Graphite One Stock Price, News & Analysis

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.

Graphite One Inc. (TSXV: GPH) (OTCQX: GPHOF) has announced the approval of 583,015 restricted share units (RSUs) to directors under its Omnibus Plan. The RSUs will convert to common shares on April 14, 2026. An additional 583,014 RSUs are planned for July 2025, pending shareholder approval at the upcoming Annual General Meeting on June 27, 2025.

Following this grant, the company has 146,269,376 common shares outstanding, along with 5,489,854 RSUs and 3,200,436 performance share units under its Omnibus Plan. The company is developing a U.S.-based graphite supply chain solution, centered around the Graphite Creek deposit, which the US Geological Survey recognizes as the largest in the U.S. The project includes plans for a manufacturing plant in Warren, Ohio, and a recycling facility for graphite and battery materials.

Graphite One (GPHOF) has announced significant updates to its Graphite Creek Project, with the completion of 2023 and 2024 drilling programs supported by DOD funding. The company will file a NI 43-101 compliant Feasibility Study in April 2025, revealing a tripled production rate compared to their 2022 pre-feasibility report.

Key highlights include:

• Proven/Probable Mineral Reserve tonnage increased to 317% of the PFS estimate
• Contained graphite reached 296% of the PFS estimate
• 71.219 million tonnes of Proven and Probable material at 5.22% graphite grade
• 3.7 million tonnes of contained graphite

The results come from just 1.2 miles of the total 9.5-mile long geophysical anomaly. The company plans to develop a complete U.S.-based graphite supply chain, including an advanced material manufacturing plant in Warren, Ohio, and a recycling facility.

Graphite One (GPHOF) welcomes President Trump's new Executive Order on critical minerals, issued March 20, 2025, aimed at accelerating domestic mineral production. The order expands authorities of the Defense Production Act and EXIM Bank, both currently supporting Graphite One's projects.

The company has received a DPA grant for its feasibility study (expected April 2025) and a $325 million non-binding Letter of Interest from EXIM Bank for its Ohio-based anode manufacturing plant. The EO requires actions from Defense, Energy, and Interior Secretaries within 10-45 days.

Graphite One is developing a U.S.-based graphite supply chain anchored by the Graphite Creek deposit, recognized by USGS as the largest in North America. The project includes an advanced material manufacturing plant in Warren, Ohio, and a planned recycling facility. According to Alaska's Governor, construction could begin by 2027 with production potentially starting in 2029.