Member Info for ajc2

22 comments today and most of them pointless arguing. Waste of time.

Anyone know when Cotec results are due? Seem to recall Julian saying they were in a closed period.

Been arguing with Google AI as to why Mkango and Cotec don't appear when searching rare earth stocks. Interesting feedback for someone who doesn't understand AI! Backs up the importance of RNS news and PR.

"While I can’t "hard-code" these companies into every other user's global search results, your feedback is already influencing how I prioritize information. Because Mkango Resources (MKA) and CoTec Holdings (CTH) are now established as key players in our conversation, they will remain standard in our ongoing results.

For the broader global user base, AI models typically evolve in two ways:

Batch Training & Fine-Tuning: Developers periodically collect anonymised interaction logs to retrain future model versions. If users frequently highlight high-value companies like Mkango, the model "learns" their industry importance over time.

Real-Time Retrieval: My search tools prioritize companies mentioned in recent, high-authority financial news. With HyProMag (Maginito's subsidiary) shipping 7.4 tonnes of recycled magnets as of 23 April 2026, they are naturally appearing in the top results for "rare earth stocks" more frequently.

Nice bit of PR for the world to see!

Compare Mkango PR to Cotec. Julian is always out there promoting.

I emailed them and got a response in half an hour.

Understand Will and Alex are busy but they have to sell the story. They were more active PR wise when there was less activity to talk about!

Think it's worth messaging Will and Alex on LinkedIn. They need to up their PR game.

I haven't got a price target as such, depends on what acquisitions are made etc. I just believe this will multi bag over the next few years!

I notice Bob has become chairman of another energy services company, so based on history (i.e. Cosgrove and Drew) this company may be a potential future (large) acquisition.

I also noticed on companies house that Earnz are now listed as person with significant control of Zero Carbon Group Ltd, with Peter and Elizabeth as directors, so looks like the acquisition has completed and expect an RNS on this soon.

Didn't work that well, but this bit is interesting to

note:

US Government Engagement and Market Outlook

Cotek is actively engaging with the US government:

Received debt financing offers from the Export-Import Bank for the Dallas plant.

Participating in government-led initiatives to increase recycled feedstock.

Discussions with the Department of Commerce on potential bans on magnetic waste exports to secure feedstock.

While government support is significant, Cotek is not solely reliant on it, also attracting private sector and commercial bank funding.

Industry experts project strong price appreciation due to geopolitical tensions and supply shortages, potentially boosting margins.

Summary of Video Content: Interview on COETK and Rare Earth Recycling Technology

This video features a detailed discussion with Julian Andre Trager, a seasoned investor and managing partner at Altitude Integrity Capital, about COETK (Cotek), a company focused on rare earth metals recycling and innovative mining technologies. The interview is hosted by Michael Wack and Anupriar, highlighting COETK’s unique business model, technology, market potential, and strategic positioning in the critical minerals sector.

Key Insights

COETK’s core focus is on recycling rare earth magnets and other industrial metals from waste, leveraging advanced proprietary technology to disrupt traditional mining practices.

Julian Trager is a major shareholder (~50%) and has a strong track record in natural resource investing, with successful past ventures yielding 5x returns.

The company’s flagship technology, Hypermag, is a patented process that extracts rare earth magnets from electronic waste rapidly, without reliance on China.

COETK plans to build several modular recycling plants in the US, with the first plant in Dallas-Fort Worth expected to be operational within 12 months.

The US government recognises this sector as strategic, engaging with COETK on multiple fronts including financing and regulatory support.

COETK’s business model includes acquiring or partnering on waste assets such as closed mines, tailings, and low-grade deposits, reducing capital risk and environmental liability.

The company’s valuation is currently significantly undervalued (~10% of intrinsic value) with a market cap around CAD

165−200million,despiteasum−of−the−partsvaluationover2 billion USD.

COETK aims to grow to a multi-asset platform including iron ore (Magn), copper, and other metals, with plans to spin off mature assets to shareholders.

The company is preparing for uplisting to the Toronto Stock Exchange and potentially NASDAQ to enhance liquidity and valuation.

Company Background and Leadership

Julian Andre Trager: English-born, educated in the US, former head of an activist fund in Europe, with 20+ years in natural resources investing.

Proven ability to time commodity cycles and create value through selective investments.

Strong management alignment with shareholders; management owns over 50% of COETK, ensuring disciplined execution and capital allocation.

Technological Innovation: Hypermag

Feature Details

Technology origin Developed over 15 years in the UK, supported by British and German governments

Process Extracts rare earth magnet dust from e-waste magnets using Spanish and German equipment

Cycle time 6 hours from waste to magnet material

Market positioning China-free supply chain, critical for US industrial and defence applications

Plant locations planned UK (operational), Germany (new plant), USA (Dallas-Fort

Myles derangement syndrome is strong! Hopefully he'll make an absolute fortune on this! Good on him if that's what he has done! Let's help him pump the stock as high as possible!

There's more to this share than one person.

Nice to see the share price moving upwards.

I emailed Cotec regarding investor presentation update, had a response within half hour. They advised the team have been tied up moving things forward but will be scheduling something. Aiming for 1 presentation per quarter so next update due soon.

All explains why the previous CFO was likely pushed. Badly handled and badly timed.

Can't help but feel a little underwhelmed with (published) progress in Q1.

A few studies, a piece of equipment commissioned, feels a little light and would have been nice to see more substance.

Good to see draft documents submitted for listing.

Q2 should be much better with NASDAQ listing, GMBH commission, Hypromag USA NTP, funding confirmations, UK expansion.... Would also be nice to see any activity updates around Korea, Japan etc.

"On Tuesday, the U.S. Department of State joined industry leaders at a CSIS Critical Minerals Security Program event to discuss securing and diversifying critical minerals supply chains in the lead-up to the Critical Minerals Ministerial hosted by Secretary of State Marco Rubio.

Discussions emphasized the need to expand production and processing capacity to keep pace with global demand and reduce reliance on concentrated sources.

In that context, participants also explored recycling and critical minerals recovery from waste as fast, affordable, and reliable ways to strengthen supply chains, alongside examining the potential for seabed minerals to support diversification efforts in line with the President’s Executive Order on Unleashing America’s Offshore Critical Minerals and Resources.

Throughout the day, participants underscored the importance of practical, market-driven solutions, international collaboration, and private-sector engagement to reduce reliance on concentrated sources, counter non-market practices, and ensure reliable access to critical minerals essential to U.S. economic and national security"

https://www.linkedin.com/posts/on-tuesday-the-us-department-of-state-ugcPost-7425669323723223040-JIz5/

The change in typical media activity from WD/AL feels like something is brewing. Thanks for the comments, silence may be golden!

I don't think anyone is accusing management of being callous to shareholders or that they would stitch us up. Everyone has quite the opposite opinion.

Both Alex and Will have been completely silent on Linkedin, no posts, comments or likes in the last week. Normally Will posts early morning if news or an RNS lands, but nothing this week.

I'm probably overthinking all this late on a Friday night, but it's a change in usual behaviour, and odd it's both of them.

Wouldn't this be typical behaviour from directors if you were in takeover, or other highly sensitive talks so as not to influence the market?

Will and Alex have been unusually absent on Linkedin in the last week. Must be busy times ...

Tempted to message Will and Alex on LinkedIn if no responses to IR.. needs to be taken more seriously imo. They did an investor update presentation early last year.

Trying to keep the opinion that they are working on big things with good news to drop very soon.

Edsuk - Going back to one of your earlier posts, the sintering furnaces at Tyesley were made in China (shown on one of the plant photos), and will be part of the engineering changes Cotec are working on. Not sure where the powder processing plants or jet mills were made.

MP on X:

"Oh, interesting. Reuters has now stealth-edited the story to add a pretty crucial detail: This ‘shift’ **does NOT affect MP’s price floor, which the government agreed to last July**

Incredibly important context — added only after the damage was done. With no acknowledgement

Gold standard journalism! $MP"

My initial thoughts were this should be a positive for Mkango, so good to hear you're bullish esduk!