Recorded on May 27 2026 at NRS Studios
CoTec Holdings Corp.
TSX-V CTH
OTCQX CTHCF
Steve Yang sits down with Julian Treger, President, Chief Executive Officer and Director of CoTec Holdings Corp., to discuss how CoTec is trying to unlock critical minerals from waste, tailings, recycled magnets, and undervalued mineral assets. Julian explains why CoTec is not trying to be a traditional tech VC, but instead wants to own or joint venture the assets where its process technologies can create the most value. The conversation covers HyProMag USA, rare earth magnet recycling, the planned Dallas Fort Worth plant, additional hubs in Nevada and South Carolina, and the potential spinout strategy for shareholders. Julian also breaks down CoTec’s Minnesota iron ore opportunity, Quebec tailings project, new copper division, insider ownership, warrants, market cap, and why he believes CoTec remains undervalued compared with other rare earth and magnet focused companies. #Millettian
Key topics
Rare earth magnet recycling and HyProMag USA
CoTec’s TSX-V and OTCQX listings
Waste, tailings, dumps, and e-waste as critical mineral sources
Why CoTec is focused on asset ownership instead of simple licensing
The Dallas Fort Worth rare earth magnet recycling plan
Potential hubs in Nevada and South Carolina
Minnesota iron ore, Quebec tailings, and copper opportunities
Insider ownership, warrants, market cap, and shareholder alignment
Why CoTec believes its model can move faster than traditional mining
Guest and company links
CoTec Holdings Corp. https://www.cotec.ca/
Host Steve Yang Natural Resource Stocks
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Chapters
00:00 CoTec rare earth magnet spinout hook
00:59 Steve Yang introduces Julian Treger
01:13 CoTec ticker and website
01:39 A new model for the mining sector
02:31 Process technologies beyond the laboratory stage
03:59 Waste, tailings, e-waste, and critical minerals
04:28 New copper division and DC attention
04:59 Rare earth magnet recycling technology
05:27 How CoTec applies disruptive technologies
07:51 Asset ownership versus licensing
09:08 HyProMag USA plant economics
10:35 Minnesota iron ore and Quebec tailings assets
12:09 Julian Treger’s investing track record
13:57 Shares outstanding and shareholder base
14:11 Market cap, catalysts, and growth plan
15:06 Where investors can learn more
16:06 Waste opportunity and the 20 site target
16:55 Testing results and faster revenue model
18:07 Capital structure, institutions, and warrants
19:22 Why CoTec’s stock has moved
20:09 Closing thoughts
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