Focus Graphite Stock Price, News & Analysis

Focus Graphite (OTCQB: FCSMF) received conditional approval for a $14,062,500 non-repayable contribution from Natural Resources Canada under the Global Partnerships Initiative to build Canada’s first commercial electrothermal fluidized bed (EFB) graphite purification demonstration plant.

The demonstration system is being engineered with Ukraine's TMEC, uses U.S. AETC expertise, targets >99.95% C (previous tests reached 99.999%+ C), is designed for 100 kg/hour capacity, and funding can be accessed until March 2028.

Focus Graphite (OTCQB: FCSMF) announced that its Lac Knife natural graphite anode material passed Phase I validation testing by independent U.S. labs C4V and AETC on October 22, 2025. Under test (lot GN250619002) the material achieved a first-cycle discharge capacity of approximately 373 mAh/g, near theoretical graphite capacity, and exceeded C4V internal qualification benchmarks. C4V advanced the material to Phase II for pouch-cell fabrication and large-format validation; AETC will pursue additional large-format testing to assess scalability and performance consistency.

Focus Graphite (OTCQB: FCSMF) appointed Jean-Francois Perrault as Strategic Advisor effective October 15, 2025. Mr. Perrault brings more than 30 years of merchant banking, capital markets and investment banking experience and currently serves as Managing Partner at Pavilion Capital Advisers.

He served 16 years as Managing Director, Corporate Finance at Leede Financial until 2025, held senior roles at Union Securities and TD Capital, and sits on the TSX Venture Exchange Local Advisory Committee (Eastern Canada). As part of the engagement, Focus granted 50,000 stock options exercisable at C$0.60 for five years, subject to regulatory approval. The advisor will support financing and permitting for the Lac Knife and Lac Tetepisca projects.

Focus Graphite (OTCQB: FCSMF) has engaged two marketing firms to expand investor awareness, with programs starting October 15, 2025.

Key terms: a six-month agreement with Outside the Box Capital for $150,000 CAD per six-month term plus 950,000 stock options exercisable at the closing price on October 15, 2025, vesting 25% every three months over 12 months; and a three-month contract with Curation Connect for $12,000 USD paid as $4,000 USD monthly. Campaigns cover social channels, influencer and video content, and an investor Showcase hosted by Curation. Both providers are reported as arm's-length and do not own company securities as of the date hereof.

Focus Graphite (OTCQB: FCSMF) has secured acceptance into the Intellectual Property Ontario (IPON) program, gaining access to up to $300,000 in non-dilutive funding. The program will cover 80% of eligible costs for patent protection and commercialization of the company's silicon-enhanced spheroidized graphite technology.

The funding will support patent drafting, prosecution, trademark registration, and commercialization efforts in key markets including Canada, United States, Europe, and Korea. Focus Graphite is partnering with MBM Intellectual Property Law to expand its international IP footprint, targeting both commercial applications (electric mobility, grid storage) and defense applications (unmanned systems, military power sources).

Focus Graphite (OTCQB: FCSMF) has announced breakthrough results from battery cell testing conducted by C4V, showing that spheroidization rejects from its Lac Knife deposit achieved a 26% increase in cathode electrode density (2.39 g/cc vs. 1.76 g/cc baseline) in LFP cathodes.

The testing demonstrated that Lac Knife Cathode (LKC) Ultima, when used as a conductive additive with carbon black in a 50:50 ratio, maintained equivalent conductivity and cycling stability through 40 cycles. This breakthrough could enable higher energy storage capacity without increasing battery size, particularly beneficial for Battery Energy Storage Systems (BESS).

The global market for lithium-ion battery cathode conductive auxiliary agents is projected to grow from US$1.80 billion in 2024 to US$4.32 billion by 2029, representing a 19.1% CAGR. Focus Graphite plans to advance testing to larger format batteries and explore different blend ratios to assess scalability.

Focus Graphite (OTCQB: FCSMF) announced that Chairman Jeff York has converted C$200,000 of his private loan into 571,428 shares at C$0.35 per share. This conversion is part of a broader strategy to eliminate York's total loan of C$1,535,000 and strengthen the company's balance sheet.

To comply with TSX Venture Exchange Policy 4.1's 20% ownership cap, York sold 488,000 shares for C$161,831.20. Despite this sale, the conversion resulted in a net increase in his overall position. The company plans to work with York on additional conversions to gradually eliminate the remaining loan while maintaining shareholder value.

Focus Graphite (OTCQB:FCSMF) has announced significant improvements in its Lac Knife graphite project's pilot beneficiation program. The company achieved a substantial increase in coarse flake recovery from 33% to 47% by adjusting the total graphite content (TGC) from 97.8% to 95%.

The pilot run, conducted by American Energy Technologies Company (AETC), processed over 800 kilograms of Lac Knife graphite-bearing rock. The resulting concentrate meets and exceeds U.S. Department of Defense standards while aligning with market demands. The project demonstrates capability to produce 50,000 tonnes per year of graphite concentrate, with Lac Knife's material particularly suitable for premium applications in aerospace, defense, and specialty markets.

Focus Graphite (OTCQB: FCSMF) has achieved a significant milestone with the successful launch of Pluto Aerospace's Dash 1 Flight 003 solid-fuel rocket, featuring nozzle components made from Focus' Lac Knife graphite. The launch took place on August 23, 2025, in the Mojave Desert test range, reaching an altitude of over 45,000 feet.

The test demonstrated the performance of Lac Knife graphite in extreme conditions, with nozzle temperatures exceeding 3,000°C. The project was completed in collaboration with American Energy Technologies Company, Pluto Aerospace, and ACP Technologies, using entirely North American-sourced materials.

This marks Focus Graphite's first real-world aerospace and defense application test, with plans for future launches including trials of graphene-based coatings for icephobic and radar-suppression applications on rocket fins, also applicable to UAV drone technology.