AGORACOM Small Cap CEO Interviews · 2026-08-19 · 41 min
When a company crosses the line from testing and qualification to a commercial order, the playbook changes. HPQ Silicon and Novacium announced August 19, 2026 that they received their first commercial order for GEN3 silicon based battery packs, destined for FPV drones for a French Army regiment through integration partner LN Innov. The 6S1P pack delivers 6,000 mAh and was designed to meet the end customer's requirements. After months of testing, the results met those requirements and led directly to the order, marking a significant transition from qualification to third party commercial validation. • Commercial Validation: Discussions began in early 2026, samples were delivered during Q2 and the end customer conducted testing. The results met its performance and reliability requirements, leading to the first commercial order in July/August 2026. • Government Backing: HPQ has Canadian government support for a planned 50 tonne per year silicon anode material production facility, providing a pathway toward greater North American capacity. • Capacity Runway: Current capacity is approximately 1 tonne per year.