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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 GGreenon Dec 09, 2020 8:39am
234 Views
Post# 32065773

Two thumbs up!

Two thumbs up!

When there was talk a couple of weeks ago about a private placement my first thoughts were: WHY? why more dilution when you have a solid cash position and haven't yet gotten a lift after expected uplisting (as a result of some institutional (with ESG $s) investors being able to buy in after the move to the TSX)... why not just get non-dilutive debt to finance the upcoming acquisitions. 

BUT after an initial look at how this all fits together and the plan forward all I can say is WOW! Totally supportive of the structure and the equity financing. Not just for this acquisition but the next 2 as well. Huge leap forward with the footprint and traction in Europe, highly accretive from day 1 but will really drive positive results starting in Q1 and should really help with GM%, EDITDA and operating income growth in 2021. 

It will be very interesting to see how the stock responds today and in the coming weeks. With who knows perhaps some news on uplisting, revised analyst targets and oh yeah back at the farm.... contract wins. 

As an aside, I wouldn't be surprised if GRN also benefits indirectly within positive tailwinds as a result of this.

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