Join Julian Treger, President & CEO of CoTec, as he updates investors on the latest developments with the company. Following the update, Julian will be available for a live Q&A session.
Fri, March 14, 2025 at 12:00 PMendedReplay
Investor webinar replay
Meeting Overview The meeting featured Julian Traeger, CEO of Kotech Holdings, who provided updates on the company's strategic positioning and recent developments, particularly in the context of U.S. market dynamics and new technologies. Key topics included Kotech's mission shift towards mineral extraction and resource recovery, updates on the HyperMag project, and a new partnership with Salter for gravity separation technology. Key Discussion Points - Kotech's repositioning as a mineral extraction and resource recovery business. - Focus on domestic U.S. production of critical materials for green steel and rare earths. - Update on the HyperMag USA project, including plans for additional reactors and hubs. - Discussion of U.S. tariffs and their impact on market demand for Kotech's products. - Announcement of Kotech's low carbon footprint for magnet production. - Overview of the exclusivity agreement with Salter and its implications for new technologies. Decisions Made - No explicit de...
Mr. Julian Treger was previously the Chief Executive Officer of Anglo Pacific Group Plc. During his tenure at Anglo Pacific Group, he executed $450 million of acquisitions, transforming the business from a coal-based royalty business to a battery focused streamer, at the same time increasing income from £3 million in 2013 to close to £62 million in 2021.
Mr. Treger also serves as non-executive chairman of Audley Capital Advisors llp, an investment advisory firm focused on natural resources with a long track record of transforming and unlocking considerable value in the commodities extraction space, including the restructuring and sale of Western Coal Corp, and development of Mantos Copper which recently merged with Capstone Copper Corp. In addition, Mr. Treger holds external non-executive directorships with MagIron llc, and BSL plc. He has a BA from Harvard College and an MBA from Harvard Business School.
Replay transcript excerpt
Speaker 1: Hello everyone, today we're joined by Julian Traeger, CEO of Kotech Holdings. It has been some time since our last update with Kotech and there have been several significant developments across their portfolio, Speaker 1: which Julian will provide a recap of today. Speaker 1: Following that, I'll be asking Julian any questions you may have, so please do submit your questions in the chat box, which can be found in the bottom right corner of your screen. As always, 6 is recording this conversation and we'll make it available on six.com and our YouTube channel within a couple of hours after we conclude. Speaker 1: With that, Julian, the stage is yours. Speaker 2: Thanks so much, Carl, and thanks for having me on Speaker 2: your Speaker 2: program at 6 again. Speaker 2: It's true, there have been a lot of developments since Speaker 2: we last talked, and I'll go into Speaker 2: the details of some of the more exciting Speaker 2: announcements Speaker 2: in due course. But 1st I thought given the state of the world Speaker 2: and the issues around the new administration and tariffs, we should just talk about how Cotech is positioned Speaker 2: generally, because I think we are Speaker 2: extremely well placed Speaker 2: to Speaker 2: benefit from Speaker 2: changes that are occurring in the West and particularly Speaker 2: in the US. In fact, we are Speaker 2: redefining Speaker 2: our mission statement. So we are now focusing on Speaker 2: becoming a mineral extraction resource recovery business Speaker 2: with breakthrough technologies that unlock value Speaker 2: in mining, recycling and waste processing. And I think that represents Speaker 2: the change we are seeing in the business away from the initial Speaker 2: searching of technologies Speaker 2: to Sp...
