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Reason for FBR following still, page-212

  1. 407 Posts.
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    Its totally plausible that the silence is due to them deciding to screw everything else and focus on the HX110 now.

    The only positive outcome of putting HX109+ out there to build is that the laying speed has increased. The proof of concept is already there, just by increasing speed, not sure if the markets will react as much as last year. And they will probably spend 1 of the 5 lots just for that.

    But if HX110 comes out along with the OEM plans, now that, will signify they are ready to go big.

    If they can assemble the HX110 in time and send it to Dubai, that will be a surprise on the upside. But I wouldnt pin too much hopes on that, only 4 more months left, to complete assembly, OEM plans and test it live.


 
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