HPQ Silicon Inc V.HPQ

RE:RE:RE:RE:hpq

[BCONTVentures]

Great comment from @Vestor111 (from ceo) on HPQ Silicon's Fumed Silica (FS):

@Vestor111 It maybe sooner than that if someone puts their arm around HPQ's FS division. The tech is far too dangerous for the embedded billions. An order for says 10, 1000tpy FS reactors asap with healthy upfront buy-in (to get to the front of the line) and per Kg royalties, would light things up quickly. Commissioning of the scaled up reactor will happen in the next few months with samples to follow. One step, 1/14th the cost, no HCL to deal with and get rid of, low CO taxes, scalable as the FS market grows. A lower cost may find more uses for FS.

BCONTVentures wrote: Well said KrapShoet and completely agree with your post:

I happen to like this story line.  The CEO has hit every milestone he said he was going to meet. The one thing he doesn't have control over is the obtaining of the first JV or off take agreement. That's when we see the move in sp and quite frankly I don't want to be on the sidelines when that happens. I think the July timeframe being suggested is a fair one since by then the Fumed Silica pilot plant should be ready. I'm hoping that the major players won't wait until them and that one of them will want to commit and lock in a deal.....the cost savings, efficiencies and environmental benefits are just to great to ignore.

Some great posts/comments from ceo:

@Vestor111 The Fumed Silica numbers make it clear, HPQ/PYR are sitting on a gold mine. Once the scaled up reactor is commissioned, the dance will be on, Big time. Will it be licensing/royalty? Partnership? Offers to buy in? Lots of options when you control the board. You can bet PYR will have a seat at the table. Both companies will win in a manner that is best for both.

Re-look at the comparison at 26:50 between the old Fumed Si vs the new by HPQ/PYR. THIS IS A MAJOR GAME CHANGER!!! And it is scaleable to address a growing market vs huge plant commitments. The embedded players will be in a foot race to do the dance. This could very well crush billions of embedded capital.

LOOK AT THE NUMBERS: 26:50. From $146/KG to LESS than $10/KG. The embedded industry is looking at a process that will CRIPPLE THEM! Billions in stranded capital. They would be insane NOT to do a deal - QUICKLY!

https://www.youtube.com/watch?v=ETA8zCMLi0A&t=1610s++

@Vestor111 If a company claimed they had a process that could produce your primary product for 1/14th the cost that could over time put you out of business, would you wait for a competitor to take the prize?

@Brodeur9 @SomaTrin I think you missed this comment by mistake? I don't see any problems in his post. Nothing prevents a contract during final R&D in anticipation of future commercialization. The cost advantage of HPQ is undeniable, especially with FSR.

@Vestor111 Exactly. What company would not want to insure a piece of this especially since PYR. has been successful at up scaling their designs. The risks to billions of embedded plant and equipment at the very core of your business would seem to require some sort of play to insure you are at the head of the line at the very least. Money talks.

@Vestor111 Disclosure is difficult in the ether. I use ignore fairly regularly to cut through the BS noise to get at the better signals - good or bad but fair. Players have acknowledged that they flood the zone to influence share prices. They acknowledge paying for the zone flood. Shorts have more at risk typically so they generate as much FUD as possible. One thought about shelving the reactor to control events. While possible, one issue that could make this difficult is that their are enough players with self-interests (ie survival vs dominating) that to get all the players into line would appear difficult particularly as Bernie has indicated that the global production is maxed out and any supply relief comes at the cost of billions rather than say scaling up with this new process. It seems like a logical progression that has to hit the players. Since PYR would appear to benefit from having many customers for their reactors, they may prefer to have a conga line that the players pay to join. And then you have that CO tax issue that could distort events. (ie the old methods will be crushing to anyone not on the conga line.)

@Vestor111 BTW It would appear that markets with cheap electricity like Quebec and Norway, they too will benefit from an orderly Conga line of companies adding scaled up output beyond the reach of the CO boogie man taxes.

KrapShoet wrote:

wood56 wrote: I agree, by that time it should be evident if there is any truth to this story or it is all bullshoot. The storyline is beginning to look like another PYR

I happen to like this story line.  The CEO has hit every milestone he said he was going to meet. The one thing he doesn't have control over is the obtaining of the first JV or off take agreement. That's when we see the move in sp and quite frankly I don't want to be on the sidelines when that happens. I think the July timeframe being suggested is a fair one since by then the Fumed Silica pilot plant should be ready. I'm hoping that the major players won't wait until them and that one of them will want to commit and lock in a deal.....the cost savings, efficiencies and environmental benefits are just to great to ignore.