Roadmap to Revenue
Disruptive Technology
- Acquiring stakes in disruptive technologies that fundamentally change the way minerals are extracted, processed and utilized.
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They are innovative, low carbon, use less water, less energy, more modular and scalable
Assets and Joint Ventures
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Identify mineral-bearing assets whose value is low where disruptive technologies could be deployed
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Focus on acquiring marginal mines, mines on C&M, brownfield restarts, waste dumps and recycled scrap as owners, joint venture partners or licensees
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Initial focus will be on OECD jurisdictions
Project Evaluation
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Create joint ventures with the technology owners
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Apply technologies to scalable under-performing assets to unlock value
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Disciplined approach to capital allocation through strong governance (Investment Committee)
Project Implementation
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Detailed engineering, and construction with owners’ teams and leading EPCMs
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Focus on project-level finance to minimize dilution at CoTec level
Revenue
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Create revenue generating portfolio of diversified high-margin, eco-friendly assets in commodities that support the energy transition
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Expansion options through modular development approach