FormerXBC Inc XEBEQ

RE:RE:RE:RE:Takeout target

[investorse]

I totally agree.

as Peter Lynch said: "A lot of money can be made when a troubled company turns around."

Xebec is clearly turning around from some mishaps.. the problem was some cost overruns in their rng segment, related to installation costs. Now they have better systems with easy installation and a clear path to profitability. The recently announced revisions are mainly related to increasing their capacity. 

Xebec is not going anywhere. Its revenues are growing and will continue to grow. Very aggressively. Do you think the company would be so aggressive in growing the top line if they predicted continued issues with profitability? Do you think they would look hard for acqurining an US based facility to build 100+ units a year if they had major issues with the product? They are certain of what they can achieve.
I agree we will very soon her about an acquistion to increase their manufacturing capacity probably followed closely by large orders... 
I also think we will hear of partnerships for some of their more capital intensive hydrogen hubs/gaas systems that are to be deployed widely...

Now Xebec is not a popular stock. Actually it has been beaten down and the tendency is to find fault with whatever they do and focus on everything that ie negative about them.

People who have held it through the past 6 months also tend to look at the share price and not at the business..

Question for you, Newtrader ang GGreen... just imagine for a second that the most recent quarterly report (with record revenues and indication of unexpected demand) had been received very well by the market and the stock had rallied... despite the lagging ebidta.....in that case, would you still have been so negative? Or happy about the company's prospect?

I think we have a natural tendency to jusge the company based on the share price.... yes, I am disappointed by the share price myself but I am not disappointed by the business prospect..

also, don't forget that last year, when again the world was ending Xebec went to about $1.70 only to recover to above $11 within less than 1 year. 

Now the sentiment is the same. All is bleak and people think the company will disappear. This is the best time to look at the business objectively and add to your position... believe it or not....