CoTec Holdings Corp

CoTec Holdings Corp. (TSX-V: CTH, OTCQB: CTHCF) is redefining the future of resource extraction and recycling. Focused on rare earth magnets and strategic materials, CoTec integrates breakthrough technologies with strategic assets to unlock secure, sustainable, and low-cost supply chains.

CoTec’s mission is clear: accelerate the energy transition while strengthening strategic mineral supply chains for the countries we operate in. By investing in and deploying disruptive technologies, the Company delivers capital-efficient, scalable solutions that transform marginal assets, tailings, waste streams, and recycled products into high-value critical minerals.

From its HyProMag USA magnet recycling joint venture in Texas, to iron tailings reprocessing in Québec, to next-generation copper and iron solutions backed by global majors, CoTec is building a diversified portfolio with long-term growth, rapid cash flow potential, and high barriers to entry. The result is a differentiated platform at the intersection of technology, sustainability, and strategic materials.

Overview

CoTec is a resource extraction and processing company that identifies and deploys breakthrough technologies to turn undervalued assets into high-margin businesses. Relative to traditional processes, these technologies require significantly less water and energy to transform low grade deposits with complex metallurgy into profitable businesses.

CoTec has a current investment portfolio of six technologies and three assets which provide it with exposure to rare earths, iron ore, and copper. Management is focused on acquiring assets where these technologies can be deployed. Value creation is a function of scaling up and spinning-off these initiatives as standalone businesses.

Management is fully committed to this strategy. CEO Julien Treger is a successful mining investor and owns 49% of the Company. Management and insiders collectively own 74% of the Company.

Although CoTec is trading at an ~88% discount to its Net Asset Value, various near-term catalysts have the potential to reduce this valuation gap.