{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Company Interviews","title":"CoTec Holdings (TSXV:CTH) - Turning Mine Waste into High-Value Assets with Six Key Technologies","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2686d531\"></iframe>","width":"100%","height":180,"duration":1848,"description":"Interview with Julian Treger, President & CEO of CoTec HoldingsRecording date: 7th October 2025CoTec Holdings is pioneering a new era in mining by repurposing industrial waste and tailings through six proprietary technologies, aiming to develop nearly 20 assets by 2030 with potential net present values exceeding $2-3 billion. Led by CEO Julian Treger, a seasoned investor who scaled Anglo Pacific's earnings from $5 million to over $100 million in eight years, the company holds a current market value of $130 million CAD, with 60% insider ownership driving a goal of surpassing $1 billion in valuation. Treger's approach exploits market gaps: outdated extraction methods persisting despite decades of R&D spending, and undervalued waste sites containing extractable metals like iron ore, copper, tungsten, manganese, vanadium, nickel, and tin.From a Canadian shell acquired at 12 cents per share with $90 million in tax losses, CoTec assembled a board featuring Rio Tinto's former CEO Tom Albanese and Rio Ventures' John McGagh. They screened 400 technologies, selecting mid-stage innovations at readiness levels 5-9—avoiding lab experiments—for equity stakes, licenses, or partnerships. These enable processing hard rocks, fine particles, and low-grade ores, with a standout in rare earth magnet recycling from e-waste, developed by Birmingham University for over $100 million.Flagship assets illustrate the model: Quebec's Cartier mine tailings (120 million tons) bought for $2 million, projecting $130-150 million NPV on $60 million capex, while slashing government rehabilitation costs from $200 million to under $100 million. A Minnesota iron ore site, with 2.6 billion tons and a $1 billion NPV, gives CoTec 17% ownership. The U.S. magnet business, 60% owned, plans three $600 million NPV hubs starting production in 2027, addressing China's export blacklists to defense firms. Treger notes ongoing talks with the White House, calling recycling a \"very good plan B insurance policy\"...","thumbnail_url":"https://img.transistorcdn.com/1wv-MFlQAgnm-ca64e5kK4984dZB0os8-HJdRVsI74M/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzEzNTcyLzE2MjM5/NTQyMDctYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}