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/
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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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