTRICT WIDE PRODUCTION GROWTH POTENTIAL Underground drill programs advancing #4 and Parish target
Slide 16: Significant Value Upside
Significant Value Upside US DEMAND (1) Titan’s EBITDA Trajectory Reflects Significant (Natural Flake Graphite kt) 192 Growth Potential 72 ILLUSTRATIVE ANNUAL EBITDA(2) GROWTH ($M) 2024 2035 Other ESS Zinc(3) >$125+Zinc Graphite EBITDA+ Graphite ESS Upside ESS Upside $125+Zinc EBITDA $125 $125 1 Grap
Slide 17: Path To Scaling Domestic Commercial Graphite Production
Path To Scaling Domestic Commercial Graphite Production 2025 2026 2027 2028+(1) Technical Technical Technical Ramp up commencing to 40,000mt pa Lab testing to confirm product specs Graphite Concentrate Production Start Equipment orders 1,200 mt pa graphite concentrate facility Targeted resource expa
Slide 18: Appendix
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Slide 19: 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 20: 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 21: High Quality Graphite: From Lab Results to Domestic Production
Test work-SGS (1)(2) Concentrate Size Fraction- Master Composite Mass % Assays % C(t)(2) High Quality Graphite: +100 mesh 8.2% 98.1% From Lab Results to +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 22: 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 23: History of exploration success
INVESTOR PRESENTATION History of Long production history with numerous discoveries exploration Pierrepont (1979) Hyatt (1917) 120,000 #4 (1965) #2 (1927) #3 (1946) Titan Opens ESM Edwards (1903) NE Fowler (#4) success Taylor (Hyatt) New Fold (#4) West Branch (Hyatt) Mahler (#4) Mud Pond / Davis (#4)
Slide 24: 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 25: 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 26: 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