HMR Target Market saw this post from user on ceo.ca... really makes you look at the bigger picture, 10% maarket share is too much but I think poster just wanted to illustrate the potential as these materials companies trade at a 10X to revenue so $10M revenue, company should trade at $100M market cap. Big picture.
How to build a powerhouse materials company: Secure abundant access to a highly sought-after, world-class product widely used for various industries from construction to the renewable energy transition. Execute business plan to obtain market share via multi-vertical approach due to products unique characteristics and capabilities:
Energy Storage Market Share:
- The global energy storage systems market recorded a demand was valued 222.79 GW in 2022 and is expected to reach 512.41 GW by 2030, progressing at a compound annual growth rate (CAGR) of 11.6% from 2023 to 2030
- The battery energy storage system market size was valued at USD 9.9 Billion in 2022 and is expected to have a market size of USD 38.3 Billion by 2032 with a CAGR of 14.6%
Silica Sand Market Share:
- The global silica sand market size is projected to grow from $11.29 billion in 2022 to $18.98 billion by 2029, at a CAGR of 7.7% during forecast period Solar Photovoltaic Glass Market Share:
- The global solar photovoltaic glass market size was estimated at USD 7.6 billion in 2022 and is expected to hit around USD 114.44 billion by 2032, poised to grow at a CAGR of 31.2% over the forecast period from 2023 to 2032.
Silicon Anode Battery Market Share:
- The global silicon anode lithium-ion battery market stood at US$ 1.0 Mn in 2022 and is projected to reach US$ 257.6 Mn in 2031. The global silicon anode lithium-ion battery market is anticipated to expand at a CAGR of 64.5% between 2023 and 2031
All of the above mentioned industries are in Homeruns wheelhouse and CEO Brian Leeners is quickly establishing Homerun as a major player in these industries. So through major partnerships with the Brazil government through CBPM, U.S. government through NREL, and other players in the renewable transition. Is it likely or unlikely that Homerun can secure 10% of the market share for each of the mentioned industries by 2025?
What does that look like in these 3 verticals alone?
- 10% of Energy Storage market share in 2025 = ~$2.89 Billion
- 10% of the standard silica sand market share in 2025 = ~$1.7 Billion
- 10% of the PV Glass market share in 2025 = ~$4.7 Billion
- Add in the potential use of silicon anodes in the EV market = Big potential
This is REAL potential and it is happening before our eyes, at a 34M market cap. Make it make sense.