This week, we're analyzing the advanced materials space, focusing on two companies pivotal to the silicon industry—one a global giant and the other a green-tech innovator.
Jon Brown looks at Ferroglobe (NASDAQ: GSM), one of the world's largest producers of silicon metal. He explores its long-term growth story and asks if a recent dip in its stock price presents a buying opportunity for a major industrial player. Then, Trevor Abes dives into HPQ Silicon (TSXV: HPQ), a Canadian technology company whose portfolio of disruptive, energy-efficient processes for producing critical materials gives it a potential addressable market worth hundreds of billions.
This Episode's Picks:
Ferroglobe PLC (NASDAQ: GSM): A global leader in silicon metal and specialty alloy production. A long-term value play that has seen 462% growth over five years, with a recent dip offering a potential entry point.
HPQ Silicon Inc. (TSXV: HPQ): A green technology company with a suite of disruptive processes for producing fumed silica, battery-grade silicon, and on-demand hydrogen, creating a deep value opportunity with a massive addressable market.
Topics Discussed:
- Investing in the advanced materials and silicon sectors.
- Analyzing large industrial producers vs. small-cap tech disruptors.
- Green technology for producing critical materials.
- Silicon anodes for EV batteries and on-demand hydrogen production.
- Identifying value when a company's market cap is a fraction of its potential market.
Further Reading & Resources:
- Ferroglobe Reports First Quarter 2025 Financial Results
- HPQ Silicon stock priced for pessimism, despite outsized upside
- Leading Global Manufacturer Confirms First Batch of Pilot Plant Material Tested is Fumed Silica
- This week’s picks: NASDAQ: GSM | TSXV:HPQ
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Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.
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