Categories: General Market Commentary / Mining Stocks
Topics: General Market Commentary / Copper Stocks

Multiple Ways to Win with CoTec Holdings

We first covered Cotec Holdings (TSX-V: CTH)(OTC: CTHCF) via an interview with CEO Julian Treger on April 2. 

The company is moving quickly to invest in and bring to market innovative technologies that fundamentally change the way metals and minerals can be extracted and processed.

We are no longer the only ones talking about the opportunity. Epstein Research was out this week with a write-up on the company and the technologies it's developing in the rare earth elements, green iron, and green copper spaces, concluding that "there are multiple ways to win with CoTec Holdings."

You can see the intro to that article below, but you'll need to click through to continue reading on on the Epstein Research website. 

Copper, Iron + REE technologies; CoTec Holdings has a GREEN futurecotec-tw.png

CoTec Holdings (TSX-v: CTH; OTCQB: CTHCF) is an ESG-focused company with minority interests in four disruptive technologies, any one of which could be a major Company-maker. The technologies are at advanced stages, and well-funded by third parties.

How often have readers come across a so-called disruptive technology only to find that, a) it doesn’t work as planned, b) isn’t low-cost, or c) isn’t especially environmentally friendly? In other words, not so disruptive…

Mediocre development projects seek disruptive technologies to save the day. For example, several extremely low-grade lithium brine projects in western Canada are turning to Direct Lithium Extraction (“DLE”) as their savior.

CoTec’s approach is entirely different. It’s not biased towards a single technology, it has reviewed over 300 and chosen four to date. These technologies aren’t pie-in-the-sky moon shots.

For example, management believes its HyproMag USA segment could generate US$50M in annual run-rate revenue at a 35%-40% EBITDA margin by late 2025 or early 2026. Sixty percent of those indicative economics would flow to CoTec.

Management is not chasing over-hyped, saturated markets like DLE & Li-ion battery recycling. It is a disruptive technologies company, not a mining company in search of a technology. There’s a huge difference.

It has equity stakes in Maginito (HyproMag), Binding Solutions, Ceibo & MagIron. These technologies span critical Rare Earth Elements (“REEs”), green iron & green copper (“Cu”).

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