The way I see it SAT and the demo builds are as close to a sure...

The way I see it SAT and the demo builds are as close to a sure thing as you can find. So basically close to being tick the box.
The only question mark would be in passing building certification. We have already seen the HX lay blocks in Australia so building certification is the only open question.
But with that said, if they passed building certification on the 3D concrete printed structures for Icon then I can't see anything holding up certification on the HX wall system.
Therefore, with this in mind, FBR's focus should be on expediting the additional HX units because by the time they arrive in USA, builders should be ready to start using WAAS. Also, they also need to put some real focus on speeding up the next stage to come.
Not investment advice. Subject to risk. DYOR, etc etc.