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5.0¢ fbr ltd

tool to estimate the value of FBR, page-23

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jackAJA

292 Posts.

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22/02/23

20:57

Post #: 66405734
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Originally posted by AlexHarms: ↑

I guess you have a few too optimistic assumptions.

1. They won't get the same revenue per m2 in countries like mexico and Saudi Arabia like in Australia.

2. The market potential is much lower than fbr suggests. For example in Europe a lot of house a build by families and friends, fbr won't beat free labour. Also FBR always always talks about " low-rise houses" that also includes Wood Houses etc. So there is 0 Chance that the company will come close to these numbers, especially if you think of 3d printing and pre fabrication. That will also heavily impact the multiple FBR will be traded at, once the buissnes starts.

3. I guess you have forgotten the running costs of the Hadrians.

I think the mst calculation is more realistic. between 0.8 and 1.3 free cashflow per hadrian and normal multiple because nobody has the capability to produce 100s of them per year.

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It is very hard to sell to 1% of a market. I hope no one is assuming FBR will sell to 100% of the market anytime soon. Closing sales to less the 1% of a market that has been marketed to is common.

FBR Price at posting: 3.2¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 5.0¢		Change 0.000(0.00%)		Mkt cap ! $241.2M

Open	High	Low	Value	Volume
5.1¢	5.2¢	4.9¢	$198.9K	3.905M

Buyers (Bids)

No.	Vol.	Price($)
5	820804	5.0¢

Sellers (Offers)

Price($)	Vol.	No.
5.1¢	218390	4

View Market Depth

No.	Vol.	Price($)
5	820804	0.050
18	1756540	0.049
6	1125673	0.048
5	1331145	0.047
9	875868	0.046

Price($)	Vol.	No.
0.051	218390	4
0.052	1472632	5
0.053	1545889	4
0.054	1115200	4
0.055	776722	6

Last trade - 16.10pm 30/09/2024 (20 minute delay)

FBR (ASX) Chart