# CoTec CEO Julian Treger highlights Lac Jeannine growth and resource recovery strategy

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Text version: https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/cotec-ceo-julian-treger-highlights-lac-jeannine-growth-and-resource-recovery-strategy.md
Podcast: [Proactive - Interviews for investors](https://stenobird.com/podcast/proactive-interviews-for-investors-1457173)
Published: 2026-05-29T14:56:18+00:00
Episode link: https://proactive-interviews-for-investors.simplecast.com/episodes/20260529-cotec-holdings-corp-2W4_6eKt
Audio file: https://cdn.simplecast.com/media/audio/transcoded/1068c7db-2e26-4675-9674-33cc0c49ccdc/b96906c8-b386-47e4-a142-589b24379f8e/episodes/audio/group/765f59d1-30ca-4dde-a935-a09c2a046ced/group-item/989849da-3357-44b7-8f39-09653dd2fd39/128_default_tc.mp3?aid=rss_feed&feed=xjpdm5C9
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Duration seconds: 318

## Resource

CoTec CEO Julian Treger joined Steve Darling from Proactive to discuss the company's growth strategy following an updated Preliminary Economic Assessment (PEA) for the Lac Jeannine project and continued progress across its portfolio of resource recovery technologies. During the interview, Treger explained that CoTec has built its business around acquiring and deploying disruptive technologies that unlock value from mining waste, tailings, and other overlooked resources. The company's approach focuses on recovering minerals that traditional mining operations often leave behind. Treger noted that CoTec currently controls six proprietary technologies capable of processing fine materials, hard rock deposits, and low-grade resources. In addition, the company is advancing a rare earth magnet recycling business based on technology originally developed in the United Kingdom. A key focus for investors is the Lac Jeannine project, where an updated PEA followed the completion of drilling across the entire property. Treger said the initial assessment was based on drilling completed on only half of the site, while the latest work has significantly expanded the project's scale and potential. According to Treger, Lac Jeannine has "roughly doubled in size" following the additional drilling. He also pointed to further upside opportunities through beneficiation processes and potential pellet production technologies that could enhance the project's overall economics. Discussing the asset's value, Treger highlighted CoTec's low-cost option structure for acquiring exposure to Lac Jeannine relative to the project's estimated net present value. He stated that "just the value of Lac Jeannine is almost the whole value of CoTec," underscoring management's view of the project's significance with…

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