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BCONTVentures wrote:And 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 summary on HPQ Silicon from @ordos: @ordosSo, 2024 is over and tax loss season is over, 2025 is set to be the year, in my opinion, for a major shift for HPQ Silicon to not just major milestones in its multiple business lines, but also first revenue: 1. Pyrogenesis debt cleared off balance sheet ahead of joint ventures / offtake agreements 2. Pyrogenesis is once again major shareholder of HPQ Silicon, not just 50% owner of Polvere division 3. FSR pilot plant fully commissioned and process tests ongoing 4. SiOx Gen4 coming, Germany industrial park location secured with all infrastructure in place for ALL HPQ Silicon's technologies, not just SiOx production 5. Metagene autonomous hydrogen generator industrial scale pilot plant funding almost secured and French army is slated to test it 6. More room in TFSA for all Canadian investors
BCONTVentures wrote:Great summary on HPQ Silicon from @ordos: @ordosSo, 2024 is over and tax loss season is over, 2025 is set to be the year, in my opinion, for a major shift for HPQ Silicon to not just major milestones in its multiple business lines, but also first revenue: 1. Pyrogenesis debt cleared off balance sheet ahead of joint ventures / offtake agreements 2. Pyrogenesis is once again major shareholder of HPQ Silicon, not just 50% owner of Polvere division 3. FSR pilot plant fully commissioned and process tests ongoing 4. SiOx Gen4 coming, Germany industrial park location secured with all infrastructure in place for ALL HPQ Silicon's technologies, not just SiOx production 5. Metagene autonomous hydrogen generator industrial scale pilot plant funding almost secured and French army is slated to test it 6. More room in TFSA for all Canadian investors
Thinkbigsti69 wrote: @CurlinWe are IMO in the territory where an out of the blue halt could come anytime 28 minutes ago 2 @MattyHSomething brewing that’s for sure. PYR exercising option to make ownership clear. HPQ settles Debt to Pyro to clean up both their balance sheets. Q1 could surprise us all 23 minutes ago 2 @SlugmysterAbsolutely something brewing, EVONIK,
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