RE:RE:RE:HPQ Silicon updated Corporate Investment Presentation This is what I've been predicting, a JV..and why not ?..if the FSR fumed silica is so good .wouldn't a big user Corp, not finiance a JV ??..have a guaranteed lifetime supply of a much better fumed silica...Probably much cheaper for them + ..the greenest fumed silica ever made....There has to be many more 1,000 Tpy FSR's built to handle this market...a hundred for 100,000 TPY...This is going to mushroom for a long time......Next is the QRR Si metals et cetera....this market is 20 times bigger, and HPQ's newly invented version sounds like it's going to be the best quality and the greenest as are all products....hold tight to your shares & shorts gamechanging news is coming $$$$....uncleron is always right !..cheers
Yajne wrote: Fully agree Pandora and Oden and share your concern on timeline. However, one line caught my attention on page 11 "Fumed Silica" that gives me some hope for an sp response in 2024, assuming they can actually meet their timeline:
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Finalize, during 2024, an Offtake agreement or other transaction (Joint Development or Collaboration Agreements) regarding the building of our first 1,000 TPY FSR plant