ill answer each part seperate becuase its a bit fractured
first paragraph - yea thats the whole IP thing, id be putting bets on Europe only.Reread his statement partners LIKE WB , i doubt they will let WB sow up the whole bag
next two paragraphs- the consideration of that deal is capital and WB get the bricks as on going revenue hey look im ok with that -
but and theres always a but ,you are describing a capital sale not a JV and if that where the case , there would still be an issue of warranty's ,
however I may be reading the second paragraph in particular wrong , in which case you are suggesting a revenue share , which would also mean an expense share and allocations would be vastly different to the Brickworks deal
economics 101 its called capitalism for a reason. its all about the capital and FBR negotiation position is not as strong as you think , look it's definitely strong enough to get them a seat at the table but they dont hold all the cards , and tick tock class c - the pivacs will want to negotiate faster and with outcomes dictated by the performance issue - WB didnt get to where they are because they are chumps
last paragraph - i think Brickworks is well placed they have the existing infrastructure sown up and will obtain first mover advantage in a monopoly market there is no need for them to risk capital right now , not to say if all goes well they wont dig deep later
- Forums
- ASX - By Stock
- FBR
- Ann: Change in substantial holding
Ann: Change in substantial holding, page-23
-
- There are more pages in this discussion • 20 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add FBR (ASX) to my watchlist
|
|||||
Last
3.5¢ |
Change
0.001(2.94%) |
Mkt cap ! $156.1M |
Open | High | Low | Value | Volume |
3.6¢ | 3.6¢ | 3.4¢ | $438.7K | 12.53M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
11 | 4020699 | 3.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.6¢ | 577318 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
9 | 3806471 | 0.035 |
22 | 4214423 | 0.034 |
8 | 723545 | 0.033 |
8 | 1388031 | 0.032 |
3 | 1386291 | 0.031 |
Price($) | Vol. | No. |
---|---|---|
0.036 | 77318 | 3 |
0.037 | 238915 | 2 |
0.038 | 285000 | 1 |
0.039 | 395000 | 3 |
0.040 | 185714 | 2 |
Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
Featured News
FBR (ASX) Chart |