Hpq Silicon Inc · TSXV:HPQ
Hpq Silicon — Investor Presentation (February 2023)
24 slides from Hpq Silicon's investor presentation, February 2023
Slide 1: Green Engineering Silica and Silicon Materials Technology
GREEN ENGINEERING SILICA AND SILICON MATERIALS TECHNOLOGY
Slide 2: Investment Highlights
INVESTMENT HIGHLIGHTS HPQ - A TECHNOLOGY COMPANY ENGAGED IN DEVELOPING GREEN ENGINEERING PROCESSES HPQ SILICON INITIATIVES Developing Strategic Silicon solutions with proprietary low-cost transformation technologies u Transforming Silica into Silicon in a greener and more efficient manner u Producin
Slide 3: 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
Slide 4: Net-zero 2050 and becoming a green low cost producer of high purity silicon
Becoming a green low cost (Capex and Opex) producer of High Purity Silicon (2N+ to 4N): Transforming the global economy 2N Silicon is the key feedstock to make materials needed for our modern lives and the clean energy revolution to achieve net-zero emissions by u 2N Silicon anticipated demand to ge
Slide 5: Silicon and Its Markets
SILICON AND ITS MARKETS Silicon (Si) or Silicon Metal, is a semi-conductor material and the second most abundant element in earth’s crust. Like all other energy metals (lithium, graphite, cobalt, nickel, etc.) it does not exist in its pure state and is expensive to extract! EU declared Silicon a cri
Slide 6: Silicon Challenges, HPQ Opportunities
SILICON CHALLENGES HPQ OPPORTUNITIES 01 THE SILICON MARKET IS RIPE FOR THE DEVELOPMENT OF DISRUPTIVE TECHNOLOGIES 02 HPQ STRATEGIC SILICON SOLUTION INITIATIVES FOCUS ON DEVELOPING THESE DISRUPTIVE TECHNOLOGIES 03 HPQ FIRST DISRUPTIVE TECHNOLOGY : LOW COST 3N (99.9%) to 4N+ (99.99%) SILICON Quartz (S
Slide 7: HPQ Silicon Markets & Applications
HPQ SILICON MARKETS & APPLICATIONS Industrial demand for PUREVAPTM QRR Silicon is large and will be driven by the following factors: 4 Demand for High Purity Silicon (3N to 4N Si) as feedstock to make: 4 Micro-size silicon powders for today’s Li-Ion battery applications and other high-value applicat
Slide 8: Value Proposition: Develop & Monetize
VALUE PROPOSITION: DEVELOP & MONETIZE 01 Innovation Incubator 02 Divisions & Subsidiaries HPQ NANO PUREVAP QRR HPQ SILICA SILICON POLVERE INC POWDERS INC 03 Products of Interest 3N to 4N Micro size Silicon Nano Green Silicon Powders powders and Fumed Silica & Silicon Metal Si and SiOx Precipitated S
Slide 9: PUREVAP QRR: Our First Disruptive Technology
PUREVAPTM QRR OUR FIRST DISRUPTIVE TECHNOLOGY 4 GAME CHANGING VERSATILITY VERSUS CONVENTIONAL PROCESS DATING FROM 1899 Conventional plants produce 98 % to 99.5 % Silicon (Si): Quartz (SiO2) to Raw Silicon (Si) - Conventional Carbothermic Process 4 Scalable by minimum increments of 30,000 MTY 4 Minim
Slide 10: PUREVAP QRR: Low Cost, High Purity Using Traditional Process
PUREVAPTM QRR PUREVAP QRR OPEX VERSUS COMPETING Si PRODUCERS TM LOW COST, HIGH PURITY USING TRADITIONAL PROCESS Inflation-adjusted prices are higher than they were in the early 2000s US spot price of 5.5.3 grade silicon (98.5%Si) vs. avg. operating cost at plants outside China and the CIS in real te
Slide 11: PUREVAP QRR Pilot Plant First Si Material Produced Dec 2022
PUREVAPTM QRR PILOT PLANT FIRST Si MATERIAL PRODUCED DEC 2022 SILICON PRICES ARE SUPPORTIVE OF THE PUREVAPTM QRR INITIATIVE EU 2N + (99.5) SILICON SPOT PRICE 6,000 € OR US$ 8,000 MT • 67% premium over the price of 5.5.3 or 98.5% Si Source: NOVACIUM SAS TRADITIONAL AND NEW EMERGING MARKETS REQUIRE NE
Slide 12: PUREVAP QRR Indicative Timeline
PUREVAPTM QRR INDICATIVE TIMELINE STARTED IN 2015, HPQ HAS IMPLEMENTED AN INNOVATION DRIVEN TECHNOLOGY DEVELOPMENT STRATEGY PROJECTS 2023 2024 2025 2026 Technical, Gen4, TM Gen3 QRR Pilot Economic, and Engineering, PUREVAP plant validation of Operational Scaling Equipment Gen4 PUREVAPTM QRR commerci
Slide 13: HPQ Silicon for Battery Initiative
HPQ SILICON FOR BATTERY INITIATIVE Following the onboarding of Novacium in Q3 2022, HPQ is working to become North America first producer of micron size Silicon powder and SiOx powders for batteries by 2024 HPQ expects to use the 2,500 tonnes per year (TPY) of High Purity Silicon produced by its Gen
Slide 14: Micron Size Silicon Battery Opportunity
MICRON SIZE SILICON BATTERY OPPORTUNITY • Electric Vehicle Demand is growing exponentially Gravimetric Volumetric • Resulting battery raw material demand to stress supplies Capacity Capacity • Graphite: 10x 3,600 Ø Is the largest (by %) key mineral in an EV battery 3x 2200 Ø Demand exceed supply for
Slide 15: HPQ Battery Initiative Indicative Timeline
HPQ BATTERY INITIATIVE INDICATIVE TIMELINE HPQ INTENDS TO BECOME NORTH AMERICA FIRST MICRON SIZE SILICON AND SIOX PRODUCER IN 2024, 2 YEARS BEFORE THE FIRST GEN4 PUREVAP QRR IS OPERATIONAL PROJECTS 2023 2024 2025 2026 Finalizing pathway Set up & start a complete North Continually scale up and expand
Slide 16: Quebec an Emerging Key Hub for Battery Supply Chain
QUEBEC AN EMERGING KEY HUB FOR BATTERY SUPPLY CHAIN HPQ is a Quebec - based company and stands to benefits from these initiatives 16
Slide 17: PUREVAP NSiR – Next Generation Li-ion Material
PUREVAPTM NSiR – NEXT GENERATION LI-ION MATERIAL Over the last few years HPQ signed at least seven (7) NDAs with EV manufacturers, battery makers and other high-value materials companies. From these HPQ can divulge the following: o Most of the NDAs signed indicated a strong preference for micron siz
Slide 18: Fumed Silica Reactor: Another Disruptive Technology
FUMED SILICA REACTOR: ANOTHER DISRUPTIVE TECHNOLOGY ► Fumed Silica (Pyrogenic Silica) is a versatile value-added white microscopic powder with high surface area & low bulk density ► Due to its unique properties commercial applications encompass various industries including personal care, pharmaceuti
Slide 19: Traditional Fumed Silica Process vs New Process
TRADITONAL FUMED SILICA PROCESS VS NEW PROCESS QUARTZ (SiO2) TO SILICON (Si) SILICON TO SILANE GAS PROCESS CONVENTIONAL PROCESS TO MAKE SILICON CONVENTIONAL PROCESS TO MAKE FUMED SILCIA RAW SiCl4 SILICON 98.0% to 99.5% Si 2N Si Forms add H2 O2 99.5% SiO2 + Low Electric Arc Energy Dissolved in Silico
Slide 20: HPQ Innovations: Fumed Silica Indicative Timeline
HPQ INNOVATIONS: FUMED SILICA INDICATIVE TIMELINE PROJECTS 2023 2024 2025 2026 Small scale testing of Technical, First commercial Engineering – FUMED different Fumed Construction – Pilot plant validation of Economic, and plant Engineering, Fumed Silica commercial plant (s) Silica Operational Equipme
Slide 21: Ongoing Collaboration with Novacium
ONGOING COLLABORATION WITH HPQ Since Novacium on boarding in Q3 2022, the collaboration is focus around the following three areas: 1. R&D assistance and collaboration on HPQ’s processes (PUREVAPTM RRQ): a. Supporting, optimizing and sharing knowledge and know-how, etc. (One new QRR patent already fi
Slide 22: HPQ Innovations: Indicative Timeline
HPQ INNOVATIONS: INDICATIVE TIMELINE STARTED IN 2015, HPQ HAS IMPLEMENTED AN INNOVATION DRIVEN TECHNOLOGY DEVELOPMENT STRATEGY PROJECTS 2023 2024 2025 2026 Technical, Gen4, Gen3 QRR Pilot Economic, and Engineering, PUREVAPTM Equipment Gen4 PUREVAPTM QRR commercial plant (s) Start of commercial plant
Slide 23: Upcoming Catalysts and HPQ Capital Structure
UPCOMING CATALYSTS HPQ CAPITAL STRUCTURE Major Investors Basic Fully Diluted IQ (Investissement Québec) 9,6% 8,6% 01. PUREVAPTM QRR Project PyroGenesis Canada Inc. 6,5% 10,4% Completing test Series #1 – Silicon Pour Management & Board 6.3% 10.4% Completing test Series #2 – Semi-continuous Strategic
Slide 24: Management, Board & Others
MANAGEMENT, BOARD & OTHERS Management Consultants/ Technical Advisors Bernard J. Tourillon, BAA, MBA Marcel Drapeau, BA, BSC. Comm, LLL Chairman, President, CEO and Director PyroGenesis Canada Inc Noelle Drapeau, LLL, MBA, PMP Transfer Agent Corporate Secretary and Director Computershare Francois Ri