IHS confirmed , next BIG short squeeze?

Long and strong IHS confirmation breakout and tested


Company fully funded and largest factory in Moses Lake has started production with recent contract signed for the next 10 years worth around 3 busd. Todays mcap is around 0.6 busd.

Guided ebidta for 2025 is 100-300 musd
Dept around 260 musd with favorable terms

Production within 3 megatrends in the U.S, semi chips, solar and batteries (silane gas)

All production sold out, but silicon anodes manufacturers ( Sila Nano, G14, Oned) has established around their Moses Lake facility in hopes for silane offtake.
Amprius and Cenate has mentioned and hopes for REC silicon silane gas, and company itself says they have discussions with multiple companies regarding silane.
REC has 70% markets share of silane gas, and it looks that replacing grafite with silicon will be the next big thing. The potential for REC silicon and its silane gas are endless the next 5 years as this explodes.

REC also has a 15% stake in Yulin factory in China, and are in proccess of selling this stake, which is valued to 150 musd. 1/4 of todays mcap just in cash!!
Proccess is going slow but we are close to an end...

This stock is worth following the next year!!

Also to mention is that due to restart and impairments, Moses Lake factory(replacement cost 1.7 busd) is zero in the books. Yulin has also been written down to zero... and revarsal of impairments would most likely be reversed next quarter, Yulin is a huge bonus with cash, and company has also recievd a large amount of pre payments in the 3 busd contract recently signed.

Today REC silicon is one of the most shorted stocks in Oslo stock exchange, but there is a huge chance of a potential short squeeze here when market discovers fully what is about to happen here....


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