I expect Evonik is ready to become a JV partner with HPQ and contribute
money in order to secure a guaranteed supply of what is
the most economical high quality fumed silica made with a
brand new process that is has the lowest carbon footprint
of any fumed silica ever made..and the lowest CAPEX...
This will further increase the sales Evonik in the fumed silica market ...
Will Evonik want a sole license agreement ?
Would HPQ agree with this ?...
or will HPQ sell fumed silica on the open market ?
Either way it's a big and growing marketplace..
Either way HPQ stands to become a major supplier in this
$2 + billion dollar a year market...
I would think Evonik is going to become a buyer of the Si metals also...a massive market worth $40+ billion a year..
HPQ and Pyrogenesis are going to be busy just building
the hundreds of reactors required to meet this demand...
A 5% share of these markets will grow and grow for years..
How high will their market share become , is what will
make all of us investors very rich...
All of this for $0.33 a share today...
uncleron is always right !..cheers