FormerXBC Inc XEBEQ

RE:RE:RE:Look

[whognu1]

hey nt:

I don't disagree with you at all

more interesting to me is the trading activity taking place in the last hour or so most days


blocks of 20 - 30,000 shares change hands in the last 45 minutes (for a daily total +/- 100-125k)
 

 while it may be someone building a position it could simply be window dressing between a couple firms

the ol "you scratch my back....."

time will tell

good luck

(zero holdings)






 

quote=Gann999]But he is wrong whognu even the most conservative estimate for revenue growth next will be 50 percent higher than this year's revenue certainly much higher than 13.5 percent. He is basically saying that after next year revenue growth is going to flatline.

whognu1 wrote: well, not to rain on your parade yet have you considered that just maybe this fellow has a closer business connection to xbc than you do?


maybe not, i'm just spitballing


you have to agree that the price action confirms his outlook, not yours


and, if i might say mine (prior to breaking $3 bucks)...........

all the way back to $6-8 when i stated many, many times that while i know nothing about XBC, the chart was telling you all was not as it seemed


but was sht on time and again by those here that KNOW


thems the facts

good luck

tamaracktop wrote: We are increasing our target price to $17.50 from $12.50 previously. Our revised target price contemplates a 25.0x terminal multiple (15.0x previously) for its Cleantech Systems segment, with our Industrial Service and Support (10.0x) and Infrastructure (15.0x) segment multiples remaining unchanged. See Exhibit 4 for details.

Jan 14th

Then today:

"Our revised NAV features a 10-year revenue CAGR of 13.5% for Xebec's Cleantech Systems segment, down from 27.1% previously."

Today he arbitrarily cut his revenue expectations in half.
but he offered no explanation for doing so.

Very strange that he's doing it towards the end of a year when Xebec will report 120%+ revenue growth, and the first year of revenues over $100 million. 

After reporting 15% revenue growth the year before that,
and 144% the year before that,
and 37% the year before that
and 54% the year before that

How can this analyst possibly explain why his compound annual revenue growth forecast is suddenly now 13.5%, down from 17.1%?

17.1%?  Who does this analyst thinking he's going to fool, narrowing his foward revenue numbers down to .1%?

This guy has zero credibility.
 

 

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