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HPQ Silicon Inc V.HPQ

Alternate Symbol(s):  HPQFF

HPQ Silicon Inc. (HPQ) is a Canada-based technology company specializing in green engineering of silica and silicon-based materials. The Company is engaged in developing, with the support of technology partners PyroGenesis Canada Inc. (PyroGenesis) and Novacium SAS, new green processes to make the critical materials needed to reach net zero emissions. Its activities are centered around the three pillars: becoming a green low-cost (Capex and Opex) manufacturer of Fumed Silica using the Fumed Silica Reactor, a proprietary technology owned by HPQ being developed for HPQ by PyroGenesis; becoming a producer of silicon-based anode materials for battery applications with the assistance of Novacium SAS, and Novacium SAS is engaged in developing a low carbon, chemical base on demand and high-pressure autonomous hydrogen production system. The Company operates in a single operating segment, segment, being the sector of the transformation of quartz into silicon materials and derivative products.


TSXV:HPQ - Post by User

Bullboard Posts
Post by wasagastaron Aug 12, 2016 12:19pm
343 Views
Post# 25136059

Why This Tech Is Worth So Much

Why This Tech Is Worth So MuchIt's been noted in an article that the cost of a 10K MT per Year Solar Silicon Plant would be $50M with PureVap technology versus the current costs of a $1B Siemens Solar Silicon Plant producing 16TPY per Year. Looks like the Solar Silicon industry uses about 400K MT per year x $15K = $6B market place. Current costs per ton of material is about $10-12K. Bernard has hinted that their solar silicon will have similar costs to the basic silicon level that sells at $2.5K per ton - lets go with $2K cost considering a 20% margin. Who ever owns this technology and has capital or access to it can do this: Build 40 Solar Silicon plants for $2B producing 400K MT solar silicon per year. That is the market size right now. They can build it, charge $10K per ton and put everyone else out of business essentially and own this market. Because solar silicon becomes cheaper, they sell more and you still have a $6b market place. Now the cost is $2K per ton and they can sell it for $10K per ton. 10% goes to Pyrogenesis yearly. Now you have $9K per ton. This is a profit of $7K per ton x 400K MT = $2.8 B profit a year. How much is that technology worth? BILLIONS and BILLIONS of dollars. Pyrogenesis feels they have a HIGH PROBABILITY of success with this project. HPQ is validating the purity with third parties. The technology is straight forward and PYRO is an experienced and successful partner working with the US NAVY - well vetted. This of course is all theory and building 40 plants new plants likely not happening in this manner. However it proves the point of the power of this technology and how it will disrupt the solar silicon market. You don't think someone hasn't already called besides the Taiwanese and asked about partnering or buying? You better believe it. If the market does not price this at $250m market cap by day two of 6N news and NMX is still at $350m market cap then I know this investing world is downright stupid. Article: https://investorintel.com/cleantech-intel/hpq-silicon-resources-inc-orders-plasma-pilot-plant-for-silicon-metal/
Bullboard Posts

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