Looking at the video, sounds like they don't know very much...

Looking at the video, sounds like they don't know very much about FBR ("never hear about them before" or "think they might have build a house"). Clearly no real understanding, the technology's maturity and cost structure benefits. Also of the joint venture with potentially 300 Hadrian's. This is a lot closer to reality than they envisage (assume we pass the JV hurdles !).
I would however agree with them that it will be a long road as 1,2 or 3 Hadrian's do not make this business a success. They need 20 - 50 -100 to make this business a success and this will take years to build this number of machines.
Overall tone is a bit dismissive. Don't expect any new investors from this review.