GREY:XEBEQ - Post by User
Comment by
iiioiiion Nov 10, 2020 8:55am
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Post# 31869054
RE:Narrative
RE:Narrative I think it's an issue of outlook. These are certainly challenging times all over. I'm frankly not surprised that the continuing pandemic is beginning to eat into growth plans and result in a mild reduction in guidance over the short term. But what I'm focused on is how well they are successfully implementing thier telegraphed strategy given the current environment. With the notable exception of a hydrogen play, they've done quite well building out their service network over this past year with choice aquisitions in key areas of North America. The Biostream offering looks set to capture an important part of the the European dairy market. They're still largely on course with their BOO strategy; while the first plant appears to be delayed, they're still moving forward to capture an important chuck of the nascent Quebec market. The listing on the TSX is now concrete. Today may well end up being a bumpy day, but I'm interesting in where this company is going in the next 5 years.