Member Info for andrbea

Sorry it was typo, read titanium instead of tantalum.

Eee

it ticks 5 boxes for me:

safe jurisdiction

compared to other mines, scores very well on impurities, so lower processing costs

Trump and the rest of the free West need to secure supplies, for the long term (away from China, Russia, India).

tantalum in great demand, for years to come, especially in defence.

strong management team

will stay invested till £1 (MRE, October?) and £3 (long-term)

NIA, DYOR

Release Regarding Capacity Expansion Concept Study

VANCOUVER, BC / ACCESS Newswire / September 4, 2025 / CoTec Holdings Corp. (TSXV:CTH)(OTCQB:CTHCF) ("CoTec" or the "Company") is pleased to note today's press release by HyProMag USA, LLC ("HyProMag USA"), its U.S.-based joint venture rare earth permanent magnet recycling and manufacturing company.

HyProMag USA announced the commissioning of a Concept Study to evaluate the expansion of its operations into Nevada and South Carolina in collaboration with Intelligent Lifecycle Solutions, LLC ("ILS")[i]. The Concept Study will be completed by PegasusTSI Inc. and BBA USA Inc. and will define design and capital requirements for additional Hydrogen Processing of Magnet Scrap ("HPMS")[ii] capacity and up to four new magnet production lines. The expansions are planned to complement the phased build-out of the first Texas Hub to optimize HyProMag USA's hub-and-spoke configuration in the United States.[iii]

Julian Treger, CEO of CoTec, commented: "We are very excited to begin formally expanding and optimizing the footprint of HyProMag USA to Nevada and South Carolina collaborating with our partner, ILS. HyProMag USA's NPV for the Texas hub is circa $600 million based on recent expansion plans, and the economics of expanding the hubs are linear which provides a potential 3x increase in company value with additional hubs.

Furthermore, given the recent strong increase in the price of rare earths and their associated magnets, the valuation of the Company continues to strengthen as detailed engineering, supply of feedstock and offtake discussions continue at pace. With the recent significant steps by the U.S. Government to support domestic supply and reshoring of rare earth magnet production, HyProMag USA is well positioned to support U.S. demand growth with commercial operations targeted in H1 2027. HyProMag USA continues to develop strategic partnership discussions with all stakeholders to accelerate financing, commissioning and product verification timelines."

For further information, please refer to HyProMag USA's press release, available at: www.hypromagusa.com

I think that's important, going forward: The US, UK, and Australia are increasingly focused on securing their own supply of critical minerals... especially when you see China, Russia and India getting ever closer in their geo-politics.

An example from current newsflow:

The U.S. titanium supply chain has long been a fragile link in the nation’s industrial base, reliant on foreign sources for over 90% of its needs. China, in particular, dominates 66% of global titanium sponge production, creating vulnerabilities in a world where geopolitical tensions and supply chain disruptions are increasingly common [2]. Enter IperionX

IPX

+3.79%

, a company poised to redefine this landscape. With a $47.1 million U.S. Department of Defense (DoD) award—$12.5 million of which has already been obligated—the firm is accelerating its mission to build a fully integrated, low-cost, and resilient domestic titanium supply chain [1]. This investment is not just about scaling production; it’s about reshaping an industry that underpins aerospace, defense, and emerging technologies.

https://www.ainvest.com/news/iperionx-strategic-expansion-reshaping-titanium-supply-chain-post-funding-era-2509/

An old post:

OneDayRodders

3 Dec '23 - 14:56 - 4688 of 4688 0 0 0

Nice thought provoking post from LSE ... (we have every right to dream now IMHO)

Sean was quoted on Crux Interview .."There are billions of tons here"

"EEE total mineral resource we are quite sure is in the billions.

1 Ton of 95%TiO2 can sell for north of $1500

1 Billion T at 3% grade would be worth $45billion. EEE own 70% so $31.5b

See user Ageos's post 24 Nov 2023 15:26

hxxps://www.lse.co.uk/profiles/ageos/

"If the 9sq km of the central and southern high grade areas alone are developed, that equates to 2.43 billion tonnes of ore at 2.43 sp gr [sp gr of average mineralised siltstone] for every 100m of depth mined."

So let's take just these central and southern high grade areas, 2.43BT @ 3% grade, that's $76.5b

The strike is thought to be over 30km, width of the magnetic anomaly is 4 to 10km, the depth can be up to 5000m and the grades as high as 6%. So the area could be over 10x larger and so could the average depth. At this point my calculator has broken."

Roll on next 6 months

Up till now it's been a thumbprint (Pitfield) of a much wider resource, that seems to have the same grade of resource outside of the current sampling/drilling.

The MRE (shortly) will go a long way to prove that. Is that the milestone moment where a major steps in and buys the whole resource? It seems logical to me.

It would need a major player to mine it in bulk, on a grand scale, as the demand for titanium is obvious.

Rare earth stocks doing well today (pre 10%, ree 15%), so MMs are oblivious to sector sentiment....

AI says:

Why the U.S. is pursuing a domestic supply chain

National Security: China currently dominates the global rare earth market, creating dependence that the U.S. wants to eliminate for defense and critical technology needs.

Economic Opportunity: Investing in rare earths creates jobs and fosters domestic innovation.

Strategic Partnerships: The U.S. is collaborating with allies like Australia and Canada to secure global supply chains.

How the U.S. is building its capacity

MP Materials:

This company is at the center of the U.S. effort, operating the only integrated mine-to-magnet rare earth supply chain in the nation.

Government Investment:

The Department of Defense is providing substantial funding to MP Materials for expanding magnet production and processing capabilities.

Price Floors:

A guaranteed minimum price for certain rare earths is being offered to encourage investment in U.S. production and ensure stability in the nascent domestic industry.

Key elements of the U.S. rare earth magnet industry

Mining: High-grade ore is mined at the Mountain Pass facility in California.

Processing: The ore is processed into high-purity rare earth concentrates, then refined into metals.

Manufacturing: Rare earth metals are combined with other metals to create powerful and efficient permanent magnets at a Texas facility.

Challenges

Heavy Rare Earths:

China currently controls all global production of heavy rare earth elements (HREEs), which are scarcer and critical for advanced applications.

Technological Gaps:

China holds a significant lead in rare earth patents and technology, indicating that the U.S. faces an uphill battle in fully catching up.

Market Dynamics:

Low market prices for rare earths have previously deterred investment in domestic production, highlighting the need for government support.

The price for MP (nyse) shows a 230% increase since June 1 2025

chart at: Https://short-link.me/16NjQ

one hot sector IMO ....

I saw this yesterday

An analyst's note about TMT. Its main asset (BOLT) looks interesting.

https://theoakbloke.substack.com/p/tmt-oh-so-juicy

Strange that sector sentiment does not affect stocks like this one:

US defence firms scrambling for rare earth minerals after China blocks exports

https://finance.yahoo.com/news/us-defence-firms-scrambling-rare-203830448.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAANfN8jZ3co2zjlk1sdqvKwGB3SseYcfotxrgbLACGPGpFkIsv8SdIadjWeWCHCtWenqzucsN9AFtoXCk3dT0I080J0t8uqXtOE_Nb383NxJJahGtyQ3C92bmS18VLtqoYWQ_IsJ89GAsgEBsYct8oWDCYo7OcMbtCzGMVLetPJJN

Strange that sector sentiment does not affect stocks like this one:

US defence firms scrambling for rare earth minerals after China blocks exports

https://finance.yahoo.com/news/us-defence-firms-scrambling-rare-203830448.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAANfN8jZ3co2zjlk1sdqvKwGB3SseYcfotxrgbLACGPGpFkIsv8SdIadjWeWCHCtWenqzucsN9AFtoXCk3dT0I080J0t8uqXtOE_Nb383NxJJahGtyQ3C92bmS18VLtqoYWQ_IsJ89GAsgEBsYct8oWDCYo7OcMbtCzGMVLetPJJN

OK, tks for the clarification

So did they disclose the funding decision that was expected by 31.7?

VANCOUVER, BC / ACCESS Newswire / July 29, 2025 / CoTec Holdings Corp. (TSXV:CTH)(OTCQB:CTHCF) ("CoTec" or the "Company") is pleased to announce that the Company's CEO, Julian Treger, will host an investor update on Wednesday, July 30, 2025, at 7:00am PDT / 10:00am EDT. A Q&A period will follow the presentation.

Investors that want to attend the presentation may do so by clicking here to register.

Should the above link not work, please copy and paste the following link to your browser: https://6ix.com/event/cotec-provides-investor-update

Typo: should read: .. 20% ...

Bashers might say low grade stockpiles but, to me, the big positive standout is the cash position

So to knock this back % is plain stupid

Other companies can only dream of having this much cash:

"$575 million closing net cash to support key growth investments in FY26, targeting further multi-year Telfer life extension"

Nice rise today, but let's remember:

Year high: 312.00p

31.7.25

https://6ix.com/event/critical-minerals-in-america

COTEC attending