COTEC HOLDINGS CORP Stock Price, News & Analysis

CoTec Holdings (TSXV:CTH / OTCQB:CTHCF) filed unaudited interim condensed consolidated financial statements and MD&A for the three and nine months ended September 30, 2025. Key operational updates include >25% completion of detailed design and engineering at HyProMag USA, expansion planning from one to three U.S. hubs, and completion of the Lac Jeannine 2025 infill and expansion drill program with assays expected in Q1 2026. Corporate highlights include a $13.5 million LIFE financing (35% oversubscribed), new $6.6 million convertible facilities undrawn, conversion of $6.851 million prior loans to equity, and $5.8 million cash at quarter-end. Net loss was approximately $2.9 million for the quarter and $8.1 million year-to-date.

CoTec Holdings (OTCQB:CTHCF) noted HyProMag USA's extension of a feedstock supply agreement with Intelligent Lifecycle Solutions (ILS) to secure and store NdFeB feedstock from HDDs at ILS pre-processing sites in Williston, SC and Reno, NV.

ILS will expand procurement to rotors from electric motors, wind turbine magnets, speaker assemblies and MRIs. HyProMag USA and ILS formed a joint Technical Procurement team to onboard Inserma's 3rd generation HDD magnet separation system, with machine delivery to ILS sites targeted by end of December 2025. HyProMag USA's advanced-stage magnet recycling and manufacturing plant is planned for Fort Worth, TX.

CoTec Holdings (TSXV:CTH | OTCQB:CTHCF) appointed Josée Méthot as an Independent Board Director of CoTec Québec, effective November 11, 2025. The appointment adds provincial mining and sustainability experience to support the Lac Jeannine Project, which is advancing through a Feasibility Study. Méthot previously led the Québec Mining Association, holds an MBA from HEC Montréal and a Chemical Engineering degree from McGill, and serves on the board of the Institut national des mines du Québec.

This move is presented as strategic for project development and critical-mineral supply chain support in Québec.

CoTec (TSXV:CTH • OTCQB:CTHCF) will host an investor update on November 19, 2025 at 7:00 AM PST / 10:00 AM EST presented by CEO Julian Treger. The presentation will cover progress on the HyProMag USA project, purchase of Inserma pre-processing units for Texas, Nevada and South Carolina rare earth magnet recycling hubs, advancement of CoTec Québec and the Lac Jeannine Iron Tailings Project, engagement of BBA Inc. for the Lac Jeannine feasibility study, and the company’s North American growth outlook.

A Q&A will follow; investors can register via the provided webinar link.

CoTec Holdings Corp (OTCQB:CTHCF, TSX-V:CTH) entered an investor relations agreement with Alliance Advisors Investor Relations dated October 30, 2025. The engagement begins for an initial period of three months at a fee of $9,500 USD per month to provide investor relations, public/media relations, social media and stakeholder communications support.

Either party may terminate after the initial term with 30 days written notice. Alliance Advisors IR declared it has no interest in CoTec securities and no securities will be issued as compensation. The agreement is pending approval by the Toronto Venture Exchange (TSX-V). Contact: Alyssa Barry, abarry@allianceadvisors.com, 1-833-947-5227.

CoTec Holdings (TSXV:CTH / OTCQB:CTHCF) announced the formation of a wholly owned subsidiary, CoTec Québec, to speed investment activity in Québec on October 30, 2025. The subsidiary will lead development of the Lac Jeannine project as it progresses through its Feasibility Study and will pursue other Québec opportunities.

CoTec said CoTec Québec will execute an engagement plan with the Government of Québec, local stakeholders and First Nations and target recovery of economic potential from historical tailings to support the green steel supply chain.

CoTec Holdings (OTCQB:CTHCF, TSXV:CTH) purchased a commercial-scale Salter Cyclone Multi-Gravity-Separator (MGS) to be installed at Corem testing laboratory in Québec, Canada, announced October 28, 2025.

The MGS targets recovery and upgrading of fine and ultra-fine mineral particles, enabling high-grade concentrates from low-grade tailings and middlings. CoTec says the unit will support the Lac Jeannine Feasibility Study with BBA for additional iron recovery and accelerate scale-up from lab to commercial data for engineering and valuation. The company notes prior February 2025 exclusivity and collaboration with Salter to apply MGS for iron and manganese recovery.

CoTec (TSXV:CTH / OTCQB:CTHCF) engaged Québec-based BBA to complete a bankable Feasibility Study (FS) for the Lac Jeannine Iron Tailings Project. The FS will apply Salter Cyclone Multi-Gravity Separators (MGS) and target direct-reduction (DR) grade iron concentrate for green steel. The study follows a 2024 PEA with a pre-tax NPV of US$93.6M, IRR 38% and initial capex US$64.6M. CoTec completed a 2025 drilling campaign; results and bulk sample are expected in Q1 2026. The FS will be staged and is expected to complete by H2 2026. Inclusion of adjacent tailings could almost double life of mine.

CoTec Holdings (OTCQB:CTHCF) announced that its U.S. joint venture, HyProMag USA, has acquired three skid-mounted Inserma Anoia S.L magnet and PCB separation units for rare earth permanent magnet recycling operations. These units will be strategically positioned across Texas, Nevada, and South Carolina recycling hubs.

The Inserma units are designed to be co-located at hyperscale data centers, shredding, and recycling facilities, offering a closed-loop and secure recycling network within the United States. The company emphasizes that this technology provides a competitive advantage in feedstock processing and supports their magnet recycling and manufacturing facilities with lowest cost and carbon footprint.