Hpq Silicon Inc · TSXV:HPQ
Hpq Silicon — HPQ Silicon Resources — Investor Presentation (February 2020)
32 slides from Hpq Silicon's investor presentation, Feb 17, 2020
Slide 1: Silicon Metal: The Future of Energy Storage
SILICON METAL: The Future of Energy Storage
Slide 2: Disclaimers: Forward-Looking Statements
DISCLAIMERS This presentation includes certain “FORWARD-LOOKING STATEMENTS” All statements, other than statements of historical fact, included herein, including, without limitation, statements regarding future plans and objectives of the company, are forward-looking statements that involve various r
Slide 3: The Opportunity
THE OPPORTUNITY! Energy Storage Dominance in the 21st century is akin to: Control of Coal in the 19th century Control of Oil in the 20th Silicon Metal: The Future of Energy Storage! Needed to Break Li-ion Batteries Limitations! “Silicon anodes are projected to replace graphite anodes in Li-ion b
Slide 4: The Vision
THE VISION HPQ – A Silicon Metal Focus Renewable Energy Company! In collaboration with world class technology partners: HPQ is in the final phase of demonstrating its unique capacity to be the lowest cost producer of the advance Silicon Metal (Si) materials needed for the next generations of Lithi
Slide 5: The Implementation Plan
THE IMPLEMENTATION PLAN HPQ – Fast Tracking Silicon Metal Innovation! Lab scale and proof of concept tests already completed Fully funded pilot plant and testing program PUREVAPTM QRR pilot plant & PUREVAPTM SiNR test plant about to go live and produce • Nanoscale Spherical Si Powders and Nano
Slide 6: Corporate Overview (February 2020)
CORPORATE OVERVIEW (February 2020) • HPQ, working with PyroGenesis Canada Inc (TSX-V: PYR), is developing the PUREVAPTM QRR and the PUREVAPTM SiNR, two new innovative plasma base processes which will permit the low cost Project manufacturing of High Purity Silicon Metal, Spherical Nano-powders and N
Slide 7: Silicon Metal (Si)
SILICON METAL (Si) • One of today’s key strategic minerals (EU Commission - US DOJ) • Needed for Renewable Energy Transition • Does not exist naturally in its pure state Expensive Carbothermic process needed to extract it from Quartz (SiO2) Quartz is one of the most abundant minerals in the eart
Slide 8: Silicon Metal Demand Outlook
SILICON METAL DEMAND OUTLOOK Standard Silicon Metal Demand (98.5 to 99.5% SI purity) going from: 2.8 Million MT Demand worth US$ 7.5 Billion in 2018 To ~ 3.8 Million MT Demand worth US$ 12 Billion in 2023 Projected Increase Driven by Chemical Sector (2N+ Si) and EV Growth (Source CRU – Silicon
Slide 9: Challenges to Meet Anticipated Demand
CHALLENGES TO MEET ANTICIPATED DEMAND New plants will be needed (Source CRU – Silicon Market Outlook – November 14, 2018) Greenfield plants will provide the majority of new capacity NEW CONVENTIONAL PLANTS HAVE: Contribution to the expected growth in annual production capacity outside China and th
Slide 10: HPQ Proprietary Solution
HPQ PROPRIETARY SOLUTION! PUREVAPTM A SCALABLE – VERSATILE – ADAPTABLE PROCESS TO MEET NEW SILICON METAL DEMAND • Scalable by increments of 2,500 MTY – The maximum size of one PUREVAPTM Reactor Quartz SiO2 to MG Si (2N+) The PUREVAP™ QRR, a proprietary (patent pending) 2.0 carbothermic process: SiO2
Slide 11: HPQ versus Conventional Si Producers
HPQ VERSUS CONVENTIONAL Si PRODUCERS Silicon Market Outlook (Source CRU – Silicon Market Outlook – November 14, 2018) Silicon prices support new investment after 2019 US spot price 5.5.3 grade (Metallurgical) silicon vs avg. operating cost at plants outside China and CIS, $/t 4000 US Spot Price Avg.
Slide 12: Silicon Metal Part of EV Supply Chain
SILICON METAL PART OF EV SUPPLY CHAIN The aluminum alloy chassis of Tesla cars is 10% Si! Aluminum silicon alloy Small quantities of Silicon in the makes the aluminum Silicon powder are windshield lighter and stronger already used in Tesla batteries PLUG - IN EV SALES (annual) 566,000 2015 54,000,
Slide 13: High Value Market – Energy Storage
HIGH VALUE MARKET – ENERGY STORAGE An unexpected positive for HPQ PUREVAP™: Silicon Metal for Lithium-ion Batteries Working on a low cost process to make Silicon Metal Nano Powders and Nanowires In Partnership with PyroGenesis, we are developing the PUREVAPTM Silicon Metal (Si) Nano Reactor (SiN
Slide 14: Massive Energy Storage Demand Coming
MASSIVE ENERGY STORAGE DEMAND COMING SILICON METAL: “THE GRAPHITE KILLER FOR LITHIUM-ION BATTERIES” Anode Chemistry Option Silicon Metal Allows greater Theoretical Capacity energy storage capabilities 4500 Silicon Allows for smaller size 4000 batteries for electronic 3500 devises and electric cars 3
Slide 15: Massive Energy Storage Demand Coming
MASSIVE ENERGY STORAGE DEMAND COMING Billions pouring into R&D and Gigafactories Impact on raw Battery Materials demand massive Presently Graphite, a low energy density material is the principal ingredient in Lithium-ion Batteries Graphite use in Li-ion anodes sell for ~ US$ 10/Kg Energy s
Slide 16: HPQ & PyroGenesis Solution: PUREVAP Si Nano Reactor
HPQ & PYROGENESIS SOLUTION! THE PUREVAPTM Si NANO REACTOR (SiNR) A SCALABLE – VERSATILE – PROCESS A new proprietary process to make the Spherical Nanopowders and Nanowires of Silicon Metal needed for Next Generation Li-ion Batteries During the coming months, our Gen2 PUREVAPTM QRR will be converted
Slide 17: Proof of Concept Test Validated Potential of PUREVAP SiNR
HPQ & PYROGENESIS SOLUTION! PROOF OF CONCEPT TEST VALIDATED POTENTIAL OF PUREVAP™ SI NANO REACTOR Gen2 PUREVAPTM QRR successfully used to synthesize: Spherical Nano Powders (size <0.5 µ) from Silicon Metal (Si) Nanowires (size <0.2 µ) from Silicon Metal (Si) Spherical Nano Powders Nanowires 17
Slide 18: HPQ Globally Renowned Technical Partners: PyroGenesis
HPQ GLOBALLY RENOWNED TECHNICAL PARTNERS Plasma Expertise: One of the largest in the World +25 +25 years >60 Patents 40,900 ft2 The inventors of of experience & worldwide (issued Manufacturing Plasma Atomization > 70 employees or pending) facility (Gold Standard) World Leader In Technology Sold To U
Slide 19: HPQ Globally Renowned Technical Partners: Apollon Solar
HPQ GLOBALLY RENOWNED TECHNICAL PARTNERS A French Engineering and R&D Company fully dedicated to the field of renewable energy and energy transition Created in 2001 by a team of engineers and scientists with longstanding expertise in Silicon Purification and Crystallization - Solar Silicon - Photovo
Slide 20: HPQ Globally Renowned Technical Partners
HPQ GLOBALLY RENOWNED TECHNICAL PARTNERS • Apollon Solar has a Strong background in silicon processes • Diversification strategy: from photovoltaics to new applications Photovoltaics – Cost reduction New markets – High value Patent for porous Si production (2012) 2017 - today 2011 - 2015 Patent on p
Slide 21: Low Cost Porous Silicon Metal for Batteries
LOW COST POROUS SILICON METAL FOR BATTERIES Combining HPQ PUREVAPTM QRR with Apollon Solar patented low cost approach of Making Porous Si PUREVAP™ QRR CRYSTALLIZATION WAFERING ANODIZATION POROUS Si WAFER PUREVAP™ QRR Si Si INGOTS Si WAFERS Apollon Patented Used for solid Process state Li-ion Batte
Slide 22: A Long-Term Potential Market for HPQ: Solar
A LONG-TERM POTENTIAL MARKET FOR HPQ : SOLAR Solar Grade Silicon: A Large & Growing Market, A High Volume & Low Margin Industry Renewable Solar Energies: Solar Grade Si market: US$ 7.1 B in 2018 2028 DEMAND READY TO EXPLODE! US$11.8 Billion (Source: Deutsche Bank, Future Market Insights report title
Slide 23: HPQ Technological Solution from Quartz to Solar Wafers
HPQ TECHNOLOGICAL SOLUTION FROM QUARTZ TO SOLAR WAFERS HPQ PYROGENESIS’ How HPQ will implement its technological solution QUARTZ PUREVAP™ PROCESS By Combined Expertise In Three Critical Steps: The PUREVAP™ technology of PyroGenesis transforms Quartz (SiO2) to High Purity Silicon (4N+ Si < 1 ppm B) i
Slide 24: Legacy Processes
LEGACY PROCESSES Present Carbothermic process Quartz to silicon metal (Si) MG Silicon Metal 98.0% to 99.5% Si SiO2 99.5% + Low Ash ElectricArc Energy Consumption: Coal + Wood Chips Furnace 12,000 kWh/t Present Chemical process MG-Si to SoG-Si MG Silicon Metal Is Dissolved In Hydrochloric Trichlorosi
Slide 25: PUREVAP UMG Green Disruptive Potential
PUREVAP™ UMG GREEN DISRUPTIVE POTENTIAL 70% of the GHG generated by any solar project comes from the production of SoG Si (source: Energy Policy, February 2014, Pages 229-244) HPQ’s SoG Si is poised to produce the lowest carbon footprint GERMANY QUEBEC CHINA 87 Kg of 5.4 Kg of CO2 CO2 141 Kg of CO2
Slide 26: PUREVAP Potential and Milestones
PUREVAPTM POTENTIAL AND MILESTONES Successful Gen1 & Gen3 QRR Pilot Sales and potential Gen2 Bench Tests Plant and GEN 2 offtake agreements (2016-2019) SINR platforms anticipated in 2020 Validated the Operational 2020 Commercial Sales Processes 2021 ATTRACTED INTEREST FROM KEY INVESTORS August 2018
Slide 27: Why Invest in HPQ?
WHY INVEST IN HPQ? UBS estimates that over the next ten years the energy storage market in the United States could grow to as much as $426 billion, and there are many ways to buy into the surge (CNBC Dec302019: Thebattery decade: Howenergystorage couldrevolutionize industriesinthenext10years) HPQ
Slide 28: Management, Board and Capital Summary
MANAGEMENT, BOARD AND CAPITAL SUMMARY Management Independent Director Bernard J Tourillon, BAA, MBA Richard Mimeau, B.Sc. Chairman, President, CEO and Director Director Patrick Levasseur Peter Smith, PhD, P. Eng. Vice-President, COO and Director Director Noelle Drapeau, LLL, MBA, PMP Robert Robitail
Slide 29: Contact
CONTACT Bernard J. Tourillon, B.A.A, MBA Patrick Levasseur Chairman, President and CEO Vice-President, COO and Director bernard.tourillon@hpqsilicon.com patrick.levasseur@hpqsilicon.com +1 514 907-1011 +1 514 262-9289 3000 Omer-Lavallée St, Suite 306 +1 514 846 3271 Montreal, Quebec, CANADA, H1Y 3R8
Slide 30: Notes
NOTES: 30
Slide 31: Notes
NOTES: 31
Slide 32: HPQ - Silicon
HPQ - SILICON >
HPQ Silicon Resources — Investor Presentation (February 2020) on 6ix