HPQ Silicon Inc V.HPQ

RE:RE:RE:RE:RE:video interview

[BCONTVentures]

And from @cargo:

@cargo @19:36 Bernard talks about the amount of raw materials required to produce 1 ton of Fumed silica with both processes. This in my opinion is another advantage with our FSR process. With 3 tons of quartz plus (Low Ash Coal + Wood Chips -3 tons combined) are needed to make 1 ton of silicon. Not to mention the fact that you will have to source out silicon tetrachloride. With our FSR process all we need is quartz, more specifically Bernard mentions the FSR process will need bout 1 to 1 1/4 ton of quartz to produce 1 ton of our fumed silica. Huge plus to the FSR:) $PYR https://www.youtube.com/watch?v=GWsQjmrSaaU+

BCONTVentures wrote: And from @ordos:

@ordos Great interview, my notes:
- Most of the times when companies announce a new process that they will create with theoretical / expected performance, their numbers get worse / cost goes higher as they approach pilot / commercialization. With HPQ Silicon's FSR, as they approach commercial production of fumed silica, these numbers are getting better, just with the pilot plant's commissioning they got better just now by whole additional 20% to already fully disruptive numbers
- Talking to "green" funds
- The EBITDA margins are unheard of for a mature industry. At least 75%. This doesn't even include massive carbon tax savings!
- The reason why Evonik signed they LOI, because they want to be the first one
- People have to understand that we are going to do it (start making fumed silica using FSR with all the declared benefits or better)
- HPQ Silicon could sell "green" fumed silica at the same price as "not-green" and it will be an easy choice for buyers to choose the "green" one, especially when it will translate into their products becoming "greener" as a result of "greener" input materials
- FSR moving forward as per schedule
- No need for hazardous waste disposal costs and logistics after making fumed silica as in traditional process
- Before HPQ Silicon announced their new fumed silica production process the few producers of fumed silica didn't have to worry about competition. Now they worry, because barriers of entry into producing fumed silica will be removed, and there could be many new producers entering the space and taking away market share from the big 5+
- The monetization strategies for FSR are "endless", including licensing FSR technology
- Evonik is even more impatient than retail investors
- HPQ Silicon is not just fumed silica!
- All of this progress and attention is in the middle of vacations season! $PYR

BCONTVentures wrote: And a comment from @JetsFanYEG:

@JetsFanYEG Bernard was being a bit cheeky and said that some investors and companies would rather wait until the stock price is 10x what it currently is before investing because they want to see it work first, this is exactly why I am invested in $PYR and $HPQ now because there is a very real possibility of going 10x when the commercial FSR plant is built and almost certainly before due to hype and FOMO. I’m glad I’m not on the sidelines, just my humble opinion

Koooo wrote: Watch the video and it said a lot. Maybe my ears hear things different than others but you better get on the train.