FormerXBC Inc XEBEQ

Some thoughts in Point Form

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This is Xebec's first correction since $4.68 to $1.99 during the Covid Party. Look what happened after that

The market is turning traders into investors

We need the Inmatec deal to close

Disparities in Revenue multiples are growing. Any bid for Xebec using paper from a Hydrogen Major would be enormously accretive from a revenue perspective. We don't want that, but it will contribute to support on the buy side, at some point

Any bid for Xebec would be a 3-in-1 deal. Xebec, Hygear, Inmatec. Again, we don't want that. It's low probability, but it will provide a higher fundamental support level than would be the case if it wasn't true.

When the stock turns convincingly higher, it will be the first ideal opportunity to average up. Smart money knows this. You don't buy a stock at $5 and average up when it hits $8. You buy it at $5 and average up when it hits $8 after being to $11

Prabhu will be replaced with someone with major credentials. Star status. There's probably a lineup of applicants. Very likely multilingual.

The low, when it comes, will very possibly be marked by a violent intraday reversal to the upside. That may be some time off.

The downside here might be a buck and a half, maybe, the upside is $50+. Institutions know this, and operate with longer timelines than retail

The days of unrestrained consecutive gains are behind us. There is overhead supply.

Xebec's revenue numbers going forward will show historic yoy growth

Xebec's balance sheet is bulletproof, as is its business model.

Xebec is still $650 million shy of breaking in to the bottom tier of Wall Street's criteria for being "small cap"

People line up for Boxing Day Sales, curiously they do the opposite in the market

A year from now, this correction will seem a distant memory. 35 days from today will mark the 1 year anniversary of the March 23rd Covid low-close at $1.99

This is a world-class company with a world-wide footprint