Total Graphite - Growth Strategy and Graphite Project Optimisation Plans

Why It Matters

The programme could close the valuation gap and give investors exposure to a critical EV‑battery material as global graphite shortages tighten.

Key Takeaways

• Total Graphite launches optimization program to accelerate project development.
• Madagascar Vatina mine targets 18,000 tons annual production capacity.
• Mozambique Mont Puez project offers 100k‑ton/year potential, $800M MPV.
• Company explores downstream anode material plant and joint‑venture options.
• Ongoing talks with off‑takers, financiers, and sovereign funds for partnerships.

Summary

Total Graphite announced a comprehensive optimisation programme aimed at fast‑tracking its graphite portfolio and unlocking shareholder value amid surging demand from electric‑vehicle batteries and global supply‑chain initiatives.

The plan centres on three Madagascar assets – the operating Vatina mine, slated to reach 18,000 t/yr, and the Sammy project with a 2027 restart target, plus four nearby licences – and two Mozambique projects. Mont Puez holds 119 Mt at 8.1% graphite with a feasibility for a 100,000 t/yr plant and a prior 50,000 t/yr study showing a two‑year payback and $20 m annual cash flow. Combined MPV of the Mozambique studies exceeds $800 m, while the Palama Central project adds another $300 m.

Non‑executive director Christian Dennis highlighted that the company is revisiting the 2018 feasibility work, engaging potential off‑takers, financiers and sovereign wealth funds at conferences such as Giga US and Giga Africa. He noted interest from battery manufacturers and specialty graphite users, and signalled openness to joint‑ventures or asset sales to accelerate construction.

If the optimisation succeeds, Total Graphite could become a vertically integrated supplier of both bulk EV‑grade graphite and high‑value specialty flake, narrowing the current valuation gap and positioning the firm to capture a share of the projected graphite deficit through 2030.

Original Description

Total Graphite - Growth Strategy and Graphite Project Optimisation Plans

StockBox speaks with Christian Dennis, Non-Executive Director at Total Graphite, following the company’s announcement of a portfolio optimisation programme designed to accelerate project development and maximise shareholder value. Read the updated presentation here: https://totalgraphite.com/investor-centre/presentations-and-documents/

Christian discusses the company’s ambition to become a globally significant graphite producer, with production growth in Madagascar, large-scale development potential in Mozambique, and downstream opportunities linked to EV batteries, anode material and specialist graphite markets.

Key topics discussed:

Total Graphite’s upstream and downstream graphite strategy

Madagascar production ramp-up and project development plans

Mozambique graphite assets including Montepuez and Balama Central

EV battery demand and ex-China graphite supply chains

Potential partnerships, offtake interest and shareholder value creation

🔗 Latest Research Talks Video:

https://youtu.be/J97CWOv9MU0

📰 Sign up to our newsletter: https://mailchi.mp/stockboxmedia.com/

🐦 Follow us on X: https://x.com/StockBoxMedia

🔔 Subscribe for more mining market insights: https://www.youtube.com/@UCvEDzwl9YeMcuXmJBNQBBsQ