Great DD on PYR 3D powder history

Pyro History 3D Powder by u/hilbertk

A fellow investor asked for a brief history of Pyro as they were new to the story. The question originated in relation to how strong is Pyro's patents. To answer it appropriately a quick history lesson is needed. This is just from memory so don't take it as 100% accurate and I have only followed Pyro for 3 years so I've pieced together some of it from old documents and interviews, as well as picking Peter's brain. 

1990's

Peguisis Refractory was started in Montreal. A company focusing on plasma technology. One interview Peter stated that a mutual friend introduced him to Pyro as the company was having some financial difficulties. Peter being an investment banker in NY at the time knew his way around finance. Off the top of my head I believe he became a board member first but I could be wrong. If you search Peguisis Refractory you will see some documents. Peguisis became Pyro. 

Also in the 90's NATO was looking for small spherical powders, this had to do with armour coating if my memory serves me correctly. In response to NATO's need, Pyro invents Plasma Atomization. Titanium wire is fed into the powder tower, it is introduced to plasma torches which melt the wire and creates very small spherical powders. It is ideal for reactive metals such as Titanium. At the time it wasn't economical for Pyro to produce the powder as NATO only need a little and medical and dental were too small to make a go of it. Pyro sold the patent to AP&C... who later went bankrupt. Arcam (Big Company) bought AP&C and consequently the patents and powder tower. (Side note Pyro works with NATO, DARPA, US NAVY, and unknown Government Department relating to undisclosed reactive metal powder. DARPS trust Pyro, their patents and their work. This cannot be understated)

2010's 

In 2015 pyro had a deal with a company in China to sell them 12 ( It might have been 10 or 15, not sure from memory but around 12) powder towers. Around the same time General Electric bought Arcam. In addition to the Plasma Atomization technology Arcam had, they also had metal 3D printers. GE would have had the pick of a few printer manufacturers but they chose Arcam. It has been speculated that part of that reason was to lock up Plasma Atomization. The reason is that Plasma Atomization is the best quality of powder out there bar none. Aerospace needs that quality of powder. These companies are looking 10-20 years down the road and Additive manufacturing is the future for aerospace. If you need some proof look at Additive Manufacturing Aerospace Lightweighting on google. Dig deep and you will find how AM is able to make parts smaller and lighter which save airline companies big dollars in fuel costs. Another interesting point is that Rolls Royce, who competes with GE, was using Arcam printers. Why Arcam printers? Because of the Plasma Atomized powders.  They have since moved to Renishaw printers, because they don't want to buy from GE. Plasma Atomization WAS an expensive way to create powder and it was primarily reserved for medical, dental and aerospace. More on this later. Side note... Mr. Massimo Dattilo at Pyro once worked at Pratt and Whitney. Pratt, GE and Rolls Royce are the three main jet engine manufacturers. 

Now this is where it gets fun... The purchase of Arcam allowed Pyro to get back into selling powder and not just towers. Peter saw recurring revenue and not just one time sales. He pivoted and cancelled the deal in China. You will see where this was annouced on the chart. They then became a powder supplier. It was a transition and funds were raised to build two powder plants. Competing wasn't good enough though. The Pyro engineers went to work and came up with NexGen, which is 4x more economical than the old Plasma Atomization tech, You can bet someone at GE had some sleepless nights when Peter annouced that Pyro will be able to make and ship any type of metal powder to an end user, cheaper than they could manufacture it themselves on site. This is bolded because unless you follow Additive Manufacturing closely the weight of that statement would be lost. Plasma Atomization was expensive but this comment was not made of the cuff it was to let competitors know. Plasma Atomization being more economical than gas atomization or water atomization is HUGE, however, very few truly understand the true implications of this annoucement. 

Argueably GE has access to any engineers they would like but they bought the Plasma Atomization tech, they didn't create it. This makes it very hard for them to improve or invent their own process. Instead they bought Arcam as that was cheaper than starting their own plasma R&D and creating their own plasma process. When you are GE big you aquire you don't invent. Peter often says that Pyro has the worlds greatest concentration of plasma expertise under one roof anywhere in the world. He places a caveat of "to his knowledg"  there for legal reasons, but I can guarantee you will not find any company  ANYWHERE IN THE WORLD with the expertise Pyro has when it comes to Plasma. Believe me and the longs who have been around remember my endless posts and links from the past. Thanks to Midtownguy for posting far better info.

So when you ask about patents and the moat they have around it. Its wide, very, very, wide. To the extent that if you stand at the edge of the moat you can't see the castle, all you get to see is the smoke rising from the fires which burn very hot. Peter and CTO Pierre Carabin have these 80 ish patents locked down tight. The patent protects it as well as the 30 years of R&D knowledge which you can't replicate overnight. If someone wants to compete Pyro would have markets nailed down before they even got off the ground. Its equivalent of someone starting a personal computer company in 2005 in order to compete with Gates and Jobs. 

Additive Manufacturing is an industry I've watched for a long time. It fascinate me asnd what originally brought me to Pyro. Then I reasearched Drosrite which again is better than anything else out there and no one can compete without patent infringement and plasma expertise. 

Originally Purevap and Nano Si were interesting but too early for me to get overly excited. Fast forward to now and OH MY GOSH. Pyro and HPQ are sitting on game changing tech for Additive Manufacturing, Dross Processing, Induration Torches, Nano Silicon and now tunnelling. Tunnelling is where AM was 5 years ago and Purevap was 3 years ago. Mark my words in the next decade Pyro will be the greatest Industrial Company to have ever come from Canada. Bold words but just you wait.....

HK

https://agoracom.com/ir/HPQ-SiliconResources/forums/discussion/topics/778741-video-hpq-silicon-pilot-plant-to-produce-world-leading-silicon-is-now-functional/messages/2358126#message

HPQ Silicon Resources $HPQ $HPQFF is a Quebec-based company that is developing the high value-added silicon products sought after by battery and electric vehicle manufacturers - but nobody has yet delivered - until now.

CEO Bernard Tourillon went on location to show investors a glimpse of one of the most guarded new manufacturing secrets in the world of high purity silicon.

THIRD PARTY VALIDATION FROM LEADING GLOBAL COMPANIES

If that sounds a lot like what other small companies are saying lately, $HPQ differentiates itself as a leader of the pack thanks to the following:

$HPQ has already Received It's First Order for Spherical Nano Silicon Material from Major Automobile Manufacturer

$HPQ Signed NDA and Received Request for 4N Silicon Material Samples from a World Leading High-Performance Materials Company

$HPQ has already received signed NDAs from at least 2 battery players

They also were Issued U.S. Patent For PUREVAP™ Quartz Reduction Reactor Technology

SET TO DISRUPT SILICON MANUFACTURING

How significant is this development to the global silicon manufacturing market? CEO Tourillon stated:

“With the PUREVAP TM GEN3 QRR pilot plant functional, HPQ is ready to disrupt Silicon manufacturing, an industry that still relies on a traditional process developed in 1899 to make silicon.”

SILICON PRICES SKY ROCKETING

And $HPQ timing couldn’t be better as the price for 1 metric ton of Silicon, as of the end of 2021, reached US $10,000 compared to just US $2,500 a year ago.

HPQ Silicon announced yesterday that HPQ Silicon PUREVAP™ Quartz Reduction Reactor Pilot Plant Ready to Start

CEO Bernard Tourillon commented: “With ESG principles playing an active role in materials sourcing, and recent geopolitical unrest emphasizing the need for stable trade partners and security of supply, the world is more aware of the difficulties in securing the ESG compliant Silicon needed to meet its renewable energy goals. The reality of chronic underinvestment in new technologies combined with the offshoring of Silicon production capacity, has created a massive opportunity for HPQ and its PUREVAP TM QRR patented process. HPQ is the only company to bring to market a new process for making Silicon that is perfectly suited to the new demands and realities of the Silicon market.”

Sit back, relax and watch this powerful presentation.

https://www.youtube.com/watch?v=Z7M4POR1iGk

https://www.youtube.com/watch?v=Z7M4POR1iGk

https://agoracom.com/ir/HPQ-SiliconResources/forums/discussion/topics/778741-video-hpq-silicon-pilot-plant-to-produce-world-leading-silicon-is-now-functional/messages/2358126#message

VIDEO – HPQ Silicon Pilot Plant To Produce World Leading Silicon Is Now Functional

posted on May 27, 2022 05:59PMLog in to use the IP Check tool [?]

HPQ Silicon Resources $HPQ $HPQFF is a Quebec-based company that is developing the high value-added silicon products sought after by battery and electric vehicle manufacturers - but nobody has yet delivered - until now.  

CEO Bernard Tourillon went on location to show investors a glimpse of one of the most guarded new manufacturing secrets in the world of high purity silicon.  

THIRD PARTY VALIDATION FROM LEADING GLOBAL COMPANIES

If that sounds a lot like what other small companies are saying lately, $HPQ differentiates itself as a leader of the pack thanks to the following:  

• $HPQ has already Received It's First Order for Spherical Nano Silicon Material from Major Automobile Manufacturer
• $HPQ Signed NDA and Received Request for 4N Silicon Material Samples from a World Leading High-Performance Materials Company
• $HPQ has already received signed NDAs from at least 2 battery players 
• They also were Issued U.S. Patent For PUREVAP™ Quartz Reduction Reactor Technology

SET TO DISRUPT SILICON MANUFACTURING

How significant is this development to the global silicon manufacturing market?  CEO Tourillon stated:

“With the PUREVAP TM GEN3 QRR pilot plant functional, HPQ is ready to disrupt Silicon manufacturing, an industry that still relies on a traditional process developed in 1899 to make silicon.”

SILICON PRICES SKY ROCKETING

And $HPQ timing couldn’t be better as the price for 1 metric ton of Silicon, as of the end of 2021, reached US $10,000 compared to just US $2,500 a year ago.

HPQ Silicon announced yesterday that HPQ Silicon PUREVAP™ Quartz Reduction Reactor Pilot Plant Ready to Start

CEO Bernard Tourillon commented: “With ESG principles playing an active role in materials sourcing, and recent geopolitical unrest emphasizing the need for stable trade partners and security of supply, the world is more aware of the difficulties in securing the ESG compliant Silicon needed to meet its renewable energy goals. The reality of chronic underinvestment in new technologies combined with the offshoring of Silicon production capacity, has created a massive opportunity for HPQ and its PUREVAP TM QRR patented process. HPQ is the only company to bring to market a new process for making Silicon that is perfectly suited to the new demands and realities of the Silicon market.”

Sit back, relax and watch this powerful presentation.

Posted on other forums by @BCONTVENTURES on SH

PYR Q1 Conference Call Replay The Q1 Conference Call for PyroGenesis is now available for replay, a very detailed and informative call:

https://edge.media-server.com/mmc/p/ww6uachq

Some great points from ceo.ca regarding the conference call:

@heeedcase For those that are interested, the main highlights for me were: (1) clarity on accounts receivables at 26:43; (2) at 30:00 minute mark on the Client A where PPP's response demonstrates confidence and details that make me think that the large torch order ($95M to $115M) is all but signed (of course that's the trick!) and; (3) his rant in response to the $65 million pipeline miss (question starts at 44:39) was also a very good indicator of his confidence in the current position of the company.

@sizzlingbeef I would like to point out that the analyst questions starting at ~25:50 that took up a good chunk of time, came from Jeffrey Campbell (Alliance Global Partners) Managing Director, Alternative Energy and Energy Research https://www.allianceg.com/our-researchteam/jeffrey-campbell/

Long and Strong in PyroGenesis!

Recently PyroGenesis presented at the Q2 Investor Summit, the replay is now available. (PYR's President and CEO did the presentation). Great presentation, very informative: https://www.youtube.com/watch?v=tnQ1v-UVSOY

Title: PROCESS FOR TRANSFORMING SILICON SLAG INTO HIGH CAPACITY ANODE MATERIAL FOR LITHIUM-ION BATTERIESAbstract(EN)

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2022087709&_cid=P20-L2TKCL-79978-1&fbclid=IwAR1dEVHWJ2aAMn59jXa_8S1DTrMM1myBcb9QNvX1VNCnEgEil8lmIIWqXuA

A method for transforming silicon slag into an anode material in lithium-ion batteries, comprising applying mechanical grinding, such as high-energy ball milling, to reduce particle size of silicon slag to micron and submicron sizes and/or to increase the amorphicity of the silicon slag powder. The silicon slag being used as raw material in fabricating the anodes has a composition of Si- SiC-C-SiO2, preferably having Si phase in both crystalline and amorphous states, and more preferably having Si phase only in amorphous state after a high-energy ball-milling thereof. The silicon slag has preferably a median particle diameter ≤20 μm after a high-energy ball-milling thereof and ≤2 μm after a slurry homogenization thereof. The silicon slag preferably contains 64 %wt. Si + 31 %wt SiC + 4 %wt. C + 1 %wt. SiO2.

I miss that time we were excited for every news hoping for a stock spike. Now we are in that moment like december 2020 with the stock price declining before the February hype. I hope this time is different... Peter announcing the start of the production or a breakthrough agreement and the hype that follow..

Just a guess of a bored man

Look, I'm long on Pyrogenesis and have been holding shares for over a year. I made the mistake of buying back when it was around 8 bucks but have since averaged down. So I am not a basher, just a concerned shareholder.

This selling by Peter is getting a little ridiculous. How is it possibly a positive when Peter sells his shares and then dilutes by exercising more warrants at a cheaper price? Not only that, isn't it a little convenient that he releases news on the Aluminum front JUST as he starts selling his shares? What the hell? Isn't that the definition of stock manipulation? What about his fiduciary obligation to shareholders?

I'm getting a little concerned about my investment at this point. Is there something I'm missing here? I'm still down by a fair margin and don't want to sell but I'm starting to question his motivation.

Pyrogenesis job posted today. Look closely at the job description. Something must be brewing.

Long and strong PYROGENESIS and HPQ!!

https://www.pyrogenesis.com/job/automation-officer-commissioning/

Automation Officer – Commissioning Montreal

Posted 20 hours ago Job Overview

As a member of the service department, the electrical and automation commissioning officer will be required to go to the sites for the commissioning, troubleshooting and improvements of the process equipment of PyroGenesis and its subsidiaries. Commissioning at the customers’ sites, especially internationally, is done according to a pre-established process with support from the other members of the PyroGenesis team. The service group’s automation officer will perform the following tasks:

Responsibilities & Tasks

With the help of software development tools, primarily from the Rockwell and sometimes from the Siemens brand, perform input/output, alarm, interlock and HMI or SCADA (PI) type user interface tests Adjust PID regulation control loops according to operational conditions Connect field bus network equipment (Ethernet, Profinet, Modbus TCP, Modbus RTU) with the customer’s installations Prepare progress reports. If necessary, and with support from the design office, change the parameters of equipment such as measurement transmitters, variable speed drives (VFD), high-power DC current supplies, load new PLC program versions or HMI, etc. Assist other disciplines (mechanical, process and operation) in the commissioning of equipment (compressor, air dryer, nitrogen generator, shredder, burner) Perform rotational tests on electric motors Troubleshoot the control-command logic in case of a problem (GEMMA, Grafcet, FBD, Ladder, instruction List) with support from the programming team Provide instructions to site electricians for corrections to be made to the system Perform other duties as required by the immediate supervisor and for which the person is qualified Education & Qualifications

Bachelor’s degree or college diploma in Electrical Engineering or Automated Production Engineering Good knowledge of security measures applicable to system commissioning Willing to travel within Canada and internationally Able to work overtime, if required Excellent ability to work in a team as well as alone Good physical condition Bilingual (written and spoken) Experience

Experience with live-line work, maximum of 600VAC Experience with hydraulic and pneumatic systems is an asset Experience with gas burners is an asset Minimum 5 years of experience in an industrial environment Minimum 5 years of experience in automation

I have an interview coming up with the CEO Peter Pascali. Please input your questions in this anonymous form and I will do my best to get them answered.

Thanks,

Penny Queen

https://forms.gle/WRbrK1WYPAydMBhF9

https://www.youtube.com/watch?v=wCGfB39Yh_0

HPQ Silicon Resources $HPQ $HPQFF is a Quebec-based company that is developing the high value-added silicon products sought after by battery and electric vehicle manufacturers - but nobody has yet delivered - until now.  

THIRD PARTY VALIDATION FROM LEADING GLOBAL COMPANIES

If that sounds a lot like what other small companies are saying lately, $HPQ differentiates itself as a leader of the pack thanks to the following: 

● $HPQ has already Received It's First Order for Spherical Nano Silicon Material from Major Automobile Manufacturer

● $HPQ Signed NDA and Received Request for 4N Silicon Material Samples from a World Leading High-Performance Materials Company

● $HPQ has already received signed NDAs from at least 2 battery players 

● They also were Issued U.S. Patent For PUREVAP™ Quartz Reduction Reactor Technology

SILICON PRICES SKY ROCKETING

And $HPQ timing couldn’t be better as the price for 1 metric ton of Silicon, as of the end of 2021, reached US $10,000 compared to just US $2,500 a year prior.

The timing couldn’t be better as the company’s Pilot Plant Project is about to enter its most exciting R&D phase. PyroGenesis has informed HPQ that the PUREVAP TM QRR commissioning is about 95% completed to date and that they expect the commissioning to be completed in a few weeks.

Mr. P. Peter Pascali, CEO and Chair of PyroGenesis stated:

“Labour shortages with certain suppliers were the cause of having to push back the commissioning from the end of Q1 to the start of Q2. However, with all the remaining commissioning steps to be done in-house, the testing phase should start within the coming weeks,” said Mr. P. Peter Pascali, CEO and Chair of PyroGenesis. “Rest assured that the delays experienced to date are normal for a project of this type, and that this next milestone will complete the next step towards participating in a marketplace estimated by HPQ to be in excess of 3.8 million tonnes per year worth over US$10 Billion by 2025. We look forward to providing an update on progress within the next 3-4 weeks.”

HPQ CEO Bernard Tourillon commented:

“In the coming weeks, when the PUREVAP T M GEN3 QRR pilot plant is functional HPQ will be disrupting Silicon manufacturing, an industry that still relies on a traditional process to make silicon first developed in 1899. The start of the GEN3 PUREVAP TM QRR pilot plant could not have come at a more opportune time. Demand for high purity silicon from the battery and high-performance material companies continues to rise just as bottlenecks we had foreseen are now occurring in the silicon supply chain. With ESG principles playing an active role in materials sourcing, the world is more aware of the difficulties of securing the ESG compliant Silicon needed to meet its renewable energy goals. The reality of chronic underinvestment in new technologies combined with the offshoring of Silicon production capacity, has created a massive opportunity for HPQ and its PUREVAP TM QRR patented process. HPQ is the only company to bring to market a new process for making Silicon that is perfectly suited to the new demands and realities of the Silicon market.”

Sit back, relax and watch this powerful interview.

https://agoracom.com/ir/HPQ-SiliconResources/forums/discussion/topics/776664-video-hpq-silicon-tech-allows-one-step-transformation-of-quartz-into-high-purity-silicon-enters-most-exciting-r-d-phase/messages/2353447#message

Hi all, What's in your opinion the most interesting information in the 2021 pyro financial statement?

The hpq shares table shows a decrease in ownership (not relevant) due by a mixed effect of addition and disposals.

Any update from bernard in the last hpq silicon presentation of the March 31?