HPQ Silicon Inc V.HPQ

RE:RE:RE:Bernard clearly stated 4N is base minimum but aiming for 5N+

[developbc]

BCONTVentures wrote:

Great post from @kwilg:

@kwilg For my part, i was waiting for the pilot plant validation for years now. I remember 4-5 years ago when Bernard validated the technology at lab scale. It was a big thing back then but not enough. Hpq needed to validate the technology a step further. It did. At 3N. In one step. Now i think hpq will achieve 4N. Give them a couple of months. By the DD I did over 7 years owning this stock, i am 100% certain BIG players are looking very closely at what hpq/ $pyr are doing. It started with a fantasy and it is now a reality. I have always believe that a big boy could buy the technology (or get licensed) for its own need. I still think that it will happen. With the last validation, we are closer to the end game imo. I dont think HPQ will build the 2 commercial reactors needed by its own. This technology is way more revolutionary that people think. A big boy will buy us out when every steps of the validation are done. Im not even sure we will see all the data collected with the pilot plant at the end. There are too much nda signed and interested players at this stage. We long shareholder stated multiples times here on this forum that a bidding war could happen. IMO some key player will want to avoid a bidding war and will try to put his hands on the tech as soon as possible. It could be done on various ways but my opnion is the same since the beginning of this story, hpq will be bought before going to market with a commercial plant. And i think Bernard is ok with it, for having listened to him several times in interview. Sorry for the long post :P

Long and Strong in HPQ Silicon and PyroGenesis!

Totally agree.  I remember over 7 years ago it almost seemed like fantasy that they could do this but when they achieved at lab scale it was wow ..I distinctly remembered what IF they actually can do this.  My very first purchase was at 32 cents when the mkt went crazy about the lab results.  Lab results are one thing...scaling/commercialization is a whole different matter- which most fail.

Gen 2 QRR was like size of a fridge...now Gen 3 is hundreds times bigger and on it's way to prove commercialization now.  as they will prove 4N ...beyond the 3N we expected...4N is the worse case scenario and shooting for 5N+....massive industry disruptive in 1 step to convert cheap quartz to higher value high purity Si 4N minimum

Long and strong HPQ!!!!!!!!!!!