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Bullboard - Stock Discussion Forum 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,... see more

GREY:XEBEQ - Post Discussion

FormerXBC Inc > Q1 2021 Revenues: Conservative $20M
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Post by Resilience19 on May 07, 2021 9:29am

Q1 2021 Revenues: Conservative $20M

Appreciating this is somewhat low, at this time, I'm aiming for a $20M Q1 2021 revenues.

The very subjective rationale stems from the fact XBC was still in reorg mode throughout Q1, with a COO missing in action; the fact Kurt (or Rahbu) mentioned during last year's webinar that Q1 tended to be a 'soft' quarter and; that, at this point, I prefer managing expectations by low-balling, rather than high-balling, numbers in the current context.

Granted, such a result may lead to a further sp correction, but I think this will ultimately give the sp an even stronger base from which to bounce from, come Q2 and Q3 results.
Comment by savyinvestor333 on May 07, 2021 9:50am
We have to remember that management know what current concenus from all the analysts is and when they announced year end results they were already halfway through the current quarter. I'm sure that as Kurt said in the interview he asked all managers about there guidance. Also i'm sure the CFO has been calculating numbers daily or he will be out the door. If they were going to miss the ...more  
Comment by Ciao on May 07, 2021 10:00am
XBC provided guidance for the year. Any "shortcomings" in Q1 can be made up later in the year and Inmatec is only contributing to 1 month's worth of rev in the quarter and the "legacy" RNG contracts will have zero gross margins. Resilience put out what was said as a conservative Q1 rev. estimate of $20M.  I would say that is more realistic as my guess would be in the  ...more  
Comment by newcoin on May 07, 2021 11:11am
Hopefully the market will be happy with anything $20M and over. Combined with positive guidance it should help stabilize the s/p. Delivered with a smile and no screw ups we should be on our way to recovery.
Comment by savyinvestor333 on May 07, 2021 11:10am
Sorry consensus
Comment by Resilience19 on May 13, 2021 8:12am
Not that it matters much but 5 days ago I made the following post, giving a conservative $20M revenu for Q1. Not too far off...so not a bad guestimate/educated guess after all. "Revenues increased by $8.4 million to $20.6 million for the three-month period ended March 31, 2021, compared to $12.2 million for the same period the prior year."
Comment by newcoin on May 13, 2021 9:43am
Great guess/estimate. A scholar at work.
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