Building a Solar Glass Platform – Fireside Chat with Water Tower Research

On March 24th, Homerun Resources CEO Brian Leeners joins Dmitry Silversteyn of Water Tower Research for an in‑depth fireside chat on the Company’s strategy to build a silica‑powered platform for the energy transition. In this conversation, Brian outlines the importance of consolidating the Santa Maria Eterna high‑purity silica sand district in Bahia, Brazil and what full district control means for scale, security of supply, and project economics. He also discusses the independent validation work confirming the suitability of Homerun’s silica resource for high‑quality, antimony‑free solar glass, and the implications of successful UCD bench trials for silicon carbide and fused silica glass production. The discussion further explores how these technical milestones support Homerun’s path toward a bankable feasibility study and a future solar glass manufacturing facility in the Santa Maria Eterna district. Brian and Dmitry review the latest developments in offtake discussions and strategic partnerships, and highlight the key operational and financing milestones investors should watch for through 2026. Thank you to Water Tower Research for having us on to discuss Homerun Resources