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Ann: Revised revenue guidance for proposed Aust Ti Powder Plant, page-12

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  1. 232 Posts.
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    Lefevre, I presume you have listened to most of the "meet Barrie and Stuart" presentations becuse I know you have been in this forum for as long as anyone.

    Did you pick up on Barrie's comment that "with the geometry / final product now finalised, we want to announce a single announcement about the deal instead of multiple and ongoing announcements"? (Those are my words, not his, but I think is a fair assessment)

    I took that to mean that Owens Corning are on board globally, and they want to announce that as part of the initial announcement, but that requires contractual agreement on how they are actually going to meet such a signfiicant total scope of works.

    The announcement may well cover off the global rollout plan, Country by Country could be an option as Owens Corning make the Pink Batts in 17 different Country manufacturing centres currently from memory (will they be able to name that program specifically i wonder?).

    WIll it cover off how they will fund presumably 100+ of the necessary printers? (i understand the bigger printers are over $1Million apiece but not sure which ones they need for this project). I think we all agree it won't be through a cap raise alone, Venture funding, leasing etc were all discussed in previous video presentations.

    Wwith every day of declining share price recently, at least it does indeed bring us another day closer to the actual announcement re: Fletchers, or better yet, Owens Corning group.
 
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