6 Reasons Why CoTec is a Compelling Opportunity

Investor webinar replay

Replay transcript excerpt

Speaker 1: Hello, everyone, and welcome to Kotek Holdings Live Investment Summit today, hosted by 6. I'm pleased to introduce President, CEO and Director of Kotek, Julian Traeger. He's going to walk us through 6 of the best reasons why Cotech is an interesting and exciting opportunity right now. And with that, Julian, I'd like to hand things over to you. Thank you so much. I mean, we've been hard at work this summer, Speaker 2: further developing the Cotech story, Speaker 2: and Speaker 2: we are convinced Speaker 2: as ever that we're on a great track and doing some super interesting things which fit well into what the world needs, particularly with the Speaker 2: macroeconomic Speaker 2: developments Speaker 2: in energy, Speaker 2: in Speaker 2: carbon Speaker 2: saving Speaker 2: and obviously the way in which the world is moving around security Speaker 2: of supply with the Speaker 2: unfortunate war in the Ukraine. Speaker 2: So I think the 1st reason Kotech is compelling is that we've been adding a lot of value Speaker 2: and although the stock hasn't dropped as many other Speaker 2: natural resource stories have, we think it now trades at a very significant discount Speaker 2: to its true Speaker 2: valuation Speaker 2: And that will be Speaker 2: highlighted Speaker 2: and daylit Speaker 2: in Speaker 2: the coming weeks as we see Speaker 2: our results come out, which are due Speaker 2: in the next week or 2, and also as we see the progress of some of the investments which I'll talk about later. Speaker 2: I think the 2nd major reason Speaker 2: that we're compelling Speaker 2: is the quality of the Speaker 2: board. Speaker 2: We have, Speaker 2: in addition to Tom Albanese, who ran Rio, we have Sharon Fay, who recently joined the board, who was the Speake...