GREY:XEBEQ - Post by User
Comment by
GGreenon Aug 11, 2020 3:16pm
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Post# 31394298
RE:RE:Gents and Ladies
RE:RE:Gents and LadiesHave to comment (even though I normally wouldn't). I'll comment because I'm also in PYR and must admit I'm still in even though I'm way past my target return. Although there are some similarities (eg. going into a growth phase with big ticket contracts (PYR is still promises of large contracts just around the corner according to them), lower GHG, ESG spin, uplisting, global partners, Bob McWhirter is a fan of both etc), but I'll focus on the differences:
- XBC has:
* a stronger mgmt team (which they are growing)
* clear strategy that is focused (try and piece one together from all the different irons in the fire that PYR has)
* CEO that I believe is a notch above his counterpart (mainly because he is not as promotional although you could argue that both are straigh shooters), Kurt puts his head down and focuses on delivering and not issuing a PR because they rec'd a payment on a contract - who does that?
* much superior sales and quote log
* putting in place the necessary building blocks for a soldi public co with a LT focus (ERP system, ESG report, internal controls (IC) - I have rarely seen the term SOX and ICs in their reports (primes it for a future acquistion - within 3-5 years if not sooner!
- PYR has:
* quick hit due to possible huge contracts that could be MMMs is not Bs (but yet to be delivered)
* crazy returns since May 22/20 (BNN Bob W)
Conclusion: PYR has ST quick hit potential (already has but there is room for more) BUT in the LT XBC is the PONY to ride (that reference only brings up bad memories - oil & gas investors will get the reference arrgggh).