GREY:XEBEQ - Post by User
Comment by
treehillon Jan 13, 2021 4:22pm
236 Views
Post# 32287488
RE:RE:RE:RE:RE:RE:RE:RE:CEO on BNNBloomberg in next hour
RE:RE:RE:RE:RE:RE:RE:RE:CEO on BNNBloomberg in next hourI agree with your point that as the valuations of companies like PLUG grows, the risk of one of them taking a run at Xebec also grows. I made a similar point a few days back but there was no comment on the issue.
Does anyone know if Xebec has any poison pill mechanisms to discourage companies from making an attempt to acquire Xebec?
Obviously any merger would benefit us as shareholders in the short run (probably we would get $20-25 / share, based on current pricing), but I think for those who want to be in for the long haul, we would lose out on a significant opportunity to be part of something great.
Mick67 wrote: I have mentioned this a few times and it doesnt get much airtime. If we simply assume XBC gets $300mm in revenues by 2022 and place a 10x multiple on it than that works out to $20 share price. WHile not directly comparable in terms of business profiles, the valuation gap between the US players and XBC is massive and growing. SHould it stay this way then the number of shares one of these guys would need to issue to take out a profitable player in the thick of the space would be a rounding error to them. Exposure and contracts would be welcome to reduce the valuation gap that may be a problem for those with long term ambitions.