Submitted by Khalmis t3_10qba8n in wallstreetbets
I can't believe Rec Silicon with their soon-to-be-sought-after high purity polysilicon and silane gas has not been shown on any radar in the US stock market. World leading technology in energy-efficient and low carbon footprints in their production facilities.
omac4552 t1_j6pen9r wrote
Hanwha is just the means to get to the icing on the cake, batteries. OneD, Group14 and Sila Nanotechnologies are opening factories for battery materials in Moses Lake and guess why?
REC is the sole producer of Silane that goes into their siliconbatteries and the agreement with Hanwha is just PV silicon. The factoeries are ramping up and have investors as Porsche, Microsoft and many others and they ned Silane in 2024.
With this deal the case is de-risced
Strap in gentlemen!