Post by
electriqueman on Aug 27, 2024 2:44pm
BUYOUT possible?
FRENCH translation at the end
BUYOUT possible?
In PYR's May 30, 2024 press release, we learn that PYR is to buy 50% of HPQ Silica Polvere (the division of HPQ that makes Pyrogenic Silica).
Prior to this agreement, PYR was entitled to a 10% royalty in HPQ Silica Polvere. Now, PYR is going ahead with its option to acquire 50% of HPQ Polvere.
That speaks volumes! PYR could have waited a long time before injecting cash into HPQ Polvere, but it's doing so now... Maybe before anyone else does?
PYR is the designer of the reactor that makes fumed silica, so PYR knows what it's getting into, otherwise PYR wouldn't be buying 50% of HPQ Polvere and its patent just for fun!
The patent to make fumed silica belongs to HPQ Polvere, even though it was PYR who developed the reactor, since it was HPQ who originally came up with the idea.
Later, in PYR's press release of July 9, 2024, we learn that EVONIK CORPORATION (which has an agreement with HPQ Polvere) has tested the samples produced by HPQ Polvere and that they are acceptable to them. So, maybe EVONIK will buy HPQ Polvere with a BUYOUT!
EVONIK is a major producer of Pyrogenic Silica and, like all companies, it has to reduce its carbon footprint because the current process is very polluting, and it also has to reduce its operating costs. And right now, it's just PYR/HPQ Polvere who have developed a new way of making fumed silica... with a cost reduction of around 90%! That's huge!
And I doubt that EVONIK, a company with a market capitalization of over $9 billion, is going to share these gains with HPQ/PYR? Instead, it will buy HPQ's Polvere technology and bye bye HPQ and PYR. Or simply buy the 2 companies? HPQ is worth $132 million and PYR is worth $150 million, for a total of $282 million. Evonik just needs to buy 51% of the 2 companies to have control of the patent and the technology. So $141M to get the worldwide patent. Not a bad deal for them, is it?
The question I ask myself is: at what price will HPQ and PYR let go of this revolutionary technology for making fumed silica?
I think we'll soon find out!
Place your bets!
BUYOUT possible?
Dans le communiquer du 30 mai 2024 de PYR, on apprend que PYR va acheter 50% de HPQ Silica Polvere (la division de HPQ qui fait de la Silice Pyrogenee).
Avant cette entente, PYR avait droit a une redevance de 10% dans HPQ Silica Polvere maintenant, PYR va de l'avant avec son option d'acquerir 50% de HPQ Polvere.
Cela en dit long! PYR aurait pu attendre encore longtemps avant d'injecter du cash dans HPQ Polvere mais il le fait maintenant... Peut-etre avant que d'autre le fasse?
PYR est le concepteur du reacteur qui fabrique la silice pyrogenee alors PYR sait dans quoi il s'embarque sinon PYR n'acheterait pas 50% de HPQ Polvere et de son brevet pour le fun!
Le brevet pour faire de la Silice Pyrognee appartient a HPQ Polvere meme si c'est PYR qui a developper le reacteur car c'est HPQ qui en a eu l'idee initialement.
Plus tard, dans le communiquer du 9 juillet 2024 de PYR, on y apprend que EVONIK CORPORATION (qui a une entente avec HPQ Polvere) a tester les echantillons produits par HPQ Polvere et qu'ils sont acceptables pour eux. Donc, peut-etre que c'est EVONIK qui va acheter HPQ Polvere par un BUYOUT!
EVONIK est un grand producteur de Silice Pyrogenee et comme toutes compagnies, elle doit reduire son empreinte carbone car le procede actuel est tres polluant et elle doit aussi reduire ses couts d'operation. Et presentement, il y a juste PYR/HPQ Polvere qui ont developper une nouvelle maniere de faire de la silice pyrogenee... avec une reduction des couts de 90% environ! C'est enorme!
Et je doute que EVONIK, une compagnie de plus de 9 milliards de dollars de capitalisation, va partager ces gains avec HPQ/PYR? Elle va plutot acheter la technologie de HPQ Polvere et bye bye HPQ et PYR. Ou tout simplement acheter les 2 compagnies? HPQ vaut 132 M$ et PYR vaut 150 M$ pour un total de 282 M$. Evonik a juste besoin d'acheter 51% des 2 compagnies pour avoir le controle du brevet et de la technologie. Donc 141 M$ pour avoir le brevet mondial. Ce n'est pas cher payer pour eux non?
La question que je me pose est: a quelle prix HPQ et PYR vont laisser aller cette technologie revolutionnaire pour faire de la silice pyrogenee?
Je crois que nous allons bientot le savoir dans un avenir assez rapproche!
Faites vos jeux!
Comment by
dalesio_98 on Aug 27, 2024 2:56pm
Cart before the horse? Wishful thinking. Good luck to All!
Comment by
Thinkbigsti69 on Aug 27, 2024 3:21pm
Evonik is not able to buy PYR. Peter Pascali the ceo owns more than half the shares. HPQ polvere(Fumed Silica) is 50% owned by PYR. If Evonik wants to buy the FSR (fumed silica reactor tech) it would be sold for at least a billion dollars minimum.
Comment by
dalesio_98 on Aug 27, 2024 3:39pm
Thinkbigsti69, Have you not learned yet, the CEO takes care of himself, family and Trust. Good luck to All!
Comment by
dalesio_98 on Aug 27, 2024 3:43pm
Cart before the horse? Thus far an LOI with HPQ! Good luck to All!
Comment by
electriqueman on Aug 27, 2024 4:01pm
PYR possederai 50% de HPQ Polvere et l'autre 50% c'est HPQ qui l'a Alors, il ne faut pas etre un KING en math pour comprendre que si Evonik achete HPQ et detient 1 % de PYR alors il a la majoriter lol Pas besoin d'acheter les 60% du CEO Peter Pascali
Comment by
Thinkbigsti69 on Aug 27, 2024 4:19pm
Non, tu fais erreur. Bernard et Peter possdent normment d'actions dans HPQ. Il ya galement plusieurs investisseurs stratgiques comme moi qui ont plus de 1 millions d'actions de HPQ et qui communiquent souvent avec les 2 PDG. Il n'y aura pas d'achat hostile possible. Evonik devra payer ce que PYR et HPQ dicterons.$$$$$$
Comment by
Mostlyserious on Aug 27, 2024 4:35pm
You are a strategic investor? Speaking regularly to BT and PPP? Shouldn't you be much more careful about what you say on these forums? I am pretty confident that you told them who you are here and I am surprised that they would see you as a great mouthpiece on their behalf. Do tell more.
Comment by
Thinkbigsti69 on Aug 27, 2024 5:06pm
One thing I can honestly say withiut divulging any secrets. This FSR thing is going to be HUMONGOUS
Comment by
patience123 on Aug 27, 2024 5:36pm
What kind of secrets are you privy to that the rest of the shareholders are not?
Comment by
Alothian on Aug 27, 2024 5:38pm
he knows the secret location that unclewrong, bwoman, koooooo and himself use as their own special irrelevant pumping/ pump each other house
Comment by
Thinkbigsti69 on Aug 27, 2024 6:34pm
It will be beyond your wildest dreams. Sorry that is all I can say.
Comment by
patience123 on Aug 27, 2024 6:46pm
Well thats fine as long as its not a replay of the liner in incident....You know the one where we were all waiting for samples???
Comment by
dalesio_98 on Aug 27, 2024 7:00pm
The idiom ... loose lips sink ships! Good luck to All!
Comment by
Mostlyserious on Aug 27, 2024 3:43pm
Before going too far, could you please inform the board how much PYR decided to buy 50% of HPQ for? That premise starts your whole argument so let's see whether anything holds water in that opinion piece and whether you really have a sound understanding about this potential based on the organizational realities of the players you are mentioning. Thanks.
Comment by
electriqueman on Aug 27, 2024 3:56pm
Les details de la transaction ne sont pas encore conclus. PYR a dit qu'il allait exercer son droit d'avoir 50% mais rien n'est encore officiellement conclu mais meme Bernard Tourigny l'a confirmer. Bernard souhaite la bienvenue a PYR dans HPQ Polvere
Comment by
Zinzin on Aug 27, 2024 6:01pm
If the buyout money is distributed I am OK. If not I am not in favor of buyout period.