FBR 0.00% 2.6¢ fbr ltd

Good on you Max for throwing a cat among the pigeons Given the...

  1. 177 Posts.
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    Good on you Max for throwing a cat among the pigeons
    Given the responses feels like a lot of one dimensional views and we all know how that ends!
    For me the FBR mkt cap is ridiculous and the transition to revenue will be painful.
    Nearly all have also missed what Pro9 exactly does.
    See the thing is the only issue FBR solves is time to lay a brick. And i can tell you bricks are dead and modular is the way of the future.
    Pro9 has a facade product but the real excitement is around the ability to install full walls that are structural in nature. Hence it replaces all the trades. No bricks needed and far superior thermal benefits.
    It will be faster and cheaper than FBR. By the time FBR gets it right the whole industry will potentially have changed.
    That said plenty of room for all players. Its a large market out there!
 
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