This is a rerun of the Good Oil Podcast from about 6 months ago.
Scott Philips is discussing FBR with Lindsay Partridge at the 12 minute mark.
The Good Oil with Scott Phillips - 2023 Recap - Brickworks' Lindsay Partridge (google.com)
Some interesting take aways from this. Basically he is not concerned by not using mortar. Says that lockup could occur in 4 weeks.
He says that the current version (6 months ago) is not commercially viable but believes the next one will be.
This was recorded not long after BKW took close to 20% in FBR. What Lindsay says about vertical integration of supplying WAAS is completely consistent with what FBR have been saying since they introduced WAAS.
If the CEO of Australia's largest brick manufacturer is bullish on FBR and WAAS...
Good Oil Podcast
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