Ann: First Full Home Structure Built with Hadrian X, page-293

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Hokey5771

6,553 Posts.

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14/11/18

21:53

Post #: 36508549
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Originally posted by spade_of_aces: ↑

I hope you did well on that strategy as it did play out.

I think HX will surely have its place in social housing as much as it will to relieve natural disasters, regions with rapid growth & housing affordability issues. Sadly enough a large population of the world are in this market but i'm grateful that HX can potentially address this issue.

DST is the crown jewel here and i don't doubt that this is the key reason why CAT was initially attracted to FBR along with production revenue fom HX. Early this year FBR stated that they were simultaneously working on future DST applications so im keen to see progress on this and i believe/hope they will begin progress announcements whilst comertialising HX (to fill the cyclic SP lag between discovery & production) - my view is that this will happen around Q2 2019.

Personally i'm not overly concerned with FBR's cash position, now that the HX build is pretty much complete a lot of the Custom Material Costs, Contractor Expenses and Staffing should return back to its core crew with general maintenance, tuning & refinement. I also imagine they will likely return back to standard operation hours soon as well which will significantly reduce the rate in spendings.

As for cash costs to take HX into production, my view is that they will seek funding from the likes of CAT through some form of offtake agreement (pre-payment) or CAT will construct & sell HX and pay royalties. Another revenue stream would be through software or royalties per brick laid. In the early stages i don't see FBR constructing robots, rather a company that recieves royalties on IP.

Nobody is ever happy with Performance shares being handed out, my view although i need to do a bit more research on this, is as part of their prospectus they need to ensure that the company holds enough shares to protect them from hostile take overs. As its started from a seed company, their initial holdings over time become diluted as they raise cash, the company needs to keep a handle on how much they own and one way to overcome this issue is through performance rights.

It sucks, but thats life in the small caps market

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Did well thanks I think looking at today’s volume a feeding frenzy could be on which I’ll be staying out of probably a decent trade in it but it could get very volatile

not much else moving up so traders will be scanning any movers looking for a quick buck

I’m more than happy to add when I see a clear pathway to production and revenue a few blocks on a factory floor does not convince me if CAT get serious that would

FBR Price at posting: 21.0¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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Last 5.8¢		Change 0.005(9.43%)		Mkt cap ! $257.6M

Open	High	Low	Value	Volume
5.4¢	6.2¢	5.3¢	$1.767M	30.51M

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No.	Vol.	Price($)
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Price($)	Vol.	No.
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No.	Vol.	Price($)
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Price($)	Vol.	No.
0.054	760633	9
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Ann: First Full Home Structure Built with Hadrian X, page-293

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Ann: First Full Home Structure Built with Hadrian X, page-293

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