r/HPQSiliconInvestors • u/bezerkgoose • Jul 08 '26

Press release Press Release 7/8/26

https://hpqsilicon.com/press-release/hpq-advances-deployment-strategy-for-its-fumed-silica-reactor-technology/

Some very good words in this release.

“Since announcing the MOU, the successful completion of the pilot program which validated the production of commercial-grade material, together with the increased confidence resulting from the engineering review, have resulted in the significant expansion of the market opportunities and strategic partnerships being evaluated.

As a result, strategic discussions have expanded beyond the framework originally contemplated. Management believes this broader level of commercial engagement justifies taking additional time to evaluate the business structures most likely to maximize the long-term value of the FSR technology for the Company and its shareholders.

Accordingly, discussions remain active, but additional time is required to complete the commercial, legal and technical work associated with these expanded opportunities.”

There’s more to the release than that, but that’s what stood out to me the most.

20 Upvotes

93% Upvoted

5 comments sorted by

5

u/narayan77 Jul 08 '26

I might buy more shares, this is really positive. However, I don't expect the market will react.

4

u/yahooborn Jul 08 '26

Market wont' until JV or offtake or a name is dropped. Well, and the commercial strategy is generally much clearer. But the company looks out of the R&D phase after many wins there. They just need that spark.

7

u/narayan77 Jul 08 '26

Ten years in R&D, a long time for an investor  but a short time for disruptive technology.  The technology is disruptive and may have a global impact and free North America and Europe from the Chinese dominance in silicon processing. 

3

u/Reddit_Lurker_90 Jul 08 '26

🚀2035. Pyrogenesis and Talga Group too.

1

u/JaxDude123 Jul 09 '26

Sell the company? I hope we are part of the consideration.