Focus Graphite Stock Price, News & Analysis

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.

Focus Graphite (OTCQB: FCSMF) reported positive progress on its patent application for advanced lithium-ion battery anode materials containing silicon. The company's Canadian patent application (No. 3,209,696) received confirmation of novelty and inventiveness through the International Preliminary Report on Patentability (IPRP).

The company has engaged MBM Intellectual Property Law to address minor clarification requests from the examiner, primarily concerning formality issues. Focus Graphite also submitted amended claims under the Patent Prosecution Highway (PPH) for the Canadian case, reducing the number of claims to avoid excess fees.

Focus Graphite (OTCQB: FCSMF) has announced significant board changes with the appointment of Susan Rohac, ICD.D as its newest director, replacing Robin Dow. Rohac brings extensive experience from her 34-year career at BDC, where she managed over $1 billion in climate tech assets and oversaw two major funds worth $600 million and $500 million.

The company will participate in the Canadian Critical Minerals Investment Forum in Tokyo and Korea (August 26-30, 2025), being one of only two Canadian graphite companies selected. Additionally, Focus Graphite recently conducted a site visit to its Lac Knife project near Fermont, Québec, with KOMIR representatives and local officials. The company has granted Rohac 250,000 stock options at $0.35 per share, expiring August 17, 2030.

Focus Graphite (OTCQB: FCSMF) has announced significant progress in its Quebec graphite projects. The company has re-engaged IOS Geosciences Inc. to complete 16 technical reports for the Environmental and Social Impact Assessment (ESIA) at its Lac Knife project, with submissions planned for early 2026.

In parallel, Focus has authorized geochemical analysis of over 1,000 drill core samples from its 2022 exploration program at Lac Tetepisca. The analysis will support an updated NI 43-101 Mineral Resource Estimate expected in Fall 2025. The drilling program covered 14,900.5 metres across 74 holes.

Additionally, the company granted 4,215,000 stock options at $0.14 per share, expiring August 13, 2030, and 1,350,000 restricted stock units (RSUs) to directors, officers, and consultants.