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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 > This is not a one trick pony, it's a thoroughbred
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Post by Ciao on Nov 13, 2021 5:28pm

This is not a one trick pony, it's a thoroughbred

The synergies between their businessess has been under appreciated by the analysts as noted by their stodgy valuations. We here can see and appreciate their vision and strategy to tap into profitable revenue streams in the cleantech space.

As you can see from Jim's presentation, our business is expanding rapidly. And we are seeing opportunities that are only two or three quarters ago, we could not have addressed. We believe that the energy transition will require companies to not only have technologies, but also have capacity to manufacture and deliver products and systems to the market and support those systems in the marketplace. When you look at Xebec today, you can start to see the evolution of a company that does all these things. We create IP, develop products, manufacture those products, and have a global sales force to sell those products. And we are building a service network that will support our products in the field.

Today, we are involved in natural gas, renewable natural gas, hydrogen, oxygen, nitrogen, helium, air and co2, both for co2 purification and capture. And I can tell you that every day opens new opportunities to us in applications we didn't think about before. As you can see, from what I just said Xebec is not a one trick pony. We are building a company focused on sustainable and renewable gas generation, something the world urgently needs. Very soon, it will become obvious to people and investors that sector coupling. In other words, the connection between the electricity and the gas grid, a fundamental requirement for a stable and reliable future energy system. And I hope that this realization will ultimately lead to a better appreciation of what we at Xebec do and how we create value.

Comment by kulewater on Nov 13, 2021 5:41pm
I love the sentiment and confidence communicated by Kurt during the CC.  We are half way through Q4 already and you can bet his optimism is backed up by what is happening on the ground.  You can sense enthusiasm seeping back into the shareholder base and when we look back at the last year or so we will all wonder why we didnt load up during this recalibration period. We are absolutely ...more  
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