GREY:XEBEQ - Post by User
Comment by
GGreenon Mar 16, 2021 6:11pm
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Post# 32812983
RE:XBC vs GRN
RE:XBC vs GRN Interesting question. Unlike some others I don't think they need to be identical in order to be comparable. I think XBC is much more comparable to GRN than many references to cos like PLUG, FCEL or BLDP. I have BEEN in both and although initially I had XBC ahead of GRN for reasons I've listed in previous posts but have found that (with the exception of the HyGear and Inmatec acquisitions) GRN In the last 6-9 months has made impressive strides forward including strategy, mgmt and execution including significant financial progress to likely break even in 2021. I listened to the Q4 call and read through their FS and expected the stock price to go up (instead of down) but the market does what it does.
Having said that I have to say that HyGear and Inmatec could be XBC's saving grace to push them back over the $1B valuation in the long term likely more faster than GRN.
Conclusion: I would get back into both for different reasons and remind myself again that it's ok to step back after a good run. (Bears, Bulls and Pigs)