PyroGenesis Inc T.PYR

RE:RE:RE:RE:IS IT SINKING IN YET?

[BCONTVentures]

Some great points on HPQ Silicon's/PyroGenesis' Fumed Silica Reactor (FSR):

@SabbathAs per the updated HPQ POLVERE TECHNICAL AND ECONOMIC STUDY

- Capex around the US$ 10[2] per Kg of annual capacity versus the US$ 146 per Kg of annual capacity for traditional producer, reducing the capital cost to enter the Fumed Silica market by about 93% [3].

- Potential European Carbon advantage between 630€ to 1,350€ per tonne sold [8].

“The Fumed Silica Reactor technology has the potential to change Fumed Silica manufacturing for the better and HPQ Silica is uniquely positioned to be the sole provider capable of supplying the materials required to meet the increasing demand for low carbon Fumed Silica products,” added Mr. Tourillon. “This demand is anticipated to necessitate the deployment of numerous 1,000 TPY Fumed Silica Reactors in the future." $PYR

@SabbathBriefly, couple things people ain't understanding...

1) Fumed Silica top players are also Metallurgical Silicon manufacturers. Fumed silica is an end product / by product from metallurgical silicon/ high purity silicon.
2) FSR uses quartz to produce fumed silica, devauling & eliminating the use of Silicon Tetrachloride. This will greatly affect, increasing the costs of all silicon products before fumed silica production.
3) Once HPQ FSR affects these markets it will create a bigger demand for QRR All of this will have huge pressure on Silicon manufacturers and thier clients. The success of the FSR pilot plant will be the turning point for them... $PYR

@Sabbath@standingonbusiness the ONLY logical explanation is what @JetsFanYEG said.... From the Agoracom video(May30th interview, 17min mark)............... there is one thing I picked up that is probably important. Since there will be negotiations and NDAs with big companies involved, under the old structure (PYR royalty only) $HPQ as the sole owner of Polvere wouldn’t have been able to discuss potential deals as easily with $PYR. Now with PYR as a 50% owner of Polvere any discussions on JVs or licensing or spin-off sales or anything like that will involve both HPQ and PYR. PYR knows this will be a massive catalyst very soon with crazy margins so they want to be at the bargaining table for any major deals that are to be had. Better to convert ownership now and be heavily involved. This is great and exciting news!

BCONTVentures wrote: Great points GOGREENBABY, and yes, great news today for both PYR and HPQ.  

Keep in mind that the more shares that PyroGenesis has in HPQ, the better negotiating position it has as an investor, partner, and technology provider.  And it is an indicator that PYR preferred shares to cash, anticipating significant moves in HPQ's value.

GOGREENBABY wrote:

I agree that this is good for both HPQ and PYR. It cleans up the books for HPQ and gives PYR some more ownership over the potential deal that HPQ is working on, outside of fumed silica. As a shareholder of PYR, I like this move. If HPQ does get technology provider status and is looking at a royalty type revenue deal then not only does PYR get contracted to build out a bunch of reactors, they will also stand to benefit from the ongoing royalties as a big shareholder of HPQ  

BCONTVentures wrote: Great points Melida, and this debt to equity conversion has PyroGenesis once again becoming a near 10% equity stakeholder in HPQ Silicon.  And like you mention, these shares/warrants have a 4 month hold, and both PYR/HPQ are very close to the Fumed Silica Reactor (FSR) pilot plant becoming fully operational and with the first offtake agreement in sight.

PyroGenesis has a vested interest in HPQ Silicon's success (both with the FSR and QRR).  And, PYR chose shares (instead of cash payment) from HPQ, indicating significant increases in HPQ's value.

Melida wrote: This debt to equity conversion could be (and I dare say will be) a fantastic deal for Pyrogenesis.  38,000,000 shares of HPQ.  The hold period on the warrants is only 4 months?  Both companies clearing up a potentially big problem that paves the way for future financings and off take agreement.