Investor Call 9 August 2024, page-33

Next few days sat, weather pending

3 builders, waiting on the last to finalise the contract

Large high volume builder

JV as discussed

Key enabler 40mUSD credit facility

Initial builds in Perth before handing over to another OEM or

Second SAT for media, VIP

20th August weather pending

Revenue- once machines arrive and engage with building community and sell wall then we expect revenue to be generate

Cap raise needed time to time

2 ready basically (1 100% the other 98%)

2 staged

Availability of US truck bases is limited and delayed

Manufacturing and assembly to be Perth but moved

Ongoing item of development

Working with potential partners in the background

Key to get first 20 machines ready includes ramping up personnel in Perth

Talking with Aus gov about FBR assisting with home building

Need it to be backed by available cash to avoid equity raises

Opportunity in months ahead for share consolidation

Usually supported by catalyst or it can erode the SP down

We’ve been waiting for an opportunity and Mikes a big supporter of the consolidation

Gains to be had with the US spec Isuzu base

Potential partners CRH an ideal partner

Big place though and other interest around

There’s a plan B should we need to go there

Brickworks and euro

Euro to the side, US is the right commercial pathway. Building market is ideal and right for partners

Overall opportunity we feel strong about it

Comprehensive plan for marketing approaching

Expect more content

My notes from the presentation