RE:RE:RE:RE:NEW INTERVIEW VIDEO - HPQ Sends First Batch Of High PuritySiMy comments on the so-called great points n red
Some great points from the Agoracom interview:
- 5:40: “We know we’re going to make 4N silicon material”. Wishful thinking not a fact yet.
- 7:20: HPQ sent Silicon material that wasn’t produced by the QRR (Quartz Reduction Reactor) to the high performance material company (HPMC), however, the rationale for doing so is because HPQ is so confident that the QRR testing will be successful such that they would rather tick off milestones in parallel as opposed to sequentially. Borrowed success and the customer is buyin it as proof of concept hahaha(Again at 8:42)
- 7:48: Not at all worried about what competition like Sila and Group14 are doing. I would be because they are already deliuvering.
- 14:05: Senior executives (present or retired) in competing companies agree that HPQ has the right business strategy. They are not contradicting but they only agree on a principle with no results yet.
- 22:00: Goal is to get Test Series 2 and 3 completed before end of June. Imminent ... again
- 26:00: Novacium will convert Si powders into SiOx (oxidized). SiOx is what is being used in the market for battery-grade material. Novacium will convert but who keeps the IP for the process.
- 33:00: Ferroglobe can match HPQ’s ability to produce volume of 2N silicon, but cannot for higher purity. Ferroglobe will or has a bigger production capacity big time.
- 36:28: Sounds like Bernad Tourillon is also aiming to build a dynasty. Dynasty is a dinasty, Big or Small
- 39:20: Possible future partnership scenarios for HPQ. Looks like partnership is a must to deliver any amount of product.
Word of wisdom: Apple did not become a profitable and rich company with promises: see Kawasaki and Wozniak and Steve Jobs.
Long and Strong in HPQ Silicon and PyroGenesis! worthless slogan from a pumper