CubicFarm Systems Corp V.CUB

Cash Burn Rate

[bandit69]

We will see what it is when Q1 is released.  They've added many people and that sucks up cash without sales to back it up.  

I love the story but I think they need massive manufacturing improvements.  Months for a purchaser to get units is too long and delays revenues what seems significantly.  We've gone from inception to commissioning in months in oil and gas many many times with significanlty more complex equipment..that also had to be manufactured....in less time including more complex licensing processes, surface land acquisition etc.  

I also like the latest news of Vertical Pastures but the research and trials are somewhat baffling to me.  That could take years to monetize if at all so the question is where did all of the previous research go to prove the concept?  I thought they were and are already doing that with Eco Dairies?  The ~$1.5MM  PP is nice but doesn't equate to revenues....which they need.

I also thought the Scientific Advisory Board is a little odd for a company of this size and what for?  connections?  we will see.  I also feel they are too top heavy for a small co like this so soon especially without sales to back up the salaries.  

Talk all they want about a pipeline of current conversations with prospective buyers but, until sales are achieved, that's all it is....talk.  I've experienced this many times over my career and from that exerience the majority of talk rarely materializes.  But, hey, who knows.  I'd be happy to be wrong.

Still love it but I am questioning some moves.  If the cash burn rate is too high well, we all know what that means to existing shareholders.  Dilution.

[FatTom]

Yes, I would also like to know more about the manufacturing lead times.  I know they have said that on many of these projects it is not the manufacturing that is the hold up, it is the site permitting and prep work that needs to be done before delivery. For the amount of orders posted last year, I would've thought more sales would have hit the books. 

[bandit69]

I would have to know more details but, to me, these are a custom shipping container.  That's why they're built to the size they are.  Perfect, makes sense and great for ease of shipping.  They also have a better manufacturer that can produce more units per month in China.  Pick them off of a truck, set them down. Hook up electrical supply.  I understand their