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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 kulewateron Jul 07, 2021 9:12pm
141 Views
Post# 33510136

RE:BGX opportunity - inefficient markets?

RE:BGX opportunity - inefficient markets?

To put a finer point on it.. each unit will likely carry a $60K service run-rate per year. This is recurring revenue. Not including actual operations and maintaince of the units.

2040 units x $60K = $122M per year in recurring revenue. Potential is there.


30% capture of market over time is $3.8B CDN (2,040 BGX units) in potential revenues (not including service support contracts)

Analysts arent fortune tellers. If you understand leverage and economonies of scale you will appreciate the rollup strategy being executed to a TEE by the XBC team.

For all you 80s kids.. think of the Constructicons. And then remember Devastator. ;)

 

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