GREY:XEBEQ - Post by User
Comment by
GGreenon Apr 01, 2021 1:28pm
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Post# 32923764
RE:RE:Green
RE:RE:Green There's an interesting discussion... the first to $10 (whether months or years). I would throw in GRN for some added variety. From a standing start today you would think that it would be XBC because it already made it through the $10 mark but because of the stumble they may have to deliver more than the others.
In order of likelihood as of today, everything as-is: XBC, EXRO, GRN
Post Q1 results: GRN, XBC, EXRO (GRN because of clean, steady rev ramp and GM% close to 30% & strong CEO - just listen to some recent investor calls; XBC should do well on top line but stumble on GM% and EBITDA, trust factor to be rebuilt - H1 will be a challenge; EXRO working on pilot projects so low expectations for revenue.
Wild card: Home run contracts by any of them but EXCRO has the most "options" to hit a home run from so they could be the dark horse.