Graphite One Stock Price, News & Analysis

Graphite One (OTCQX:GPHOF) announced detection of rare earth elements (REEs) in drillcore from its Graphite Creek deposit, north of Nome, Alaska, including the five principal magnet REEs: neodymium, praseodymium, dysprosium, terbium and samarium.

ActLabs tested 21 representative samples from the Feasibility Study pit area; garnet-bearing ore shows elevated HREEs, scandium and yttrium. G1 plans further testing with the University of Alaska Fairbanks, ActLabs and a DOE National Lab. The FS outlines a 20-year mine life and a pit covering 12% of the 15.3 km mineralized zone. G1 previously received a $37.5M DPA Title III grant and non-binding EXIM Letters of Interest for $570M and $325M of potential funding.

Graphite One (OTCQX: GPHOF) closed a strategic non-brokered private placement with Doyon Limited and Aleut for US$5.0 million (CDN$7.0M) via 8,514,024 units at CDN$0.82 each. Each unit includes one common share and one warrant exercisable at CDN$1.03 for three years with participation rights on future financings.

Proceeds will fund environmental studies, permitting on the Graphite Creek property, and general corporate purposes. The placement has conditional TSX Venture Exchange approval and securities carry a four‑month plus one‑day hold period. Graphite One continues to advance its integrated U.S. supply chain plan and has prior non‑binding EXIM letters of interest up to $895 million.

Graphite One (OTCQX: GPHOF) has announced its intention to extend the expiry date of 2,802,690 outstanding common share purchase warrants held by Bering Straits Native Corporation (BSNC). The warrants, originally set to expire on September 17, 2025, will be extended by one year to September 17, 2026, subject to TSX Venture Exchange approval.

The warrants, issued during a private placement in September 2023, maintain their exercise price of CAD$1.21 per common share. BSNC, formed in 1972, is a strategic partner for Graphite One's Graphite Creek Project and serves as the regional Alaska Native Corporation for the Bering Strait region.

Graphite One (OTCQX: GPHOF) has announced the approval of long-term incentive awards for 2025, including 410,000 stock options, 3,024,730 RSUs, and 2,441,716 PSUs under its Omnibus Plan. The stock options have an exercise price of $0.81 per share with a tiered vesting schedule through 2028.

The company, which is developing a U.S.-based graphite supply chain solution, currently has 161,547,753 common shares outstanding, along with 12,185,738 Options, 8,059,260 RSUs, and 5,642,152 PSUs. The project includes plans for an advanced synthetic graphite material and battery anode manufacturing plant in Warren, Ohio, alongside a recycling facility.

Graphite One (OTCQX: GPHOF) has joined forces with Lucid Group and other domestic battery materials developers to form the Minerals for National Automotive Competitiveness (MINAC) initiative. The collaboration, launched during a Capitol Hill event, aims to reduce U.S. dependence on foreign critical minerals in the automotive supply chain.

The partnership builds on G1 and Lucid's existing natural graphite supply agreement and aligns with Graphite One's strategy to develop a complete U.S.-based graphite supply chain. The company's Graphite Creek deposit in Alaska, recognized by USGS as the largest in the U.S., will anchor this initiative. The project includes plans for an advanced graphite material manufacturing plant in Warren, Ohio, along with a co-located recycling facility.

Graphite One (GPHOF) has been highlighted as one of six mining projects prioritized under the FAST-41 federal permitting process, becoming the first Alaskan mining project on the Federal Permitting Dashboard. The streamlined permitting process aims to strengthen domestic critical mineral supply chains. The company recently secured a second non-binding supply agreement with Lucid Group for anode active materials and completed its feasibility study 15 months ahead of schedule, revealing a tripled resource reserve. Graphite One is developing a complete U.S.-based graphite supply chain solution, including the Graphite Creek deposit (the largest in the U.S.), a manufacturing plant in Warren, Ohio, and a recycling facility. This initiative is crucial as the U.S. is currently 100% import dependent on graphite, with China maintaining significant market control.

Graphite One (GPHOF) has entered the FAST-41 60-day planning period for its Graphite Creek project, requiring a Coordinated Project Plan to be posted on the Federal Permitting Dashboard by August 1st, 2025. FAST-41 projects typically achieve Record of Decision 25% faster than non-FAST-41 projects. The project, led by the U.S. Army Corps of Engineers, is the first Alaska mining project on FAST-41 and comes as IEA reports China controls 97% of global graphite market, exceeding its 93% control of Rare Earths. Graphite One aims to develop a complete U.S.-based graphite supply chain, including the Graphite Creek deposit in Alaska and a manufacturing plant in Warren, Ohio, addressing U.S.'s 100% import dependence on graphite.

Graphite One (GPHOF) has signed a second non-binding supply agreement with Lucid Group for natural graphite anode active materials (AAM), complementing their 2024 synthetic graphite agreement. This makes Graphite One the first company to provide both natural and synthetic graphite materials to a U.S. EV manufacturer. The 5-year agreement follows Graphite One's listing on the Federal Fast-41 Permitting Dashboard and completion of its NI 43-101 feasibility study, funded by a $37.3M Department of Defense award. The company plans to produce graphite concentrate from Alaska's Graphite Creek deposit and process AAM at a facility in Warren, Ohio. The feasibility study, completed 15 months ahead of schedule, revealed a tripling of proven and probable reserves.

Graphite One (GPHOF) has achieved a significant milestone as its Graphite Creek project becomes the first Alaskan mining project approved for the FAST-41 Federal Permitting Dashboard. This follows the completion of their Feasibility Study, funded by a $37.3M Defense Production Act award. The study revealed impressive metrics: annual graphite concentrate capacity increased to 175,000 tpy, a post-tax IRR of 27%, NPV of $5.03 billion, and a 7.5-year payback period. The project includes a mine in Alaska and a manufacturing facility in Warren, Ohio, supported by a $325M EXIM Bank Letter of Interest. The FAST-41 status streamlines the federal permitting process, providing improved timeline predictability and public tracking capabilities. The project is strategically positioned to address U.S. critical mineral needs, with USGS recognizing it as America's largest natural graphite deposit.