FormerXBC Inc XEBEQ

Industrials

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

FormerXBC Inc > Xbc news of acquisition

<< Previous

Bullboard Posts

Next >>

Comment by kulewateron Nov 03, 2021 10:23pm

277 Views

Post# 34085066

RE:RE:RE:RE:Xbc news of acquisition

If we focus on the word excess it means the legacy revenue generated by UEC will be supplemental to what they forecast for BGX+H2 units.

Transformational and material.

This part of the release caught my attention.

“Xebec expects that with limited changes to operations it can use UEC’s excess capacity to produce approximately 150 to 190 containerized BGX Biostream™ (“Biostream”) biogas upgrading and Hy.GEN hydrogen units per year in North America. The new capacity from UEC adds to recent capacity increases in Xebec’s Canadian manufacturing facility”

Blainville’s production is now at 4 units per month or 48 per year. So with UEC’s excess capacity coming on line, likely in mid to late 2022, overall North American production capacity will be 198 to 238 containerized BGX Biostream units annually.

If they have the sales to eat up this capacity, the revs are going to be moving up very quickly. Besides the money coming in from the units - each sale is adding more recurring revenues for the Service side. This is what Kurt sees as the future.

hmmm