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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, associated gas, engineering services, and air dryers. The company's geographical segments are United States, Canada, China, Other, Korea, Italy, and France.


GREY:XEBEQ - Post by User

Post by tamaracktopon Oct 01, 2020 10:07pm
449 Views
Post# 31656188

Eureka! An epiphany!

Eureka! An epiphany!It just occurred to me. Out of the blue.
   Despite what some here might think, my world doesn't revolve around Xebec, and I don't sit here and think about it all day. After all, I have embarrassingly few shares, and I have other things I have to do, sitting here in my man cave.  Amongst other things, there are the dishes, and vaccuuming, and reading, and organizing the bookshelf, and gluing my shoes back together, as well as a myriad of other things. Dusting.
   This evening, while doing my calisthenics, it hit me like a ton of bricks. Kurt is highly cognizant of his shareholder base. He refers to shareholders very often. Remember when Xebec upsized the issue in June? That wasn't to accommodate retail investors. That was for institutions.
    What if Xebec management is repaying the favor, this time to its retail shareholders.
    Xebec had a meeting with TD Bank some 2 or 3 weeks ago. Virtual or in person, I have no way of knowing, and it doesn't really matter anyway. Clearly, Xebec has known for some time that TD was coming out with today's report .
      Public companies are obliged to release news of material developments promptly, as expeditiously as possible. Material developments would be the likes of significant new contracts, acquisitions, executive departures, etc. etc.
       It is far more discretionary when it comes to announcing a move to the TSE proper. This is a procedural event, that while indeed material, does not fall in to the realm of developments that require full and immediate disclosure.
       Certainly, Xebec is well aware of its shareholders anxiety over the timing of the uplisting. When is it going to happen? When is it going to happen?
       If you were a member of Xebec's board, and you were certain that TD bank was going to release a glowing report on the company whithin weeks, wouldn't you delay announcing the uplisting until after the report was released? After the report had been fully diseminated? After all, TD bank's clients comprise approximately 20% of Xebec shareholders. 
        Not only would it give retail investors a head start before institutions could pile in en masse after the uplisting, it would have the same effect as the second stage of a rocket firing up after the first stage is spent. We're at a higher altitude when the uplisting news hits the wires.
        I've often said never bet against Xebec management. This would be strategically brilliant. I expect we may hear news of the uplisting very very soon.
       
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