FBR 5.26% 3.6¢ fbr ltd

Next few days sat, weather pending3 builders, waiting on the...

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    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
 
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