 You can feel it, can’t you? Something big just broke... Not the stock market, not the banks… something deeper. The numbers say everything’s fine… but it doesn’t feel fine, does it? The cost of living keeps rising. The divide keeps widening. The anger keeps building. Listen, I’ve spent three decades studying financial systems, and I’ve never seen pressure like this. It’s as if the old order of the economy has cracked and something new is forcing its way through. Most people can’t see it yet. But they sense it. They feel it in their gut. I’ve pulled on that thread for the past year, and what I’ve uncovered is bigger than anything I’ve ever reported. And it’s happening much faster than anyone imagines. I explain everything in my new documentary. ➡ Watch it here before it’s too late for you. Good investing, Porter Stansberry
Saturday's Bonus Content Why This Small Cap Mining Stock Surged 1,000%+ in 2025Author: Jordan Chussler. Article Posted: 12/30/2025. 
Summary- As demand for lithium-ion batteries rises, it will require more graphite, which is an integral input material.
- That demand has proven to be a boon for little-known Titan Mining, a zinc-first miner that is branching into graphite projects.
- In 2025, shares of Titan Mining have gained over 1,000% as investors speculated that the United States would reduce its reliance on China for the mineral.
Mining stocks enjoyed major tailwinds in 2025, driven by record years for gold and silver, a near-record year for palladium, and rising demand for lithium. But as much as gold and silver miners rewarded shareholders with strong gains this year, a lesser-known commodity—and the company that mines it—took the spotlight. Less than 0.2% of investors know this market exists...
There's a hidden market where crypto trades at 80-95%cheaper than mainstream exchanges. It's called the "Native" Markets, and it's how every crypto millionaire has made their fortune. Don't buy at the top - get in before retail even knows: Click here for the FREE guide on how it's done. As demand for lithium-ion batteries rises alongside growing EV adoption, ubiquitous consumer electronics, AI-driven data center storage needs, and industrial applications in aerospace, graphite is returning to center stage. Titan Mining (TSE: TI), a C$250 million small-cap natural-resources company based in Canada, saw its shares surge more than 1,000% in 2025. Although the company has not yet generated revenue from graphite, it is planning a commercial-scale facility capable of supplying up to 40,000 tonnes—or more than 88 million pounds—per year by 2028. Graphite’s Central Role in Lithium-Ion BatteriesGraphite, a soft black crystalline form of carbon, is prized for its electrical and thermal conductivity and heat resistance. It appears in everything from EV batteries and brake pads to fuel cells and semiconductors. In the EV supply chain, graphite plays a critical role. When most people think of lithium-ion batteries, they focus on lithium, but graphite is equally essential. Graphite's naturally hexagonal, layered structure lets lithium ions be inserted and extracted easily during charge and discharge cycles, enabling efficient energy storage and release. It is also chemically stable, helping to prevent unwanted reactions during battery operation. Perhaps most important for widespread adoption is graphite's price point: as of December 2025, naturally occurring flake graphite traded at roughly $328 to $363 per tonne, while artificial graphite ranged from about $3,791 to $4,534 per tonne. That is where Titan Mining aims to position itself. A Major Tailwind for Titan MiningAccording to Titan Mining's December 2025 investor presentation, the United States currently relies entirely on imports for graphite, with more than 40% of those imports coming from China. This dependency largely stems from the 1950s, when many operations were offshored because importing inexpensive graphite was deemed more economical than funding domestic mines. As a result, the U.S. has not operated a graphite-producing mine for decades. But surging demand for lithium-ion batteries has renewed interest in domestic production, benefiting Titan Mining and others that are pursuing U.S. commercial projects for the first time in roughly 70 years. On Dec. 26, the Associated Press reported that Titan Mining extracted a limited amount of ore from a New York deposit about 25 miles from the Canadian border, and the company plans commercial production within two years. Company officials say "the geopolitical winds are at their backs to sell graphite concentrate for high‑tech, industrial and military uses…including heat‑resistant coatings in factories, anodes in large lithium‑ion batteries connected to electrical grids and lubricants for military vehicles." Titan Mining expects to begin qualification sales of graphite to U.S. defense and industrial customers in early 2026, following the start of graphite processing at its facility in December 2025. By 2028, the company is targeting the completion of a commercial-scale facility capable of producing 40,000 tonnes per year, which would satisfy a meaningful portion of U.S. natural flake graphite demand. Commercial Sales Could Accelerate Titan Mining’s EarningsIndustry consultancy Grand View Research forecasts the U.S. graphite market to grow from $2.1 billion in 2025 to $3.4 billion in 2033. One contributor to that growth could be Titan Mining's Kilbourne Project. In its December 2025 presentation, the company said the project has a forecasted post‑tax payback period of 2.7 years and projected blended margins of 58% to 69%, calling it the "least capital‑intensive graphite project in the [United States]." Titan Mining estimates initial capex at $156 million and projects average annual EBITDA of $138 million. That level of cash flow would materially expand the company's modest market cap of C$389.75 million (approximately US$284.8 million). Even after a roughly 1,200% gain in 2025 (as of the Dec. 30 close), the stock appears attractive to some investors given a price‑to‑earnings ratio of 31.56 and a low volatility beta of -0.95.
| 
No comments:
Post a Comment