Slide 1: Unlocking Value From Resources & Waste with Disruptive Technologies
Unlocking Value From Resources & Waste with Disruptive Technologies CORPORATE PRESENTATION | JUNE 2026 TSXV: CTH | OTCQX: CTHCF TSXV: CTH | OTCQX: CTHCF
Slide 2: Forward-looking Statements & Other Matters
Forward-looking Statements & Other Matters This presentation contains forward-looking information as defined under applicable Canadian securities in investment return; the potential for a conflict of interest; and tax related risks. The foregoing list of law (“forward-looking information” or “forwar
Slide 3: Overview
Overview CoTec is redefining the future of rare earth magnet recycling and strategic material extraction to create secure, sustainable, and low-cost supply chains Transformative, Tech-Enabled Materials Processing Strong Insider Alignment & Experienced Management Proprietary technologies convert low-
Slide 4: Deploying Disruptive Resource Technologies Across Multiple Assets
Deploying Disruptive Resource 6 PROPRIETARY $178m MARKET CAP2 Technologies Across Multiple Assets TECHNOLOGIES1 CoTec combines proven technology with real assets to unlock value in rare earths, iron and copper. Our capital light model uses brownfield, existing sites, and 3 PROJECTS IN 117m SHARES in
Slide 5: The Mining Model of the Future
The Mining Model of the Future How CoTec transforms its proprietary technology portfolio into scalable, real-world value TECH ASSET JV FAST VALUE SOURCING DEPLOYMENT MODEL SCALING CAPTURE Identify and secure Deploy tech. into Partner to scale and Build capital-light, Monetize through breakthrough te
Slide 6: Faster than Traditional Mining
Faster than Traditional Mining CONVENTIONAL MINES Capital-light model that accelerates production from concept to revenue in years, not decades REVENUE 5 TIME-VALUE GAP Commissioning Project & Ramp Up Implementation2 4 FASTER RAMP-UP TO REVENUE VS. CONVENTIONAL MINING Project Evaluation1 3 Implement
Slide 7: Company Portfolio
Company Portfolio Integrated platform combining six proprietary technologies with three projects in execution SIX PROPRIETARY TECHNOLOGIES1 1 Maginito /HyProMag 2 Binding Solutions 3 Salter 4 MagIron 5 Ceibo 6 WaveCracker Fine-ore gravity Concentration of Recycles Low-carbon Sulfide leaching Microwa
Slide 8: Execution Portfolio | HyProMag USA
Execution Portfolio | HyProMag USA Significant opportunity to secure domestic supply through recycling: Just 1% of global rare earth demand is met by e- waste recycling1 ✛ Founded in 2018 by leading experts The bottleneck: efficiently extracting embedded NdFeB magnets from end-of-life in magnetic ma
Slide 9: HyProMag USA | Short-Loop Recycling Advantage
HyProMag USA | Short-Loop Recycling Advantage Short-loop recycling enables faster, lower-cost magnet production vs. chemical or primary mining routes Recovers high-value NdFeB alloy Fewer reagents and waste streams, directly, avoiding chemical separation simplifying permitting and operations Lower p
Slide 10: HyProMag USA | Base Case Rapid Demand Growth Forecast
HyProMag USA | Base Case Rapid Demand Growth Forecast, ex-China (NdFeB Magnet Demand)2 Why This Matters Now 250,000 ✛ The U.S. relies almost entirely on imported NdFeB magnets ✛ China controls >90% of rare earth alloy and magnet production1 ✛ NdFeB magnets are critical for motors, defense systems, d
Slide 11: HyProMag USA | Scaling the Base Case
HyProMag USA | Scaling the Base Case Building on single-hub economics, HyProMag USA completed a concept study in early 20261 to scale production across multiple U.S. hubs + pathway to potential IPO2 ✛ Expansion Concept: Three-Hub Model WESTERN US • Central hub (DFW) with regional hubs in the Western
Slide 12: HyProMag USA | Competitor Analysis
HyProMag USA | Competitor Analysis CoTec holds 60.3%1 of a U.S. NdFeB platform scaling to 4,656 tpa2—benchmarking alongside publicly traded peers Current Target CAPEX Ticker Company Market Cap.3 Capacity Capacity /Funding Timeline Product Output Industry (MT/yr) (MT/yr) Commitment US$650m committed
Slide 13: Execution Portfolio | Lac Jeannine
Execution Portfolio | Lac Jeannine Why it Matters ✛ Converts legacy iron tailings into high-purity iron concentrate using existing infrastructure ✛ Low entry cost and capital intensity create attractive risk-adjusted returns ✛ Supports domestic iron supply for infrastructure and steelmaking ✛ Tailin
Slide 14: Execution Portfolio | MagIron
Execution Portfolio | MagIron Why it Matters ✛ Restart-ready plant and infrastructure acquired with low incremental capital, retaining ~US$660M of prior investment ✛ Large past-producing iron ore deposit repositions for domestic DR-grade pellet feed supply ✛ DFS confirms strong economics and long mi
Slide 15: Unlocking Value Through Integrated Assets
Unlocking Value Through Integrated Assets Market valuation reflects early execution stage, not Multi-asset platform with near-term 1 underlying asset value execution and long-term scale. Re- rating driven by execution and Multiple assets at different stages drive disciplined delivery – not commodity
Slide 16: Net Asset Value (CA$) Breakdown – Attributable & Unlevered
Net Asset Value (CA$) Breakdown –Attributable & Unlevered1 NAV DISCOUNT $366 $6 $2 $15 $2,346 $2,167 $326 $127 $1,504 $178 HyProMag USA 3x Lac Jeannine Maginito MagIron Binding Solutions Ceibo Cash Base Case NAV Current Market Plants Cap $19.98 NAV per Share6,7,8 50% 100% 21% 17% 3% 3% $1.51 15-day
Slide 17: Capital Structure & Share Price
Capital Structure & Share Price Strong leadership alignment, 57%1 of equity held by insiders $2.50 1,000,000 900,000 Current Market Cap CA$178,444,4652 $2.00 800,000 700,000 Shares Outstanding 117,397,6742 $1.50 600,000 Per Share Volume Warrants3 426,296 500,000 $1.00 400,000 Options & Equity 12,750
Slide 18: Key Milestones 2026
LEGEND HyProMag USA | Lac Jeannine | MagIron | Corporate Key Milestones 2026 Q1 2026 Q2 2026 H2 2026 HyProMag Inserma Machines Commissioning in SC and NV To support feedstocks and stockpiling for DFW site HyProMag HyProMag Germany Production1 Start of Construction for HyProMag USA HyProMag Sufficien
Slide 19: Board of Directors
Board of Directors Seasoned board with global experience across mining, strategy, and transformational growth Lucio Genovese Independent Chairman Mr. Genovese currently serves as CEO of Nage Capital and Chairman of Ferrexpo plc. He previously held senior roles at Glencore, including CEO of the CIS
Slide 20: Executive Leadership Team
Executive Leadership Team Proven leadership with deep mining, technology, and capital-markets expertise Julian Treger Abraham Jonker John Singleton Chief Executive Officer Chief Financial Officer Chief Operating Officer Mr. Treger previously served as CEO of Mr. Jonker served as Lead Mr. Singleton
Slide 21: Summary
Summary Transformative technologies, near-term production, and clear upside Transformative Capital-Light Proprietary technologies convert waste and underutilized Modular projects enable faster timelines and early cash resources into high-value materials. flow with limited upfront capital. Diversifie
Slide 22: Appendix
Unlocking Value From Resources & Waste with Disruptive Technologies Appendix TSXV: CTH | OTCQX: CTHCF TSXV: CTH | OTCQX: CTHCF
Slide 23: Technology Portfolio
Technology Portfolio CoTec has an investment & collaboration portfolio of six technologies, which when deployed, have the potential to create significant value 1 MAGINITO 2 3 What it is What it is What it is ✛ Hydrogen-based process that extracts rare ✛ Technology that binds ultrafine iron ore ✛ Low
Slide 24: Technology Portfolio (cont.)
Technology Portfolio (cont.) CoTec has an investment & collaboration portfolio of six technologies, which when deployed, have the potential to create significant value 4 5 6 What it is What it is What it is ✛ Microwave-assisted leaching, accelerates ✛ High-precision gravity separation, recovers ✛ En
Slide 25: Execution Portfolio
Execution Portfolio Scaling proprietary technologies across three execution-stage projects with clear paths to commercialization and cash flow PROJECT HyProMag USA2 Lac Jeannine7 MagIron3 DR-grade iron concentrate (pellet DR-grade iron pellets (with pig iron PRODUCT Recycled NdFeB Alloy & Magnets op