Homerun Resources Inc. Announces First Commercial Installation of "The Hub" AI Energy Management System on a Risen Battery Storage Asset

On November 26, 2025, Homerun Resources announced the first successful commercial installation of its proprietary AI-driven energy management system, "The Hub." The system was installed on a Risen battery energy storage system (BESS) at a customer site. Dr. Luca Sorbello, CEO of the Homerun Energy division, stated this is a key milestone, moving the technology from development to live operations and providing the validation investors have been waiting for. The news positions "The Hub" as a flexible and scalable software solution designed to unlock more value from energy storage assets.

This news is a material positive development for Homerun Resources. After a year of announcements focused on resource definition, project acquisitions, government agreements, and financing efforts for its long-term Brazilian silica-to-solar glass strategy, this is the first concrete news of commercialization and revenue generation from its Homerun Energy division.

A chronological review of the company's news flow shows a consistent, albeit complex, execution of a multi-pronged strategy: - Late 2024 - Early 2025: The company focused on securing its foundational asset, the Belmonte silica sand project in Brazil. This included obtaining an environmental license, publishing a maiden resource estimate (25.56Mt Measured, 38.35Mt Inferred), and consolidating the district through acquisitions. Simultaneously, it acquired Halocell Europe (now Homerun Energy) to gain entry into perovskite solar R&D and energy management solutions. - Mid 2025: Progress continued on the Brazilian front with a major MOU for land and infrastructure support from the Bahia government and an application for substantial federal financing (BNDES/FINEP). The Homerun Energy division was formally launched with its "The Hub" platform in July. During this period, the company's financial precarity became evident, with multiple extensions and a downward repricing of a planned private placement. - Late 2025: The company has shifted focus to advancing its projects towards feasibility, engaging engineering firms for a Bankable Feasibility Study (BFS) on the solar glass plant, targeted for Q1 2026. Financing remains a key theme, with conditional TSXV approval for a C$6 million institutional placement finally received on November 25.

Within this context, the first commercial installation of "The Hub" is significant for several reasons: 1. Validation of Strategy: It validates the acquisition of Halocell Europe and the "vertical integration" strategy of having a revenue-generating arm while the capital-intensive mining and manufacturing projects are being developed. 2. De-risking Event: It moves the Homerun Energy division from a conceptual/development stage to a commercial, revenue-generating reality. This provides proof of concept for the technology. 3. Potential for Revenue: It marks the start of what could become a significant, high-margin, recurring revenue stream, helping to offset the high cash burn rate from G&A and development expenses.

However, the analysis must remain critical. The press release lacks any financial details. The revenue and profit contribution from this single installation is unknown, making it impossible to quantify its immediate impact on the company's distressed balance sheet. While the CEO's quote is optimistic, one installation does not yet constitute a scalable, profitable business. The market's muted reaction to the financing approval the day prior (stock closed up only two cents to $0.85) suggests investors are waiting for the financing to close and for more tangible proof of revenue before re-rating the stock.

In conclusion, the news is materially positive as it marks a successful transition from development to commercialization for a key business unit. It provides crucial validation for management's strategy, but the financial impact remains speculative until further details or quarterly results are released.

Homerun Resources Inc. is pursuing a vertically integrated business model focused on the green energy supply chain. The company is structured around two primary divisions: 1. Homerun Advanced Materials: Centered on the Belmonte High-Purity Silica Sand Project in Bahia, Brazil. The flagship plan is to develop this large, permitted silica resource to feed a proposed 1,000-tonne-per-day solar glass manufacturing facility, intended to be the first of its kind in Latin America. The company also controls other silica/quartz properties in Brazil. 2. Homerun Energy: An energy solutions provider created from the acquisition of Halocell Europe. This division is focused on commercializing "The Hub," an AI-powered energy management platform, and developing next-generation perovskite solar technologies.