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HPQ Silicon’s 7,000 mAh Breakthrough – Could This Be The Battery Industry’s Four-Minute Mile?

Posted by Alavaro Coronel at 5:55 PM on Wednesday, April 15th, 2026

When a company reports results that suggest it can do what others have not widely demonstrated, markets pay attention. HPQ Silicon Inc.’s $HPQ / $HPQFF GEN4 21700 cells just crossed 7,030 mAh at 0.55V lower cutoff – a level that, to the company’s knowledge, has not been widely reported in publicly available data for an industrial-format cell under comparable conditions.

This reflects more than just capacity, including the ability to cycle under extended voltage conditions in testing that would typically result in significant degradation in conventional lithium-ion batteries, with less than 2% degradation over 70 cycles. HPQ Silicon, backed by up to $3 million in Canadian federal funding and exclusive North American rights to Novacium’s silicon-anode technology, is now advancing toward commercialization, with the CEO stating the company is in discussions with drone manufacturers, military groups, and e-mobility partners.

WHAT YOU NEED TO KNOW

Voltage Breakthrough:
0.55V cutoff may provide approximately 5% more usable energy based on internal estimates, typically inaccessible in lithium-ion cells operated at conventional cutoffs.

Cycle Stability:
Less than 2% degradation over 70 cycles at extended voltage — described by the company as a performance level not commonly observed under similar conditions.

Production Pathway:
HPQ is advancing a production plan with capacity in the range of approximately 600,000 21700 cells annually, with discussions underway with drone, military radio, and e-bike manufacturers.

Government Backing:
Up to $3M federal grant from Natural Resources Canada supports HPQ’s first battery production facility in Canada and is intended to help strengthen domestic supply chains.

Federal Support:
Canada’s Minister of Energy and Natural Resources has previously stated: “Projects like HPQ Silicon’s strengthen Canada’s ability to manufacture components for high-performance batteries and are creating a world-class battery ecosystem.”

STRATEGIC IMPLICATIONS

The battery industry faces significant performance constraints. Conventional graphite anodes in 21700 cells are commonly reported in the ~5,000 mAh range. Silicon-enhanced cells from leading developers are reported in the ~6,000–6,500 mAh range. But there’s a second problem that receives less attention: every lithium-ion battery carries energy below the commonly used ~2.5V cutoff. Go below that threshold with graphite, and you risk transforming a rechargeable battery into a single-use cell because the material can degrade rapidly. The industry has largely lived with this constraint for years.

HPQ’s GEN4 silicon-anode material is designed to operate in this lower-voltage region. By cycling down to 0.55V with under 2% degradation over 70 full charge-discharge cycles in testing, the company reports that it has accessed energy that is typically not utilized. The company states that internal calculations indicate this could translate to about 5% more runtime from the same physical battery under comparable conditions. For a military drone operating at the edge of its range, this could be meaningful for performance and runtime. For an electric bike commuter, it could mean additional range without adding weight. For defense contractors, it represents a potential alternative high-performance option in a segment where performance differentiation is important.

The timing is notable. Canada has announced large-scale spending programs targeting domestic industrial capacity and clean-energy infrastructure. The U.S. is reshoring critical supply chains. Europe is seeking additional non-Asian battery materials. HPQ holds exclusive North American rights to commercialize its GEN3 and GEN4 silicon-based anode materials with Novacium. The company is focusing on applications where performance, supply-chain security, and operational advantage can support premium positioning: drones, military radios, handheld power tools, and stationary energy storage.

CEO Bernard Tourillon:

“What we’ve demonstrated isn’t just higher capacity — it’s a new operating mode for our cells under test conditions. We can access energy that conventional batteries typically leave on the table, and we’re doing it with cycle stability that holds up over dozens of charge-discharge cycles. The phone’s ringing. We’re in discussions with drone manufacturers, defense departments, and niche mobility players who are evaluating exactly what we’ve built. We’ve gone from ‘Can it work?’ to ‘How fast can you scale?'”

INVESTOR TAKEAWAY

HPQ Silicon has reported a significant test milestone. The 7,030 mAh result at extended voltage is not presented as a one-off curiosity — it is described by the company as a performance level not widely reported in publicly available data for industrial 21700 cells under comparable conditions.

These results are based on internal testing and have not been independently verified, and may not be representative of commercial performance. Federal funding helps support the path toward scaled production. Early interest and testing discussions in high-value verticals indicate potential commercial pathways.

The company’s exclusive North American license with Novacium and domestic production strategy align with government priorities around supply-chain security and critical materials independence. With an initial production pathway defined and a stated roadmap toward commercialization, HPQ is positioning its battery initiative as a developing commercialization story entering its next phase.

HPQ Silicon’s GEN4 Battery Performance – The Supercar Engine Moment For Lithium-Ion Cells

Posted by Alavaro Coronel at 4:30 PM on Wednesday, April 8th, 2026

When a company demonstrates battery performance that only a small number of others have reached, it suggests progress beyond early research and toward real-world applications. HPQ’s latest GEN4 battery cells deliver more than 6,600 mAh on average, with a peak of 6,696 mAh, placing them among the highest-performing cells of this size ever reported. These are fully built 21700-format cells, rather than lab-scale test samples.

HPQ, working with its R&D partner Novacium, is now operating within this upper tier of battery performance globally. It also has support of up to $3 million from the Canadian government to help scale production. The next step is translating performance into commercial opportunities.

WHAT YOU NEED TO KNOW

Top-Level Results: These batteries reach performance levels achieved by only a small number of companies worldwide.

Built For Real Use: The cells are made in a standard commercial format, showing compatibility with existing battery manufacturing processes.

Driven By Customers: The move to larger battery sizes reflects what buyers are asking for.

Focused Market Entry: Early use cases include drones, military equipment, and specialized electronics where performance matters most.

Government Backing: Federal funding is supporting commercialization efforts.

WHY THIS MATTERS

Most batteries today still depend on materials and supply chains based in Asia. Higher-performance batteries in this category are limited and often not available in large quantities.

HPQ’s silicon-based material aims to address this by offering higher performance in a format that works with existing manufacturing processes. The company is focusing on markets where longer battery life or lighter weight directly creates value.

At the same time, governments are pushing to build local battery supply chains. HPQ is positioned within this trend, with funding support and growing interest from potential customers in sectors like drones and defense.

CEO COMMENTARY  

“Reaching an average above 6,500 mAh, with a peak of 6,696 mAh, using a material that has not yet been fully optimized, confirms we have an industrially viable, high-performance solution advancing within our commercialization pathway. To our knowledge, this level of capacity ranks among the highest reported for an industrial 21700-format cell.”said Bernard Tourillon, President and CEO of HPQ Silicon. 

INVESTOR TAKEAWAY

HPQ is moving beyond early testing. Previous versions already showed strong performance over time, and this latest version pushes capacity into a range achieved by only a few global players.

For investors, this strengthens HPQ’s position in ongoing discussions with potential customers. It also shows a clearer path from development to revenue, supported by government funding and a plan to scale production.

There are still risks around securing customers and funding expansion, but the company now has a strong product, backing, and a focused strategy.

HPQ Silicon’s Fumed Silica Joint Venture Mirrors The Desktop Revolution – Innovation Disrupts A Century-Old Industry

Posted by Alavaro Coronel at 8:28 AM on Friday, February 13th, 2026

When a company crosses the line from technical validation to signed commercial agreements with secured financing, markets take notice. HPQ Silicon has signed a non-binding memorandum of understanding with a strategic industrial partner to form a joint venture that would build and operate a 1,000-tonne-per-year commercial fumed silica plant valued at US$20.0 million. 

The partner has already secured project financing. This follows January 30, 2026 independent verification confirming HPQ’s pilot-scale reactor produces commercial-grade “150” fumed silica. With the technical risk answered, now came the commercial deployment question which seems to now be answered with one breaking headline:

HPQ Signs Joint Venture MOU for a Commercial Fumed Silica Plant with Strategic Partner

WHAT YOU NEED TO KNOW

  • Financing Secured: The strategic partner has already locked in project funding for the US$20.0 million commercial plant, eliminating a major execution risk.

  • Grade 150 Verified: Independent testing on January 30, 2026 confirmed HPQ’s pilot reactor produces commercial-grade fumed silica meeting industry-standard 150 m²/g surface area and required viscosity specifications.

  • Toxic-Free Process: HPQ’s plasma-based reactor eliminates silicon tetrachloride and hydrogen chloride – the hazardous chemicals that forced half the industry to relocate to China.

  • Dramatic Cost Advantage: The single-step process consumes ~ 87% less energy and produces ~ 84% fewer emissions than conventional multi-step manufacturing while enabling on-site production.

  • Q2 2026 Target: Definitive agreements are expected by the end of second quarter 2026, with plant delivery anticipated within 12 months of joint venture formation.

Commercial Structure and Strategic Intent

The joint venture is expected to own and operate the facility, with production sold under an offtake arrangement to the strategic partner (terms and conditions yet to be agreed upon). Under the contemplated structure, HSPI (HPQ’s wholly owned subsidiarywould receive recurring royalties on each kilogram of fumed silica sold, (price/kg not yet agreed upon), providing HSPI and HPQ with long-term exposure to operating revenues while maintaining a capital-efficient profile.

This structure is intended to align HSPI and HPQ’s interests with long-term production performance while creating a platform that can be replicated across multiple sites as demand grows. Management views this approach as a scalable pathway to commercial deployment rather than a single, stand-alone facility.

HPQ does caution with “While the MOU reflects a shared intent to proceed, there can be no assurance that a joint venture will ultimately be formed, that it will be completed within the anticipated timeline, or that it will prove commercially viable.”

STRATEGIC IMPLICATIONS

For decades, fumed silica manufacturing has relied on a toxic, multi-step process that converts metallurgical silicon into silicon tetrachloride, then hydrolyzes it at extreme temperatures while generating massive volumes of hydrogen chloride waste and CO₂ emissions. Environmental regulations pushed at least half of global production to China, creating supply chain vulnerabilities and locking manufacturers into centralized production models with complex logistics. What incumbents failed to achieve was elimination of the chemical inputs entirely – the breakthrough that enables decentralized, on-site manufacturing.

HPQ’s plasma-based Fumed Silica Reactor uses quartz as the sole feedstock and produces zero hazardous by-products. The November 2025 pilot-scale results demonstrated up to 191 m²/g surface area with 99.8% purity, and the January 2026 verification confirmed commercial-grade “150” specifications – the benchmark the entire industry had been waiting for. 

This positions HPQ to redefine how manufacturers access a US$2.57 billion global market dominated by chemical giants who cannot easily replicate a process they don’t control.

The timing aligns with reshoring mandates and supply chain security concerns. Industries reliant on fumed silica increasingly seek alternatives to centralized Chinese production. HPQ offers localized manufacturing at or near the point of use, fundamentally restructuring logistics while delivering superior unit economics through dramatically lower energy consumption and zero waste management costs. The joint venture partner has already secured financing and defined market requirements. This is validation from an industrial buyer with capital committed.

CEO BERNARD TOURILLON:

“This is the demonstration of all the work we’ve done paying off. We’ve demolished the barriers to entry to make fumed silica. Now we’re building something solid, step by step. The fumed silica business is becoming a very strong standalone thing.”

INVESTOR TAKEAWAY

HPQ Silicon has transitioned from technical validation to signed commercial agreements with secured financing. The January 30, 2026 independent verification removed the scaling question, and the February 12, 2026 joint venture MOU answers the commercialization question. With a strategic partner who has capital committed and defined market requirements, 

HPQ enters the revenue stage with a technology that eliminates toxic chemicals, dramatically reduces costs, and enables reshoring advantages that legacy producers cannot match without abandoning their entire infrastructure. 

For investors seeking exposure to advanced materials disruption with tangible proof points and near-term commercial deployment, this marks the inflection from development to deployment.

HPQ Silicon Increases Novacium Stake to 36.8%

Posted by Alavaro Coronel at 11:00 AM on Thursday, February 5th, 2026

In a recent long-form video interview with AGORACOM (see link at the end of this article), HPQ Silicon CEO Bernard Tourillon addressed pointed shareholder questions about the company’s decision to acquire an additional 8.4% equity stake in French technology partner Novacium SAS.

The transaction, completed entirely through share issuance, increases HPQ’s ownership from 28.4% to 36.8% while maintaining Novacium’s valuation at the same level as the previous year—a point that drew immediate scrutiny from investors.

The all-share deal is valued at approximately C$4 million (EUR 2.5 million) and results in 5.2% dilution to existing HPQ shareholders through the issuance of 22.4 million new common shares. Management defended the transaction as strategic positioning ahead of what Tourillon characterized as imminent commercialization across Novacium’s battery materials, hydrogen generation, and waste-to-energy technology platforms.

 

AGORACOM – Beyond The Mic Feature Article
February 5, 2026

Transaction Structure and Terms

The equity increase was structured as a share-for-ownership exchange between HPQ and three Novacium shareholders:

  • Ownership change: HPQ stake increases from 28.4% to 36.8%
  • Equity acquired: 8.4 percentage point increase
  • Consideration: 22,407,916 HPQ common shares
  • Deemed price: C$0.18 per share
  • Implied valuation: EUR 30 million (≈ C$50 million)
  • Dilution impact: 5.2% to HPQ shareholders

Notably, the EUR 30 million valuation matches the valuation used in HPQ’s prior Novacium ownership increase in early 2025—despite management citing meaningful technology advancement and de-risking over the past 12 months.

 

Strategic Rationale: Why Now?

When pressed on timing and strategic intent, Tourillon outlined several interconnected objectives.

Preventing Future Dilution

Management expressed concern that as Novacium approaches commercialization, it could seek outside investors—potentially reducing HPQ’s participation in future revenues.

“Maybe Novacium would have started to take a look at outside investors and we would end up having less of the future revenue stake,” Tourillon said.

Global Value Participation

While HPQ holds exclusive North American commercialization rights, its exposure to international revenue streams is limited. Increasing its equity stake expands HPQ’s participation in potential global licensing, royalty, and partnership revenues outside its licensed territory.

Founder Alignment

By converting Novacium shareholders into HPQ equity holders, the transaction aligns founder incentives with HPQ’s success rather than maximizing Novacium’s standalone valuation.

Tourillon described the three selling shareholders as the “brainiacs behind a lot of the projects,” comparing the structure to equity-based retention strategies for critical technical talent.

Enabling European Independence

At 36.8% ownership, HPQ remains below the 50% control threshold that would classify Novacium as foreign-controlled—potentially disqualifying it from European government grants and non-dilutive financing programs.

This structure allows Novacium to pursue EU funding while HPQ retains significant economic exposure.

 

The Valuation Debate

Shareholder criticism focused on two primary issues:

  1. The EUR 30 million valuation
  2. The absence of an independent third-party valuation

Management’s Defense

Tourillon acknowledged HPQ did not commission a formal external valuation, citing costs of approximately $250,000–$300,000.

Instead, management relied on:

  • Internal comparative analysis of publicly traded battery materials companies
  • Informal consultations with financial industry contacts
  • Assessment that Novacium’s technologies have advanced materially since the 2025 transaction

“I think that Novacium is worth a heck of a lot more than the transaction we did, but we were able to negotiate that transaction with the founders because of our relationship over the years,” Tourillon said, describing the deal as a “hometown discount.”

Comparable Company Context

Management pointed to significantly higher valuations for companies developing comparable battery and hydrogen technologies—particularly those approaching commercial revenue generation.

Tourillon noted that firms preparing to sell batteries or cells to government and private customers typically command valuations well above Novacium’s implied valuation.

Risk Consideration

Despite management’s confidence, Novacium’s platforms remain in development. Commercialization timelines depend on market adoption, partner execution, and scalability—introducing inherent uncertainty.

 

Intellectual Property and Licensing Protections

A key shareholder concern focused on how HPQ protects its economic interests in Novacium-developed intellectual property, particularly when technologies originate with individual founders.

Binding Licensing Agreements

Tourillon confirmed the existence of formal, enforceable agreements granting HPQ exclusive North American commercialization rights for all Novacium technologies.

Key protections include:

  • Comprehensive licensing agreements covering all Novacium platforms
  • Battery-related patents filed directly in HPQ’s name (developed under contract)
  • License terms embedded into patent documentation as technologies mature
  • Disclosure of agreements in HPQ financial statements and institutional data rooms

“There is a very clear patent license agreement between Novacium and HPQ,” Tourillon said.

These arrangements prevent Novacium from licensing HPQ’s North American territory to third parties.

 

Battery Development Update: Drone Applications Emerge

Beyond transaction mechanics, Tourillon provided insight into Novacium’s battery progress—helping explain management’s near-term confidence.

Application-Specific Strategy

Rather than pursuing a universal battery solution, Novacium is developing application-specific batteries that can be adapted with minimal modification based on customer needs.

Drone Manufacturer Interest

Drone batteries have emerged as a likely first commercial application, driven by direct manufacturer demand.

“Drone manufacturers are actually probably the ones more interested,” Tourillon said, noting many prefer to focus on building drones rather than sourcing batteries from multiple suppliers.

Customer Feedback

Tourillon reported that feedback from potential customers has focused on pricing, not performance—indicating no technical deficiencies or competitiveness concerns.

 

Corporate Structure Changes: Enabling European Growth

The transaction coincides with structural changes designed to give Novacium greater operational independence in Europe.

New Branding and Market Presence

Novacium recently launched a redesigned website (novacium.com) to establish a standalone identity. This enables:

  • Independent European marketing and business development
  • Direct engagement with European investors and partners
  • Eligibility for government and quasi-government funding
  • Communication of technical milestones without HPQ public-company disclosure constraints

Strategic Logic

Tourillon described HPQ’s previous communication control as a “straitjacket” that limited Novacium’s European growth.

“It’s to our advantage that they become better known without the constraint of HPQ as a publicly traded company,” he said.

Increased Novacium visibility could also drive investor interest in HPQ as the only public-market proxy for the technology.

 

Share Distribution and Liquidity Considerations

Shareholders noted that the C$4 million in HPQ shares were issued to individual Novacium shareholders rather than Novacium’s treasury—raising questions about growth capital versus founder liquidity.

Management’s Characterization

Tourillon acknowledged this as “not an unfair assessment”, framing it as a strategic rotation rather than a liquidity exit.

The structure:

  • Converts founders’ interests from Novacium equity to HPQ equity
  • Provides partial liquidity while maintaining long-term alignment
  • Functions similarly to equity compensation for key talent
  • Exposes founders to the same share-price risk as HPQ shareholders

Post-Hold Period Trading

Shares are subject to a standard four-month regulatory hold period, after which they may be traded. Tourillon acknowledged the risk of selling pressure but noted recipients understand that aggressive selling would be self-defeating.

 

Near-Term Outlook and Pipeline

While constrained by regulatory and third-party confidentiality, Tourillon indicated multiple developments are progressing.

Expected Timeframes

Management expects at least two of Novacium’s four technology platforms to “really take off” within 12 months, with the remainder following in 18–24 months, including:

  • Battery materials (notably drone applications)
  • Hydrogen on-demand systems
  • Waste-to-energy processes

Communication Constraints

“There’s a lot of great moving parts moving forward, and a lot of them are still under—we have to keep them in a small box,” Tourillon said.

HPQ now focuses on announcing completed contracts rather than early-stage agreements.

 

Governance and Transparency Considerations

Several governance issues emerged that may warrant continued investor attention.

Disclosure Asymmetry

Institutional investors receive detailed IP and licensing documentation via data rooms, while retail shareholders have limited access. Tourillon suggested future Annual Information Forms may expand disclosure.

Valuation Methodology

The absence of an independent valuation introduces uncertainty regarding whether the EUR 30 million figure fully reflects Novacium’s current progress.

Information Blackouts

Third-party restrictions and confidentiality agreements create information gaps that complicate investor assessment of timing and strategic rationale.

Investment Considerations

Positive Elements

  • Capital-efficient structure preserves cash
  • Expanded strategic exposure without losing European funding eligibility
  • Founder incentive alignment
  • Same valuation as 2025 despite technology advancement

Risk Factors

  • 5.2% dilution for equity in a pre-revenue entity
  • Commercialization timelines remain uncertain
  • Internal valuation methodology
  • No direct growth capital injected into Novacium

Critical Dependencies

  • Conversion of technical progress into commercial revenues
  • Market adoption of core platforms
  • Strength of IP protection and licensing
  • HPQ’s ability to monetize North American rights

Conclusion

HPQ Silicon’s increased stake in Novacium represents a calculated bet on near-term commercialization, executed through equity dilution rather than cash deployment.

Management’s thesis rests on technology de-risking, favorable valuation, founder alignment, and a corporate structure that enables more aggressive European growth while preserving HPQ’s economic interests.

For investors, the core question remains whether HPQ has secured advantaged positioning in genuinely valuable platforms—or accepted meaningful dilution for assets that remain speculative. Execution over the coming quarters will determine the outcome.

 

📺 To Watch the Full Video

https://www.youtube.com/playlist?list=PLfL457LW0vdIPGWSIORi4o5U61BVLLsCr

 

AGORACOM Beyond the Mic is powered by AGORACOM’s AI Content Agents.

HPQ Silicon is a client of AGORA Internet Relations Corp.

https://agoracom.com/ir/Agoracomupdates/forums/discussion/topics/796135-DISCLAIMER-AND-DISCLOSURE/messages/2399000 

HPQ’s Bigger Slice of Novacium Is Like Google Buying YouTube For Its Energy Transition Playbook

Posted by Alavaro Coronel at 6:05 PM on Wednesday, February 4th, 2026

When an emerging technology company quietly secures a larger slice of the engine driving its future, it can mark a seismic shift in long-term value creation.

In this case, HPQ Silicon Inc. is lifting its stake in its French partner Novacium SAS by another 8.4 percentage points, taking ownership from 28.4% to 36.8% through an all-share deal valued at:

  • C$4,033,425 / EUR 2.5 million

For a portfolio spanning silicon anode batteries, autonomous hydrogen, and waste-to-value technologies, this higher stake deepens HPQ’s claim on a multi-platform energy-transition business built in Europe.

The valuation is unchanged from HPQ’s 2025 step-up, but the underlying technology set and commercialization visibility are not. And that’s where the leverage lies.

WHAT YOU NEED TO KNOW

  • Stake Jump: HPQ is acquiring 84 additional Novacium shares, raising ownership from 28.4% to 36.8% for C$4,033,425 (EUR 2.5M), at the same implied ~EUR 30M valuation used in February 2025.
  • Share Currency: Consideration is 22,407,916 HPQ common shares at C$0.18, representing roughly 5.2% dilution in exchange for an 8.4% incremental equity stake. All shares are locked up for four months and one day.
  • Platform Power: Novacium’s portfolio spans:
    • Silicon-based anode materials
    • Non-electrolyser autonomous hydrogen generation
    • Circular black-dross-to-value processes
  • 2025 saw patents filed, GEN3 batteries surpass 1,000 cycles, and strategic collaborations initiated.
  • Global Upside: Beyond HPQ’s exclusive North American licenses, the larger equity position increases HPQ’s participation in international revenues and royalty streams tied to Novacium’s technologies.
  • Capital Discipline: The deal is arm’s length, subject to TSX Venture Exchange and regulatory approvals, and preserves HPQ’s cash while maintaining its renewed option framework to further increase ownership over the next four years.

STRATEGIC IMPLICATIONS

For decades, IP-heavy energy-transition platforms have created most of their value in private structures or offshore vehicles, leaving public-market investors with indirect or limited exposure.

Legacy models often:

  • Fragment licensing across regions
  • Misalign founders and partners
  • Force public partners to fund R&D without proportionate ownership

That structure can work when technologies are speculative, but becomes a liability once platforms start to de-risk and commercialization paths come into focus.

Novacium Is Built Differently

Novacium is an IP and execution engine advancing three interlocking pillars:

  1. Silicon anode materials
  2. Autonomous hydrogen systems
  3. Circular waste-to-value processes

All rooted in silicon and battery know-how.

In 2025:

  • GEN3 18650 cells using Novacium’s silicon-based anodes retained 80%+ capacity after 900–1,000 cycles
  • Delivered roughly 30% more cumulative energy versus graphite
  • New patents were filed on:
    • Black-dross processing
    • Advanced cathode materials

HPQ’s move to increase its equity stake at the same ~EUR 30M valuation effectively buys more of that de-risked portfolio at last year’s price.

TIMING MATTERS

As Novacium ramps its brand presence in Europe, pursues non-dilutive EU funding, and engages strategic partners under NDA, the risk grows that outside capital could dilute HPQ’s participation if its stake remained static.

By moving now, and paying in shares instead of cash, HPQ:

  • Secures a stronger economic and governance position
  • Preserves balance-sheet flexibility
  • Maintains momentum across its other pillars, from fumed silica to high-purity silicon

In markets where batteries, hydrogen, and circular processes are converging into multi-billion-dollar verticals, HPQ is tightening its grip on the European engine underpinning much of its future pipeline.

CEO BERNARD TOURILLON

“This isn’t a tactical tweak; it’s a disciplined capital allocation decision. We’re using shares to buy a bigger piece of a platform that’s already de-risking and starting to blossom, without touching our cash. It moves us from just licensing North America to having a much larger claim on value creation across every geography as Novacium’s technologies go to work.”

INVESTOR TAKEAWAY

HPQ is effectively trading 5.2% dilution today for a meaningfully larger stake in an asset whose IP, patents, and early battery and hydrogen results suggest far greater optionality than its unchanged ~EUR 30M valuation implies.

This transaction:

  • Consolidates HPQ’s economic participation in Novacium’s global commercialization
  • Reduces the risk of fragmented IP decisions
  • Preserves cash for core project execution across all pillars

For investors, this looks less like a one-off corporate reshuffle and more like HPQ’s Google-buys-YouTube moment, a deliberate move to own more of the platform that could power its long-term energy-transition growth.

HPQ Silicon Fast-Tracks Breakthrough Battery Tech From Lab to Production

Posted by Alavaro Coronel at 10:27 AM on Friday, August 15th, 2025

FROM LAB SUCCESS TO MARKET-READY PRODUCT

HPQ Silicon $HPQ / $HPQFF has moved from prototype to production in record time, delivering its first commercial-scale silicon-anode battery cells — a milestone that positions the company at the forefront of a ~$16B market for mobility, electronics, and energy storage.

The company began manufacturing HPQ ENDURA+ 18650 and 21700 cells, delivering 4,000 mAh and 6,000 mAh capacity with lifespans approaching 1,000 cycles — performance that CEO Bernard Tourillon says is “unheard of” in commercially sized batteries. Independent third-party validation confirmed the results first achieved at the lab scale are now replicable in industrial production.

GLOBAL INTEREST AND STRATEGIC POSITIONING

  • Inquiries from Asia, Europe, and North America including power tool, e-bike, drone, and military suppliers
  • Partnership discussions underway with industry leaders, including graphite producers seeking to enhance their products with HPQ’s silicon-anode material
  • Ability to integrate into existing battery manufacturing lines without costly retooling

“We continue to receive inquiries from global potential customers and are engaging in technical discussions with leading industry players… With production now underway, we anticipate an acceleration of partnership opportunities as soon as we start delivering.” — Bernard Tourillon, CEO, HPQ Silicon

SCALABLE GROWTH POTENTIAL

The company estimates that a 50-ton annual production facility for its proprietary silicon-anode material — an investment of $5–$7 million — could supply up to 25–30 million batteries. With North American exclusivity via its partnership with Novacium, HPQ is positioned to scale quickly as orders come in.

WHY INVESTORS ARE WATCHING

HPQ has compressed the typical multi-year commercialization cycle into under 18 months, leapfrogging the pilot phase and moving directly to commercial manufacturing. By demonstrating its technology in market-ready cells, HPQ aims to convert competitors into customers, accelerate adoption, and secure a foothold in high-value battery segments.

Bottom line: HPQ Silicon is no longer just developing — it’s delivering. With global attention, validated performance, and a clear path to scale, the company is poised to become a key supplier in the next generation of high-performance batteries.

HPQ’s Silicon-Anode Batteries Outperform Samsung, Panasonic & LG After 1,000 Cycles

Posted by Alavaro Coronel at 8:45 AM on Thursday, March 20th, 2025

GEN3 KEY PERFORMANCE HIGHLIGHTS

  • Extended Lifespan – Retains 80% capacity after 1,000 cycles
  • Higher Energy Output – Delivers 30% more cumulative energy than graphite

A GAME-CHANGER IN LITHIUM-ION BATTERY INNOVATION

Novacium, a France-based affiliate of HPQ Silicon Inc. ($HPQ / $HPQFF), has achieved a breakthrough in battery performance. Its GEN3 18650 silicon-anode batteries have surpassed 1,000 charge cycles while maintaining exceptional energy capacity, outperforming the industry’s leading lithium-ion alternatives.

  • Panasonic NCR18650GA  
  • LG MJ1 
  • Samsung 30Q 

“Reaching 1,000 cycles with such strong results isn’t just validation—it’s a breakthrough proving that silicon can compete at scale. We’re showing the industry that high-energy, long-life silicon anodes are ready now.” – Dr. Jed Kraiem, COO, Novacium

MULTIPLE NDA’S SIGNED WITH BATTERY MANUFACTURERS AND END-USERS

HPQ has already signed NDAs with multiple battery manufacturers and end-users, demonstrating strong industry interest. Additionally, the French military is currently testing HPQ’s silicon-anode batteries for high-performance applications, further validating the technology’s efficiency and scalability.

A MARKET SET FOR EXPLOSIVE GROWTH

The global graphite market is projected to grow from 5.7 million tonnes in 2025 to 11.1 million tonnes by 2030, creating an addressable market valued between $27.5 billion and $55.0 billion. HPQ’s silicon material can replace up to 10 percent of graphite anodes, unlocking a multi-billion-dollar opportunity while providing a cost-effective, high-performance alternative.

HPQ is now advancing toward industrial-scale production with plans for a dedicated pilot plant, possibly through joint ventures, to meet growing demand. As a Canadian-European battery innovator, the company is well-positioned to capitalize on European investment in batteries and defense, as well as government-backed funding such as Horizon Financing.

LOOKING AHEAD

HPQ is also exploring the potential to spin off different divisions, including battery materials, fumed silica, and hydrogen technology, within the next 12 to 24 months to maximize shareholder value.

For investors seeking exposure to next-generation battery technology, HPQ is emerging as a leader in the transition to more efficient, longer-lasting lithium-ion batteries.

 

The Future of Battery Recycling is Here: St-Georges Secures Key Approval for High-Impact Operations

Posted by Paul Nanuwa at 3:39 PM on Monday, March 10th, 2025

Introduction

St-Georges Eco-Mining Corp. (CSE: SX) has taken a significant step forward in its quest to revolutionize battery recycling in North America. The Montreal-based company announced that its wholly-owned subsidiary, EVSX Corp., has received final Environmental Compliance Approval for its state-of-the-art battery processing line in Thorold, Ontario. This approval marks a critical milestone for St-Georges, paving the way for full-scale operations aimed at recovering critical battery metals with zero landfill waste.

As the global demand for electric vehicles (EVs) and renewable energy storage solutions continues to surge, the need for efficient and environmentally friendly battery recycling technologies has never been greater. For investors and the broader business community, this development not only underscores St-Georges’ commitment to sustainability but also positions the company as a frontrunner in the rapidly expanding battery recycling market.

Background and Context

Founded with a mission to address some of the most pressing environmental challenges in the mining and resource sectors, St-Georges Eco-Mining has built a diverse portfolio of technologies focused on sustainable solutions. Its subsidiaries, including EVSX, St-Georges Metallurgy, and H2SX, are pioneering advances in battery recycling, lithium processing, and hydrogen production.

EVSX, a key subsidiary, has developed a highly automated multi-chemistry battery processing line capable of handling various types of batteries, including those from electric vehicles, consumer electronics, and industrial applications. This facility is strategically located in Thorold, Ontario—within one of the most populated hubs for battery collection and close to the largest automotive cluster in North America.

The recent Environmental Compliance Approval allows EVSX to proceed with full-scale operations, ensuring that all recovered materials are repurposed back into the supply chain without any waste ending up in landfills. This approval is a testament to St-Georges’ commitment to environmental stewardship and its strategic focus on building a sustainable and circular economy for critical battery metals.

Key Highlights and Advantages

The approval of EVSX’s battery processing line brings several notable benefits and strategic advantages:

  • Innovative Processing Technology: The multi-chemistry line can process various battery types, including alkaline, zinc-carbon, nickel-cadmium, lithium-iron-phosphate, and EV batteries, making it one of the most versatile recycling facilities in North America.
  • Zero Landfill Waste: All recovered materials, such as critical metals, plastics, aluminum, and steel, are repurposed downstream, ensuring that nothing is sent to landfills.
  • High Efficiency and Automation: The facility is highly automated, minimizing labor requirements while maximizing throughput and recovery efficiency.
  • Strategic Location: Positioned in Ontario’s automotive cluster, the plant benefits from proximity to major manufacturers like Ford, General Motors, and Stellantis, ensuring a steady supply of end-of-life batteries.

By securing this compliance approval, St-Georges has effectively cleared the final regulatory hurdle needed to scale its operations and capitalize on the growing demand for sustainable battery recycling solutions.

Potential Impact and Significance

The implications of this approval extend beyond St-Georges Eco-Mining, signaling a broader shift towards sustainable resource management in the battery manufacturing sector. As the adoption of electric vehicles accelerates, so does the need for responsible end-of-life management of batteries, which contain valuable metals such as lithium, cobalt, and nickel.

St-Georges’ advanced processing capabilities not only help reduce the environmental impact of battery disposal but also contribute to North America’s critical minerals supply chain by recovering and reintroducing these metals into the manufacturing ecosystem. This closed-loop approach not only minimizes waste but also reduces dependence on overseas sources for critical raw materials.

The company’s focus on zero-waste processes and its ability to repurpose all recovered materials align with emerging regulatory trends and consumer demand for greener products. This positions St-Georges as a key player in the battery recycling industry, capable of attracting both government support and strategic partnerships.

Expert Opinions and Analysis


Ian C. Peres, President and CEO of EVSX Corp., highlighted the significance of this approval, stating:

“This new Environmental Compliance Approval is a final critical step in commencing full operations on our state-of-the-art processing line.”

Industry experts echo this sentiment, noting that St-Georges’ holistic approach to battery recycling—coupled with its proprietary technologies—provides a competitive edge in a market expected to exceed $20 billion by 2030. The company’s ability to handle a diverse range of battery chemistries also positions it well to capture a substantial share of the market.

Moreover, analysts suggest that the integration of battery recycling capabilities with lithium processing technologies through St-Georges Metallurgy creates a vertically integrated model that could significantly enhance profit margins and operational efficiency.

Challenges and Considerations

Despite the promising outlook, St-Georges faces a number of challenges as it scales up its operations. One of the primary challenges is securing a consistent supply of end-of-life batteries to maximize the throughput of its processing lines. While the company holds a three-year battery supply agreement with its primary supplier, continued growth will likely require additional agreements and partnerships.

Additionally, the battery recycling market is becoming increasingly competitive, with several players investing in advanced processing technologies. To maintain its competitive advantage, St-Georges will need to continue optimizing its processes, expanding its recovery capabilities, and potentially exploring new markets beyond North America.

The ability to secure additional funding and manage operational costs effectively will also be crucial as the company transitions from pilot-scale to full-scale operations.

Conclusion

The receipt of final Environmental Compliance Approval for EVSX’s battery processing line is a landmark achievement for St-Georges Eco-Mining Corp. It not only enables the company to move forward with full-scale operations but also reinforces its position as a leader in sustainable battery recycling solutions. With a robust technological platform, a strategic location, and a zero-waste approach, St-Georges is well-positioned to capitalize on the growing demand for critical metals in the EV and renewable energy sectors.

This development underscores the company’s growth potential and its ability to execute on its strategic vision. As the world transitions to cleaner energy solutions, St-Georges’ commitment to sustainable mining and recycling practices makes it a compelling opportunity in the small-cap space.

In an industry where environmental compliance is becoming a critical differentiator, St-Georges’ latest achievement not only meets regulatory requirements but sets a new standard for what responsible battery recycling can look like.

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AGORACOM.com is a platform. AGORACOM is an online marketing agency that is compensated by public companies to provide online marketing, branding and awareness through Advertising in the form of content on AGORACOM.com, its related websites (smallcapepicenter.com; smallcappodcast.com; smallcapagora.com) and all of their social media sites (Collectively “AGORACOM Network”) .  As such please assume any of the companies mentioned above have paid for the creation, publication and dissemination of this article / post.

You understand that AGORACOM receives either monetary or securities compensation for our services, including creating, publishing and distributing content on behalf of Clients, which includes but is not limited to articles, press releases, videos, interview transcripts, industry bulletins, reports, GIFs, JPEGs, (Collectively “Records”) and other records by or on behalf of clients. Although AGORACOM compensation is not tied to the sale or appreciation of any securities, we stand to benefit from any volume or stock appreciation of our Clients.

In exchange for publishing services rendered by AGORACOM on behalf of Clients, AGORACOM receives annual cash and/or securities compensation of typically up to $125,000.

Facts relied upon by AGORACOM are generally provided by clients or gathered by AGORACOM from other public sources including press releases, SEDAR and/or EDGAR filings, website, powerpoint presentations.  These facts may be in error and if so, Records created by AGORACOM may be materially different. In our video interviews or video content, opinions are those of our guests or interviewees and do not necessarily reflect the opinion of AGORACOM.

St-Georges Eco Mining: Leading the Charge in Battery Recycling and Sustainable Resource Recovery

Posted by Paul Nanuwa at 1:19 PM on Wednesday, September 18th, 2024


Introduction:

The landscape of battery recycling is undergoing a rapid transformation, driven by global concerns over resource scarcity and environmental impact. A new initiative from the U.S. Department of Energy highlights the growing urgency to recycle critical materials like lithium, nickel, and cobalt, as demand surges due to the rise in electric vehicles (EVs) and renewable energy technologies. St-Georges Eco Mining, an emerging leader in battery recycling and environmental solutions, is poised to capitalize on this industry shift. Its recent advancements, including the operational launch of its Thorold facility, demonstrate a clear alignment with the evolving market trends and regulatory support for sustainable technologies.

Industry Outlook and St-Georges Eco Mining’s Trajectory:

The battery recycling industry is gaining momentum, with increasing governmental backing. The Department of Energy’s new $14 million initiative underscores the importance of reclaiming critical minerals from discarded batteries, helping to alleviate the pressure on raw material extraction and reduce environmental hazards. This shift presents a significant opportunity for companies like St-Georges Eco Mining, which is at the forefront of developing innovative recycling technologies. With its Thorold battery processing plant in Ontario, St-Georges is strategically positioned to contribute to the circular economy, transforming waste into valuable resources.

Voices of Authority:

U.S. Secretary of Energy Jennifer Granholm emphasized the necessity of battery recycling in securing critical materials domestically, stating: “We want to be able to create multiple ways for us to access those critical materials in the United States, and recycling is one component of that.” This sentiment resonates with St-Georges Eco Mining’s mission, which is rooted in creating sustainable solutions for the mining and recycling sectors. Similarly, MIT’s Martin Bazant advocates for increased recovery efforts, saying, “We have to be able to recycle them,” reinforcing the urgent need for infrastructure and innovation in this space—areas where St-Georges is actively making strides.


St-Georges Eco Mining’s Highlights:

St-Georges Eco Mining’s Thorold facility is a landmark achievement, showcasing the company’s capability to process over an incredible 4,200 tons of alkaline batteries annually. The company’s partnership with Call2Recycle further strengthens its position in the industry, enabling it to address Ontario’s growing battery recycling needs while reducing carbon emissions.

The facility which is located in the beautiful region of Niagara Falls, achieved an impressive recycling efficiency rate (RER) of 87.7%, which is the highest in Canada for single-use batteries.

Call2Recycle has seen a 21% growth in battery collection since 2023, with Ontario contributing 40% of the volumes. Operating under rigorous environmental and safety standards ensures that its recycling processes are safe, efficient, and compliant with the highest industry standards. This has helped Call2Recycle maintain trusted relationships and expand its network of over 12,000 collection locations across North America.


Beyond The Battery:

St-Georges is not just focused on recycling; it’s also innovating by turning recovered materials into useful products, such as agricultural fertilizers, showcasing its commitment to a holistic circular economy model.

St-Georges plans to collaborate with its subsidiary, St-Georges Metallurgy (SXM), to develop agricultural fertilizers from components of the black mass. The specific elements in the black mass, such as certain metal salts, can be repurposed into nutrient-rich fertilizers that are beneficial for agriculture.

Developing products from black mass not only reduces waste but also creates additional revenue streams for the company, making the recycling process more economically viable.

Real-world Relevance:

For the average consumer, battery recycling might seem like a distant concept, but its impact is profound. Every discarded phone or laptop that ends up in a landfill represents a lost opportunity to recover valuable materials that are essential for the technologies driving the green energy revolution. St-Georges Eco Mining’s work ensures that these materials can be reused, reducing the need for environmentally damaging mining operations. Just as recycling a plastic bottle can lead to a new product, St-Georges is giving new life to the metals found in batteries, contributing to both environmental sustainability and resource efficiency.

Looking Ahead with St-Georges Eco Mining:

As battery demand increases, particularly with the rise of EVs, the need for robust recycling solutions will only grow. St-Georges Eco Mining is already scaling its operations to meet this demand, with plans to enhance its recycling processes and expand its capacity. By aligning its goals with the industry’s shift toward sustainability, the company is well-positioned to play a pivotal role in the future of resource recovery. The company’s focus on refining its multi-chemistry recycling lines and integrating metallurgical technologies puts it ahead of the curve, anticipating the complexities of future battery recycling needs.


Conclusion:

St-Georges Eco Mining is a key player in the growing battery recycling industry, equipped with cutting-edge technologies and strategic partnerships that position it for long-term success. As the global push for sustainable solutions intensifies, the company’s achievements underscore its value proposition for investors looking to align with environmental and economic trends. With a clear vision and proven capabilities, St-Georges Eco Mining stands ready to power the next phase of the green energy revolution.

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DISCLAIMER AND DISCLOSURE

This record is published on behalf of the featured company or companies mentioned (Collectively “Clients”), which are paid clients of Agora Internet Relations Corp or AGORACOM Investor Relations Corp. (Collectively “AGORACOM”)

AGORACOM.com is a platform. AGORACOM is an online marketing agency that is compensated by public companies to provide online marketing, branding and awareness through Advertising in the form of content on AGORACOM.com, its related websites (smallcapepicenter.com; smallcappodcast.com; smallcapagora.com) and all of their social media sites (Collectively “AGORACOM Network”) .  As such please assume any of the companies mentioned above have paid for the creation, publication and dissemination of this article / post.

You understand that AGORACOM receives either monetary or securities compensation for our services, including creating, publishing and distributing content on behalf of Clients, which includes but is not limited to articles, press releases, videos, interview transcripts, industry bulletins, reports, GIFs, JPEGs, (Collectively “Records”) and other records by or on behalf of clients. Although AGORACOM compensation is not tied to the sale or appreciation of any securities, we stand to benefit from any volume or stock appreciation of our Clients.

In exchange for publishing services rendered by AGORACOM on behalf of Clients, AGORACOM receives annual cash and/or securities compensation of typically up to $125,000.

Facts relied upon by AGORACOM are generally provided by clients or gathered by AGORACOM from other public sources including press releases, SEDAR and/or EDGAR filings, website, powerpoint presentations.  These facts may be in error and if so, Records created by AGORACOM may be materially different. In our video interviews or video content, opinions are those of our guests or interviewees and do not necessarily reflect the opinion of AGORACOM.

 

FEATURE: Ontario’s New Battery Recycling Plant Sets New Efficiency Standard

Posted by Paul Nanuwa at 1:22 PM on Wednesday, August 21st, 2024

St-Georges Eco-Mining (SX: CSE) (SXOOF: OTCQB) and Call2Recycle launch Ontario’s most efficient battery processing facility.

THE FACILITY:

The Thorold, Ontario facility which is located in the beautiful region of Niagara Falls, can process 4,200 tons of alkaline batteries annually effectively recycling 87.7% of components. The highest efficiency rate in Canada!

Call2Recycle has seen a 21% growth in battery collection since 2023, with Ontario contributing 40% of the volumes.

Operating under rigorous environmental and safety standards ensures that its recycling processes are safe, efficient, and compliant with the highest industry standards. This has helped Call2Recycle maintain trusted relationships and expand its network of over 12,000 collection locations across North America.

BEYOND THE BATTERY:

St-Georges plans to collaborate with its subsidiary, St-Georges Metallurgy (SXM), to develop agricultural fertilizers from components of the black mass. The specific elements in the black mass, such as certain metal salts, can be repurposed into nutrient-rich fertilizers that are beneficial for agriculture.

Developing products from black mass not only reduces waste but also creates additional revenue streams for the company, making the recycling process more economically viable.

PROBLEM SOLVING:

The plant can process over 60% of Ontario’s collected batteries locally, reducing transportation emissions and costs.

The facility supports local job growth and strengthens Ontario’s circular economy, benefiting both the environment and the economy.

WHAT MANAGEMENT HAS TO SAY:

Joe Zenobio, President of Call2Recycle Canada – “Partnering with EVSX is a major step in expanding our recycling infrastructure.”

Enrico Di Cesare, CEO of EVSX – “We are committed to expanding our operations to achieve 100% recovery of all battery components.”

EXPERIENCE MATTERS:

50 Million Kilograms Recycled: Since its inception (1997), Call2Recycle has safely collected and recycled almost 50 million kilograms of batteries in Canada alone.

Circular Economy: By diverting batteries from landfills and reintroducing materials back into the economy, Call2Recycle contributes to a circular economy, which minimizes waste and conserves natural resources.

Call2Recycle’s efforts are crucial in mitigating the environmental impact of battery waste, and its partnerships with companies like St-Georges Eco-Mining, further enhance its ability to manage the growing volume of batteries being used and disposed of in the modern world.

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DISCLAIMER AND DISCLOSURE

This record is published on behalf of the featured company or companies mentioned (Collectively “Clients”), which are paid clients of Agora Internet Relations Corp or AGORACOM Investor Relations Corp. (Collectively “AGORACOM”)

AGORACOM.com is a platform. AGORACOM is an online marketing agency that is compensated by public companies to provide online marketing, branding and awareness through Advertising in the form of content on AGORACOM.com, its related websites (smallcapepicenter.com; smallcappodcast.com; smallcapagora.com) and all of their social media sites (Collectively “AGORACOM Network”) .  As such please assume any of the companies mentioned above have paid for the creation, publication and dissemination of this article / post.

You understand that AGORACOM receives either monetary or securities compensation for our services, including creating, publishing and distributing content on behalf of Clients, which includes but is not limited to articles, press releases, videos, interview transcripts, industry bulletins, reports, GIFs, JPEGs, (Collectively “Records”) and other records by or on behalf of clients. Although AGORACOM compensation is not tied to the sale or appreciation of any securities, we stand to benefit from any volume or stock appreciation of our Clients.

In exchange for publishing services rendered by AGORACOM on behalf of Clients, AGORACOM receives annual cash and/or securities compensation of typically up to $125,000.

Facts relied upon by AGORACOM are generally provided by clients or gathered by AGORACOM from other public sources including press releases, SEDAR and/or EDGAR filings, website, powerpoint presentations.  These facts may be in error and if so, Records created by AGORACOM may be materially different. In our video interviews or video content, opinions are those of our guests or interviewees and do not necessarily reflect the opinion of AGORACOM.