RE:RE:XBC holding upThere is no question that FCEL and PLUG have a lot more to give than XBC. If one looks at the gains those two stocks had in the last 12 months, at peak (7-9 weeks ago), PLUG was up over 19x and FCEL was up 18x. XBC was only up 4x over the year. XBC may have looked like it did great from last March to its peak in January, but when you compare to some of the green energy stocks (others include WPRT, CLNE, GRN) its performance wasn't that great.
I think that the American companies did much better because of the large demand from American investors. I suspect that RNG has been off the radar screen and so has XBC among most American investors. Depending on what happens with Biden's green initiatives, I expect that to change, but it may be slow. Doesn't seem to be a lot of close competitors for XBC in the RNG space, so if it gets embraced as an energy source XBC will do really well.
When one looks at 3 year growth, only PLUG did better than XBC (I don't have numbers for GRN going back that far, so can't compare that one). To me, PLUG has been ridiculously over priced, but that is what can happen when you become a star stock. If RNG starts really being looked at seriously and people recognize the realistic role it can play in reducing carbon, I think XBC potentially also has star power in the U.S.
catchascatchcan wrote: To round out that comment, it's only fair to add that those companies have not suffered the massive sell-off that XBC has. It stands to reason that we have less to give, given that we've already paid such a steep fine for our sins. GLTA