Added to YB: 2026-09-29
Pitch date: 2026-09-24
CTH.V [bullish]
CoTec Holdings Corp.
-6.15%
current return
Author Info
No bio for this author
Company Info
CoTec Holdings Corp. focuses on investment in technology in the mineral extraction industries and acquiring assets in Canada.
Market Cap
CAD 151.7M
Pitch Price
CAD 1.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-5.57
EV/Sales
-26.03
Sector
Metals and Mining
Category
special_situation
CoTec Holdings, REE Magnet Player in the Making...
CTH.V: CoTec’s C$160M valuation appears to underprice its 60.3%-owned HyProMag USA, which targets a 4,656-tonne annual NdFeB run rate by 2031 and is planned for a shareholder spinout; even one-quarter of the C$1.6B average peer valuation would be material. HyProMag’s estimated ~$22/kg cost and lower energy and carbon footprint support the case, but funding, construction, feedstock and ramp-up remain significant risks.
Read full article (5 min)