Where does the share price go from here?, page-51

The reason I keep coming back to Brickworks is that they have been on board as an original and largest angel investor since 2005 ... so they know the story well

Add to this they own Bristile Roofing as a supplier of clay roof tiles where you can't buy roof tiles ubless you buy the laying of the tiles by Bristile roof layers ...
Remove manual layers and replace with a robot and you have Roof As A Service ... RAAS ... similar to WAAS and Bristile Roofing is the JV entity

the idea of a builder in Perth becoming a JV partner can work AKA ABN Roofing where all colorbond roofs are supplied and layed ... but as far as I'm aware ... only to builders under the ABN banner.

The problem you get is let's say BGC were the JV partner ... if you have more work than machines available will they prioritise BGC building companies over say ABN Group building companies? In a heart beat they would... so where is the incentive for say Dale Alcock Homes changing their business model to suit the HX when potentially they may be able to get a team of bricklayers to site faster than a HX

It could even be a Coal mining company looking for a change of focus ... greener pastures ie less waste, timber, beef eating tradies ... less carbon footprint to invest into a JV and build enough HX machines to service all of Australia