FBR

0.00%

3.8¢ fbr ltd

DST- other uses and applications, page-18

First 18 Last

Share
Profile

Follow
SmatteringCat

156 Posts.

31

13/07/24

14:22

Post #: 74738720
Share

Originally posted by bjk007: ↑

Whilst there might be other applications, I can't see them really pursuing other applications for the next 3-5 years. Why ?

1. Given this is the first commercial Hadrian X, the first fews years there will be significant resources devoted to design improvements. These machines to date, have not been running day in day out. So there will be reliability issues which required design improvements, This will be the highest priority as high machine reliability will be critical parameter in its reputation and the cornerstone for global expansion.
2. I'm expecting they will be focussed Hadrian X development. To further improve the accuracy and simplify the operation even further. If they could change the number of operators required from 3 back to only 2 (even allowing for breaks) significantly reduces costs.
3. Similarly, if they can move from an average of 300 blocks/hr to over 500+ block/hr to drive the financial benefits even further for adopting Hadrian X's. Assume both of the above will be enable signifiant increase in a recurring licensing costs and make the WaaS even more competitive.
4. . Expanding the WaaS globally will take a number of years. Use lots of resources for confirmation of meeting building codes, demo's and training.

They can't afford to stand still on Hadrian X as the current model is still short of the desired targets and still need to increase the "economical moats" around this technology to secure this as number 1 for a period of time.

If the JV is signed in the US, the lowest hanging fruit for rapidly growing this business is really around making Hadrian X an even more economical method of building wall's and expanding the WaaS globally. Making WaaS with Hadrian the preferred global construction method for smaller builds will be critical.

This is at least a 10 year journey, if not more given the need to many 1000's of Hadrian X's.

Other opportunities will be small fry in comparison to driving this core business really hard over next 3-5 years. After this time FBR will have plenty of cash to drive other opportunities.

Expand

I agree with you, this post is more so just seeing what everyone could come up with for different uses.

FBR Price at posting: 5.3¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

IPH

IPH raises $100M to buy up Canadian IP firm Bereskin & Parr

Reporting wrap: Inghams, Accent, Mayne Pharma

Week 34 Wrap: HotCopper's top watched; Oz banks cut saver interest; Kamala’s 28% corporate tax; AI’s back

NRX

Noronex kicks off EM survey at Humpback, Namibia – part of South32's earn-in deal to access Kalahari Copper Belt

SER

How flooding did Strategic Energy Resources a favour: Four holes down in 'redesigned' gold & copper campaign

The Rising Tide: How institutional adoption is shaping the future of crypto

Dale Gillham's weekly wrap: responding to a weak iron ore price with investing decisions

RDN

Raiden gears up for exploration in final quarter of 2024

The business of sport: Warren Tredrea's take on this week's news

CC9

Chariot locks in high-potential drill target at Black Mountain, one of the USA's largest lithium landholdings

There are more pages in this discussion • 22 more messages in this thread...

First 18 Last

Add FBR (ASX) to my watchlist

(20min delay)
Last 3.8¢		Change 0.000(0.00%)		Mkt cap ! $182.0M

Open	High	Low	Value	Volume
3.7¢	3.8¢	3.5¢	$491.6K	13.49M

Buyers (Bids)

No.	Vol.	Price($)
4	123945	3.7¢

Sellers (Offers)

Price($)	Vol.	No.
3.8¢	461725	3

View Market Depth

No.	Vol.	Price($)
3	95945	0.037
6	181387	0.036
25	3854197	0.035
13	2390742	0.034
4	879545	0.033

Price($)	Vol.	No.
0.038	452225	2
0.039	387155	4
0.040	2489731	7
0.041	511892	4
0.042	780000	4

Last trade - 16.10pm 23/08/2024 (20 minute delay)

FBR (ASX) Chart

DST- other uses and applications, page-18

IPH raises $100M to buy up Canadian IP firm Bereskin & Parr

Reporting wrap: Inghams, Accent, Mayne Pharma

Week 34 Wrap: HotCopper's top watched; Oz banks cut saver interest; Kamala’s 28% corporate tax; AI’s back

Noronex kicks off EM survey at Humpback, Namibia – part of South32's earn-in deal to access Kalahari Copper Belt

How flooding did Strategic Energy Resources a favour: Four holes down in 'redesigned' gold & copper campaign

The Rising Tide: How institutional adoption is shaping the future of crypto

Dale Gillham's weekly wrap: responding to a weak iron ore price with investing decisions

Raiden gears up for exploration in final quarter of 2024

The business of sport: Warren Tredrea's take on this week's news

Chariot locks in high-potential drill target at Black Mountain, one of the USA's largest lithium landholdings

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

DST- other uses and applications, page-18

Top Stories

IPH raises $100M to buy up Canadian IP firm Bereskin & Parr

Reporting wrap: Inghams, Accent, Mayne Pharma

Week 34 Wrap: HotCopper's top watched; Oz banks cut saver interest; Kamala’s 28% corporate tax; AI’s back

Noronex kicks off EM survey at Humpback, Namibia – part of South32's earn-in deal to access Kalahari Copper Belt

How flooding did Strategic Energy Resources a favour: Four holes down in 'redesigned' gold & copper campaign

The Rising Tide: How institutional adoption is shaping the future of crypto

Dale Gillham's weekly wrap: responding to a weak iron ore price with investing decisions

Raiden gears up for exploration in final quarter of 2024

The business of sport: Warren Tredrea's take on this week's news

Chariot locks in high-potential drill target at Black Mountain, one of the USA's largest lithium landholdings

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News