FBR General Discussion, page-4120

Re wall systems is a laugh , maybe.
Lindsay Partridge spoke about the possibility of BKW supplying walls.
It certainly makes me wonder , if the business model for homes in Australia will change .
Will it be a game for the big boys only backed by capital and assets.
Homes are becoming very expensive to build , land is expensive Builders going broke and into administration.
Landowners sign a contract to build a house ,escalation price takes them out of an already stretched budget.
D.R.Horton for example , biggest builder in USA , has capital and assets.
Many projects , develops huge tracts of land .
Builds houses and sells or leases.Pension Funds are buying into houses now.
Vision of hadrian building on a heap of slabs down the road only works with players like Horton , who control the entire process.