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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

Comment by catchascatchcanon Mar 23, 2021 5:03pm
176 Views
Post# 32860387

RE:RE:RE:A Couple of Neat Coincidences

RE:RE:RE:A Couple of Neat CoincidencesI hope you are correct.  It certainly feels like we've found a bottom here and are on more stable ground.  Definitely little remaining downside even if we do lose some ground, vs a substantial upside over the coming months.  It will be interesting to see how XBC does, given that we bridge RNG, compressed gas, and hydrogen.  The hydrogen space is no doubt an a hype phase, with no shortage of news across the industry.  It will succeed, supported by govts that will refuse to let it, or their respective climate promises, fail.  But it's a long runway of 5-10 years, and likely more before it's commercially viable without subsidy support.  Massive opportunity though, and we're a nice sweetspot niche player.  I see our RNG and gas businesses as natural hedges to the high beta hydrogen space, and should serve as a steadying force, providing stable positive cashflow while the hydrogen value is developed and unlocked.  I would never wish days away, but a I'd pay a pretty penny for a glimpse at our sp in 6 months.  The hardest part is over though, and those of us remaining survived the fall.  I last added 6,250@$7.99, and finally 1650@7.05.  I have been battling with myself about further loading at these levels - the old If I'm willing to hold, why am I not willing to add?  I have decided to wait for Thursday however, and would happily if we get some positive news, a pop, and perhaps a small post pop dip.  Sorry long-winded, just killing some downtime at the office.  GLTA
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