Cotec Holdings Corp · TSXV:CTH
Cotec — Investor Presentation (October 2026)
25 slides from Cotec's investor presentation, October 2026
Slide 1: Unlocking Value From Resources & Waste with Disruptive Technologies
Unlocking Value From Resources & Waste with Disruptive Technologies CORPORATE PRESENTATION | OCTOBER 2026 TSXV: CTH | OTCQX: CTHCF TSXV: CTH | OTCQX: CTHCF
Slide 2: Forward-looking Statements & Other Matters
Forward-looking Statements & Other Matters This presentation contains forward-looking information as defined under applicable Canadian securities factors that may affect future results is not exhaustive. When relying on forward looking statements, law (“forward-looking information” or “forward-looki
Slide 3: Small Technology Investments. Large Resource Platforms.
Small Technology Investments. Large PROPRIETARY 6 C$145m MARKET CAP2 Resource Platforms. TECHNOLOGIES1 CoTec makes targeted minority investments in proprietary resource technologies, secures deployment rights, and applies those technologies to overlooked assets, waste streams, and existing infrastru
Slide 4: Overview
Overview Unlocking Critical Minerals Supply Through Proprietary Technologies and Scalable Projects Proprietary Technology Access Strong Insider Alignment & Experienced Management Strategic investments provide access to technologies that can Insiders own ~58%, including ~43%3 held by CEO Julian Trege
Slide 5: The Mining Model of the Future
The Mining Model of the Future How CoTec transforms its proprietary technology portfolio into scalable, real-world value TECH ASSET JV FAST VALUE SOURCING DEPLOYMENT MODEL SCALING CAPTURE Identify and secure Deploy tech. into Partner to scale and Build capital-light, Monetize through breakthrough te
Slide 6: Faster than Traditional Mining
Faster than Traditional Mining CONVENTIONAL MINES Capital-light illustrative model that accelerates production from concept to revenue in years, not decades REVENUE 5 TIME-VALUE GAP Commissioning Project & Ramp Up Implementation2 4 FASTER RAMP-UP TO REVENUE VS. CONVENTIONAL MINING Project Evaluation
Slide 7: Company Portfolio
Company Portfolio Integrated platform combining six proprietary technologies with three projects in execution SIX PROPRIETARY TECHNOLOGIES1 1 Maginito /HyProMag 2 Salter 3 Binding Solutions 4 MagIron 5 WaveCracker 6 Ceibo Fine-ore gravity Concentration of Recycles Low-carbon Microwave Sulfide leachi
Slide 8: Execution Portfolio | HyProMag USA
Execution Portfolio | Significant opportunity to secure domestic supply through recycling: Just 1% of global rare earth demand is met by e- ✛ Founded in 2018 by leading experts waste recycling1 in magnetic materials, recycling and hydrogen technologies with developed over 15 years with The bottlenec
Slide 9: HyProMag USA | Northlake Base Case
HyProMag USA | Northlake Base Case Rapid Demand Growth Forecast, ex-China (NdFeB Magnet Demand)1 A strong first step toward a domestic rare earth magnet supply chain 250,000 WHY THIS MATTERS NOW ✛ The West relies overwhelmingly on imported NdFeB magnets ✛ Magnets are essential in motors, automation
Slide 10: HyProMag USA | Four-Plant U.S. Expansion | Independent PFS
HyProMag USA | Four-Plant U.S. Expansion | Independent PFS From one Northlake plant to a national magnet manufacturing platform COMBINED PLATFORM · PROJECT-LEVEL POST-TAX NPV 1,048 → 4,192 tpa US$2.6 - 2.8 Billion NdFeB magnet capacity by 2034 — ~4× increase Northlake $723M + PFS expansion $1.85–2.0
Slide 11: HyProMag USA | Competitor Analysis
HyProMag USA | Competitor Analysis CoTec holds 60.3%1 of a U.S. NdFeB platform scaling to ~6,000 tpa2 total salable product — benchmarking alongside publicly traded peers Current Target Estimated Ticker Company Market Cap3 Capacity Capacity Timeline Product Output Industry CAPEX (MT/yr) (MT/yr) US$6
Slide 12: Execution Portfolio | Lac Jeannine — CoTec Iron
Execution Portfolio | Lac Jeannine — CoTec Iron Waste, Transformed by Technology ✛ Lac Jeannine (abandoned) mining site is a clear example of CoTec's model: unlocking value from material already mined and left in legacy tailings ✛ Converts a historical liability into high-purity iron concentrate (66
Slide 13: Lac Jeannine | The Project & Economics
Lac Jeannine | The Project & Economics 2026 PEA1 ✛ Updated Mineral Resource Estimate1: 41% larger resource ✛ Inferred Mineral Resource1: 71 Mt at 6.8% Fe US$91.9M 29.6% ✛ Indicated NI-43-101 resource1: 31 Mt at 6.8% Fe ✛ Feasibility Study in progress with BBA Consulting (Montréal); permitting and of
Slide 14: Execution Portfolio | MagIron
Execution Portfolio | MagIron Why it Matters ✛ Restart-ready plant and infrastructure acquired with low incremental capital, retaining ~US$660M of prior investment at ~US$1.3B replacement value ✛ One of the largest past-producing iron ore deposit repositions for domestic DR-grade pellet feed supply
Slide 15: CoTec Copper | Battery Mineral Resources
CoTec Copper | Battery Mineral Resources More copper from an existing mine — with shared participation in new value PROPOSED ECONOMIC FRAMEWORK PUNITAQUI COQUIMBO REGION, CHILE EXISTING PUNITAQUI OPERATION QUALIFYING INCREMENTAL VALUE BMR BRINGS 100% BMR Retains its current business under an agreed
Slide 16: CoTec Copper | Copper Intelligence
CoTec Copper | Copper Intelligence A pathway to new copper production from historical tailings in the DRC HOW THE JV COULD CREATE VALUE THE OPPORTUNITY An asset-by-asset pathway from tailings inventory to potential production Copper already mined. Value not yet 01 02 03 recovered. IDENTIFY & SECURE
Slide 17: Net Asset Value – Attributable Unlevered Asset Values to Equity
Net Asset Value – Attributable Unlevered Asset Values to Equity NAV1 NAV DISCOUNT (CA$millions) EXPANSION CASE 372 6 2 (14) 2,774 2,616 PFS Expansion Case2 399 $2824 $1,6562 1,880 129 $117 PFS Expansion Case2 $1,3732 $1,118 $507 158 HyProMag USA Lac Jeannine Maginito MagIron Copper Binding Ceibo Net
Slide 18: Capital Structure & Share Price
Capital Structure & Share Price Strong leadership alignment, 58%1 of equity held by insiders 2.50 500,000 Current market cap CA$144,666,2302 450,000 2.00 400,000 Shares outstanding 120,555,1922 350,000 CA$ Per Share 1.50 300,000 Volume Warrants3,5 2,286,281 250,000 1.00 200,000 Options & equity 11,3
Slide 19: Updated H2 2026 Execution Status
LEGEND HyProMag USA | Lac Jeannine | CoTec Copper | Corporate Updated H2 2026 Execution Status H1 2026 H2 2026 2027 HyProMag Arrival of Inserma HDD Machines in SC & NV To support feedstocks and stockpiling for DFW site Longterm Facility Lease in DFW HyProMag Ongoing detailed engineering studies cont
Slide 20: Board of Directors
Board of Directors Seasoned board with global experience across mining, strategy, and transformational growth Lucio Genovese Julian Treger Tom Albanese Non-Executive Chairman CEO & Director Non-Executive Director Mr. Genovese currently serves as CEO of Nage Mr. Treger previously served as CEO of
Slide 21: Executive Leadership Team
Executive Leadership Team Proven leadership with deep mining, technology, and capital-markets expertise Julian Treger Abraham Jonker John Singleton Chief Executive Officer Chief Financial Officer Chief Operating Officer Mr. Treger previously served as CEO of Mr. Jonker served as Lead Mr. Singleton
Slide 22: Summary
Summary Transformative technologies, near-term production, and clear upside Transformative Capital-Light Proprietary technologies convert waste and underutilized Modular projects enable faster timelines and early cash resources into high-value materials. flow with limited upfront capital. Diversifie
Slide 23: Unlocking Value From Resources & Waste — Appendix
Unlocking Value From Resources & Waste with Disruptive Technologies Appendix TSXV: CTH | OTCQX: CTHCF TSXV: CTH | OTCQX: CTHCF
Slide 24: Technology Portfolio
Technology Portfolio CoTec has an investment & collaboration portfolio of six technologies, which when deployed, have the potential to create significant value 1 MAGINITO 2 3 What it is What it is What it is ✛ Hydrogen-based process that extracts rare ✛ Technology that binds ultrafine iron ore ✛ Low
Slide 25: Technology Portfolio (cont.)
Technology Portfolio (cont.) CoTec has an investment & collaboration portfolio of six technologies, which when deployed, have the potential to create significant value 4 5 6 What it is What it is What it is ✛ Microwave-assisted leaching, accelerates ✛ High-precision gravity separation, recovers ✛ En
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