Hi Ash ... Interesting view thanks for sharing even before fbr themselves. I particularly like the term "Wall on Call" hope they've got a trademark on it.
The modular construction aligns with their future iteration of the "Roof on Call" module, as well as modules which improve the HX110
I also believe that Leiber are assisting with the module development which gives me confidence thst the MOU with them will turn into a manufacturing contract.
My prediction is that a HX110 will find it's way to the USA probably Florida to be doing a demo build before this year's AGM... just reading my tea leaves.
Re BWK glad to see them buying on market.... should give all shareholders confidence but I wouldn't read too much into it. Problem as I wrote before is BWK have their own clients so any partnership is slanted towards their builder clients.
I think if there is to be a white whale it wont be a brick company (Even a Weinerberger) but more likely it could be a venture capital firm and we already have a relationship through a very large US builder BECHTEL through their VC vehicle.
Or if it comes from the Middle East,.. many a Sheik has his own VC firm... so second HX110 should go to UAE.
Interesting Mike saying different models and pricing depending upon location ... some want to buy machines rather than WaaS ... that is a first time that selling machines has been on the table since WaaS was put forward as our main stratefy.
@BENZI I don't disclose my holding but I've been on board since 2005 and have been in top 20 since IPO
Interesting phase... hang in there
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