TII Titan Mining Corp

NEUTRAL Impact: 4/10 6-K
Horizon months Filed May 13, 2026 Processed 10d 13h ago SEC 0001171843-26-003351
Notable filing: 6-K
Latest settled — T+5d ⚠ clustered
TII ▼ -22.22% at T+5d
NEUTRAL call ✗ call lost -22.22% · α vs SPY -21.06% · entry $3.06 → $2.38
Next anchor: T+20d in 18d
Last close $2.29 (close May 22) · -25.16% from $3.06 entry
Entry anchored
May 12, 03:59 PM ET
via Databento tick
T+1d
-9.80%
call -9.80% · α -10.58%
$2.76
settled 10d ago
T+5d
-22.22%
call -22.22% · α -21.06%
$2.38
settled 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Titan Mining entered a cooperation agreement with Teck Resources to evaluate recovering germanium from existing mine waste streams at Empire State Mines, targeting ~13,000 kg/year of contained germanium with no additional mining required. The initiative is exploratory and pre-commercial, with no binding offtake or financial terms disclosed.

Actionable Insight

This is an early-stage evaluation with no binding commercial terms — the stock may see speculative interest given the critical minerals narrative, but there is no near-term revenue or earnings impact. Monitor for technical study results and any subsequent offtake agreement with Teck. The historical calibration shows prior bullish calls on TII underperformed significantly (avg -7.93% at T+20), suggesting the market has been skeptical of similar catalysts.

Key Facts

  • Cooperation agreement with Teck Resources to evaluate germanium recovery from existing ESM waste streams
  • Targeting approximately 13,000 kg/year of contained germanium based on annual scavenger tailings of ~600,000 short tonnes grading 23 g/t and pre-float tailings of 5,400 short tonnes grading 69 g/t
  • No additional mining required; leverages existing infrastructure
  • Germanium pricing cited at $5,800–$8,600/kg in U.S. warehouses as of April 30, 2026
  • Agreement is evaluative only — no binding offtake or commercial terms have been reached
  • Parties will work toward a potential long-term offtake arrangement subject to technical and economic results

Financial Impact

At $5,800–$8,600/kg, 13,000 kg/year of contained germanium implies a gross value of $75M–$112M/year, but recovery rates, costs, and commercial terms are unknown — no revenue or cash flow impact is quantified in the filing

revenuecash flow

Risk Factors

  • Germanium recovery may prove technically or economically unfeasible
  • No binding offtake agreement — commercial terms may not materialize
  • Germanium prices are volatile and could decline from current levels
  • Forward-looking statements are heavily caveated; no guaranteed cash flow
  • Historical TII reports show poor market reception to similar catalysts

Market Snapshot

Exchange
NYSE
Sector
Gold and Silver Ores
Analyst Consensus
80% bullish (10 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001171843-26-003351
Document: f6k_051226.htm0001171843-26-003351
Document: 0001171843-26-003351-index-headers.html0001171843-26-003351
Document: 0001171843-26-003351-index.html0001171843-26-003351
Document: 0001171843-26-003351.txt0001171843-26-003351
7 reports for TII
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for TII — sortable, filterable
Type Now
May 22, 2026
1d ago
6-K
NEUTRAL ★ 2/10
awaiting T+5
May 22, 2026
1d ago
Press Release
NEUTRAL ★ 2/10
awaiting T+5
May 13, 2026
10d ago
6-K
NEUTRAL ★ 3/10
awaiting T+5
May 13, 2026
10d ago
6-K
NEUTRAL ★ 4/10
$3.06 $2.38▼ −22.22%▼ −21.06%$2.29 (−25.16%)
May 12, 2026
11d ago
Press Release
MIXED ★ 6/10
$3.06 $2.38▼ −22.22%▼ −21.06%$2.29 (−25.16%)
Apr 30, 2026
23d ago
Press Release
NEUTRAL ★ 2/10
awaiting T+5
Mar 19, 2026
9w ago
Press Release
BULLISH ★ 7/10
$2.75 $2.77▲ +0.73%▲ +2.94%$2.29 (−16.73%)
Showing 7 of 7

US Market Status

Market Closed — Opens Tue (35h 15m)

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