As a follow-up to the March 2024 interview, a fresh discussion was released after market close yesterday, where Homerun Resources Inc. CEO Brian Leeners once again hit the ball out of the park with Blaze Capital´s Justin Caron expertly pitching the questions:
Click above player or here to watch the interview.
TIME STAMPS
0:40 LOI with Si&Mex
3:54 Overseas Opportunities
6:25 Crucible and Wafer Use Cases
9:45 Phases 1-3 Update
11:57 MRE Drilling Program
16:25 Additional Drilling?
18:29 Back of Napkin Math re. Tonnage
19:58 Target of 2 Million Tonnes per Year
21:57 Shareholders of Homerun Should be Excited!
24:38 Intergenerational Wealth
26:30 Mayor of Belmonte and MD of Veracel Meetings
31:20 Job Creation
34:27 ESG
36:55 Win-Win-Win Strategy
38:53 Update on Partners
43:03 Brazil Exporting Energy
46:45 Meetings with HNW Investors, Funds and Fund Managers
48:55 24/7/365 Operations
49:08 Ahead of Schedule (Phases 1-3 Milestones)
49:28 Newsflow Over Next 90 Days
50:11 Vertically Integrated Silica to Solar Industry in Brazil
52:50 We´ll be one of the Most Advanced Perovskite Companies on the Planet in 12-months
56:20 Perovskite Evolution
59:38 Perovskite Solar Plant Rendering
1:01:47 CapEx
1:03:00 Hundreds of Millions in Revenue (update)
1:03:08 Cost per Ton
1:04:17 Breakdown of 2 Million Tonnes per Year
1:06:25 Cost for Logistics
1:07:11 FAT Margins (update)
1:10:50 First Solar and Perovskite
1:14:00 AI Factories/Data Centers and Energy Bottleneck
1:17:55 ROI Delivered in the Last 12 Months
1:20:28 Homerun and Partnership with Government
1:22:55 Snippets from Si&Mex News Release
1:25:30 Breadcrumbs
Previous Rockstone Reports
"Game-changer for Homerun to process its high-purity silica sand in hot sand batteries" (Web)
"Homerun in Bahia: At the forefront of one of the world‘s highest quality silica sand districts: Comparison of silica sand projects globally" (Web / PDF)
"The Energy Transition is Running Low on High-Purity Silica Sand: The Elephant in the Room" (Web / PDF)
Company Details
Homerun Resources Inc.
#2110 - 650 West Georgia Street
Vancouver, BC, V6B 4N7 Canada
Phone: +1 844 727 5631
Email: info@homerunresources.com
www.homerunresources.com
ISIN: CA43758P1080 / CUSIP: 43758P
Shares Issued & Outstanding: 52.724.825
Canadian Symbol (TSX.V): HMR
Current Price: $0.95 CAD (05/27/2024)
Market Capitalization: $50 Million CAD
German Ticker / WKN: 5ZE / A3CYRW
Current Price: €0.625 EUR (05/27/2024)
Market Capitalization: €33 Million EUR
Contact:
www.rockstone-research.com
Disclaimer: The referenced Rockstone reports and the video interview contain forward-looking information or forward-looking statements (collectively "forward-looking information") within the meaning of applicable securities laws. Forward-looking information is typically identified by words such as: "believe", "expect", "anticipate", "intend", "estimate", "potentially" and similar expressions, or are those, which, by their nature, refer to future events. Rockstone Research, Homerun Resources Inc. and Zimtu Capital Corp. caution investors that any forward-looking information provided herein is not a guarantee of future results or performance, and that actual results may differ materially from those in forward-looking information as a result of various factors. The reader is referred to Homerun Resources Inc.´s public filings for a more complete discussion of such risk factors and their potential effects which may be accessed through its profile on SEDAR at www.sedarplus.ca. All statements in the Rockstone reports and the video interview, other than statements of historical fact should be considered forward-looking statements. Much of the Rockstone reports and video interview is comprised of statements of projection. Such statements involve known and unknown risks, uncertainties and other factors that may cause actual results or events to differ materially from those anticipated in these forward-looking statements. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Risks and uncertainties include that the proposed technology is not commercially viable and that the collaboration turns out fruitless; that Homerun will not find adequate buyers for this silica sand supply; uncertainty of future production, uncertain capital expenditures and other costs; financing and additional capital requirements for exploration, development, expansion of the mine may not be available at reasonable cost or at all; mineral grades and quantities on the project may not be as high as expected; samples found to date and historical drilling may not be indicative of any further potential on the properties; that mineralization encountered with sampling and drilling will be uneconomic; that the targeted prospects can not be reached; the receipt in a timely fashion of further permitting; legislative, political, social or economic developments in the jurisdictions in which Homerun or its partners carry on business may hinder progress; there may be no agreement with neighbors, partners or government on developing infrastructure; operating or technical difficulties or cost increases in connection with exploration and mining or development activities; the ability to keep key employees and operations financed; share prices of these companies may fall as a result of many factors, including those listed here and others listed in the companies’ and other mining exploration company disclosure; and the resource prices available when the resource is mined may not be sufficient to mine economically. Accordingly, readers should not place undue reliance on forward-looking information. Rockstone and the author of this report do not undertake any obligation to update any statements made in this report except as required by law. The amended cover picture has been licenced and obtained from Shutterstock and the last shown (animated) picture has been obtained from DALL-E. / openai. Please read the full disclaimer within the full research report as a PDF (here) as fundamental risks and conflicts of interest exist. The author, Stephan Bogner, owns an equity position in Homerun Resources Inc., and also owns equity of Zimtu Capital Corp., and thus will profit from volume and price appreciation of those stocks. The author is being paid by Zimtu Capital Corp. for the preparation, publication and distribution of this report, whereas Zimtu Capital Corp. also holds an equity position in Homerun Resources Inc. and thus will also profit from volume and price appreciation. Note that Homerun Resources Inc. currently does not pay Zimtu Capital Corp. but that the featured company has paid Zimtu Capital Corp. in the past for Rockstone reports and other investor awareness services.