FormerXBC Inc XEBEQ

has anybody posted this?

[Possibleidiot01]

From last Friday.

Xebec Adsorptions Inc(XBC-T)

27/01/2022 at 07:00pm

 

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The estimates for the next report is $43.7M in sales. They need to show improving margins and more contracts for the momentum to turn. Cash has gone down, so cash flow is important. Capital raise would be a worry. Needs a strategic review to turn it around probably. Unlock Premium - Try 5i Free

INDUSTRIAL PRODUCTS

$1.750

Unknown

[tamaracktop]

Once again disagree. They have an untapped line of credit at National Bank for $59 million. Financing isn't a major concern at this point with further acquisitions on the back burner as they concentrate on successfully integrating recent acquisitions and improving margins. Once again the market is looking for reasons that aren't there. Fictional rationalizations to explain the stock price.

[filoux004]

With all due respect a line of credit of 59M ...to compete in a sector that will require Billions in the years to come...micro player among dozens. Long Xbc gday

[Kronyboy]

59 million can go a long way with proper cash flow. No one suggesting that no financing will happen in the future, rather, that as a business on the cusp of profitability, Xebec's focus will be on ensuring their cash flow does not interrupt production or continued scaled growth. Sustainability seems to be the focus here, though time will tell.   

[filoux004]

Thank you for a more balanced point of view. Capital raise coming...long xbc gday

[Zipolitemexico]

Going forward much of Xebec’s revenue will be generated by long-term and profitable service contracts that are at low risk of disruption and derived from strong customer relationships (Brightmark/Chevron partnership). So as the company builds out its production capacity to 150 or more units a year to match demand, recurring service revenue will most certainly start to roll. That should become more

[Ciao]

Don't they have $50M in cash as well?  Great that they "saved" $30M on the purchase price of the UEC plant as analysts had estimated $40M for a US plant to build BGX, Hy.Gen units. I didn't realize they would need to contribute to part of the billions in the sector that they are competing with, who are they competing with? They seem to be comfortable with their niche

[Possibleidiot01]

tamaracktop wrote   "Once again disagree. They have an untapped line of credit at National Bank for $59 million. Financing isn't a major concern at this point with further acquisitions on the back burner as they concentrate on successfully integrating recent acquisitions and improving margins." Key words " at this point" I see what you are saying . I also see the

[filoux004]

Bottom line this is a micro cap in an ocean of billion dollars players long xbc at 2.57 if this hits 4$ 2022 it will be a miracle gday

[filoux004]

Bingo... Enormous amount of Capital will be required to deploy and manufacture their solutions. Expect another capital raise shortly. Long XBC