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FormerXBC Inc XEBEQ

Xebec Adsorption Inc designs, engineers, and manufactures products that are used for purification, separation, dehydration, and filtration equipment for gases and compressed air. The company operates in three reportable segments: Systems, Corporate and other, and Support. Its product lines are natural gas dryers for natural gas refueling stations, compressed gas filtration, biogas purification, associated gas, engineering services, and air dryers. The company's geographical segments are United States, Canada, China, Other, Korea, Italy, and France.


GREY:XEBEQ - Post by User

Comment by Resilience19on Apr 04, 2021 6:41pm
216 Views
Post# 32935524

RE:A random observation

RE:A random observationAs you previously indicated, some months back, Kurt is probably starting to contemplate retirement. My guess is that he'll groom Marinus to take the lead over the next couple of years. Prahbu's departure may have delayed this by 6 months or so, but once a decent COO will come in place - I wouldn't be surprised if it was a Marinus recommendation - things will start chugging along nicely, in the right direction.
tamaracktop wrote: The Good News is that Marinus Van Driel now owns 4,443,735 shares of Xebec. I'd say that's quite an incentive. He is far and away the second-largest individual shareholder of Xebec, next to Kurt.
   This is a guy who ran Plug's European operations, only to leave Plug and start Hygear from scratch, without access to financing in the public markets, HyGear has always been private, until now. How he did that is beyond me. He's obviously got the know-how, not to mention the connections.
    Read his curriculum vitae. He is obviously motivated, very smart, and a visionary, like Kurt. No wonder they get along.
    I can't imagine someone with better qualifications to be the second-in-charge at Xebec. His acumen and expertise in the field of hydrogen is not just an added bonus, it's an indication of where Xebec is ultimately headed.
    I can't see a single reason why Xebec's multiples won't move inexorably closer to those accorded the better-known hydrogen plays over time. Multiple expansion alone could have an exponential effect on Xebec's stock price. 
   Xebec's P/S multiple is literally a small fraction of the others'.
   Xebec has been crucified in the market. ( appropriate timing for the word ). By the time most watchers realize it's being resurrected, it will be several points higher.


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