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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 Possibleidiot01on Mar 26, 2021 6:57am
223 Views
Post# 32884488

RE:RE:Conference Call

RE:RE:Conference CallGGreen

I am happy that you highlighted the section about the 63 minute mark where Kurt talked about Biostream and the limited competition and how sales costs would not go up much with increased business because of offering a standardized product. About that limited competition which at this point in time seems to be you bid and then get the contract award.
It's all about executing their plans ( always that devil in the details).
After that there was a question there was a question about when margins would normalize - the answer was in H2 , 2021 or 2022. i wouldn't expect a lot of stock movement anytime soon.
Here's what I didn't like  - I wish somebody had asked about the lenght of time between the  termination of the COO and the announcement  of the revenue shortfall - maybe it was a discovery period as in they knew it was awful but had no real details to share.
To move forward , you need to put the past behind you .
I also would have liked to see more than a postage stamp of the speaker's faces ( as in a possibleidiot hit every button but could not figure out how to expand the picture size ) - hard to read a person correctly but I did get the impression Kurt was relaxed and I thought he presented better than some people gave the impression he would.
Just my take.

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