JUNIORMETRICS

Titan Minerals Limited

TTTNF·TTM·US$0.35 (AUD 0.51)·US$102M cap
Goldalso:Dynasty Gold Project, Ecuador Map

Titan Minerals' 100%-owned Dynasty Gold Project in southern Ecuador hosts a March 2026 mineral resource estimate of 3.9 million ounces of gold and 26.1 million ounces of silver, with an independent scoping study covering mine planning and metallurgy targeted for completion in late 2026.

Notable vs. Peers

  • Jurisdiction risk score of 5/10 is meaningfully riskier than the peer average of 7.8/10.
  • Financials score of 3.3/10 is weaker than the peer average of 5.3/10.

Lifecycle Milestones

Grassroots
Resource Def.Current
PEA
PFS
Feasibility
Permitting
Construction
Production
5.1/10
Weak track recordStrong track record
5.1/10 vs.
3.3/10
Thin runwayWell-capitalized
3.3/10 vs.
How this is calculated
5/10
Weaker depositStronger deposit
5/10 vs.
How this is calculated
5/10
Harder place to buildEasier place to build
5/10 vs.
What goes into it
  • Jurisdiction (40%)5/10

    Ecuador carries elevated Latin American political and permitting risk, including referendum-driven regional mining restrictions and an evolving regulatory framework, despite a national government that has generally supported large-scale mining investment.

  • Infrastructure (40%)No verified figure

    Researched with nothing found: no source we could cite confirms or rules out an existing mill, road access, grid power, or tailings facility at Dynasty Gold Project, Ecuador (checked Sep 30, 2026; recheck due Mar 29, 2027). Counts at a neutral 5/10 until one does.

  • Nearby producing mine (20%)Not yet researched

    No producing mine within 50 km in our reference list (nearest listed: Fruta del Norte (Lundin Gold Inc.), 144 km). That list doesn't cover every mining district yet, so a longer distance isn't scored as remote.

4.6/10
Weaker profileStronger profile
4.6/10 vs.
Price Chart
$0.268$0.515$0.625$0.413$0.346AugDecAprJulOct22
Aug 12, 2025 – Oct 20, 2026
News
$0.35
+19.2%from low-58.5%from high
$0.30$0.85
See who ↓
20.1%
Low alignmentHigh alignment
20.1% vs.
See who ↓
25.9%
Low alignmentHigh alignment
25.9% vs.
$102M
Far belowFar above
$102M vs. $21.9M peer median
Price (USD - Local)
US$0.35 (AUD 0.51)
Cash Position (USD)
$5.9M
Far belowFar above
$5.9M vs. $3.3M peer median
Debt (USD)
Far aboveFar below
$0 vs. $0 peer median
$96.1M
Far belowFar above
$96.1M vs. $19.4M peer median
288M
Far aboveFar below
288M vs. 153.6M peer median
Jurisdiction
Ecuador
1,210,000 oz
Feeds Deposit Quality score
Indicated1,210,000 oz
Inferrednot scored2,680,000 oz
Total resource3,890,000 oz
Far belowFar above
1.2M oz vs. 1.3M oz peer median
Compares M&I only — Inferred isn't compared or scored.
$79.44/oz
M&I
Total resource (incl. Inferred)$24.71/oz
Peer median $68.74/oz
Far aboveFar below
$79.44/oz vs. $132.67/oz peer median
0.0632 oz/tCut-off: Cerro Verde: OP 0.5 g/t Au (below-pit UG 1.5 g/t Au).
Far belowFar above
0.0632 oz/t vs. 0.0379 oz/t peer median
20.1%
0%100%
20.1% vs. 12.1% peer median
25.9%
0%100%
25.9% vs. 3.3% peer median
144 kmfrom Lundin Gold Inc.'s Fruta del Norte
Outside typical bolt-on range
-$13.7M
Far belowFar above
-$13.7M vs. -$3.3M peer median
-$0.048
Far belowFar above
-$0.048 vs. -$0.018 peer median

Acquisition Susceptibility

How this is calculated
3.6/10
Unlikely bolt-onFits the takeout profile

A relative ranking of how closely this company matches the profile of juniors that have actually been acquired — not a probability, and not a reason to buy. Acquisitions are rare: only a few dozen significant deals happen a year across a universe of thousands of juniors, so even a high score here describes a long shot. The strongest signal in the research, a producer that already owns part of the company, is scored from its disclosed strategic shareholders. A producer that is a joint-venture or earn-in partner on the project, rather than a shareholder, isn't captured yet.

How this score is built

  • Disclosed pending deal
    Sub-score: Not scored

    No pending acquisition or merger disclosed (checked)

    Not scored: having no deal in flight isn't held against a company.

    Weight 26.25%
  • Producer's strategic stake
    Sub-score: Not scored

    No producer holds a disclosed stake on file (holder register researched) See holders

    Not scored: most juniors that do get bought had no prior toehold, so a missing stake says little either way.

    Weight 25%
  • Distance to a producing mine
    Sub-score:
    1.9/10

    Nearest producing mine: Fruta del Norte (Lundin Gold Inc.), 144 km

    10 next to a producing mine, 8 at 20 km, 5 at 50 km, 0 beyond 200 km.

    Weight 22.5% · 46% here
  • Lifecycle stage
    Sub-score:
    3.5/10

    Stage: Resource Definition

    Feasibility and permitting score 10, where deals cluster, and production 5.5; earlier stages score less, down to 1 at grassroots.

    Weight 15% · 31% here
  • Jurisdiction
    Sub-score:
    5/10

    Ecuador: jurisdiction score 5/10

    Our jurisdiction score, used as is: higher means lower political and permitting risk.

    Weight 6.75% · 14% here
  • Commodity
    Sub-score:
    10/10

    Primary commodity: Gold

    Gold 10, copper 8, silver 5, nickel and uranium 4, others 2: most majors' deals are for gold.

    Weight 4.5% · 9% here

Weight is each input's share of the full score. “Here” is its share of this company's score: inputs that aren't scored are left out and the rest re-weighted, never counted as zero.

Overall Score Trend
-16.4% since 2026-07-26 · -36.1% from peak

Your Rankings

Community Sentiment
—SELLINGBUYING
CategoryCommunityYour Ranking
Overall— (0) 
Management— (0) 
Financials— (0) 
Jurisdiction— (0) 
Project Quality— (0) 

Management Team

Chief Executive Officer of Titan Minerals Limited. Geologist with 20+ years across multiple commodities, deposits and jurisdictions; founded Leighton Geoservices, with prior roles at Hot Chili Limited, Harmony Gold, Hill 50 Gold and Northwest Resources. Non-executive director of Great Boulder Resources and Industrial Minerals.

Group Technical Manager at Titan Minerals Limited. Geologist with 10+ years of experience, a GIS/field exploration specialist; previously GIS & Database Manager and Senior Geologist at Titan Minerals. Master's in GIS, Salzburg University; Bachelor's in Geology, Universidad Central del Ecuador.

Group Administration Manager at Titan Minerals Limited. GIS specialist/spatial data scientist with a geoscience background and stakeholder relations experience. Master of Applied Science, Spatial Analysis for Public Health, Johns Hopkins.

Environmental Manager at Titan Minerals Limited. Chemical engineer with a master's in environmental management and mining-safety specialization; applies environmental regulations to the company's Ecuadorian operations.

Chief Technical Advisor to Titan Minerals Limited. Geologist with 30+ years of international exploration/development experience; BSc (Hons) Geology, Cape Town; MSc Exploration Geology, Rhodes; recently VP Project Development at GT Gold Corp (acquired by Newmont for C$393M); previously director roles at Newmont, Goldcorp, Randgold Resources and Dundee Precious Metals.

Insiders, Investors & Smart Money

Notable shareholders and insiders whose involvement is worth knowing about, plus what we're seeing from institutional/large-investor activity.

Smart money
4/10

Tribeca Investment Partners, an Australian resource-specialist manager (its Tribeca Global Natural Resources strategy is dedicated mining/resources money, not a generalist fund), holds roughly 13.4% of Titan Minerals as of a January 2026 substantial-holder notice (38,309,401 shares, up from 12.10%) -- a current, single-specialist position clearing the >=10% aggregate band on its own. Reported institutional ownership is 25.9% and directors and management hold about 20.1%. No named holder resolves to a mining producer or strategic corporate, and no funded earn-in or joint venture with a major over the Dynasty gold project in Ecuador was identified. There is no insider-transaction feed for this ASX issuer.

No notable insiders tracked for this miner yet.

Reports, Presentations & Documents

Technical Report Takeaways

Titan Minerals owns 100% of the Dynasty Gold Project in southern Ecuador. A resource update in March 2026 lifted Dynasty to 65.55 Mt at 1.85 g/t gold and 12.38 g/t silver, for 3.90 Moz of gold (up 25%) and 26.1 Moz of silver (up 19%), with the Cerro Verde deposit accounting for 2.70 Moz of the gold. Measured and indicated resources contain 1,210,000 oz of gold, all in the indicated category, plus 2,680,000 oz inferred. An independent scoping study covering mine planning and metallurgy is targeted for completion in late 2026, and no economic study has been published yet.