J

holding a diverse range of both growth & yielding investments that cover a number of industry sectors worldwide.

[J @jet_aero]

$CTH.NE coiling up on the chart. When it goes it goes

[J @jet_aero]

@AwayDaysFB Same mistake as Jack Rodwell

[J @jet_aero]

@FTAdviser What’s the chances of Parmenion going public in 2026 and using one of the river global cash shells as it vehicle @MartinGilbert83

[Restore The Empire @empire_res66190]

Be honest do you think Rupert Lowe would be a great Prime Minister?

[Mike Jones @technopopulist]

Restore Britain’s surge in Makerfield is one of the most remarkable stories in British politics right now. And it is far more significant than many realise. I will be writing about it. The stakes in this by-election are simply off the scale.

[Patriotic 🇬🇧 Nation @HoodedClaw1974]

Lets flood Makerfield and help Rebecca. 🇬🇧🇬🇧

[Space Robot 😎⛳️🏌🏻‍♂️🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Space_Robot1]

Absolutely delighted to see Aaron Rai emphatically win the PGA championship yesterday.

The guy works as hard as anyone in the game. He is also one of the nicest, most genuine blokes you could meet!

Well done sir 👏🏻 🏆 🏴󠁧󠁢󠁥󠁮󠁧󠁿

[Catherine Blaiklock @blaiklockBP]

From a person on the ground in Makerfield for @RestoreBritain_

'The by-election is being held on 18th June so there is very little time. We need to hit the ground running. I was there today and knocked on doors. There is a huge appetite for Restore Britain. 50+ people who turned up at such short notice were excellent.'

[Ant Middleton @antmiddleton]

Absolutely love this photo and this is what London will regularly look like when I’m Mayor of London… 🫡🇬🇧🏴󠁧󠁢󠁥󠁮󠁧󠁿

[Garf @glr_1990]

Hi @aleabitoreddit

For clarity over 25% of my entire net worth is listed in this stock and I have yet to find a more powerhouse management team with incredible vision and execution

The stock is called $CTH.NE $CTH.V
@CoTecCorp

The market: NdFeB magnets for Robotics (something even $TSLA can’t replace)

First let me outline management so you know your money is in good hands

1. CEO - Julian Treger (owns ~50% of the business) mining powerhouse famous for a massive exit in the 90’s, ex Anglo Pacific CEO

2. CFO - Abraham Jonker ex Mandalay Resources, over $1bn raised via debt and equity

3. COO - John Singleton, Ex Rio Tinto and Centamin

4. NED - Tom Albanese, former CEO of Rio Tinto

5. NED - Lucio Genovese - CEO of #FXPO

6. NED - Bob Harward, Former US Navy Vice Admiral and Deputy General of US Command. Ex Lockheed Martin.

Your money is in good hands, but what about the technologies?

1. HyProMag 🧲

20% global ownership
60% US ownership

The Jewel in the Crown 👑 💎

Rare earth magnet recycling via patented HPMS technology (hydrogen processing of magnetic scrap)

Does it work? Yes, proven in January and April 2026 in the UK and Germany, both plants now producing magnets and oxides.

AISC? 32 per KG max vs $59KG spot price, note $MP have a floor of $110KG

This is the lowest cash cost on record

US Interest? $92M EXIM LOAN last update said discussions ongoing with 2 major US banks - FID expected June 2026

You couldn’t be better positioned for the rare earth bottleneck than these guys who literally have magnets being made and approved only last month by @Siemens_Energy

What’s even better is HyProMag is leading a UK project with none other than LCM who are now part of $USAR

The connections are UNREAL

Downside protection? Cotec at just $100m USD also own the below

2. Various copper extraction technologies such as Salter, Ceibo and Wavecracker, JV signed in the DRC as copper hits an ATH

3. Lac Jeannine Iron tailing asset est $70m net

4. MagIron, a huge pigiron asset that underscores the market cap alone valued at $1.6bn NPV and Cotec own 17%

In short, everything you could ask for is here!

Cash? They raised $20m in April via warrants.

Check out the presentation below:

https://t.co/vClXpUG3Mr…

Also check out this video interview below (with a famous Canadian dragons den investor who owns $2m+)

https://t.co/uJpuDdCXQn

Mic Drop! 🎙️

A must for every PF

[Garf @glr_1990]

$CTH Cotec upgraded to the OTC Best Market OTCQX

[Melissa Francis @MelissaAFrancis]

🚨BREAKING 🚨According to my sources: the UAE is expected to lead an Arab coalition to overthrow the Iranian regime within 24 hours. Israel and US expected to participate

[J @jet_aero]

@MarkGal05598237 @tripphighgrade CEO / founder is most impressive, Julian Treger

https://t.co/BJPpd2qzIh

[J @jet_aero]

$CTH.NE

[Share_Talk ™ @Share_Talk]

🏭 Congratulations to HyProMag Ltd and @MkangoResources on the opening of their rare earth magnet recycling facility in #Pforzheim, #Germany. Marking an important milestone in #MKA continued growth and international development. . 🔗 Read the full update here: https://t.co/NgAc5y8GKS

[Share_Talk ™ @Share_Talk]

🏭 Congratulations to HyProMag Ltd and @MkangoResources on the opening of their rare earth magnet recycling facility in #Pforzheim, #Germany. Marking an important milestone in #MKA continued growth and international development. . 🔗 Read the full update here: https://t.co/NgAc5y8GKS

[JW 🇬🇧 @FinanceTiger]

#DGE might be a great recovery play … Ranmore bets big on it. Daily Mail 🗞️

[J @jet_aero]

@BlueWhaleCap hadn’t checked the top 10 for a while. Caught up this morning and was happy with the changes & new additions

[Tripp Vanderlode @tripphighgrade]

CoTec Holdings ($CTH.NE ) Investment Thesis – Thread

In an era of rising demand for secure, non-Chinese rare earth supply chains, CoTec Holdings offers one of the most compelling undervalued opportunities in the critical minerals sector.

CoTec trades at a deep discount to its net asset value. At ~C$1.50/share (market cap ~C$173M), the stock sits well below its C$3.90 fully-diluted NAV. This valuation is anchored by CoTec’s effective 60.3% interest in HyProMag USA’s Dallas-Fort Worth magnet recycling facility—recently upgraded 50% to 1,552 tpa of NdFeB products—along with stakes in the Lac Jeannine iron ore tailings project and MagIron. The company is now well-capitalized after the recent warrant acceleration, which delivered $19.9 million in gross proceeds (95.6% exercised), strengthening its balance sheet for near-term execution. Led by an experienced team—including CEO Julian Treger (former CEO of Anglo Pacific Group) and board members with senior executive roles at Rio Tinto, Glencore, and Vedanta—CoTec maintains strong insider alignment, with individual insiders holding approximately 13% of the shares.

Despite clear momentum, CoTec remains significantly underfollowed: small-cap status, modest trading volumes, and limited analyst coverage have kept it off most investors’ radars. A major catalyst is on the horizon with the planned U.S. listing of HyProMag USA, targeted for late 2026/early 2027. The hub-and-spoke model is advancing, with pre-processing systems commissioning and the Texas lead facility on track for first revenue in H2 2027, plus pre-feasibility studies underway for additional plants. A Nasdaq or NYSE listing would deliver improved liquidity and direct access to U.S. institutional capital focused on domestic critical minerals security.

When benchmarked against listed rare-earth processors such as MP Materials and Lynas—which typically trade near or above NAV—CoTec trades at an approximate 90% discount. With several near-term deliverables ahead (Lac Jeannine assay results, MagIron’s 43-101/DFS, and HyProMag expansion milestones) plus strong secular tailwinds for non-Chinese magnet supply, the stage is set for a material re-rating. At the intersection of proven recycling technology and supportive U.S. policy, CoTec represents a high-conviction, asymmetric opportunity in a capital-intensive sector.

[Tripp Vanderlode @tripphighgrade]

This isn’t even a promote. $CTH.NE is the cheapest stock I have ever seen in my career.

The more I learn about it the more I buy.

The management team is just fucking terrible at promoting the story. Like absurdly bad.

Share price should be north of $10.00 a share….

[J @jet_aero]

@BlueWhaleCap liking the current top 10 holdings.