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Event Replay Chat
epstein.peter4
Jul 30 2025
Any update available on NdPr pricing? Can you comment on the DoD's FLOOR price of US$110/kg? That sounds very high!
mga11aghersan
Jul 30 2025
Please cover the inserma question. This relates to hypromag.
cberry
Jul 30 2025
Will you pay for feedstock? If so, how do you prevent getting into a bidding war with other recyclers?
epstein.peter4
Jul 30 2025
Between possible gov't free money grants and possible upfront payments for future delivery of products (pre-paid off-take), might HyProMag be funded without the need for CoTec to raise additional equity capital?
mga11aghersan
Jul 30 2025
How much competition is there for hdd supply? Do others have equivalent inserma preprocessing technologies
jake-yeo
Jul 30 2025
is the outcome of the scale up of commercial recycling at hypromag UK something that is holding up agreements with offtakers / government grants / financing ?
mga11aghersan
Jul 30 2025
Hyprpmag.Will cotec consider an acceleration in ipo planning
mga11aghersan
Jul 30 2025
The improvement from applying salter seems to improve the economics greatly. 30 to 50 pct can you explain why the increase is so much
mga11aghersan
Jul 30 2025
Hypromag. Can you explain is the 500m value for hypromag for the whole project as we only own 16pct
epstein.peter4
Jul 30 2025
You mentioned a number of U.S. government agencies & departments, how many free-money grants might be available to CoTec for HyProMag USA?
Oliver
Jul 30 2025
You have talked previously of looking for a strategic investor for HyProMag USA. With the EXIM bank loan and possible DOD/DOS support, is this still something you are pursuing?
mga11aghersan
Jul 30 2025
Can you comment on the tecnical risk on laq jennine. Is the processing industry standard, is it very low risk?
t1h359vas
Jul 30 2025
Is Cotec eligible for Flow through private placements with regards to it's Canadian exploration activities?
mga11aghersan
Jul 30 2025
Mag iron. Is the 500m usd pv for the whole project as we own 17pct.
marcus
Jul 30 2025
can ask julian about value in PCB's [ie the gold] in HDDs? for hypromag
mbester
Jul 30 2025
what NdPr pricing are you using in 600mm npv?
marcus
Jul 30 2025
thanks Kyle
mga11aghersan
Jul 30 2025
Mag iron. Is the 500m usd pv for the whole project as we own 17pct.
t1h359vas
Jul 30 2025
How exactly does Mkango pay back Cotec for it's funding of Hypromag? Word on the street is that it's a free carry for them while Cotec dilutes for certain activities
mga11aghersan
Jul 30 2025
Will cotec consider doing a joint call with mkango. It would be good for all groups of shareholders to interact
Description
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.
Featured Presenters
Julian Treger
President, CEO, & Director at CoTec
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.