HPQ Silicon Inc V.HPQ

RE:RE:RE:Fumed silica news coming $$$$$$$

[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!

Thinkbigsti69 wrote:

Thinkbigsti69 wrote:

Thinkbigsti69 wrote: @Vestor111What does Evonik really want? To protect the multi-billion dollar market they created. So what will that take? Well for starters control of the FSR process would appear reasonable concern. How to achieve that? Well $PYR's 1000TPY reactor would be critical. But that market needs dozens of these over time Hmmm. So would it be too far fetched to think Evonik may decide to control the market by locking up say the first 10 reactors? Hmm.. So how might that unfold? Well how about a down payment on the first 10 reactors. A royalty deal? Absolutely. Contracting deal? Well yeah. A transition ramp? It will be interesting to see how this deal unfolds but $HPQ and $PYR control most of the cards. So it would seem reasonable to expect a favorable outcome.. Billions are at stake.

 @SomaTrinGood morning y’all! And to add to that @ordos we are literally on the brink of finding out. Anytime now we can get that news of confirmation… a lot of people are going to be making a lot of money… especially $PYR with all those shares Happy holidays y’all!

 @ordosAs Bernard said, once pilot plant confirmed to produce commercial grade fumed silica material, there is no going back for the entire fumed silica production sector. HPQ Silicon's process is earth shattering for the fumed silica market.