Not sure if I agree.
I believe that passing SAT which is maybe 2.5 months away (so start of Aug) would possibly trigger a re-rating. Personally, I believe this is close to a tick-the-box for FBR based on the machines performance in Australia. Not much fundamentally changes in Florida vs the harsh conditions in Australia.
So if SAT passes early Aug, it's almost a matter of CHR taking all the machines we can produce.
The limiting factor and constraint on growth then in my opinion becomes speed at which FBR can pump-out machines.
A company with more demand than supply has pricing power, has negotiating strength, has a sustainable business with a long runway for growth.
So if this potential re-rating happens early Aug, we could see further dilutions but dilutive. Markets are generally forward looking. That's if we don't get a buy-out offer prior to this all playing out which would not be in the best interests.
So while in HX110 is in transit to the USA and while we are waiting on USA chassis, our attention/focus can turn toward finalizing our manufacturing agreement with Wiener and spreading the good word of a disruptive robot set to revolutionize the construction industry. Anyone know such a machine???
Not investment advice. DYOR, etc.
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