Hpq Silicon Inc · TSXV:HPQ
Hpq Silicon — HPQ Silicon Resources — Investor Presentation (February 2022)
27 slides from Hpq Silicon's investor presentation, February 2022
Slide 1: Innovative Silicon Solutions & More
HPQ - SILICON R E S O U R C E S Innovative Silicon Solutions & More www.HPQSilicon.com
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
Slide 3: Silicon Applications
SILICON APPLICATIONS Ø Although not apparent, it would be hard to imagine how we would live today without Silicon (Si) since a wide range of modern technologies depend on it Ø Silicon is a critical raw materials crucial to the world economy, and has been declared a critical raw material by the EU Ø
Slide 4: What Is Silicon?
WHAT IS SILICON? Silicon (Si) or Silicon Metal, is a semi- conductor and it is the most abundant element in earth’s crust after oxygen… But like all other energy metals (lithium, graphite, cobalt, nickel, etc.) it does not exist in its pure state! Ø Depending on final application, (Solar, Electronic
Slide 5: HPQ Innovative Silicon Solutions & More
HPQ INNOVATIVE SILICON SOLUTIONS & MORE HPQ IS DEVELOPING GAME CHANGING TECHNOLOGIES FOR A GREENER FUTURE The PUREVAPTM Quartz Reduction Reactor (QRR) • A new low capex, opex and carbon footprint process to make up to 4N+ Si • Technology covered by two (2) distinct HPQ patent applications to date •
Slide 6: Addressing the Needs of the Market
ADDRESSING THE NEEDS OF THE MARKET SILICON METAL (Si) DEMAND TO REACH 3.8 M MT WORTH US$ 10 BILLION BY 2025 (Source CRU) Ø The bulk of the growth will be driven by demand for chemical grade Silicon (99.5% Si) Ø Why? Because chemical grade Si (2N+) is the feedstock to make: • Silicones, an end market
Slide 7: Innovation Driven Technology Development Strategy with PyroGenesis
SINCE 2015 HPQ HAS IMPLEMENTED AN INNOVATION DRIVEN TECHNOLOGY DEVELOPMENT STRATEGY WITH PYROGENESIS CANADA INC: PROVIDING SILICON MATERIALS FOR INDUSTRY, BATTERIES & MORE • Cost effective silicon solution for Industry, EV and battery manufacturing • Currently advancing development of numerous low-c
Slide 8: HPQ Ongoing Innovations Development Projects
HPQ ONGOING INNOVATIONS DEVELOPMENT PROJECTS DEVELOPING A MULTITUDE OF GAME CHANGING TECHNOLOGIES PUREVAPTM QRR From Quartz to High Purity 50 MTY Pilot Plant startup end of Q1 2022 Silicon in one step PUREVAPTM NSiR From Silicon to Nano Materials Ongoing bench testing in one step for Li battery anod
Slide 9: Value Proposition: Develop & Monetize
VALUE PROPOSITION: DEVELOP & MONETIZE Innovation HPQ SILICON HPQ - RESOURCES SILICON Incubators R E S O INC U R C E S Divisions & PUREVAP QRR HPQ NANO SILICON HPQ SILICA Subsidiaries Project POWDERS INC POLVERE INC Green Metallurgically Silicon Nano and Products of Interest High Purity Silicon Metal
Slide 10: PUREVAP QRR – HPQ 1st Disruptive Technology
PUREVAPTM QRR – HPQ 1st DISRUPTIVE TECHNOLOGY Ø GAME CHANGING VERSATILITY VERSUS CONVENTIONAL PROCESS DATING FROM 1899 Conventional plants: Ø Scalable by minimum increments of 30,000 MTY Ø Minimum investment > US$ 200 M Ø 2N+ Si production limited at 40% of plant output Ø Requires additional purific
Slide 11: PUREVAP QRR – Low Cost, Low Emissions
PUREVAPTM QRR – LOW COST, LOW EMISSIONS PUREVAPTM QRR OPEX VERSUS CONVENTIONAL Si PRODUCERS Silicon in the 2020s Inflation-adjusted prices are higher than they were in the early 2000s US spot price of 5.5.3 grade silicon vs. avg. operating cost at plants outside China and the CIS in real terms, $/t
Slide 12: PUREVAP QRR Pilot Plant Startup End of Q1 2022
PUREVAPTM QRR PILOT PLANT STARTUP END OF Q1 2022 Ø Industrial demand for the Silicon to be produced by the PUREVAPTM QRR are massive and will be driven by multiple applications such as: Ø The EV market usage of Silicon to make car light & strong Ø Demand for Silicon as feedstock to • To make Silicon
Slide 13: Battery Demand to Push Silicon Demand
BATTERY DEMAND TO PUSH SILICON DEMAND Step-change in demand for batteries GWh per year 2.100 Passenger EVs 2,014 2.000 E-buses 1.900 Commercial EVs 1.800 Stationary storage 1.700 Consumer electronics 1.600 1.500 +588% 1.400 1.300 1.200 1.100 1.000 900 800 781 700 600 500 +33% 400 300 293 200 100 71
Slide 14: Silicon Needed to Improve Battery Capacities
SILICON NEEDED TO IMPROVE BATTERY CAPACITIES INNOVATIVE SOLUTION NEEDED FOR COMMERCIAL DEPLOYMENT OF SILICON IN BATTERIES Gravimetric Capacity 3600 10 X 370 Graphite Silicon Volumetric Capacity 2200 3X 720 Graphite Silicon www.HPQSilicon.com 14
Slide 15: Deploying Si in Batteries Has Challenges
DEPLOYING Si IN BATTERIES HAS CHALLENGES Ø LARGE SCALE ECONOMICALLY VIABLE SOLUTION DOES NOT EXIST NOW! WITH A POTENTIAL DEMAND > 200K MT BY 2030, HPQ IS WORKING TO BE READY TO PRODUCE, AT LARGE SCALE AND AT PRICE PARITY TO GRAPHITE, THE SILICON MATERIAL NEEDED BY BATTERY MANUFACTURERS www.HPQSilico
Slide 16: PUREVAP NSiR – HPQ 2nd Disruptive Technology
PUREVAPTM NSiR – HPQ 2nd DISRUPTIVE TECHNOLOGY HPQ NANO DEVELOPING A PROCESS TO PRODUCE THE NANO & MICRO Si MATERIAL NEEDED FOR BATTERIES Material produced by PyroGenesis during proof of concept test MAKING SILICON MATERIALS FOR BATTERIES A new scalable, versatile, low-cost plasma process with a cap
Slide 17: HPQ Low-Cost Solutions vs Competition
HPQ LOW-COST SOLUTIONS VS COMPETITION CONVENTIONAL CARBOTHERMIC PROCESS SILICON TO SILANE GAS PROCESS QUARTZ TO SILICON REC SILICON SiCl4 HSiCl3 SiH4 Refined 3 times 2N Si Forms add To Get H2 RAW SILICON 98.0% to 99.5% Si 99.5% SiO2 + Low Ash Electric Arc Energy Consumption: Dissolved in Silicon Tri
Slide 18: HPQ Silica Polvere - Fumed Silica Project
HPQ SILICA POLVERE - FUMED SILICA PROJECT Ø Fumed silica (Pyrogenic Silica) is a versatile value-added white microscopic powder with high surface area & low bulk density Ø Due to its unique properties commercial applications encompass various industries including personal care, pharmaceuticals, agri
Slide 19: Traditional Process vs New Process
TRADITONAL PROCESS VS NEW PROCESS QUARTZ (SiO2) TO SILICON (Si) SILICON (Si) TO FUMED SILICA (SiO2) CONVENTIONAL PROCESS TO MAKE SILICON CONVENTIONAL PROCESS TO MAKE FUMED SILCIA SiCl4 RAW SILICON 2N Si Forms add H2 Fumed Silica O2 98.0% to 99.5% Si 99.5% SiO2 + Low Ash Electric Arc Energy Consumpti
Slide 20: HPQ Complementary Hydrogen Ventures
HPQ COMPLEMENTARY HYDROGEN VENTURES HPQ is looking at developing hydrogen-based ventures, that could be complementary to its Silicon / Silica projects Currently, HPQ is evaluating two different approaches to reach this goal, those being: 1. Working with Swiss based company EBH2 Systems SAS as it per
Slide 21: HPQ Innovations: Indicative Timeline
HPQ INNOVATIONS: INDICATIVE TIMELINE PROJECTS 2022 2023 2024 2025 Gen3 Pilot plant operations Decision Start of about Gen4 Engineering – Design – Construction – commissioning of PUREVAPTM QRR Validation of commercial commercial Gen4 commercial plant (s) commercial potential of technology production
Slide 22: Why Invest in HPQ Silicon?
WHY INVEST IN HPQ SILICON? DEVELOPING AT LEAST 3 GAME CHANGING TECHNOLOGIES NEEDED FOR A GREENER FUTURE The PUREVAPTM Quartz Reduction Reactor (QRR) • A new low capex, opex and carbon footprint process to make up to 4N+ Si • Addressable market ≈ 3,8 M mt worth ≈ US $ 10 billion by 2025 • Technology
Slide 23: HPQ – Dedicated to Reducing Carbon Footprint
HPQ – DEDICATED TO REDUCING CARBON FOOTPRINT Goldman expects net zero investment to hit $6 trillion annually (CNBC OCT 20 2021) HPQ – SILICON: A NET ZERO INVESTMENT OPPORTUNITY Ø Ready to become the lowest cost producer of the nanomaterials needed for the renewable energy revolution: • Spherical Sil
Slide 24: HPQ Capital Structure
HPQ CAPITAL STRUCTURE Cash and Cash equivalent in hand $ 4,811,827 Share Price (Jan 31, 2022) $0.425 TM Dedicated Cash for PUREVAP QRR Pilot Plant $ 1,950,000 52 Week Low $0.400 In the money warrants and options $ 2,051,872 52 Week High $1.680 TOTAL CASH POSITION $ 8,813,699 Warrants Breakdown Expir
Slide 25: Management, Board & Key Investors
MANAGEMENT, BOARD & KEY INVESTORS Management Bernard J Tourillon, BAA, MBA Chairman, President, CEO and Director Independent Directors Noelle Drapeau, LLL, MBA, PMP Richard Mimeau, B.Sc. Corporate Secretary and Director Director Francois Rivard Peter Smith, PhD, P. Eng. CFO Director Robert Robitaill
Slide 26: Consultants, Transfer Agent and Auditors
CONSULTANTS, TRANSFER AGENT AND AUDITORS Consultants/ Technical Advisors Marcel Drapeau, BA, BSC. Comm, LLL PyroGenesis Canada Inc Transfer Agent Computershare Auditors KPMG S.E.C.N.R.L. www.HPQSilicon.com 26
Slide 27: Contact
CONTACT Patrick Levasseur Bernard J. Tourillon, B.A.A, MBA Special Consultant to the CEO and Director Chairman, President and CEO patrick.levasseur@hpqsilicon.com bernard.tourillon@hpqsilicon.com +1 514 262-9289 +1-514-907-1011 3000 Omer-Lavallée St, Suite 306 Montreal, Quebec, CANADA, H1Y 3R8 +1 51
HPQ Silicon Resources — Investor Presentation (February 2022) on 6ix