Hpq Silicon Inc · TSXV:HPQ
Hpq Silicon — Investor Presentation (January 2024)
16 slides from Hpq Silicon's investor presentation, Jan 16, 2024
Slide 1: Green Engineering: Fumed Silica Manufacturing
GREEN ENGINEERING FUMED SILICA MANUFACTURING
Slide 2: Disclaimers
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 ris
Slide 3: HPQ Plan: Develop & Monetize Green Engineering Solutions
HPQ PLAN: DEVELOP & MONETIZE GREEN ENGINEERING SOLUTIONS Strategy centered around 3 initiatives: • Green Fumed Silica Manufacturing, Green engineered SiOx battery materials & Green Hydrogen on demand without electricity • Measured & achievable growth plans to start commercializing our Green Fumed Si
Slide 4: Overview of the Fumed Silica Market
OVERVIEW OF THE FUMED SILICA MARKET ► Fumed Silica (Pyrogenic Silica) is a white, fluffy, and colloidal micro- particle with reinforcing and thixotropic properties. It is a versatile Fumed Silica Market (%) by Industry value-added white microscopic powder with a high surface area and Paint & Coating
Slide 5: Fumed Silica Reactor: A New Disruptive Process
FUMED SILICA REACTOR: A NEW DISRUPTIVE PROCESS ► End 2021, HPQ signed an agreement with PyroGenesis covering the acquisition of a new Fumed Silica Reactor IP, its development and future commercialization of silica materials (Fumed, Precipitated and Fused Silica) that can be produced by the Fumed Sil
Slide 6: 2023 Fumed Silica Reactor Development Milestones
2023 FUMED SILICA REACTOR DEVELOPMENT MILESTONES ► In Q2 2023, commercial grade fumed silica was produced using the lab scale Fumed Silica Reactor (“FSR”) ► During Q2 and Q3 HPQ Polvere was approached by three (3) major Fumed Silica participants interested in testing our material. NDA were signed, s
Slide 7: Conventional Process to Make Fumed Silica
CONVENTIONAL PROCESS TO MAKE FUMED SILCIA A CAPITAL INTENSIVE 3 STEPS PROCESS STEP 1 STEP 2 STEP 3 SILICON (Si) TO SILICON TETRACHLORIDE (SiCL4) QUARTZ (SiO2) TO SILICON (Si) SILICON TETRACHLORIDE (SiCL4) TO FUMED SILICA (SiO2) RAW SiCl4 SILICON 98.0% to 99.5% Si 2N Si Forms add H2 Hydrogen Chloride
Slide 8: Conventional Process to Make Fumed Silica: Low Margin Industry
CONVENTIONAL PROCESS TO MAKE FUMED SILICIA AND IT’S A LOW MARGIN INDUSTRY STEP 1 STEP 2 STEP 3 SILICON (Si) TO SILICON TETRACHLORIDE (SiCL4) QUARTZ (SiO2) TO SILICON (Si) SILICON TETRACHLORIDE (SiCL4) TO FUMED SILICA (SiO2) RAW SiCl4 SILICON 98.0% to 99.5% Si 2N Si Forms add Hydrogen Chloride Gas H2
Slide 9: Polvere Fumed Silica Reactor (FSR)
POLVERE FUMED SILICA REACTOR (FSR) USHERING A PARADIGM SHIFT IN FUMED SILICA MANUFACTURING A LOW CAPEX ONE STEP PROCESS A LOW CAPEX AND OPEX PROCESS QUARTZ (SiO2) TO FUMED SILICA HPQ Polvere commercialization strategy is based on building a first 1,000 tonnes per year (TPY) Fumed Silica Reactor and
Slide 10: HPQ Polvere Fumed Silica Reactor
HPQ POLVERE FUMED SILICA REACTOR A disruptive green tech about to upend fumed silica manufacturing As the table below clearly indicates, HPQ Polvere Fumed Silica Reactor (FSR) disruptive advantages represent a significant threat to traditional Fumed Silica Manufacturers Yet, HPQ Silica one step Fume
Slide 11: Fumed Silica Indicative Timeline
FUMED SILICA INDICATIVE TIMELINE • Fast track to commercialization and monetization PROJECTS 2024 2025 2026 2027 Engineering – Pilot plant Fumed Silica production using the 50 TPY pilot plant Construction – Fumed Silica production testing and FUMED SILICA Commissioning Engineering studies from our f
Slide 12: Upcoming Catalysts and HPQ Capital Structure
UPCOMING HPQ CAPITAL STRUCTURE CATALYSTS Major Investors Basic Fully Diluted IQ (Investissement Québec) 8,7% 8,0% 01. GREEN FUMED SILICA INITIATIVE 5,6% 8.0% PyroGenesis Canada Inc. Ø Finish building and starting the commissioning of the test pilot plant Management & Board 6.3% 10.4% Ø Start FSR tes
Slide 13: Management, Board & Others
MANAGEMENT, BOARD & OTHERS Management Consultants Bernard J. Tourillon, BAA, MBA Marcel Drapeau, BA, BSC. Comm, LLL Chairman, President, CEO and Director PyroGenesis Canada Inc Noelle Drapeau, LLL, MBA, PMP Karl Rheinberger and Ludmila Livertovsky Corporate Secretary and Director Transfer Agent Fran
Slide 14: References and Sources
REFERENCES AND SOURCES In the following pages, you will find supplementary information, references and/or the sources of key points made in the presentation Page 3 a) HPQ Silica Polvere Inc (“Polvere”) is a 100% owned HPQ subsidiary. HPQ acquired the Fumed Silica Reactor intellectual properties from
Slide 15: References and Sources
REFERENCES AND SOURCES In the following pages, you will find supplementary information, references and/or the sources of key points made in the presentation Page 6 [1] Source PyroGenesis Inc. Page 7 [1] Conversion of Quartz to Silicon Metal (Si), with an average Capex of around US$9.38 per kilogram
Slide 16: References and Sources
REFERENCES AND SOURCES In the following pages, you will find supplementary information, references and/or the sources of key points made in the presentation Page 10 [1] Management has calculated the Capex advantage for the Fumed Silica Reactor (FSR) versus the industry [2] Frischknecht, Rolf, et al.