FBR 3.85% 5.0¢ fbr ltd

FBR General Discussion, page-1461

  1. 6,553 Posts.
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    correct in fact the place the HX would work.effectively is building levee banks on US rivers bayous etc.

    The missisipi is massive and they need to rebuild the levee walls get the HX on tracks thag would be a game changer for many applications including disaster relief

    Multi story buildings is interesting but building walls for service is stupid in terms of revenue v cap ex PA

    The original.model of the business was mass manufacture of the machine hence the MOU of CAT just produce the machines and onsell to builders globally making the profits of the licence.


    They are building a 5 double story development and been paid 500 k that's ridiculous to the cap ex required they will make sweet fa out of that

    It will demonstrate capability but we already know the machine works.

    They are looking in all the wrong places as far as global goes the hope is weinberger orders say 10o0
    Machines but how long would that take to fill.that order

    The biggest problem.they will have like all construction companies is cash flow and by proxy they are a construction company that uses a robotic machine to build walls for service with tiny margins

    Margins matter running down the bank accepting jobs with little margin makes little sense they need scale with the number of machines they will do dick with 2-3 machines and I know more than anyone machinery breaks down and good luck waiting for parts to.arrive from OS right now


 
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