RE:RE:RE:HPQ.v - 4N plus purityLeMarcus wrote:
stocknews101 wrote: Phase 2 testing will determine a lot, I am not sure we will get the market recognition yet . So straight up is a little of an overstatement. May be a great time to add if you so choose to .
Totally agree with you. I would also add that 6N is not easy, and current results demonstrate a clear path to 4N , but there are a lot of challenges to get better % of impurity removal.
Let put Suphur appart.
194PPM in, 84PPM out = 57% removal rate => 4N+(99.99X)
With a 90% removal rate, you get to 19PPM (4N+ => 99.998X)
With a 95% removal rate, you get to 10PPM (5N+ => 99.999)
So far, 96% removal on the easiest element(B&P)(from their process... because its the industry challenge that comes easy to PureVap) is the highest rate.
So getting to 5N, is with reach, but could be a very challenging milestone.
Even with better feedstock, mixing in a start at 100PP impurities, you would need 99% removal to get to 6N. I wouldn't think it's going to be easy.
But, the 4N they are about to produce, is apparently the only none "UMG-SI" si produced so far, so it has all the benefits of the clean tech and cost curve. Also, it it the lowest B & P material that can be found in the 4N to 5N range.
At 3N, there is already a business for HPQ, at 4N, there is a business and almost no competition, above 5N to 6N +, we maybe have a new industry standard for various application including solar!
If HPQ was to announced a business model on 4N, it would work. So, they are just putting more "icing on the cake".
For sure, it appears that it is not a "If" but a "when"
I think the removal rates are much better than this already, there is a concentration factor that needs to be considered since there is an almost 3:1 ratio of input components to output finished product, This would suggest that the removal rates are probably much higher.
All that said, your earlyer post perhaps suggests the possibility of a new or different solar Silicon market may be possible using the PUREVAP process, that may not require 6N as long as the B and P are low. It seems that solar cell testing of such low B and P silicon metal, at higher other impurity levels may not have even been done as far as we know, since low B and P probably are synonomous with all other impurity levels being low, which may not be the requirement with the Purevap produced Silicon Metal.